Something Big Is Happening: Industrial Lasers and Manufacturing
We briefly called out the industrial laser IDM (integrated device manufacturer) companies a few weeks ago in our deep dive on analog chips used in auto/industrial/power semiconductor applications (video linked above). With a coming uptick in U.S. manufacturing activity — possibly a longer cycle of growth led by AI data center construction — let’s circle […]
Something Big Is Happening — Analog Devices Signals New Wave of Growth
We left off the first half of this series awaiting earnings from one of the industry’s big names: Analog Devices (ADI). We now have ADI’s Q1 fiscal 2026 in hand (another weird fiscal year, ADI’s Q1 concludes at the end of January). And indeed, the indication is the U.S. industrial sector (industrial design and a bit […]
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
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 […]
ASML A Key Exemption From U.S.-EU Trade Tariffs? What Investors Need to Know
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, […]
Entegris: Just Maybe, A Semiconductor Stock Yet to Take Flight Ahead of the Next Growth Cycle
The following is taken from a Semi Insider on July 5, 2025. And yes, we understand Entegris (ENTG) stock is up ~10% since then. But we still find the research valid. The market is running hot, so we’re looking for businesses that still need to prove their financials are solid before taking flight. In the […]
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 […]
Chip Stock Disaster? Why Investors Need to Be Cautious With Wolfspeed (WOLF Stock)
Before the recent Wall Street Journal article used the dreaded “b-word” (bankruptcy) in connection with silicon carbide (SiC) pure-play manufacturer Wolfspeed (WOLF), our Semi Insiders were given a write-up on the situation. In fact, we’ve been calling out issues at Wolfspeed for nearly two years now. In August 2024, though, serious warning signs began to […]
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 […]
The Robotics Stock Revolution You NEED to Know About (Hint: Not Humanoid Robots)
We’ve discussed and picked quite a few robotics stocks over the years. Our best picks, our long-term “business ownership” holdings, are of course Nvidia (NVDA) and Intuitive Surgical (ISRG). About five years ago, we put together an internal list and wrote about it. Some of those public robotic stock “idea” lists included UiPath (PATH, no […]