On-Device AI

24 posts · 2023-12-08 ~ 2025-12-30

• Dec 30: 8 Strong Themes — Semiconductor Equipment, Construction (Small & Mid Cap) 2025-12-30
• Feb 14: 6 Strong Themes — CXL (Compute Express Link), Semiconductor Materials & Components 2025-02-14
• Feb 7: 8 Strong Themes — Semiconductor Majors (Fabrication), System Semiconductors 2025-02-07
• Jun 7: 8 Strong Themes — Battery, Semiconductor Materials & Components 2024-06-07
• Mar 28: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory) 2024-03-28
• Mar 4: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components 2024-03-04
• Feb 21: 8 Strong Themes — System Semiconductors, OLED Displays 2024-02-21
• Weekly Theme Wrap (Feb 13 – Feb 16) 2024-02-16
• Feb 13: 8 Strong Themes — Property & Casualty Insurance, Ukraine Reconstruction 2024-02-13
• Weekly Theme Wrap (Feb 5 – Feb 8) 2024-02-08
• Feb 8: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory) 2024-02-08
• Feb 6: 8 Strong Themes — Semiconductor Equipment, Battery (Solid-State) 2024-02-06
• Jan 2024 Theme Wrap — The Monthly Theme Map 2024-01-31
• Weekly Theme Wrap (Jan 22 – Jan 26) 2024-01-26
• Jan 22: 8 Strong Themes — Semiconductor Equipment, Smartphones 2024-01-22
• Jan 15: 8 Strong Themes — Natural Gas Utilities, 5G 2024-01-15
• Jan 8: 8 Strong Themes — ChatGPT & AI Chatbots, Superconductors 2024-01-08
• Weekly Theme Wrap (Jan 2 – Jan 5) 2024-01-05
• Jan 2: 8 Strong Themes — Semiconductor Equipment, Political Ties (Lee Jun-seok) 2024-01-02
• Dec 2023 Theme Wrap — The Monthly Theme Map 2023-12-28
• Weekly Theme Wrap (Dec 11 – Dec 15) 2023-12-15
• Dec 13: 8 Strong Themes — CXL (Compute Express Link), Yanolja 2023-12-13
• Dec 12: 8 Strong Themes — Wind, Semiconductor Equipment 2023-12-12
• Dec 8: 8 Strong Themes — On-Device AI, System Semiconductors 2023-12-08