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• Silicon Matter

  A substack about semiconductors, stocks, investing and various tech.

  8 posts · theirs

Lately

• Sivers Semiconductors: a $130m mcap co-packaged optics, LiDAR and SATCOM play

  Silicon Matter · 2026-03-13

• ASML debunks peak litho narrative

  Silicon Matter · 2024-11-23

• X-FAB: An overlooked company facing doubts over its ongoing expansion

  Silicon Matter · 2024-09-02

• SiC and GaN - a power walkthrough

  Silicon Matter · 2024-05-21

• The approaching semiconductor capital expenditure supercycle

  Silicon Matter · 2024-04-03

• The memory wall and its implications

  Silicon Matter · 2024-03-16

• An introduction to Semiconductors (Part 2)

  Silicon Matter · 2024-03-05

• An introduction to Semiconductors (Part 1)

  Silicon Matter · 2024-03-03

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