Semicon Alpha
William Martin KeatingSemiconductor Opinions, Analysis, Predictions
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 714 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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semiconalpha.substack.comLatest Issues
Texas Instruments Q326 Earnings Review. Payback Time As Industrial & Automotive Rebound And Data Centre Surges
Texas Instruments (TI) delivered a strong third quarter in fiscal 2026, driven by a robust cyclical recovery and enduring secular semiconductor content growth across key end markets.
Texas Instruments (TI) delivered a strong third quarter...
WDC Q127 Earnings Review. With Robust Exabyte Growth & Improved Pricing, What’s Not To Like?
Western Digital reported Q127 revenues of $4.381 billion, up 55% YoY and up 17% QoQ, beating management’s own prior-quarter guide of $4.1 billion plus or minus $100 million.
Western Digital reported Q127 revenues of $4.381 billion, up 55%...
LRCX Q326 Earnings Review. The Beatings Will Continue Until Morale Improves
On October 21, 2026, Lam Research reported September-quarter revenues of $8.22 billion, up 22% QoQ and up 54% YoY, roughly $120 million above the guided midpoint.
On October 21, 2026, Lam Research reported September-quarter revenues of $8....
IBM Q326 Earnings Review. Second Quarter Miss Was Mostly Deferred After All
This quarter was the cleanup call for the July 14 pre-announcement that had cratered the stock 25 percent in a single day.
This quarter was the cleanup call for the July 14 pre-announcement that had cratered the stock 25 percent in a singl...
Meta Q326 Earnings Review. Betting Big On A 10x Compute Cost Efficiency Improvement In A Single Year
Meta posted Q3 revenue of $64.60 billion, up 26% year-over-year on both a reported and constant-currency basis and up roughly 6% sequentially from Q2’s $60.80 billion.
Meta posted Q3 revenue of $64.60 billion, up 26% year-over-year on both...
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Please check out my bio on LinkedIn: www.linkedin.com/in/keatingliam
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