Semicon Alpha
William Martin KeatingSemiconductor Opinions, Analysis, Predictions
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 666 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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semiconalpha.substack.comLatest Issues
Figma Q2 2026. Is The Writing On The Wall?
Figma yesterday reported Q2 2026 revenues of $370.1 million, up 48% YoY and up 11.0% sequentially from $333.4 million in Q1 2026.
Figma yesterday reported Q2 2026 revenues of $370.1 million, up 48% YoY and up 11.0% sequentially from $333.4...
AMD Q2 2026. Onwards & Upwards With Beats, Raises, Data Centre Doublings & TAM Expansions
AMD reported Q2 2026 revenues of $11.5 billion, up 50% YoY, up 13% QoQ and marginally ($36 million) beating the high end of the guided midpoint.
AMD reported Q2 2026 revenues of $11.5 billion, up 50% YoY, up 13% QoQ and marginally ($36 mil...
Intel Q2 2026. Doubling Down On 14A, But Is It Too Little, Too Late?
Intel last week reported second quarter revenues of $16.1 billion, up 25% YoY and up $1.8 billion above the guided midpoint.
Intel last week reported second quarter revenues of $16.1 billion, up 25% YoY and up $1.8 billion above the guided...
TSMC Q226. You Put All The Truth Together, It's Not The Truth
TSMC last week announced consolidated revenues of NT$1,270.38 billion, net income of NT$706.56 billion, and diluted earnings per share of NT$27.25 (US$4.31 per ADR unit) for the second quarter ended June 30, 2026.
TSMC last week announced...
ASML Q2 2026. Massive Capacity Expansion Plans Leave Markets Unmoved. But Why?
On July 15, 2026, ASML reported second-quarter 2026 results.
On July 15, 2026, ASML reported second-quarter 2026 results. Total net sales came in at EUR 9,326 million, up 6.4% from the EUR 8,767 million ASML booked in Q1 2026, and up 21.2%...
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Please check out my bio on LinkedIn: www.linkedin.com/in/keatingliam
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