#Semiconductors
6 articles tagged "Semiconductors".
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.
2026-09-06Company 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.
2026-09-06The 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.
2026-08-24Company SnapshotTSMC (TSM): What This Company Actually Does
A plain-English read of TSMC's contract-manufacturing business model — built directly from its SEC filings.
2026-08-24Company 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.
2026-08-17