Nomad Semi
SubstackArticles
18
Companies covered
13
Sectors
1
Countries
6
Research Articles
Inside Xiaomi’s Silicon Empire
May 22, 2025
MediaTek Deep Dive
May 14, 2025
Intel Foundry Direct Connect 2025
May 8, 2025
TSMC 2025 Technology Symposium
May 2, 2025
Earnings Decoder: Advantest, Intel and SK Hynix
Apr 27, 2025
Tokyo Electron Deep Dive - Part 2
Mar 27, 2025
Tokyo Electron Deep Dive - Part 1
Mar 15, 2025
What is behind ASML's order miss
Oct 16, 2024
TSMC's CoWoS capacity
Sep 29, 2024
Evaluating Intel's latest strategy
Aug 4, 2024
TSMC Q2 results - Foundry 2.0
Jul 19, 2024
Update on memory
Jul 1, 2024
Vanguard to build a 12-inch fab in Singapore
Jun 14, 2024
Commentary on Nvidia Q1 FY 25
May 23, 2024
Q1 Results: Qualcomm and Mediatek
May 5, 2024
Results: ASML and TSMC
Apr 20, 2024
Memory Shortage and ASML
Apr 13, 2024