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Marvell 2025 Outlook: Revenue and EPS Estimates
Thesis Marvell aims to lead “infrastructure silicon” by supplying the compute-adjacent IP blocks that move, store, process, and secure data across cloud, telecom, automotive, and enterprise networks. Rather than chasing...
Marvell 2025 Outlook: Revenue and EPS Estimates
Thesis Marvell aims to lead “infrastructure silicon” by supplying the compute-adjacent IP blocks that move, store, process, and secure data across cloud, telecom, automotive, and enterprise networks. Rather than chasing...
DRAM Capex Cuts and Delays; Samsung’s Strategy ...
Semiconductor makers are recalibrating investment plans as recession risk and demand softness complicate multi-year fab buildouts. Capital expenditure (CapEx) is a forward indicator of output growth, but fabs are complex,...
DRAM Capex Cuts and Delays; Samsung’s Strategy ...
Semiconductor makers are recalibrating investment plans as recession risk and demand softness complicate multi-year fab buildouts. Capital expenditure (CapEx) is a forward indicator of output growth, but fabs are complex,...
Marvell’s Next $1B Opportunity: Cloud Hardware ...
Cloud adoption is reshaping key management. One of Marvell’s lesser-discussed lines—hardware security modules (HSMs)—is positioned to benefit, with potential to approach $1 billion in annual revenue by the end of...
Marvell’s Next $1B Opportunity: Cloud Hardware ...
Cloud adoption is reshaping key management. One of Marvell’s lesser-discussed lines—hardware security modules (HSMs)—is positioned to benefit, with potential to approach $1 billion in annual revenue by the end of...
NVIDIA Faces Competition in GPT Model Training
Large language transformer models are increasingly used across coding assistance, search, creative tasks, and healthcare. Adoption extends to software development, where some organizations report code-generation systems contributing up to 25%...
NVIDIA Faces Competition in GPT Model Training
Large language transformer models are increasingly used across coding assistance, search, creative tasks, and healthcare. Adoption extends to software development, where some organizations report code-generation systems contributing up to 25%...
ASML Long-Term Model Versus Wafer Demand Scenarios
ASML has outlined expectations for wafer supply across process nodes and for lithography intensity—defined as the share of total wafer-fab equipment (WFE) cost attributable to lithography. A review of these...
ASML Long-Term Model Versus Wafer Demand Scenarios
ASML has outlined expectations for wafer supply across process nodes and for lithography intensity—defined as the share of total wafer-fab equipment (WFE) cost attributable to lithography. A review of these...
Assessing ASML’s Long-Term Assumptions for 2025...
ASML’s investor presentation included a wide set of claims on market growth, wafer capacity, lithography intensity, and the impact of geopolitical regionalization. This critique reviews those claims by subsegment and...
Assessing ASML’s Long-Term Assumptions for 2025...
ASML’s investor presentation included a wide set of claims on market growth, wafer capacity, lithography intensity, and the impact of geopolitical regionalization. This critique reviews those claims by subsegment and...