Semicon Alpha
William Martin KeatingSemiconductor Opinions, Analysis, Predictions
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 608 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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semiconalpha.substack.comLatest Issues
SUMCO Q1 FY2026. Largely As Expected. Share Price Correction Underway, Also As Expected.
SUMCO delivered Q1 FY2026 sales of 101.4 billion yen, in line with prior guidance, with an operating loss of 5.2 billion yen, an ordinary loss of 7.9 billion yen, and a net loss of 8.4 billion yen.
SUMCO delivered Q1 FY2026 sales of 101.4...
Cerebras Explodes Into A New Era Of Silicon Exuberance
On May 10, Reuters reported that Cerebras’ underwriters were raising the range to $150-$160 on surging demand.
On May 10, Reuters reported that Cerebras’ underwriters were raising the range to $150-$160 on surging demand. On May 13, Cerebr...
AMAT Q2 FY26. Raising WFE Guidance From 20% YoY Growth To 30%. Yikes!
On May 14, 2026, Applied Materials reported Q2 FY26 results.
On May 14, 2026, Applied Materials reported Q2 FY26 results. Revenue amounted to a record $7.91 billion, up 11% YoY from Q2 FY25’s $7.10 billion, up 12.8% QoQ from Q1 FY26’s $7.0...
Cisco Q3 FY2026. The Acacia Business On Fire. So Is The Share Price.
Cisco delivered a record Q3 FY2026 with revenue of $15.8 billion, up 12% year over year, exceeding the high end of its guidance.
Cisco delivered a record Q3 FY2026 with revenue of $15.8 billion, up 12% year over year, exceeding the high en...
UMC Q1 2026. A Delicate Balancing Act Between Surging Speciality 22nm Demand & Rapidly Rising Depreciation, Input Costs
On April 29, 2026, UMC reported Q1 2026 revenue of NT$61.04 billion, down 1.2% QoQ, up 5.5% YoY.
On April 29, 2026, UMC reported Q1 2026 revenue of NT$61.04 billion, down 1.2% QoQ, up 5.5% YoY. This was in line with guidance, but slightly...
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Please check out my bio on LinkedIn: www.linkedin.com/in/keatingliam
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