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, […]

The Robotics Stock Revolution You NEED to Know About (Hint: Not Humanoid Robots)

A semiconductor wafer fab full of robotics equipment.

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 […]

Will Tariffs Doom Chip Stocks and End the Bull Market?

A stack of shipping containers that look like microchips.

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 […]

Aehr Test Systems (AEHR) Stock – More Patience Required From Investors

an illustration of an EV driving down a highway

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 […]