Nvidia Quantum Computing Revolution, and Top Quantum Startup Stocks
Quantum computing stocks went bonkers in Q4 2024, spurred on by Alphabet’s (GOOGL, GOOG) Quantum AI subsidiary announcing the “Willow” chip. We discussed the breakthroughs related with that here: Best Quantum Computing Stocks of 2025 – Google Stock’s BIG BREAKTHROUGH But today, let’s take a look at some conversation surrounding Nvidia (NVDA) quantum computing during […]
TSMC’s $100 Billion Investment In Advanced U.S. Chip Making
TSMC is injecting $100 billion into U.S. chip-making infrastructure, aiming to revolutionize the semiconductor landscape with new fabs and R&D facilities in Arizona. This monumental move is poised to attract tech giants and solidify America’s position in the global chip race.
Value Chip Stocks 2025 to Buy Now? Lam Research (LRCX)
Lam Research (LRCX) is gearing up for a powerhouse 2025, riding the wave of a booming semiconductor market with cutting-edge tech like molybdenum processing and AI-driven automation. If you’re looking for a chip stock that’s mixing innovation with solid growth, this is one you don’t want to ignore!
DeepSeek, the New AI Economy Is Totally Normal, and Risks For Chip Stocks Like Nvidia
The launch of DeepSeek’s models led to a “market meltdown” on January 27th, 2025, driven by uncertainty and heightened risk perception among investors. The article emphasizes the importance of measured, long-term investment strategies over knee-jerk reactions to market fluctuations.
Who Really Wins In the Legal Battle Between Arm & Qualcomm? Maybe Not Who You Think
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 Holdings (ARM). It seemed pertinent given Arm and Qualcomm‘s (QCOM) tit-for-tat legal battle. The court […]
Impinj PI Stock – Up 200% In A Year
We wanted to do a one-year-later review on Impinj (PI), but October came and went, and we ran out of time. Here’s our original article from October 2023: https://www.fool.com/investing/2023/10/03/1-top-small-cap-chip-stock-that-could-be-poised/ Impinj is up some 200% since then! We didn’t buy (there was no room in our small-cap and small-bets basket), but maybe a few of you […]
Aehr Test Systems (AEHR) Stock – More Patience Required From Investors
With Q1 fiscal 2025 earnings in hand (for the three months ended in August 2024), investors are feeling a bit more optimistic about Aehr Test Systems (AEHR) stock once again. We won’t spend a lot of time on that today. The market is particularly fickle on this one, likely reflecting the high amount of trader […]
A Pure-Play Bet On Nvidia Blackwell Growth? Astera Labs Deep Dive
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 dust settle on hot IPOs for at least six to 12 […]
Taiwan Semiconductor Stock TSMC Buys A New LCD Screen Fab – For AI Chip Packaging? Top Long-Term Stock Now?
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 unique asset, a first-of-its-kind for Europe. And then there was TSMC’s Board […]
New Amazon Chips Are Coming – Are They “Nvidia Killers?”
Amazon (AMZN) exceeded expectations in Q2 2024. It once again proved that after amassing all that revenue last decade, it can still be a winning stock by now shifting to profit margin growth. Oh… and revenue growth wasn’t all that bad either. Even so, the stock got hammered by the July / August stock market […]