Semiconductor Things™

Trump Tariffs on Semis, Broadcom ᱝ Eats Intel, TSMC under the bus🚌, Microsoft Quantum, and other Geopolitical worries of Semis con't.

Semiconductor Earnings, Huawei Ascend 910C via DeepSeek, Samsung joining Stargate? Lunar new year and Semi surprises.

TSMC into the Global limelight in 2025, Nvidia under pressure, Geopolitics anticipating Trump State, U.S. ramps up China Export controls even further

Intel Loses CEO, Google Trillium, Nvidia Earnings, Amazon Trainium 2 and More Trade Wars

OpenAI's AI Infrastructure plans, AMD Layoffs, ASML Projections, U.S. playing the "Taiwan Card" could hurt both China and Taiwan.

SK Hynix Boom, AMD's Poor Guidance, China's Evasive Maneuvers, Earnings coming into Focus 🔎

TSMC Earnings, ASML Woes, Nvidia's Blackwell Demand, Meta's Weird Datacenter Overhaul

Cerebras is going IPO, Intel's Woes magnified, TSMC news all around~ stormy weather.

The Semiconductor Boom Times: coming soon: 2025-2030 'Blackwell Surge Era'