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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
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Michael Spencer
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AMD's new AI chip, TSMC innovates, SK Hynix Warns of Trade Tariff impacts, U.S. Taiwan Semi ties Deepen
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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
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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.
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Nvidia, Huawei, Trump Shakes things up - H20 competing Huawei AI chip, Semi tariff uncertainty prolonged
May 8
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Michael Spencer
9
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Nvidia, Huawei, Trump Shakes things up - H20 competing Huawei AI chip, Semi tariff uncertainty prolonged
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TSMC Earnings, ASML Woes, Nvidia's Blackwell Demand, Meta's Weird Datacenter Overhaul
Oct 17, 2024
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Michael Spencer
10
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TSMC Earnings, ASML Woes, Nvidia's Blackwell Demand, Meta's Weird Datacenter Overhaul
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The Semiconductor Boom Times: coming soon: 2025-2030 'Blackwell Surge Era'
Sep 19, 2024
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Michael Spencer
10
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The Semiconductor Boom Times: coming soon: 2025-2030 'Blackwell Surge Era'
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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
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Nvidia Earnings, AMD Acquisition, China Export Controls New Signs, Samsung to Spin Foundry, Jensen on China loss, Trump's Illegal trade wars.
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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
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Nvidia, Huawei, Trump Shakes things up - H20 competing Huawei AI chip, Semi tariff uncertainty prolonged
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Trump Administration Slaps Licenses for Nvidia's H20 💥, Intel, AMD on China related Chips
TSMC Earnings Beat
Apr 17
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Michael Spencer
8
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Trump Administration Slaps Licenses for Nvidia's H20 💥, Intel, AMD on China related Chips
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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
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Liberation Day, OpenAI's AI Infrastructure Crush, Blacklists, Apple's $1 Billion Order, Softbank is a Hunter 🏹
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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
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Michael Spencer
6
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Nvidia's Scary Rise, Broadcom, DeepSeek, Taiwan's $100 Billion Pledge and the great semiconductor uncertainty
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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.
China loves ordering chips from Singapore, too. The Genius of Morris Chang.
Feb 20
•
Michael Spencer
10
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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.
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Semiconductor Earnings, Huawei Ascend 910C via DeepSeek, Samsung joining Stargate? Lunar new year and Semi surprises.
🌊 Lost in the Geopolitical storm, news from the far reaches.
Feb 6
•
Michael Spencer
8
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Semiconductor Earnings, Huawei Ascend 910C via DeepSeek, Samsung joining Stargate? Lunar new year and Semi surprises.
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TSMC into the Global limelight in 2025, Nvidia under pressure, Geopolitics anticipating Trump State, U.S. ramps up China Export controls…
A very bizarre atmosphere in 2025 is emerging.
Jan 9
•
Michael Spencer
6
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TSMC into the Global limelight in 2025, Nvidia under pressure, Geopolitics anticipating Trump State, U.S. ramps up China Export controls even further
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Intel Loses CEO, Google Trillium, Nvidia Earnings, Amazon Trainium 2 and More Trade Wars
Volatile Trade wars and Intel's crushing demise highlight tensions.
Dec 12, 2024
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Michael Spencer
7
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Intel Loses CEO, Google Trillium, Nvidia Earnings, Amazon Trainium 2 and More Trade Wars
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