Wide-Moat Applied Materials Is Diversified and Should Benefit From Rising Chip Demand and Complexity
Applied Materials' balance sheet is strong, with a net cash position and long-dated debt maturities. It also generates good free cash flow, most of which it sends back to shareholders. Applied ...
Taiwan Semiconductor Manufacturing Is Overvalued amid AI Demand
I’m currently neutral on Taiwan Semiconductor Manufacturing (TSM), also known as TSMC, as I consider it overvalued amid high ...
Charles Sporck, an Early Champion of Moving Microchip Manufacturing to Asia, Dies at 96
He argued that offshoring allowed the U.S. semiconductor industry to create more high-paying jobs at home.
AI's Financial Impact On Intel And Nvidia: A Credit Risk Perspective
The semiconductor industry serves as the backbone of the modern digital economy, powering everything from electronics to ...
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A red revolution with quantum machine learning
At the heart of an InGaN LED are InGaN quantum wells, buried within a GaN p-n junction. These devices often feature an AlGaN barrier, used to prevent the overflow of electrons from the quantum well.
Three Stocks Analysts Believe Are Trading Below Their Estimated Intrinsic Value
In a week marked by busy earnings reports and mixed economic signals, global markets have shown varied performance, with major U.S. indices like the S&P 500 and Nasdaq Composite experiencing declines ...
An Intrinsic Calculation For Ormat Technologies, Inc. (NYSE:ORA) Suggests It's 34% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Ormat Technologies fair value estimate is US$126 Current ...