Samsung Q2 2023 – Supercycle pt. XII
Samsung echoes Micron. Samsung reported the worst set of preliminary results for many years but critically, they were slightly better than expectations and show a...
Micron – Supercycle pt. XI
Bottoming out? Micron reported lower-than-expected losses and guided better for the coming quarter as the company thinks that the worst is over in terms of...
Samsung Q1 23 – Supercycle pt. X
Samsung semi goes into the red. Samsung reported preliminary results where profit fell by 95% as semiconductors in all probability has become loss-making which in...
Semiconductors – Supercycle pt. IX
Micron pays the piper. Micron is cutting its expectations and spending for 2023 in order to deal with weak demand, but the impact of supply...
Semiconductors – Supercycle pt. VIII
Samsung and AMD join the chorus. Weak results from Samsung and a profit warning from AMD are more signs that demand is weakening which in...
Samsung Q2 2022 – Supercycle pt. VI.
Samsung triggers a relief rally. Samsung reported results that broadly met expectations and I suspect that Samsung will be taking share in the coming quarters...
Semiconductors – Supercycle pt. V.
Micron joins the canaries. Micron reported good FQ3 2022 results but guided badly blaming a sudden softening in demand that has forced it to slow...
Semiconductors – Supercycle pt. IV
Three canaries burst into song. While the semiconductor companies are announcing record capital investment plans, there are signs that demand for components is starting to...
TSMC / Semiconductors– Supercycle pt. III
TSMC’s commentary has all the hallmarks of peak cycle. With $38bn in cash, $40bn in operating cash flow (before Capex), TSMC can afford to take...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Semiconductors Q2 2023 – Supercycle pt. XIII