William Keating @SemiconAlpha

Semiconductors are seminal to our collective future & fascinate me. Definitely NOT investment advice. Entertainment purposes only. DYOR. Thanks! semiconalpha.substack.com Hong Kong Joined September 2014

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William Keating @SemiconAlpha

2 weeks ago

"I thought he was somewhat a victim but you know nobody's a total victim .He walked in wanting to keep his job and he ended up giving us $10 billion to the United States" skr.ma/M2Rp1

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William Keating @SemiconAlpha

2 weeks ago

CHIPs Act Dollars for Equity, Pay For China Play may seem like innovative ideas but in reality they are a slippery slope to confusion & chaos. Who or what's next? skr.ma/aStIo

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William Keating @SemiconAlpha

3 weeks ago

$2 billion is a far cry from the $40 billion former CEO Craig Barrett thinks Intel needs. Could this be the first of similar deals with US semiconductor/technology companies? skr.ma/y9gmS

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William Keating @SemiconAlpha

3 weeks ago

A projected further increase in depreciation charges for the current quarter is forecasted to drive operating profit to negative ¥3.5 billion. Yikes! skr.ma/9vwHX

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William Keating @SemiconAlpha

3 weeks ago

The China slump was not unexpected, but the leading edge logic drop was definitely a surprise. It might also not be the last surprise we see this year... skr.ma/dfoTc

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William Keating @SemiconAlpha

4 weeks ago

Customisation of Micron's HBM4E base logic die is transforming their key customer relationships from commodity vendor to strategic ASIC design-like partner. That's good for Micron... skr.ma/mT4Ze

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William Keating @SemiconAlpha

4 weeks ago

It’s challenging to deal with the US Administration from a position of strength. It’s a whole different ball game when both the CEO & the company are in crisis mode... skr.ma/MD0Br

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William Keating @SemiconAlpha

4 weeks ago

Samsung with its image sensor deal (presumably) and MP Materials with its rare earth magnets deal are two clear winners from the Apple announcement. Overall, successful mission by Mr. Cook. skr.ma/1Bwxd

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William Keating @SemiconAlpha

4 weeks ago

It beggars belief that Mr.Tan's investment history & the investigation by the CCP Select Committee into Walden International weren't comprehensively addressed and mitigated prior to his appointment. skr.ma/Cysqa

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William Keating @SemiconAlpha

a month ago

This isn't Intel playing politics, there's no point. It's LBT laying it on the line for investors. Continued investment in 14A is no longer a given. It's that simple... skr.ma/8l7Y6

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William Keating @SemiconAlpha

a month ago

China revenues are climbing once again and now represent 35% of sales and are on track to go even higher in the current quarter. That's a concern.. skr.ma/y97tA

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William Keating @SemiconAlpha

a month ago

Contracted backlog grew by $53 billion QoQ to reach $368 billion. Demand continues to outstrip supply and will likely continue to do so through EOY. Wow! skr.ma/8WkRF

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William Keating @SemiconAlpha

a month ago

Intel's 10 Q now lists the possibility of pausing or abandoning 14A as a risk factor with doomsday details about the implications for the company skr.ma/ttQsw

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William Keating @SemiconAlpha

2 months ago

Global semi sales were up 20% YoY in May while SEMI now expects YoY growth in WFE spending of 7.5% in 2025 and a further 10% in 2026 skr.ma/Ici24

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William Keating @SemiconAlpha

2 months ago

Resumption of H20 sales to China not yet baked into forecast, an army of ex Intel employees coming on the job market & potential US$/NT$ Fx trend reversal all possible tailwinds in the coming quarters skr.ma/T5vML

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William Keating @SemiconAlpha

2 months ago

Comments regarding uncertainty about 2026 outlook and tariff impacts likely led to the >7% sell off currently happening in pre-market trading. skr.ma/Veu7g

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William Keating @SemiconAlpha

2 months ago

Only 9% of the Oregon cuts are management positions. Huge cuts in technical employees across the board with a total of thirty Principal Engineers losing their jobs in Oregon alone. skr.ma/As7rS

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William Keating @SemiconAlpha

2 months ago

At guided exchange rate of 32.5, TSMC’s Q225 revenue is $28.7b, +12.2% QoQ & +37.6% YoY, ~$100 million below the guide. However @ today's rate of 29.24, it's $31.9b, way above guide. Take your pick! skr.ma/8W711

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William Keating @SemiconAlpha

2 months ago

Cerabyte has a stated vision of achieving $1 per petabyte per month, a cost reduction of 1000x within the next two decades. That’s a bold vision and unseating magnetic tape will be a monumental task.. skr.ma/PKuiC

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William Keating @SemiconAlpha

2 months ago

Yann LeCun is sidelined in the Meta Superintelligence Labs memo. He believes LLMs are not the way to achieve human-level AI. It appears that Mark Zuckerberg disagrees. Let's see... skr.ma/7SSey