Nomad Semi

Deep Dive on Memory (Primer)

70 Years History, Competitive landscape, 4F2, 3D DRAM

Sep 30 • 

Moore Morris

73

3

18

June 2025

Taiwan's High Yield ETF

Inside the retail yield chase that’s reshaping Taiwan’s equity market

Jun 12 • 

Moore Morris

9

3

3

Deep Dive on HBM

HBM Decoded: Bonding Technologies, Hynix's Leadership and China’s Threat

Jun 3 • 

Moore Morris

 and 

Ray Wang

165

10

25

May 2025

Inside Xiaomi’s Silicon Empire

A 10 Year Journey in Chipmaking: From Surge to XRing

May 22 • 

Moore Morris

48

1

18

MediaTek Deep Dive

Underrated Asian Fabless in Partnership with NVIDIA to Take on the Future of AI, Auto and PC

May 14 • 

Moore Morris

29

4

6

Intel Foundry Direct Connect 2025

Intel's foundry endeavor is starting to fall in place. A comparison with TSMC

May 8 • 

Moore Morris

18

4

TSMC 2025 Technology Symposium

A look at semiconductor long-term demand and TSMC's technology roadmap

May 2 • 

Moore Morris

29

4

4

April 2025

Earnings Decoder: Advantest, Intel and SK Hynix

Signs of pull forward demand

Apr 27 • 

Moore Morris

10

4

State of the Semiconductor Cycle

Dark cloud is looming

Apr 21 • 

Moore Morris

49

1

11

BYD Semiconductor Deep Dive

Unpacking the bear thesis on power semis and TSMC’s footnote in the story

Apr 16 • 

Moore Morris

67

16

March 2025

What SiCarrier’s President Said at SEMICON China

Full transcript below. Find out more about who SiCarrier is

Mar 31 • 

Moore Morris

9

3

Tokyo Electron Deep Dive - Part 2

Share Gainer in Cryogenic Etching and Bonder

Mar 27 • 

Moore Morris

8

2

1