Mark Lipacis
Analyst, Jefferies
Earnings-call appearances
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Rambus Inc Q1 FY2026 Earnings Call2026-04-27
Rambus Inc (RMBS)
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GLOBALFOUNDRIES Inc. Q4 FY2025 Earnings Call2025-12-31
GLOBALFOUNDRIES Inc. (GFS)
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NXP Semiconductors N.V. Q1 FY2025 Earnings Call2025-04-28
NXP Semiconductors N.V. (NXPI)
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Nova Ltd. Q1 FY2025 Earnings Call2025-03-31
Nova Ltd. (NVMI)
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Arm Holdings PLC /Uk Q4 FY2025 Earnings Call2025-03-31
Arm Holdings PLC /Uk (ARM)
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GLOBALFOUNDRIES Inc. Q1 FY2025 Earnings Call2025-03-31
GLOBALFOUNDRIES Inc. (GFS)
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Marvell Technology, Inc. Q4 FY2025 Earnings Call2025-03-05
Marvell Technology, Inc. (MRVL)
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GLOBALFOUNDRIES Inc. Q4 FY2024 Earnings Call2024-12-31
GLOBALFOUNDRIES Inc. (GFS)
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Astera Labs, Inc. Q3 FY2024 Earnings Call2024-11-04
Astera Labs, Inc. (ALAB)
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Impinj Inc Q3 FY2024 Earnings Call2024-10-23
Impinj Inc (PI)
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GLOBALFOUNDRIES Inc. Q3 FY2024 Earnings Call2024-09-30
GLOBALFOUNDRIES Inc. (GFS)
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Analog Devices Inc Q2 FY2024 Earnings Call2024-08-21
Analog Devices Inc (ADI)
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Arm Holdings PLC /Uk Q1 FY2025 Earnings Call2024-06-30
Arm Holdings PLC /Uk (ARM)
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GLOBALFOUNDRIES Inc. Q2 FY2024 Earnings Call2024-06-30
GLOBALFOUNDRIES Inc. (GFS)
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Nvidia Corp Q1 FY2025 Earnings Call2024-05-22
Nvidia Corp (NVDA)
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Allegro Microsystems, Inc. Q4 FY2024 Earnings Call2024-05-09
Allegro Microsystems, Inc. (ALGM)
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Navitas Semiconductor Corp Q3 FY2023 Earnings Call2023-11-09
Navitas Semiconductor Corp (NVTS)
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MACOM Technology Solutions Holdings, Inc. Q4 FY2023 Earnings Call2023-11-09
MACOM Technology Solutions Holdings, Inc. (MTSI)
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InterDigital, Inc. Q3 FY2023 Earnings Call2023-11-02
InterDigital, Inc. (IDCC)
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Arteris, Inc. Q3 FY2023 Earnings Call2023-09-30
Arteris, Inc. (AIP)
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GLOBALFOUNDRIES Inc. Q3 FY2023 Earnings Call2023-09-30
GLOBALFOUNDRIES Inc. (GFS)
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Impinj Inc Q2 FY2023 Earnings Call2023-07-26
Impinj Inc (PI)
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GLOBALFOUNDRIES Inc. Q2 FY2023 Earnings Call2023-06-30
GLOBALFOUNDRIES Inc. (GFS)
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GLOBALFOUNDRIES Inc. Q1 FY2023 Earnings Call2023-03-31
GLOBALFOUNDRIES Inc. (GFS)
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Advanced Micro Devices Inc Q4 FY2022 Earnings Call2023-01-31
Advanced Micro Devices Inc (AMD)
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GLOBALFOUNDRIES Inc. Q4 FY2022 Earnings Call2022-12-31
GLOBALFOUNDRIES Inc. (GFS)
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Nvidia Corp Q3 FY2023 Earnings Call2022-11-16
Nvidia Corp (NVDA)
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Arteris, Inc. Q3 FY2022 Earnings Call2022-11-08
Arteris, Inc. (AIP)
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SkyWater Technology, Inc Q3 FY2022 Earnings Call2022-11-07
SkyWater Technology, Inc (SKYT)
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Intel Corp Q3 FY2022 Earnings Call2022-10-27
Intel Corp (INTC)
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Impinj Inc Q3 FY2022 Earnings Call2022-10-26
Impinj Inc (PI)
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Applied Materials Inc /De Q3 FY2022 Earnings Call2022-08-18
Applied Materials Inc /De (AMAT)
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Navitas Semiconductor Corp Q2 FY2022 Earnings Call2022-08-15
Navitas Semiconductor Corp (NVTS)
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Arteris, Inc. Q2 FY2022 Earnings Call2022-08-09
Arteris, Inc. (AIP)
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Advanced Micro Devices Inc Q2 FY2022 Earnings Call2022-08-02
Advanced Micro Devices Inc (AMD)
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MACOM Technology Solutions Holdings, Inc. Q3 FY2022 Earnings Call2022-07-31
MACOM Technology Solutions Holdings, Inc. (MTSI)
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Lam Research Corp Q4 FY2022 Earnings Call2022-07-27
Lam Research Corp (LRCX)
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Nvidia Corp Q1 FY2023 Earnings Call2022-05-25
Nvidia Corp (NVDA)
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Navitas Semiconductor Corp Q1 FY2022 Earnings Call2022-05-12
Navitas Semiconductor Corp (NVTS)
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Arteris, Inc. Q1 FY2022 Earnings Call2022-05-10
Arteris, Inc. (AIP)
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SkyWater Technology, Inc Q1 FY2022 Earnings Call2022-05-03
SkyWater Technology, Inc (SKYT)
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Advanced Micro Devices Inc Q1 FY2022 Earnings Call2022-05-03
Advanced Micro Devices Inc (AMD)
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Lam Research Corp Q3 FY2022 Earnings Call2022-04-20
Lam Research Corp (LRCX)
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Advanced Micro Devices Inc Q4 FY2021 Earnings Call2022-02-01
Advanced Micro Devices Inc (AMD)
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Impinj Inc Q4 FY2021 Earnings Call2022-01-10
Impinj Inc (PI)
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Marvell Technology, Inc. Q3 FY2022 Earnings Call2021-12-02
Marvell Technology, Inc. (MRVL)
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Arteris, Inc. Q3 FY2021 Earnings Call2021-11-30
Arteris, Inc. (AIP)
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SkyWater Technology, Inc Q3 FY2021 Earnings Call2021-11-02
SkyWater Technology, Inc (SKYT)
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SkyWater Technology, Inc Q2 FY2021 Earnings Call2021-08-03
SkyWater Technology, Inc (SKYT)
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On Semiconductor Corp Q2 FY2021 Earnings Call2021-08-02
On Semiconductor Corp (ON)
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Allegro Microsystems, Inc. Q1 FY2022 Earnings Call2021-07-29
Allegro Microsystems, Inc. (ALGM)
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Allegro Microsystems, Inc. Q4 FY2021 Earnings Call2021-05-05
Allegro Microsystems, Inc. (ALGM)
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On Semiconductor Corp Q1 FY2021 Earnings Call2021-05-03
On Semiconductor Corp (ON)
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Penguin Solutions, Inc. Q2 FY2021 Earnings Call2021-04-06
Penguin Solutions, Inc. (PENG)
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Lattice Semiconductor Corp Q4 FY2021 Earnings Call2021-02-16
Lattice Semiconductor Corp (LSCC)
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On Semiconductor Corp Q3 FY2020 Earnings Call2020-11-02
On Semiconductor Corp (ON)
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Penguin Solutions, Inc. Q4 FY2020 Earnings Call2020-10-01
Penguin Solutions, Inc. (PENG)
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Lattice Semiconductor Corp Q1 FY2021 Earnings Call2020-07-28
Lattice Semiconductor Corp (LSCC)
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Penguin Solutions, Inc. Q3 FY2020 Earnings Call2020-07-07
Penguin Solutions, Inc. (PENG)
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Lattice Semiconductor Corp Q4 FY2020 Earnings Call2020-04-28
Lattice Semiconductor Corp (LSCC)
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Texas Instruments Inc Q1 FY2020 Earnings Call2020-04-21
Texas Instruments Inc (TXN)
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Penguin Solutions, Inc. Q2 FY2020 Earnings Call2020-04-07
Penguin Solutions, Inc. (PENG)
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Nvidia Corp Q4 FY2020 Earnings Call2020-02-13
Nvidia Corp (NVDA)
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Lattice Semiconductor Corp Q3 FY2020 Earnings Call2019-10-31
Lattice Semiconductor Corp (LSCC)