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 — 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 […]

AI Infrastructure and Enterprise SaaS Stock Meltdown — the Paradox Explained

It’s 2026, and investing in AI is not so simple anymore. Gone are the days when just buying Nvidia (NVDA) and forgetting about it was good enough. In fact, investors are now grappling with what seems to be a paradox: AI data center and cloud operator (hyperscaler) stocks, and enterprise software company stocks (the ones […]

Is AI Disrupting ServiceNow, Or Paving the Way to More Growth?

Workflow management and automation is a segment of the software and enterprise SaaS industry we’ve invested in for years. But an existential threat has emerged in artificial intelligence (AI), and has sent top stocks in this category tumbling. Is AI really disrupting these businesses, or is there a standout in workflow automation that will benefit […]

Qualcomm Enters the AI Data Center Race — An Acquisition Was A Big Hint

Over on Semi Insider a few months ago, we discussed Qualcomm‘s (QCOM) announced acquisition of Alphawave IP Group and why that was the biggest indicator yet that Qualcomm was going to enter the AI data center market. So when the new AI200 and AI250 products were revealed on October 27, 2025, the only surprise was […]

Amazon AWS Outage — Investing Repercussions? Investing In Alternatives?

Compared to its “Magnificent Seven” big tech and data center hyperscaler peers, Amazon (AMZN) has been a lame company in 2025. The stock has barely budged with just a couple months left in the year. See Amazon there at the bottom of the barrel among the hyperscalers in 2025? Make charts, financial visuals, and conduct […]