Semicon Alpha
William Martin KeatingSemiconductor Opinions, Analysis, Predictions
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 655 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||
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semiconalpha.substack.comLatest Issues
Accenture et al. Welcome To The ConsultAgeddon!
Accenture, the leading global professional technology services company, specializing in digital, cloud, and security, announced their Q326 results on June 18 last.
Accenture, the leading global professional technology services company, spe...
Micron Q326 Earnings. Margin Paradise
Micron reported Q3 2026 revenues of $41.5 billion, up 74% sequentially and up 346% year over year, representing their fifth consecutive quarterly revenue record.
Micron reported Q3 2026 revenues of $41.5 billion, up 74% sequentially and up...
Cerebras Q1 2026. Solid Opening Quarter, But Margins Are A Puzzle
On June 23, 2026, Cerebras (CBRS) posted its first quarterly results as a public company, details here. GAAP revenue came in at $193.4 million, up 13% sequentially and up 94% year over year (Q1 2025: $99.5 million). On the company’s preferr...
Accenture et al. Welcome To The ConsultAgeddon!
Accenture, the leading global professional technology services company, specializing in digital, cloud, and security, announced their Q326 results on June 18 last.
Accenture, the leading global professional technology services company, spe...
Anthropic's Latest Misstep Is A Game Changer For Sovereign & Open Source AI
On the morning of June 13 last, I came across the following post in my X-feed:
On the morning of June 13 last, I came across the following post in my X-feed:
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Please check out my bio on LinkedIn: www.linkedin.com/in/keatingliam
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