Information Technology Stock Analysis

Page 21 of 24 · 1,163 articles on Information Technology companies

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Microsoft: "Taking Share"

Microsoft ($MSFT) • By TSOH Investment Research • 2022-05-02

Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia?

NVIDIA ($NVDA) • By SemiAnalysis • 2022-04-30

Nvidia Ada Lovelace Leaked Specifications, Die Sizes, Architecture, Cost, And Performance Analysis

NVIDIA ($NVDA) • By SemiAnalysis • 2022-04-16

Crowdstrike: 200% Revenue Growth By 2026

CrowdStrike ($CRWD) • By Growth Curve Investing • 2022-04-11

Snowflake Deep Dive Update & Two Buys Tomorrow

Snowflake ($SNOW) • By Growth Curve Investing • 2022-04-08

How Nvidia’s Empire Could Be Eroded - Intel Network And Edge Has The Playbook

Intel ($INTC) • By SemiAnalysis • 2022-04-06

✨ AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 2)

AEM Holdings • By Value Investing for Professionals • 2022-04-03

5 Buys | DDOG + MSFT Partner | SNOW + AWS Partner | RTX Radar Contract | UPST | ZM | NOW | HUBS

Datadog, Inc. ($DDOG) • By Growth Curve Investing • 2022-04-02

AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 1)

AEM Holdings • By Value Investing for Professionals • 2022-03-25

Update #2 for dLocal

dLocal ($DLO) • By Possible Value • 2022-03-24

Short Report: Nvidia Supplier Cut Out Of Next Generation Hopper GPUs - Nvidia Represents Up To 55% of Revenue

NVIDIA ($NVDA) • By SemiAnalysis • 2022-03-23

Altigen Communications (OTCQB: ATGN): Cloud-based Customer Experience Solutions Built on Microsoft Teams [Due Diligence Podcast]

AltiGen Communications, Inc. ($ATGN) • By Planet MicroCap • 2022-03-18

As Moore’s Law Slows, Apple Is Forced To Use Cheaper Chipsets In Non-Pro iPhones

Apple ($AAPL) • By SemiAnalysis • 2022-03-14

Portfolio Update: Added ZM, DOCN, MNDY, MELI, TWLO

DigitalOcean ($DOCN) • By Growth Curve Investing • 2022-03-07

Updates To My BOTB and dLocal Writeups

dLocal ($DLO) • By Possible Value • 2022-03-05

Moody’s, Autodesk, and Standards-Based Moats

Autodesk • By Eagle Point Capital • 2022-03-05

Nvidia Hacked - A National Security Disaster

NVIDIA ($NVDA) • By SemiAnalysis • 2022-03-02

dLocal (NASDAQ: DLO)

dLocal ($DLO) • By Possible Value • 2022-03-01

Intel Is Throwing The Kitchen Sink, But Is The Turn Around Plan Reasonable?

Intel ($INTC) • By SemiAnalysis • 2022-02-18

Twilio: Communication API platform for the developers, by the developers

Twilio ($TWLO) • By MBI Deep Dives • 2022-02-15

Is Intel Shipping Tools Out Of US Fabs So They Can Abuse CHIPS Act Subsidies?

Intel ($INTC) • By SemiAnalysis • 2022-01-30

Microsoft + Activision Blizzard

Microsoft ($MSFT) • By TSOH Investment Research • 2022-01-27

Tencent Deep Dive

Tencent Holdings ($TCEHY) • By DJY Research • 2022-01-25

Advanced Packaging Part 3 – Intel’s Curious Bet on Thermocompression Bonding, ASM Pacific, Kulicke and Soffa, and Besi TCB Tool Landscape

Intel ($INTC) • By SemiAnalysis • 2022-01-19

TSMC Throws Down a $40B-$44B Gauntlet, Far Surpassing Intel And Samsung

Intel ($INTC) • By SemiAnalysis • 2022-01-13

[INTC] Intel Corp.

Intel ($INTC) • By scuttleblurb • 2022-01-12

Advanced Packaging Part 2 - Review Of Options/Use From Intel, TSMC, Samsung, AMD, ASE, Sony, Micron, SKHynix, YMTC, Tesla, and Nvidia

Intel ($INTC) • By SemiAnalysis • 2022-01-06

Evercel Inc. - EVRC

Evercel Inc. ($EVRC) • By Alluvial • 2021-12-28

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

Apple ($AAPL) • By SemiAnalysis • 2021-12-23

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

Apple ($AAPL) • By SemiAnalysis • 2021-12-22

Micro Focus: Hanging in There

Micro Focus • By Superfluous Value • 2021-12-06

Lam Research, Tokyo Electron, JSR Battle It Out In The $5B+ EUV Photoresist, Coater, and Developer Market - CAR vs MOR vs Dry Resist

Lam Research • By SemiAnalysis • 2021-11-18

Microsoft: Expand The TAM

Microsoft ($MSFT) • By TSOH Investment Research • 2021-11-01

Intel Betting The Farm – Shrinking Business, Margins Down For Few Years, But Aggressively Investing $40B-$43B A Year And More With Subsidies

Intel ($INTC) • By SemiAnalysis • 2021-10-22

Qualcomm RFFE Business Continues Relentless Pace With ultraBAW Filters | >$8B Segment By 2025

Qualcomm • By SemiAnalysis • 2021-10-20

TSMC 3nm Wafer Shipments Pushed Into Q1 2023, 2.5 Years After N5 | TSMC 2nm, Samsung 2nm, And Intel 20A Battle It Out In 2025

Intel ($INTC) • By SemiAnalysis • 2021-10-14

ASML’s EUV Tools Have A Throughput Problem, But Lyncean Has The Answer By Scaling EUV Light Source Power An Order Of Magnitude

ASML Holding N.V. • By SemiAnalysis • 2021-10-13

Apple A15 Die Shot and Annotation - IP Block Area Analysis

Apple ($AAPL) • By SemiAnalysis • 2021-10-01

Memory Oligopoly Woes - Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable Future

Micron • By SemiAnalysis • 2021-09-29

Shipping Port Backlogs & DOCN, APPS, EXAS, and NARI Conference Notes

DigitalOcean ($DOCN) • By Growth Curve Investing • 2021-09-24

[TWLO] Twilio

Twilio ($TWLO) • By scuttleblurb • 2021-09-17

Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In

Apple ($AAPL) • By SemiAnalysis • 2021-09-14

Rivos Inc | A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

Apple ($AAPL) • By SemiAnalysis • 2021-08-30

A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

Apple ($AAPL) • By SemiAnalysis • 2021-08-28

TravelSky (0696)

TravelSky ($0696) • By Asian Century Stocks • 2021-08-22

Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?

TSMC ($TSM) • By SemiAnalysis • 2021-08-04

Intel Grossly Exaggerates Foundry “Wins” With Qualcomm And Amazon, There Are No Deals For Manufacturing Chips

Intel ($INTC) • By SemiAnalysis • 2021-07-29

Microsoft: "A More Accelerated Pace"

Microsoft ($MSFT) • By TSOH Investment Research • 2021-07-29

Nvidia (NVDA): Part 2 of 2

NVIDIA ($NVDA) • By scuttleblurb • 2021-07-28

MediaTek Officially Enters The Flagship Mobile Race With The First TSMC 4nm SOC

TSMC ($TSM) • By SemiAnalysis • 2021-07-28