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 […]
Is Axcelis Technologies (ACLS) Still A Cheap Chip Stock To Buy In 2025?
After getting Axcelis Technologies (ACLS) Q2 2025 earnings update, time for a review. This article is an update on the one six months ago (Can This Former High-Growth Chip Stock Investor Favorite Bounce Back In 2025?). Quick review on what they do: Axcelis is a provider of wafer fab equipment — the proverbial “picks and […]
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 […]
AI Makes A New Leader In Fab Manufacturing Equipment — BE Semi (BESI) Investor Day Update
Let’s talk about the Netherlands’ other dominant semiconductor fab equipment company (no, not ASML), BE Semiconductor (BESI in Europe, BESIY in U.S.). After listening to the investor day update, we decided this one was worthy of a deeper dive. It’s not new info for those of you that have been following the advanced packaging topic […]
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 […]
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 […]
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 […]
Will Tariffs Doom Chip Stocks and End the Bull Market?
With President Trump back in the White House, we were already anticipating market turbulence due to tariffs. The month of March didn’t disappoint on that front. Not even semiconductors have been spared, with hints that tariffs might be in store for chips made outside of the U.S. Let’s do an update on our video from […]