by Nicholas Rossolillo | Jan 29, 2025 | AI, data center, Fabless Semiconductor Designers, Semiconductor Industry, stocks
As this is being typed out, we are nearly two days removed from the “market meltdown” on Monday, January 27th, created by China’s AI lab startup DeepSeek. It’s not that we haven’t been thinking about it. In fact, we’ve been fielding lots of questions about DeepSeek... 
by Nicholas Rossolillo | Jan 22, 2025 | AI, data center, stocks
Ok, by now you probably know all about Netflix’s (NFLX) epic finish to 2024 (they added over 40 million net new subs in 2024, topping 300 million worldwide for the first time, but also raised plan prices across the board). Suffice to say Q4 earnings were very good.... 
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 11, 2024 | Consumer Electronics, data center, Semiconductor Industry, stocks
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...