Semicon Alpha
William Martin KeatingSemiconductor Opinions, Analysis, Predictions
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 701 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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semiconalpha.substack.comLatest Issues
Marvell Investor Day 2026. Key Takeaways & Full Transcript
Marvell hosted their Investor Day on October 6 and you can watch a replay of the three hour and twenty three minutes long webcast here. You can also find the accompanying presentation deck here.
Marvell hosted their Investor Day on October...
Synopsys Investor Day 2026. Elliott’s Fingerprints Are Everywhere.
Synopsys (SNPS) last week held their long awaited (at least for me!) Investor Day 2026.
Synopsys (SNPS) last week held their long awaited (at least for me!) Investor Day 2026. You can find a replay of the webcast here and the accompanying...
Micron’s FY26 Revenue Soars 3.5x YoY. FY27 Will Be Even Better, Right? Key Takeaways & Full Transcript
Micron’s record breaking revenue growth streak extended a further quarter last week as the company reported revenues of $54.23 billion versus $41.46 billion for the prior quarter (+31%) and $11.32 billion for the same period last year (+379...
Accenture Soars As New Bookings Accelerate. Q426 Earnings Review, Key Takeaways & Full Transcript
Accenture last week reported Q4 FY26 revenues of $18.7 billion, up 7% YoY in local currency and above the top end of the guided range of $18.4 billion.
Accenture last week reported Q4 FY26 revenues of $18.7 billion, up 7% YoY in local curr...
Bill Gates AI Doomsday Warnings On The Ezra Klein Show. Key Takeaways & Full Transcript
Ezra Klein is on a roll when it comes to interviews about the dangers of AI.
Ezra Klein is on a roll when it comes to interviews about the dangers of AI. Last week he interviewed Jensen Huang, who basically said hey just chill out. AI comp...
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Please check out my bio on LinkedIn: www.linkedin.com/in/keatingliam
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