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 […]

Up 200% In A Year, Is It Too Late to Buy Ubiquiti Stock?

A local ISPs internet backhaul dish.

It’s been almost a year since we did a public CSI video where we called out Ubiquiti (UI). At the time, everyone was worrying about tariffs if (then re-presidential-hopeful Trump) won the election, so we suspect not many watched this video to the end. (There was also some additional CSI Live coverage on Semi Insider […]

Why Seagate’s Legacy Tech Is Fueling An AI-Powered Comeback

Hard disk drives side by side

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 […]

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 […]

Monday.com: Another SaaS Stock Crash — Market Myopia, Or Something Else?

An AI robot with a fork eating a SaaS enterprise software icon.

For every victory in Q2 earnings season this year, it seems there’s been a corresponding disaster. Last Monday, the “disaster” was Monday.com (MNDY). Much has been said of the “AI is going to eat enterprise SaaS” thing. Sort of like how SaaS was eating traditional software last decade (it didn’t, it augmented the traditional software […]

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 […]

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 […]

ASML A Key Exemption From U.S.-EU Trade Tariffs? What Investors Need to Know

A silicon wafer being scanned by ultraviolet light.

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, […]