Archive - Nomad Semi

What is behind ASML's order miss

Bargaining power of the No 1 customer has gone up

Oct 16, 2024 •

September 2024

TSMC's CoWoS capacity

Why it matters once again

Sep 29, 2024 •

August 2024

Evaluating Intel's latest strategy

Morris Chang's 3 KPIs and another 3 KPIs

Aug 4, 2024 •

July 2024

TSMC Q2 results - Foundry 2.0

This has been a long time coming

Jul 19, 2024 •

Update on memory

Why should Micron be worth more than SK Hynix?

Jul 1, 2024 •

June 2024

Vanguard to build a 12-inch fab in Singapore

TI should slow down its capacity expansion, but mature node pricing might hold up better than expected

Jun 14, 2024 •

May 2024

April 2024

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