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 […]
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 […]
Monolithic Power’s Fast and Steady Growth In the AI Data Center Era
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
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 […]
What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism
The following is a Marvell Technology Group (MRVL) summary of several posts from Chip Stock Investor’s Semiconductor Insider over the last few weeks. Why do a review of Marvell Technology Group now? Besides being over a year since our decision to begin selling and re-allocating some of the proceeds into more Broadcom (AVGO)(see the last […]
The U.S. AI Diffusion Rule Is Dead, Long Live AI Diffusion
Things are moving fast in macroeconomics land right now. But rather than play economic crisis (or rather, economic media headline) whack-a-mole, we’ll stay in our lane this week and address the so-called U.S. “AI Diffusion Rule.” For reference, here was our previous blog article/video on tariffs’ impact on semiconductors. https://chipstockinvestor.com/will-tariffs-doom-chip-stocks-and-end-the-bull-market/ What was the AI diffusion […]
Big 5 Cloud Infrastructure Revenue – “The Greatest Businesses To Ever Exist”
Led by Nvidia’s (NVDA) accelerated computing platform, we believe data center infrastructure is on pace to become the largest end market for semiconductor sales in 2025. This will make chip sales to data centers larger than the mighty smartphone and mobile end market – the key pillar of the bull market of the 2010s. Colloquially […]
A Magnificent 7 “Bubble” and S&P 500 “Concentration Risk” – Is It Real? If So, How Do Investors Cope?
We’ve been fielding some variation on the above question regarding S&P 500 concentration for at least five years now. For the last couple of years, the argument has been centered on the so-called “Magnificent Seven” – Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA), Amazon (AMZN), Alphabet (GOOGL/GOOG), Meta (META), and Tesla (TSLA) – comprising at times […]
Most Investors Should Stay Away From the “New Intel” Turnaround Story
We’re entering our year number five of calling Intel (INTC) the “IBM of the 2020s” – our reference to IBM’s struggles in the 2010s during the fast rise of the cloud. This five year span includes our first official CSI YouTube video, at the bottom of the last bear market in September 2022 where we […]
TSMC + Nvidia: Bringing Unity to the Silicon Photonics Industry?
This article is the third in a series of silicon photonics write-ups over on Semiconductor Insider. In this segment, we’re explaining (hopefully in easy-to-understand language) Nvidia (NVDA) and Taiwan Semiconductor Manufacturing’s (TSM) silicon photonics breakthrough: Co-packaged optics (CPO) in Nvidia’s AI data center switching devices. TSMC has been steadily growing its manufacturing empire into new […]