A substack about semiconductors, stocks, investing and various tech.
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With high-quality customer engagements within the CPO, LiDAR and SATCOM markets, Sweden-based Sivers Semiconductors remains overlooked by investors. The company is now approaching an inflection point.
ASML’s High NA EUV technology is poised to follow the transformative path of Low NA EUV, enhancing efficiency and advancing chip design. This marks a promising trajectory for ASML's future growth.
X-FAB is a semiconductor foundry focused on automotive, industrial, and medical sectors. Despite market doubts, its investments in capacity expansion positions it for potential long-term growth.
With most industries increasing their focus on energy efficiency, both Silicon Carbide and Gallium Nitride are gaining ground in power devices. This article will cover the basics of these materials.
Due to growing complexity in chip designs, the semiconductor industry has witnessed increasing capital intensity. Driven by multiple factors, the sector could now face a CapEx supercycle.
For decades, it has been recognized that advancements in memory performance are lagging processor performance. With the growing demand for increasingly complex AI models, this needs to be addressed.
In Part 1 of this series, readers were introduced to the history of the transistor and integrated circuit. Part 2 will cover the microprocessor, memory and Intel's co-founder Gordon Moore.
Semiconductors have been crucial for the development of modern electronics, and continues to be. This article series aims at providing investors an introduction to the topic of semiconductors.
