Archive - Nomad Semi

February 2025

October 2024

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

Commentary on Nvidia Q1 FY 25

10-to-1 stock split with no air pocket in sight

May 23, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts