SemiPractice
Ray WangSemiPractice—your independent lens on semiconductors, chips, and the compute supply chain
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 2 years ago | Last Issue | 8 months ago |
| Active | |||||
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semidata.substack.comLatest Issues
China's AI Opportunity is (Still) Underappreciated
This morning, I was watching NVIDIA CEO Jensen Huang’s interview, which reminded me to revisit and research Alibaba (BABA) CEO Eddie Wu’s keynote from earlier this week. I realized that his comments deserve far more attention than they have...
Micron FY25 Q4: Testing the Limits
Easing HBM4 concerns and a supportive memory cycle should continue to benefit the company in the near term, and searching for top beneficiaries of the cycle
Micron’s (MU) earnings this quarter have a lot to unpack, particularly given the d...
Beyond the $5B Inflection: Decoding the Intel–NVIDIA Partnership Across the Semiconductor Supply Chain
Source: NVIDIA
I’ve been traveling extensively across the U.S. and Asia over past few weeks and will soon be on another round of trips. Given the multifaceted impact of this partnership across several key semiconductor players, I felt it w...
TSMC Q2 FY 2025 Earnings: Too Impressive To Be True
Fundamental First
TSMC reported Q2 2025 revenue of NT$933.79 billion (US$30.07 billion), up 11.3% sequentially and 38.6% YoY in NT dollars. In USD terms, revenue grew 17.8% QoQ and 44.4% annually, surpassing earlier guidance.
The compa...
ASML Q2 FY 2025 Earnings — Strong Demand, but Outlook Clouded by Future Uncertainty
This is a re-post of my analysis today covering ASML’s earnings on Q2 2025 at The Futurum Group, where I mostly cover semiconductor companies. I will cover TSMC tomorrow, mostly working on data side of things and reading today.
Fundame...
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I am a semiconductor analyst covering the core of silicon—logic and memory. Now analyst @semianalysis
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