The Best Analyst Presentation at SEMI ISS 2016!

The Best Analyst Presentation at SEMI ISS 2016!
by Daniel Nenni on 01-22-2016 at 5:00 pm

The problem I have with semiconductor analysts and media today is that they rarely have depth in what they are talking about. Some because they have never actually worked in the industry and others because they have not worked in the industry since the 1970s. One famed analyst even repeated the mythical “Fabs cost $10B” generalization… Read More