TSMC Announces New Manufacturing Nodes Through 2029 – but No ASML High-NA EUV

TSMC factory

At its North America Technology Symposium this week, Taiwan Semiconductor Manufacturing (TSM) debuted its manufacturing process node through 2029. Last year, TSMC announced its A14 process (the Angstrom process naming lines), which will debut in 2028. This year management announced enhanced versions of A14, dubbed A13 and A12, that will begin production in 2029. This […]

Planet Labs — Commercial Space Race of the 2020s Stock Update

While there are several notable differences between the present bull market and the dot-com boom of the 1990s, there is one key commonality: The Earth-based infrastructure boom (AI data centers now, internet infrastructure then) has a corresponding expansion of the space economy (next-gen communications and space data center experiments now, early SatComm networks then). Starting […]

Arm Announces A New AI Chip – Why We’re Watching the Stock From the Sidelines

While most investors were (understandably) worried about geopolitics this week, semiconductor IP (intellectual property) licensing and royalties company Arm Holding (ARM) held its “Arm Everywhere” special event to officially announce a new AI chip. And not just any chip. This is Arm’s first in-house designed chip. Rather than selling access to the IP so a customer can do their […]

Nvidia Targeting 50% Return of Free Cash Flow — What Investors Should Know

Chip Stock Investor's image of Nvidia's 5-layer cake

We’re continuing to parse through the extensive information from Nvidia‘s (NVDA) annual GTC event this week. On Tuesday, we wrote about how the acqui-hire of Groq in December could propel the company to a cumulative $1 trillion in revenue from 2025 to 2027. In a follow-up Q&A, CEO Jensen Huang dropped another figure making its […]

What Is Sandisk’s HBF (High-Bandwidth Flash)? Should Investors Care About It?

Two people in lab suits holding a semiconductor wafer.

The last couple of years, HBM (high-bandwidth memory) has been all the rage. (See our write-up on HBM here.) HBM was one of the innovations that has helped new AI (like LLMs) get trained in an increasingly efficient manner. AI inference is the next phase of the AI data center build, and new memory architectures […]

Something Big Is Happening: Industrial Lasers and Manufacturing

high-energy laser for manufacturing and missile defense systems

We briefly called out the industrial laser IDM (integrated device manufacturer) companies a few weeks ago in our deep dive on analog chips used in auto/industrial/power semiconductor applications (video linked above). With a coming uptick in U.S. manufacturing activity — possibly a longer cycle of growth led by AI data center construction — let’s circle […]

Time to Cut Losses On The Trade Desk (TTD Stock)?

A year ago, we outlined why we were still optimistic about The Trade Desk (TTD) — assuming earnings results were positive through at least a couple quarters in 2025. The Trade Desk Flops — Is the Company In Trouble? Time to Buy TTD Stock In 2025? Well, that didn’t happen, and the stock continues to […]

Something Big Is Happening — Analog Devices Signals New Wave of Growth

We left off the first half of this series awaiting earnings from one of the industry’s big names: Analog Devices (ADI). We now have ADI’s Q1 fiscal 2026 in hand (another weird fiscal year, ADI’s Q1 concludes at the end of January). And indeed, the indication is the U.S. industrial sector (industrial design and a bit […]

The Little FPGA Engine That Could — Lattice Semiconductor

robot pointing on a wall

In May 2025, we put out a public video (link above) outlining how Intel‘s (INTC) majority stake sale of Altera could benefit Lattice Semiconductor (LSCC) — the small last pure-play stock left standing in the FPGA semiconductor market. To this day, most chip investors continue to overlook Lattice, although after the Q4 2025 update, that […]