Type: Contrarian Signal
Period: 2025Q3
Topic: - AVGO Broadcom: Backlog stands at $110B. Hyperscalers are making non-cancellable purchase commitments. strength 5 - TSM Taiwan Semiconductor Manufacturing: Advanced packaging is covered through 2025. CoWoS capacity remains a strict physical bottleneck. strength 5 - Samsung: Memory margin inflection hit 840bps in Q4. Operating leverage on fixed costs is accelerating. strength 4 - MCHP Microchip Technology: Inventory sits at 266 days against a 130-150 day target. Management is closing fab