by Nicholas Rossolillo | Nov 25, 2024 | AI, Cybersecurity, stocks
The following is a thread we posted last week on Semiconductor Insider. And for reference, this is a follow up to the video we did on CyberArk (CYBR) a couple months ago, as well as one back in spring 2024, which you can find here: https://youtu.be/KZNef6PbrBo... 
by Nicholas Rossolillo | Nov 13, 2024 | AI, Consumer Electronics, data center, Fabless Semiconductor Designers, Semiconductor Industry, stocks
Cadence Design Systems (CDNS) earnings were good, as per usual. Nothing we felt like we needed to specifically address. But there were some management comments made regarding an expanded relationship between Cadence and processor technology licensor and IP leader Arm... 
by Nicholas Rossolillo | Sep 17, 2024 | AI, data center, Fabless Semiconductor Designers, Semiconductor Industry, stocks
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... 
by Nicholas Rossolillo | Aug 27, 2024 | AI, data center, Semiconductor Equipment Manufacturing, Semiconductor Industry, Semiconductor Manufacturing Equipment, stocks
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... 
by Nicholas Rossolillo | Aug 3, 2024 | AI, data center, Fabless Semiconductor Designers, Semiconductor Industry, stocks
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... 
by Nicholas Rossolillo | Jul 27, 2024 | AI, data center, Fabless Semiconductor Designers, Semiconductor Industry, stocks
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...