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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
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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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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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TSMC Earnings, ASML Woes, Nvidia's Blackwell Demand, Meta's Weird Datacenter Overhaul
Oct 17, 2024
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Michael Spencer
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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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Semiconductor Earnings, Huawei Ascend 910C via DeepSeek, Samsung joining Stargate? Lunar new year and Semi surprises.
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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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.
18 hrs ago
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Michael Spencer
6
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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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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
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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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OpenAI's AI Infrastructure plans, AMD Layoffs, ASML Projections, U.S. playing the "Taiwan Card" could hurt both China and Taiwan.
Crazy times are ahead for the Semiconductor supply chain at the intersection of geopolitics. Amazon Trainium 2 AI chip announcement next month. Qualcomm…
Nov 14, 2024
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Michael Spencer
8
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OpenAI's AI Infrastructure plans, AMD Layoffs, ASML Projections, U.S. playing the "Taiwan Card" could hurt both China and Taiwan.
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SK Hynix Boom, AMD's Poor Guidance, China's Evasive Maneuvers, Earnings coming into Focus 🔎
Apple, Australia, India, Taiwan, Japan and South Korea news, a very complicated global situation. TSMC forever! 🗿 all day long with Typhoons. ⛈️
Oct 31, 2024
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Michael Spencer
9
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SK Hynix Boom, AMD's Poor Guidance, China's Evasive Maneuvers, Earnings coming into Focus 🔎
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