2026-02-19
SemiAnalysis VC fund?
The Information
Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising
2025-08-13
Tencent still feels like one of the most underrated tech companies Management did a great job last years improving profitability. With renewed growth now... 2021 ATH incoming soon. Tencent in charts: Double-digit revenue growth across all segments in Q2 https://seekingalpha.com/...
Reuters
Tencent reports Q2 revenue up 15% YoY to ~$25.7B, vs. ~$24.8B est., domestic gaming revenue up 17% YoY to ~$5.6B, and global gaming revenue up 35% YoY to ~$2.6B
Update Hannah Wang / South China Morning Post : Tencent's second-quarter earnings beat forecasts, bolstered by AI April Roach / CNBC : Chinese tech giant Tencent's quarterly revenu...
2025-04-16
FYI: $ASML upgraded their ‘China guidance’ for 2025 - Previously projected China to be 20% of 2025 net system sales - Now adjusted to 25% because ostronger than anticipated demand - Both Q4 + Q1 China was 27% of system sales - New projection more in line with other semi equip [image]
CNBC
ASML reports Q1 net sales up 46% YoY to €7.74B, vs. €7.8B est., a €2.36B net profit, €3.94B net bookings, below €4.89B est., and warns of tariff uncertainty
Dutch semiconductor equipment giant ASML on Wednesday missed order expectations and said that uncertainty …
2025-04-10
🌐 ⚠️ 📊 👇 @SemiAnalysis_ on Tariffs impact That's really fast @dylan522p @SKundojjala ! Summary below, full read link here: https://semianalysis.com/... [image]
CNBC
President Trump pauses tariffs on most countries for 90 days, setting a 10% “lowered Reciprocal Tariff”, and sets 125% tariffs on China “effective immediately”
- President Donald Trump announced a 90-day pause on the full effect of his new tariffs for at least some countries.
🌐 ⚠️ 📊 👇 @SemiAnalysis_ on Tariffs impact That's really fast @dylan522p @SKundojjala ! Summary below, full read link here: https://semianalysis.com/... [image]
SemiAnalysis
A deep dive into what Trump's Liberation Day tariffs mean for AI infrastructure: how the tariffs work, the USMCA's GPU loophole, GPU/XPU global trade, and more
Dylan Patel / SemiAnalysis :
2021-09-03
Reddit was valued at $10 billion in a private fundraising round last month. By the time the IPO takes place early next year, Reddit is hoping it will be valued at more than $15 billion, one of the sources said. #ipo #investing #f... https://www.linkedin.com/... https://www.reuters.com/...
Reuters
Sources: Reddit is planning an IPO for as soon as early 2022, following a $10B valuation in August
Reddit Inc, the operator of online message boards that became the go-to destination for day traders chasing this year's frenzy for so-called ‘meme’ stocks, is seeking to hire inves...