Semicon Alpha
William Martin KeatingSemiconductor Opinions, Analysis, Predictions
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 686 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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semiconalpha.substack.comLatest Issues
GlobalWafers Q2 2026 Earnings Review & Full Transcript
GlobalWafers last month reported second quarter revenues of NT$15.2 billion, up 8.8% QoQ but down 5% YoY.
GlobalWafers last month reported second quarter revenues of NT$15.2 billion, up 8.8% QoQ but down 5% YoY. Gross margin was 20.6%, fla...
Kyndryl @ Citi 2026 Global TMT Conference. Key Takeaways & Full Transcript
For those of you who might not be familiar, Kyndryl was spun out of IBM back in November 2021.
For those of you who might not be familiar, Kyndryl was spun out of IBM back in November 2021. The idea was to carve out a low-growth chunk of I...
KLA Corporation (KLAC) @ Citi Global TMT Conference. Key Takeaways & Full Transcript
KLA is one of the many semi companies that experienced a midsummer madness share price spike, with shares hitting a peak of $307 in early July.
KLA is one of the many semi companies that experienced a midsummer madness share price spike, w...
Seagate Technology (STX) @ Citi Global TMT Conference. Key Takeaways & Full Transcript
It’s so cool to see the humble HDD stumble upon such a period of record revenue growth and profitability.
It’s so cool to see the humble HDD stumble upon such a period of record revenue growth and profitability. It was supposed to have bee...
AMD @ Citi Global TMT Conference. Key Takeaways & Full Transcript
In the wake of AMD’s fireside chat at the Citi Global TMT Conference yesterday, AMD’s share price was up around 6%, with Intel up even more at around 9%.
In the wake of AMD’s fireside chat at the Citi Global TMT Conference yesterday, AMD’s...
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Please check out my bio on LinkedIn: www.linkedin.com/in/keatingliam
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