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 […]

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 […]

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 […]

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

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 […]

What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism

A semiconductor engineer handing a chip to an investor.

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 […]