A Pure-Play Bet On Nvidia Blackwell Growth? Astera Labs Deep Dive
We’re coming up on the six-month-anniversary of Astera Labs’ (ALAB) initial public offering (which occurred in March 2024, if you’re reading/watching this installment later than September). Since Chip Stock Investor has yet to do a deep dive (the CSI way is to let the dust settle on hot IPOs for at least six to 12 […]
Taiwan Semiconductor Stock TSMC Buys A New LCD Screen Fab – For AI Chip Packaging? Top Long-Term Stock Now?
August has been a busy month for the world’s largest and most advanced foundry, Taiwan Semiconductor Manufacturing (TSM). Just the other day, the joint venture ESMC between TSMC, Bosch, Infineon, and NXP Semi broke ground in Dresden, Germany. That will eventually be a unique asset, a first-of-its-kind for Europe. And then there was TSMC’s Board […]
New Amazon Chips Are Coming – Are They “Nvidia Killers?”
Amazon (AMZN) exceeded expectations in Q2 2024. It once again proved that after amassing all that revenue last decade, it can still be a winning stock by now shifting to profit margin growth. Oh… and revenue growth wasn’t all that bad either. Even so, the stock got hammered by the July / August stock market […]
Intel’s (INTC Stock) Meltdown Culminates In Corporate Gaslighting
Once again, it brings us no pleasure to discuss the steady meltdown of Intel’s (INTC) business. But this go around, it was especially egregious, and CEO Pat Gelsinger and the management team gaslit shareholders – and the world – as it maintains its recent actions are somehow all part of the planned bigger picture. Two […]
AMD AI Is Not the Same As Nvidia AI, and That’s OK For Chip Stock Investors
Lot’s of wild volatility in July, and it’s continued in August. Chip stocks got hit especially hard, some of them even after posting solid earnings. And so we’re going to revamp our thesis that we started on Advanced Micro Devices (AMD) late last year: AMD AI is never going to create an “Nvidia moment,” but […]
The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia
Chatter about the “AI bubble” continues, and what it all means for Nvidia’s (NVDA) meteoric rise to one of the world’s most valuable and important companies. Meanwhile, Alphabet (GOOGL/GOOG) – a top Nvidia customer – just had its Q2 2024 financial update. AI made a nearly every-other-sentence appearance on the earnings conference call. There’s serious […]
A Bet On Revolutionary Semiconductor Technology – and A Cheap Chip Stock to Go With It?
ON Semiconductor (ON) came out the last two weeks with some big announcements for silicon carbide (SiC), including a new supply agreement with several Volkswagen brands in Europe. No word on how much this could affect the growth trajectory to the upside, so let’s keep it at management’s stated goal through 2027 (10% to 12% […]
The AI Bull Market Expands to the Rest of the Semiconductor Industry – Cadence Design Systems (CDNS) Stock July 2024
Table of contents: Cadence completes its big acquisition Q2 financial highlights and updated 2024 guidance Cadence is foundational to AI Why was Q2 guidance “light?” A best bet on big chip and big tech custom AI designs Updated valuation notes for July 2024 Just to make a point, this opening paragraph will read almost identical […]
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 […]