-SEMICON well attended but bouncing along the biz bottom
-Recovery seems at least a year away with memory even more
-AI creates hope but not impactful- Disconnect tween stocks & reality
-AMAT me too platform- Back end benefits from chiplets
SEMICON busy but subdued
SEMICON is certainly back to pre-covid levels or perhaps better.… Read More






Musk’s Orbital Compute Vision: TERAFAB and the End of the Terrestrial Data Center