by Nicholas Rossolillo | Jan 31, 2025 | AI, industrial robotics, Semiconductor Industry, Semiconductor Manufacturing Equipment, stocks, Uncategorized
After mostly taking a hiatus from buying more of the “Fab5” in 2024 – Fab5 meaning ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp – we’ve been warming back up to this group of powerful semiconductor industry companies for 2025. That said, Lam... 
by Nicholas Rossolillo | Jul 23, 2024 | AI, industrial robotics, Semiconductor Industry, stocks
ON Semiconductor (ON) came out the last two weeks with some big announcements for silicon carbide (SiC), including a new supply agreement with several Volkswagen brands in Europe. No word on how much this could affect the growth trajectory to the upside, so let’s keep...