Sravan’s Substack
Sravan KundojjalaMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 9 | Subscribers | Read | exploresemis.substack.com |
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Analog Devices: Auto and industrial weakness; consumer bottomed?; China inventory issues; fab investments
There is so much happening in semiconductors on any given day. Following quarterly earnings calls and investor conference transcripts provides some good insight into the priorities of companies. In this post, I try to highlight the key me...
Assessing Qualcomm's PC Opportunity; Incremental revenue for Qualcomm; Share and forecast; x86 notebook PC processor revenue share trends
Qualcomm's name is synonymous with smartphones. But, the company is diversifying to reduce its dependence on smartphones. PC is one opportunity the company has long been trying to break into.
TSMC’s top-10/20/30/40 customers; Who spends how much on TSMC? Apple revenue; Top-10 customer dynamics
TSMC, the world's largest semiconductor foundry, served 532 customers in 2022. However, its top-10 customers accounted for 68% of its revenue. Apple, the largest customer, accounted for 23% of TSMC's revenue. In this post, I address whic...
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