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Nvidia, AMD, Amkor, Arista @ UBS Tech Conference
XPU vs GPU longevity and replacement cycles. Arista's AI opportunities & Broadcom. Amkor Arizona & TSMC.
Dec 9
•
Austin Lyons
7
2
Rivian's Silicon & Physical AI
Silicon everywhere, autonomy, GPUs, product experience, Rivian’s multibillion-dollar CapEx bet, and more
Dec 3
•
Austin Lyons
25
4
November 2025
Nvidia Q3 Earnings
Great print, Trailing indicator of AI bubble, Value capture, AI lab profitability concerns, Networking business, Meta, China & Taiwan, Google, and more
Nov 21
•
Austin Lyons
32
Intel is "All In On 14A"
Takes from Intel at RBC's TIMT conference
Nov 19
•
Austin Lyons
11
Understanding SkyWater
Deep Dive on $SKYT
Nov 15
•
Austin Lyons
26
3
AMD & Apple Earnings
What to make of AMD until MI450 is here? And a vintage Apple quarter, but what about AI?
Nov 6
•
Austin Lyons
11
1
2
The Four Horsemen: Google, Microsoft, Amazon, Meta Earnings
Wall Street favors quick cloud returns. But Meta’s betting on turning tokens into high-margin dollars. It’s a playbook it’s already run successfully and…
Nov 4
•
Austin Lyons
17
2
3
October 2025
When Broadcom’s Customers Start Buying Chip Startups
How will these acquisitions impact Broadcom?
Oct 29
•
Austin Lyons
11
4
Intel Q3 2025 Earnings: Doing Fine
18A Progress, 14A Gambit Worked, Supply and Demand Problems
Oct 24
•
Austin Lyons
9
4
2
SerDes Matters!
What Is SerDes, Why It Matters, Which Companies Have SerDes Chops
Oct 22
•
Austin Lyons
40
4
TSMC Earnings and Intel Foundry
Record revenues, accelerating demand, and what it means for Intel Foundry
Oct 17
•
Austin Lyons
16
2
An Interview With Mohamed Awad About Chiplets
Arm's Chiplet Ecosystem Announcement
Oct 15
•
Austin Lyons
8
1
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