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News
Nvidia’s Huang Is Talking Out of Both Sides of His Mouth
1+ week, 1+ day ago (615+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter Nvidia’s Huang Is Talking Out of Both Sides of His Mouth Nvidia claims its business could double without supply constraints while ignoring how its shift from a two-year to a one-year product cadence…...
KLA, Camtek, and Nova: Three Ways to Invest in Rising Process-Control Intensity
2+ week, 12+ hour ago (373+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter KLA, Camtek, and Nova: Three Ways to Invest in Rising Process-Control Intensity AI is increasing inspection and metrology requirements across advanced logic, HBM, and advanced packaging, but these three companies capture the opportunity…...
Nvidia Added Twice AMD’s Data-Center Revenue in One Quarter
2+ week, 1+ day ago (487+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter Nvidia Added Twice AMD’s Data-Center Revenue in One Quarter Yet AMD Has Still Outperformed Nvidia by 107 Percentage Points What’s in This Article AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) have produced one of…...
I Warned Nvidia Needed a Kill Switch. Now We Know Why
2+ week, 6+ day ago (569+ words) Thirteen months ago, I argued that Nvidia’s export-controlled artificial intelligence chips would eventually require a hardware-enforced “kill switch” because licenses, end-user certificates, shipping manifests, customs inspections, and corporate compliance programs would never be sufficient to keep the most advanced American…...
Onto Innovation’s 80% Packaging Growth Masks a Lithography Problem
3+ week, 2+ day ago (280+ words) That is the investment issue behind the LG announcement. LG does not threaten Onto’s entire advanced-packaging portfolio, and it does not compete with Dragonfly. It challenges the financially undisclosed JetStep franchise, whose competitive performance is obscured by Onto’s much stronger…...