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Weekly Shot #16:CSP cash flow、NPO back in focus
Which is more important than CSP cash flow ?
Aug 9
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Weekly Shots #15: Taiwan Semiconductor Capex Surge, Auto Tariffs, and the Danger of Leverage
The capex cycle spreads from wafers to packaging, power, and industrial gases—plus a warning from Europe's first rate hike since 2023
Aug 1
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Weekly Shots #14: Kimi 3 Wins on Cost per Task, Intel's 18A Inflection, and TXN's Harvest Phase
Kimi 3's real cost advantage, what Q2 earnings signal for Intel (INTC), Google (GOOG), and Texas Instruments (TXN)
Jul 24
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Insightology
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Deep Dive into TSMC and ASML 26Q3
This WFE upcycle is set to run longer and last longer.
Jul 19
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Insightology
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Weekly Shots #13
TSMC keeps revising up, but the Semis and Nasdaq Lose the 60 Day Line
Jul 18
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Weekly Shots of Insight and Market #11
TSMC
Jan 19
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Weekly Shots of Insight and Market #10
AEHR: Wafer-level Burn-in Will Rise; NVIDIA Enters Storage Servers
Jan 10
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Insightology
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Weekly Shots of Insight and Market #8、9
Merry Christmas! Micron (MU) Outlook, Groq : A Strategic Move for Talent and Software Supremacy
Dec 28, 2025
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