Don’t Think About Investing In Cloudflare Until You Know About This Data Center Stock
Let’s talk about the internet and global IT infrastructure. It’s a complicated mess. The globe is criss-crossed with undersea and subterranean cables, connecting regional and major data center hubs, businesses, and consumers. It’s the bottom right box we illustrate in our Semiconductor Industry Flow chart, the behind-the-scenes network that powers all the devices we rely […]
AI Chip Packaging Innovation – A Game Changer For TSMC, Intel, and Samsung? 700% Stock In 8 Years
We’re still in a lull before Q2 2024 earnings season begins in earnest, which gives us time to explore fun little research projects – and come to a deeper understanding of an often-explored part of the semi industry: Manufacturing equipment. Earlier in July, Applied Materials (AMAT) quietly announced a new breakthrough in wafer-level packaging that […]
Nvidia AI Data Centers Need New Power and Cooling Equipment From This 1 Hot Stock
This post is taken from our show notes. A full list of these are available to our Semiconductor Insider membership via our Ko-Fi shop. Enjoy! Nvidia‘s (NASDAQ:NVDA) accelerated computing data center boom has created a stir. More electricity is needed to operate these supercomputers, and new ways of cooling the chips and hardware down too. […]
Is PureStorage A Top Data Center AI Stock Right Now?
We realize that we need to be better about sharing content on our blog. And so, what better place to pick up the slack than with one of our top buys for 2024, PureStorage, which seems to be catching a fresh tailwind as the data center AI market heats up? This post was originally one […]
Nvidia vs Arista Networks: Ethernet, InfiniBand, and the AI Battle
Rosenblatt Securities analysts “double downgraded” Arista Networks (NYSE:ANET) in April 2024 from a buy with stock price target of $330, to a sell with price target of $210, on rising competition from Nvidia (NASDAQ:NVDA). In the wake of this, there have been some highly unqualified opinions on what’s happening, and some atrocious “reporting” that is […]
Fortinet Stock: Will a New Cybersecurity Service Reverse the Downtrend?
Fortinet (FTNT) stock tanked AGAIN on a miss in billings last quarter, and a less than rosy outlook through the first half of 2024 didn’t. Does that mean Chip Stock Investor is done with Fortinet stock, one of our top cybersecurity positions? Not necessarily. The company’s earnings call shed some light on the business strategy […]
Qualcomm Vs. Apple: Will History Be Changed As Two New Chips Target The Laptop Market Giants
A new competition is unfolding in the laptop arena. Apple (AAPL) unveiled its latest chip, the M3. Qualcomm (QCOM) is readying its Snapdragon X Elite, a rival to the dominant X86 processors, in mid-2024. Before delving into the latest advancements, let’s take a quick trip down memory lane. Our previous videos on Moore’s Law (linked […]
Will Canon NIL Technology End ASML’s Lithography Dominance?
ASML has a stranglehold (but not a total monopoly) on lithography equipment for semiconductor manufacturing. Canon (CAJPY) is doubling down on competing advanced chipmaking equipment, but ASML’s roots are deep in the chip supply chain.