Semiconductors
12 articles in this industry.
Broadcom (AVGO): What This Company Actually Does
A plain-English read of Broadcom's business model — custom AI chips plus enterprise software subscriptions — built directly from its SEC filings.
2026-09-06The StoryBroadcom's Last Two Years: From Digesting VMware to Becoming AI's Silent Partner
How Broadcom's public identity flipped in two years — from 'the company still absorbing its VMware acquisition' to an unnamed custom-chip partner behind a handful of the world's largest AI buildouts.
2026-09-06Reverse DCFWhat AVGO's Stock Price Is Really Betting On
Reverse-engineering the growth rate Broadcom's share price already assumes — and comparing it with the company's actual growth record.
2026-09-06Company SnapshotSynopsys (SNPS): What This Company Actually Does
A plain-English read of Synopsys's business model — chip-design software plus engineering simulation — built directly from its SEC filings.
2026-09-06The StorySynopsys's Last Two Years: A Record Acquisition and a Self-Inflicted Wound, in the Same Quarter
How the largest deal in engineering-software history closed in the exact same quarter that China export controls, a major customer slowdown, and the company's own admitted mistakes forced a guidance cut and layoffs.
2026-09-06Reverse DCFWhat SNPS's Stock Price Is Really Betting On
Reverse-engineering the growth rate Synopsys's share price already assumes — and comparing it with the company's actual growth record, which has been essentially flat for four years.
2026-09-06Company SnapshotTSMC (TSM): What This Company Actually Does
A plain-English read of TSMC's contract-manufacturing business model — built directly from its SEC filings.
2026-08-24The StoryTSMC's Last Three Years: Quietly Dropping 'World's Largest,' Loudly Raising CapEx
In 2022, TSMC's top revenue source quietly flipped from smartphones to AI and servers — and the company has since dropped its confident "world's largest foundry" self-description, even while betting more aggressively than ever on capital spending.
2026-08-24Reverse DCFWhat TSM's Stock Price Is Really Betting On
Reverse-engineering the growth rate TSMC's share price already assumes — and comparing it with the company's actual growth record.
2026-08-24Company SnapshotNvidia (NVDA): What This Company Actually Does
A plain-English read of Nvidia's business model, built directly from its SEC filings — no hype, just where the money comes from.
2026-08-17The StoryNvidia's Last Three Years: From Graphics Cards to the Engine Room of AI
How a gaming-GPU maker rebuilt itself into AI infrastructure's most important supplier — and the one quarter, in the spring of 2025, when that story nearly cracked.
2026-08-17Reverse DCFWhat NVDA's Stock Price Is Really Betting On
Reverse-engineering the growth rate Nvidia's current share price already assumes — and checking it against what the company has actually delivered.
2026-08-17