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Trump Administration Slaps Licenses for Nvidia's H20 💥, Intel, AMD on China related Chips
TSMC Earnings Beat
Apr 17
•
Michael Spencer
8
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Semiconductor Things™
Trump Administration Slaps Licenses for Nvidia's H20 💥, Intel, AMD on China related Chips
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March 2025
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
7
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Semiconductor Things™
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
•
Michael Spencer
6
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Semiconductor Things™
Nvidia's Scary Rise, Broadcom, DeepSeek, Taiwan's $100 Billion Pledge and the great semiconductor uncertainty
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February 2025
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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January 2025
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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December 2024
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
•
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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November 2024
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
•
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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October 2024
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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Semiconductor Things™
SK Hynix Boom, AMD's Poor Guidance, China's Evasive Maneuvers, Earnings coming into Focus 🔎
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1
TSMC Earnings, ASML Woes, Nvidia's Blackwell Demand, Meta's Weird Datacenter Overhaul
TSMC is the real picks and shovels of Generative AI, not Nvidia. Intel vs. Nvidia, stars fade and rise.
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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Cerebras is going IPO, Intel's Woes magnified, TSMC news all around~ stormy weather.
Micron's Stock surges, Huawei is coming!
Oct 3, 2024
•
Michael Spencer
4
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Cerebras is going IPO, Intel's Woes magnified, TSMC news all around~ stormy weather.
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September 2024
The Semiconductor Boom Times: coming soon: 2025-2030 'Blackwell Surge Era'
Big things are coming. South Korea surges, Taiwan builds, Intel falls. Middle East collusion begins. Geopolitics is everywhere now in Tech…
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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