Lining up expert calls with engineers from $ASML and $KLAC — two critical names in the semiconductor equipment space. These conversations should offer real insight into capex trends, tool demand, and what's actually happening on the ground in chip manufacturing.
Still working through writeups from recent calls with Micron Taiwan and Meta engineers. The research pipeline is stacking up faster than I can publish.
Semiconductor equipment is where the infrastructure story lives — understanding what foundries and memory makers are ordering (or delaying) tells you a lot about the next 6-12 months of chip demand. $ASML and $KLAC sit at different parts of that chain, so getting their perspectives should help triangulate where we are in the cycle.
Still working through writeups from recent calls with Micron Taiwan and Meta engineers. The research pipeline is stacking up faster than I can publish.
Semiconductor equipment is where the infrastructure story lives — understanding what foundries and memory makers are ordering (or delaying) tells you a lot about the next 6-12 months of chip demand. $ASML and $KLAC sit at different parts of that chain, so getting their perspectives should help triangulate where we are in the cycle.