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An AI Bubble, Nvidia Vendor Financing, And China's Semiconductor Decoupling
But who is picking the winners? Taiwan playing defense.
Sep 25
•
Michael Spencer
22
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Trump Tariffs on Semis, Broadcom ᱝ Eats Intel, TSMC under the bus🚌, Microsoft Quantum, and other Geopolitical worries of Semis con't.
Feb 20
•
Michael Spencer
10
BigAI Emergence, Samsung Earnings & Tesla deal, Nvidia $5 Trillion soon, Microsoft $4 Trillion
Jul 31
•
Michael Spencer
9
1
Nvidia, Huawei, Trump Shakes things up - H20 competing Huawei AI chip, Semi tariff uncertainty prolonged
May 8
•
Michael Spencer
9
1
TSMC Earnings, ASML Woes, Nvidia's Blackwell Demand, Meta's Weird Datacenter Overhaul
Oct 17, 2024
•
Michael Spencer
10
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Nvidia Earnings, TSMC's global expansion, Taiwan's semiconductor Supremacy lifts all boats ⛵
Taiwan's role in the picks and shovels of AI cannot be overestimated. 🇹🇼
Sep 4
•
Michael Spencer
7
BigAI Emergence, Samsung Earnings & Tesla deal, Nvidia $5 Trillion soon, Microsoft $4 Trillion
After, or rightfully still in the middle of a Summer hiatus this will be a condensed “catch up” post for what we may have missed in the Semiconductor…
Jul 31
•
Michael Spencer
9
1
AMD's new AI chip, TSMC innovates, SK Hynix Warns of Trade Tariff impacts, U.S. Taiwan Semi ties Deepen
Demand for compute continues to rage, global partnerships thrive.
Jun 19
•
Michael Spencer
7
Nvidia Earnings, AMD Acquisition, China Export Controls New Signs, Samsung to Spin Foundry, Jensen on China loss, Trump's Illegal trade…
Trade madness illegal - but Trump's show goes on.
May 29
•
Michael Spencer
7
Nvidia, Huawei, Trump Shakes things up - H20 competing Huawei AI chip, Semi tariff uncertainty prolonged
Nvidia has been blocked from China, and Huawei is cashing in - without a doubt this is dire.
May 8
•
Michael Spencer
9
1
Trump Administration Slaps Licenses for Nvidia's H20 💥, Intel, AMD on China related Chips
TSMC Earnings Beat
Apr 17
•
Michael Spencer
8
Liberation Day, OpenAI's AI Infrastructure Crush, Blacklists, Apple's $1 Billion Order, Softbank is a Hunter 🏹
Nvidia's GTC was kind of meh.
Mar 27
•
Michael Spencer
8
Nvidia's Scary Rise, Broadcom, DeepSeek, Taiwan's $100 Billion Pledge and the great semiconductor uncertainty
The pressure is on, GTC is on the horizon, Broadcom blows through Earnings.
Mar 7
•
Michael Spencer
6
Trump Tariffs on Semis, Broadcom ᱝ Eats Intel, TSMC under the bus🚌, Microsoft Quantum, and other Geopolitical worries of Semis con't.
China loves ordering chips from Singapore, too. The Genius of Morris Chang.
Feb 20
•
Michael Spencer
10
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