dorsaVi (ASX:DVL) launched its modular hardware platform program to move ReRAM and neuromorphic IP toward commercial use.
Semiconductor stocks
Why the cycle persists, decade after decade.
The industry has been cyclical since it began in the 1950s, and that pattern has not gone away.
Based on Morris Moore’s analysis, the gap between major downcycles is usually 3 to 4 years. Demand surges, capacity expands with a lag, and the mismatch creates the swing.
That cycle has…
Intel (NSDQ:INTC) jumped 24.5% after a clean Q1 beat, but Foundry losses remain the central test for the turnaround.
Weebit Nano (ASX:WBT) has two customer chips using its ReRAM technology, moving the royalty pathway closer to reality.
Design completion is not the milestone that moves a semiconductor company from interesting to credible. Fabrication entry is. Nanoveu (ASX:NVU) crossed that line in the March quarter, with its subsidiary EMASS completing tape-out of the 16nm ECS-DoT chip and commencing fabrication at TSMC.
That is a materially different stage of development from the 22nm commercial…
DorsaVi (ASX:DVL) holds two IP acquisitions in ReRAM and neuromorphic AI. We value the stock at A$0.22 per share and outline the key milestones for a re-rate.
The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…
Micron Technology sits at the centre of the AI‑driven memory supercycle, producing earnings so outsized that they are distorting aggregate S&P 500 beat statistics. Its HBM franchise is sold out for the entire 2026 calendar year, gross margins are tracking towards 81%, and forward guidance implies revenue levels that would have seemed implausible for a…
Apple (NASDAQ: AAPL) has confirmed that Tim Cook will step down as chief executive officer on September 1 2026, transitioning to executive chairman, with hardware engineering chief John Ternus taking the top job. The move follows a unanimously board‑approved succession process and closes one of the most consequential CEO tenures in corporate history.
Ternus is an…
Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…
