Semiconductor Things™

Nvidia Earnings, AMD Acquisition, China Export Controls New Signs, Samsung to Spin Foundry, Jensen on China loss, Trump's Illegal trade wars.

Nvidia, Huawei, Trump Shakes things up - H20 competing Huawei AI chip, Semi tariff uncertainty prolonged

Trump Administration Slaps Licenses for Nvidia's H20 💥, Intel, AMD on China related Chips

Liberation Day, OpenAI's AI Infrastructure Crush, Blacklists, Apple's $1 Billion Order, Softbank is a Hunter 🏹

Nvidia's Scary Rise, Broadcom, DeepSeek, Taiwan's $100 Billion Pledge and the great semiconductor uncertainty

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