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Semiconductor Equipment

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Intel’s Make-or-Break Moment: 18A Technology, Competitive Positioning, and the Path to Foundry Leadership

Intel stands at the inflection point of its 56-year history. The 18A process node is either the foundation of a manufacturing renaissance or the final chapter of American semiconductor leadership. We break down the moat reconstruction, Panther Lake's competitive positioning against AMD/QCOM/AVGO, and the $28-$65 valuation scenarios that define this binary bet.
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Skyworks-Qorvo: The $22B RF Merger – Arb the Spread or Own the Synergy

Skyworks and Qorvo are combining in a $22B defensive merger to create the largest U.S.-based pure-play RF semiconductor company. Two ways to play it: buy QRVO for an ~11% arbitrage spread (effectively acquiring SWKS at a 15.6% discount), or buy SWKS for direct 63% ownership of a combined entity targeting $500M+ in annual synergies and 50% EPS accretion. We break down the arb math, the synergy mechanics, and why China approval is the swing factor.
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The Silicon Trinity

There is no credible path to semiconductor advancement without these three companies. Every iPhone, NVIDIA GPU, and data center processor exists because ASML, Applied Materials, and KLA permit it to.