by Nicholas Rossolillo | Aug 3, 2024 | AI, data center, Fabless Semiconductor Designers, Semiconductor Industry, stocks
Lot’s of wild volatility in July, and it’s continued in August. Chip stocks got hit especially hard, some of them even after posting solid earnings. And so we’re going to revamp our thesis that we started on Advanced Micro Devices (AMD) late last year: AMD... 
by Nicholas Rossolillo | Jul 27, 2024 | AI, data center, Fabless Semiconductor Designers, Semiconductor Industry, stocks
Chatter about the “AI bubble” continues, and what it all means for Nvidia’s (NVDA) meteoric rise to one of the world’s most valuable and important companies. Meanwhile, Alphabet (GOOGL/GOOG) – a top Nvidia customer – just had its Q2 2024 financial update. AI made a... 
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... 
by Nicholas Rossolillo | Jul 23, 2024 | AI, Semiconductor Industry, stocks
Table of contents: Cadence completes its big acquisition Q2 financial highlights and updated 2024 guidance Cadence is foundational to AI Why was Q2 guidance “light?” A best bet on big chip and big tech custom AI designs Updated valuation notes for July 2024 Just to... 
by Nicholas Rossolillo | Jul 16, 2024 | AI, Cybersecurity, data center, stocks
Let’s talk about the internet and global IT infrastructure. It’s a complicated mess. The globe is criss-crossed with undersea and subterranean cables, connecting regional and major data center hubs, businesses, and consumers. It’s the bottom right box we illustrate in... 
by Nicholas Rossolillo | Jul 12, 2024 | AI, Semiconductor Manufacturing Equipment, stocks
We’re still in a lull before Q2 2024 earnings season begins in earnest, which gives us time to explore fun little research projects – and come to a deeper understanding of an often-explored part of the semi industry: Manufacturing equipment. Earlier in July, Applied...