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ASML debunks peak litho narrative
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…
Nov 23, 2024
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ASML debunks peak litho narrative
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September 2024
X-FAB: An overlooked company facing doubts over its ongoing expansion
X-FAB is a semiconductor foundry focused on automotive, industrial, and medical sectors. Despite market doubts, its investments in capacity expansion…
Sep 2, 2024
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X-FAB: An overlooked company facing doubts over its ongoing expansion
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May 2024
SiC and GaN - a power walkthrough
With most industries increasing their focus on energy efficiency, both Silicon Carbide and Gallium Nitride are gaining ground in power devices. This…
May 21, 2024
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SiC and GaN - a power walkthrough
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April 2024
The approaching semiconductor capital expenditure supercycle
Due to growing complexity in chip designs, the semiconductor industry has witnessed increasing capital intensity. Driven by multiple factors, the sector…
Apr 3, 2024
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The approaching semiconductor capital expenditure supercycle
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March 2024
The memory wall and its implications
For decades, it has been recognized that advancements in memory performance are lagging processor performance. With the growing demand for increasingly…
Mar 16, 2024
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The memory wall and its implications
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An introduction to Semiconductors (Part 2)
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…
Mar 5, 2024
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An introduction to Semiconductors (Part 2)
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An introduction to Semiconductors (Part 1)
Semiconductors have been crucial for the development of modern electronics, and continues to be. This article series aims at providing investors an…
Mar 3, 2024
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An introduction to Semiconductors (Part 1)
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