ASML A Key Exemption From U.S.-EU Trade Tariffs? What Investors Need to Know

A silicon wafer being scanned by ultraviolet light.

It’s been nearly a decade of trade war, tariff threats, and extreme supply chain disruption for the semiconductor industry. 2025 hasn’t disappointed in its ability to test investor resolve. We need not review all the gritty details. But throughout it all, we preached caution and moderation when making portfolio adjustments, if any. https://chipstockinvestor.com/will-tariffs-doom-chip-stocks-and-end-the-bull-market/  That said, […]

Monolithic Power’s Fast and Steady Growth In the AI Data Center Era

Data center server racks with power infrastructure

This is a follow-up to some of our recent write-ups about the struggles for the old industry biz model, the IDMs (integrated device manufacturers). Monolithic Power Systems (MPWR) continues to win lots of new business at their expense in the AI data center era, diversifying across a multitude of third-party foundries and outsourced assembly and […]

An Investor’s Guide to HBM (High-Bandwidth Memory) For AI

An AI illustrated robot in a data center

Micron (MU) has an earnings update this week. Ahead of the report – let’s call it an early kick-off to Q2 2025 earnings season – let’s review what HBM is, and why it matters. The memory chip market in 2025 In 2024, memory sales notched a rapid recovery from the bear market of 2022-23. Memory […]

What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism

A semiconductor engineer handing a chip to an investor.

The following is a Marvell Technology Group (MRVL) summary of several posts from Chip Stock Investor’s Semiconductor Insider over the last few weeks. Why do a review of Marvell Technology Group now? Besides being over a year since our decision to begin selling and re-allocating some of the proceeds into more Broadcom (AVGO)(see the last […]

AppLovin (APP Stock) – Why It Could Remain A Top Buy For 2025

Someone playing a mobile game on a smartphone.

In-app advertising platform and AI darling AppLovin (APP) continues its rally after tariff turbulence and short-seller reports earlier this year. Lop off the unsustainable run-up in February in the chart below, and AppLovin has actually been a decent performer so far in 2025. Can it continue? We think it could. We use Finchat.io for business-level […]

Chip Stock Disaster? Why Investors Need to Be Cautious With Wolfspeed (WOLF Stock)

Two people in lab suits holding a semiconductor wafer.

Before the recent Wall Street Journal article used the dreaded “b-word” (bankruptcy) in connection with silicon carbide (SiC) pure-play manufacturer Wolfspeed (WOLF), our Semi Insiders were given a write-up on the situation. In fact, we’ve been calling out issues at Wolfspeed for nearly two years now. In August 2024, though, serious warning signs began to […]

The U.S. AI Diffusion Rule Is Dead, Long Live AI Diffusion

Things are moving fast in macroeconomics land right now. But rather than play economic crisis (or rather, economic media headline) whack-a-mole, we’ll stay in our lane this week and address the so-called U.S. “AI Diffusion Rule.” For reference, here was our previous blog article/video on tariffs’ impact on semiconductors. https://chipstockinvestor.com/will-tariffs-doom-chip-stocks-and-end-the-bull-market/  What was the AI diffusion […]