Industry: Semiconductors & Semiconductor Equipment
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GeneralNvidia in the valley
Like so many Silicon Valley giants, 2022 has been tough. This article from Stratechery takes a look at how Nvidia got the past couple of quarters so wrong and what is coming next for the company.5th Oct, 2022
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Coby Hanoch - CEO of Weebit Nano | The world of semiconductor technology
Try to imagine the world without cell phones, without cars, without your refrigerator, your computer, your washing machine. Look at the things around you. These days, everything has semiconductors in them. Felicity and Candice chat to Coby Hanoch from Weebit Nano about the world of semiconductors. The company was incorporated in 2015 with a vision of creating a leap forward in storage and computing capabilities that will drive the proliferation of intelligent devices. This is a fascinating conversation that covers the financials of Weebit, the competitive landscape, and the huge international market opportunity
19 August -
GeneralHalf-year in review: is the worst over?
Loftus Peak provide a half yearly update on how their fund has performed and provide thoughts on some key holdings including Roku, Netflix, Qualcomm and Apple.2nd Aug, 2022
Source: Loftus Peak