The Next 15 years Of Logic Chip Technology — How to Invest

The following post was provided to Semi Insiders in March 2025, and was the basis for the video linked above. It’s been a bumpy road, but the recent advance of wafer fab equipment (WFE) providers was always imminent given the coming roadmap of semiconductor innovation. And the road ahead for more innovation is long, and […]

Why Seagate’s Legacy Tech Is Fueling An AI-Powered Comeback

Hard disk drives side by side

Just when you thought the hard disk drive (HDD) was a relic of the past, destined for the same dusty shelf as the floppy disk, it’s making a surprising comeback. The engine behind this revival? You guessed it: AI. The insatiable demand for mass data storage from data centers is breathing new life into this […]

Buy Rambus Stock? A New AI Data Center Market Leader

Following our industry manual on intellectual property (IP) and patents earlier this year, it’s time for a proper deep dive into Rambus (RMBS). Alongside EDA software platforms, IP forms the foundational layer of the semiconductor and electronics supply chain. Rambus itself is an interesting case study. In years past, the company was known for being […]

Monday.com: Another SaaS Stock Crash — Market Myopia, Or Something Else?

An AI robot with a fork eating a SaaS enterprise software icon.

For every victory in Q2 earnings season this year, it seems there’s been a corresponding disaster. Last Monday, the “disaster” was Monday.com (MNDY). Much has been said of the “AI is going to eat enterprise SaaS” thing. Sort of like how SaaS was eating traditional software last decade (it didn’t, it augmented the traditional software […]

Enough Navitas, Time For Some Gravitas – Why Investors Need to Cool It With NVTS Stock

Navitas (from Latin): zeal, energy, diligence Gravitas (from Latin): dignity, seriousness, solemnity A few weeks ago, we featured some of our research content regarding Monolithic Power Systems (MPWR), startup Navitas Semiconductor (NVTS), and their part in helping develop Nvidia’s (NVDA) high-voltage data center architecture that will begin deployment in 2027. Here’s the video link: Nvidia’s […]

ASML A Key Exemption From U.S.-EU Trade Tariffs? What Investors Need to Know

A silicon wafer being scanned by ultraviolet light.

It’s been nearly a decade of trade war, tariff threats, and extreme supply chain disruption for the semiconductor industry. 2025 hasn’t disappointed in its ability to test investor resolve. We need not review all the gritty details. But throughout it all, we preached caution and moderation when making portfolio adjustments, if any. https://chipstockinvestor.com/will-tariffs-doom-chip-stocks-and-end-the-bull-market/  That said, […]

Monolithic Power’s Fast and Steady Growth In the AI Data Center Era

Data center server racks with power infrastructure

This is a follow-up to some of our recent write-ups about the struggles for the old industry biz model, the IDMs (integrated device manufacturers). Monolithic Power Systems (MPWR) continues to win lots of new business at their expense in the AI data center era, diversifying across a multitude of third-party foundries and outsourced assembly and […]

An Investor’s Guide to HBM (High-Bandwidth Memory) For AI

An AI illustrated robot in a data center

Micron (MU) has an earnings update this week. Ahead of the report – let’s call it an early kick-off to Q2 2025 earnings season – let’s review what HBM is, and why it matters. The memory chip market in 2025 In 2024, memory sales notched a rapid recovery from the bear market of 2022-23. Memory […]