Improving Results from AMD but it’s no Nvidia.
Advanced Micro Devices reported second quarter earnings on July 30th. Revenue beat expectations of $5.7 billion on the back of its MI300X AI microchip. Even raising their second half forecasts.…
Taiwan Semi Q2 Results Affirm The Demand For AI Chips
Taiwan Semiconductor Manufacturing posted better than expected second quarter results July 18. They affirmed guidance to the higher end of expectations and also its capital expenditures for the full year…
Semiconductor Industry Comparable Companies Analysis Shows Its Overvalued Among Other Things.
We are comparing Advanced Micro Devices, Arm Holdings, Broadcom, Intel, Micron Technology, Nvidia, Qualcomm and Texas Instruments. Our individual reports on these companies will be linked below. Individual Semiconductor Company…
Nvidia’s earnings didn’t disappoint but guidance suggests slow down
The much hyped and most anticipated earnings report since perhaps the Dot-Com era was Nvidia’s first quarter of 2025. They didn’t disappoints. Bloomberg said analysts were expecting $5.65 on $24.7…
AMD Q1 2024 earnings aren’t not even in the same league as Nvidia
AMD reported their Q1 2024 earnings on April 30th. Results were mixed and not too impressive despite the recent hype of its AI potential. We can’t see it usurping Nvidia.…
Broadcom seeing value from VMware though Margins are contracting.
Broadcom reported Q2 2024 earnings on June 12. Though year over year revenue was up 43%, the other line items were down but the market overlooked that and sent the…
Intel missing AI boom but foundry investments suggesting that may change.
Intel reported Q1 2024 earnings back in April. We are late with this analysis but we wanted to get it out all the same. Revenue was inline with guidance and…
Arm Holdings Too Expensive at these Levels though future is promising.
Arm Holdings reported Q4 2024 earnings on May 8th. Initially, the market wasn’t as impressed as Q3 but the shares have rallied more than 50% since then. Arm’s low power…
Micron Tech has emerged from the wilderness but we think it’s over-priced.
Micron Technology reported third quarter earnings June 26. Revenue beat consensus of $6.7 billion and was at the top end of company guidance. The market sold off on the news…