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News
KLA, Camtek, and Nova: Three Ways to Invest in Rising Process-Control Intensity
2+ week, 15+ 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…...