Marvell Earnings
Fabricated Knowledge
by Doug O'Laughlin
1w ago
Read more ..read more
Visit website
The Internet as You Know It Is Dying
Fabricated Knowledge
by Doug O'Laughlin
1w ago
If you pay attention, the Internet has been a bit different lately. Many of the attributes and ways we once interacted with the internet is changing. I probably noticed it the most when one of my favorite websites, subredditstats.com showed me this image the other day. Reddit’s free API is closing. But so is X (formerly Twitter), and other properties all around the internet are slowly adding limits and closing their doors. The World Wide Web is not entirely as free and open as it once was. Open APIs and ecosystems are dying, and the gatekeepers to these platforms are raising their walls and ..read more
Visit website
An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office
Fabricated Knowledge
by Doug O'Laughlin
2w ago
I had the opportunity to talk about the CHIPS Act’s progress with two people at the program office. I really think this is a great step in the right direction, and we talk about some of the misconceptions of the CHIPS program, and more. Share Doug O’Laughlin: Well, today will be a pretty special interview podcast, and I have Dan Kim and Hassan Khan from the CHIPS program. I’m Doug O’Laughlin, Fabricated Knowledge; I'm sure you know who I am. But today, I thought I would have this very special opportunity to talk to some of the people behind the CHIPS Program kind of the motivations give you ju ..read more
Visit website
Nvidia Earnings Overview: Networking in Focus
Fabricated Knowledge
by Doug O'Laughlin
2w ago
Nvidia reported earnings, and as expected, they beat earnings. Did you think that Jensen would fail us now? On a more serious note, the guide was a bit light regarding buy-side bogeys, but there is almost nothing to complain about this result. Below is the StreetAccount summary, and you can see it’s a clean beat by every metric. They beat revenue by the customary $1.5-2 billion dollars in revenue and continue to have blowout margins. Fabricated Knowledge is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. NVIDIA reports Q1 ..read more
Visit website
Earnings Subsystems (MKSI, ICHR, UCTT), Semicap (ONTO, CAMT, AMAT, TOELY), and SiTime
Fabricated Knowledge
by Doug O'Laughlin
3w ago
Read more ..read more
Visit website
Optics Earnings (FN, ANET, COHR, LITE, AAOI)
Fabricated Knowledge
by Doug O'Laughlin
1M ago
Read more ..read more
Visit website
Earnings (AMKR, RMBS, NXPI, SWKS, ENTG, QCOM, WOLF, QRVO, ACLS)
Fabricated Knowledge
by Doug O'Laughlin
1M ago
Read more ..read more
Visit website
AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
Fabricated Knowledge
by Doug O'Laughlin
1M ago
I will start with a free AMD section, and then the rest of this post is behind a paywall. Shares are down ~6-7% on last week’s result. Let’s talk about the result and why it was so disappointing. Created with TradingView AMD exactly matched EPS, was slightly light on revenue, and guided essentially in line with Q2 guidance. Advanced Micro Devices reports Q1 EPS $0.62 ex-items vs FactSet $0.62 Reports Q1: Revenue $5.47B vs FactSet $5.48B Q2 Guidance: Revenue $5.7B +/- $300M vs FactSet $5.73B This also was one of the slightest EPS and revenue beats in recent years. The last time ..read more
Visit website
Earnings Week of April 26th
Fabricated Knowledge
by Doug O'Laughlin
1M ago
Read more ..read more
Visit website
Hitting the Brakes: Automotive Semiconductors
Fabricated Knowledge
by Doug O'Laughlin
1M ago
I have leaned bearish automotive semiconductors for a few months, and I think the call has been mostly correct. For me, the beginning of my bearishness started when I highlighted that China would try to murder the supply aspect of the market for the foreseeable future. In my SiC as a Dog part 2, I mentioned that it does look like Silicon Carbide will be an utterly commoditized substrate market in the long term. So not only am I bearish the macro, but I’m probably bearish the most significant and fastest-growing segment within Automotive. Then, shoes finally started to drop this year, as Mobi ..read more
Visit website

Follow Fabricated Knowledge on FeedSpot

Continue with Google
Continue with Apple
OR