Micron Buying A New Fab, Are Memory Chips No Longer A Cyclical Commodity?
Over the weekend, Micron Technology (MU) announced it’s buying a new fab from one of Taiwan’s smaller semiconductor foundries, Powerchip Semiconductor Manufacturing (or just PSMC, TWSE:6770). On the surface, Micron’s move is simple: Spend $1.8 billion, get a bunch of new DRAM manufacturing capacity ready for the second half of 2027 — DRAM being the […]
10% Cap On Credit Card Interest Rates — 1 Top Digital Payments Stock For 2026
Over on Semi Insider, we’ve been discussing where value can be found as 2026 gets rolling. The digital payments industry, and finance sector at large (a top consumer of all things IT), is one such area. Below is an excerpt from the article series on how blockchain technology has matured, and is now actually producing […]
Nvidia Lands A New Employee For the AI Inference Race
Much work has been going into breaking down the memory bottleneck to make AI inference (the AI being put to work in software after it’s been trained). A few months ago, we discussed the Nvidia (NVDA) “acqui-hire” of semiconductor design startup Enfabrica. The recent announcement of the Bluefield-4 DPU and Nvidia Inference Context Memory Storage […]
ASML’s New Advanced Packaging Lithography Tool — Fresh Growth For 2026
2025 was a wild year for top semiconductor manufacturing equipment provider ASML Holding (ASML). We can divide it in two chapters: The Nasdaq stock listing for ASML, denominated in U.S. dollars, ended up with a more than 50% total return in the last year: While all the focus is on the current upgrade cycle of […]
Credo Technology AI Data Center Tech — Momentum Headed Into 2026
Earlier in 2025, we allocated new money to a basket of “small bet potential big winner” stocks, which we discussed over on Semi Insider. One of those companies was Credo Technology Group (CRDO), which has since become a fairly well known emerging growth business — famous for its purple cables used in AI data center […]
Amphenol Is Cooking Right Now, but Is It An AI Data Center Bubble Stock?
Merger and acquisition activity in the semiconductor and electronics supply chain was a highlight of 2025. Synopsys (SNPS) got its mega-takeover of ANSYS across the finish line. Apple (AAPL) suppliers Skyworks Solutions (SWKS) and Qorvo (QRVO) announced their intent to merge. Softbank (SFTBY) purchased chip design startup Ampere Computing, including the stake in Ampere owned […]
Are Enterprise SaaS Stocks A Buy Now For 2026?
It would seem the answer to the title question is “yes” considering the compressed valuations paired with enduring growth for many enterprise SaaS stocks in 2025. Yet the threat of new AI agent startups, vibe coding, and pricing pressure has many investors feeling like enterprise SaaS is still a pass. The massive underlying technology shift […]
Apple AI Still Isn’t A Thing — Why Investors Don’t Seem to Care
Up to this point, we haven’t had much to say about Apple‘s (AAPL) lack of play in the artificial intelligence (AI) race. AI isn’t an imminent threat to Apple’s business. However, the going narrative was that, with companies like OpenAI and Apple services partner Google making rapid advances in intelligent consumer-facing software, Apple would lose […]
Michael Burry’s AI Data Center Bubble Warning, and CoreWeave Q3 2025 Earnings
Quite the week. Michael Burry, of The Big Short fame, has re-emerged — bearing bad news for the AI data center bulls. Burry fired up his X (fka Twitter) account to decry the extension of depreciation schedules for hyperscaler (Amazon, Alphabet, Microsoft, Meta, and Oracle) servers. An extension of a depreciation schedule assumes the asset […]
2 Apple Chip Suppliers Are Merging — Key Investing Lessons
This update is taken from a Semi Insider exclusive write-up regarding the merger recently announced between Skyworks Solutions (SWKS) and Qorvo (QRVO). Looking back over the decades, Skyworks and Qorvo have had their moments of greatness. But extreme reliance on Apple (AAPL) has been a high hurdle. (Another overly-iPhone-reliant chip supplier is Cirrus Logic (CRUS), […]