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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
•
Michael Spencer
8
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SK Hynix Boom, AMD's Poor Guidance, China's Evasive Maneuvers, Earnings coming into Focus 🔎
www.semiconductorthings.com
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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
•
Michael Spencer
10
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TSMC Earnings, ASML Woes, Nvidia's Blackwell Demand, Meta's Weird Datacenter Overhaul
www.semiconductorthings.com
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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
•
Michael Spencer
4
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Cerebras is going IPO, Intel's Woes magnified, TSMC news all around~ stormy weather.
www.semiconductorthings.com
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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
•
Michael Spencer
10
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The Semiconductor Boom Times: coming soon: 2025-2030 'Blackwell Surge Era'
www.semiconductorthings.com
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A Brave new world of Semiconductors and AI Chips is forming. Intel's woes, Nvidia's odd DOJ summons.
ASML and China ties falling apart. U.S. economic protectionism hurting Europe.
Sep 5
•
Michael Spencer
4
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A Brave new world of Semiconductors and AI Chips is forming. Intel's woes, Nvidia's odd DOJ summons.
www.semiconductorthings.com
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August 2024
Nvidia Earnings front and Center 💎
Is Nvidia the present, future and generational future? 🚀 Growth is still strong.
Aug 29
•
Michael Spencer
4
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Nvidia Earnings front and Center 💎
www.semiconductorthings.com
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AMD's AI geared Acquisition, Huawei's AI Chip Ascend 910C, Sapeon and Rebellions Merge, Re-Exploring OpenAI's Discussions with Broadcom 💥
It's been a surprising busy period this in mid August, 2024 in the Semiconductor and AI chip industry.
Aug 22
•
Michael Spencer
6
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AMD's AI geared Acquisition, Huawei's AI Chip Ascend 910C, Sapeon and Rebellions Merge, Re-Exploring OpenAI's Discussions with Broadcom 💥
www.semiconductorthings.com
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ASML Exception, Samsung & AMD Earnings Beat, Semi Stock Bounce, TSMC to start building Fab in Germany
AI CapEx under review, but NASDAQ powers through.
Aug 1
•
Michael Spencer
4
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ASML Exception, Samsung & AMD Earnings Beat, Semi Stock Bounce, TSMC to start building Fab in Germany
www.semiconductorthings.com
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July 2024
Trump Antics on Taiwan, "King is Dead" Rumors, Earning Beats, Intel Supports Chinese AI Startups, Manhattan Defense AI projects ☢️🏯
Donald Trump said this week he thinks Taiwan should pay the U.S. for defense claiming the country “doesn’t give us anything.”
Jul 18
•
Michael Spencer
6
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Trump Antics on Taiwan, "King is Dead" Rumors, Earning Beats, Intel Supports Chinese AI Startups, Manhattan Defense AI projects ☢️🏯
www.semiconductorthings.com
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AMD to Acquire Silo AI, TSMC rules 👑, Etched Series A Wows 🦄
Nvidia stock $NVDA is up another 180% so far this year, and we're only in July!
Jul 11
•
Michael Spencer
8
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AMD to Acquire Silo AI, TSMC rules 👑, Etched Series A Wows 🦄
www.semiconductorthings.com
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June 2024
TSMC nears $1 Trillion market cap, 👑 Nvidia on top of the world, AI valley of semiconductors takes shape 2023-2030.
The new AI datacenter world emerges.
Jun 20
•
Michael Spencer
4
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TSMC nears $1 Trillion market cap, 👑 Nvidia on top of the world, AI valley of semiconductors takes shape 2023-2030.
www.semiconductorthings.com
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May 2024
Nvidia Earnings, Supercomputers, Trade Tariffs, Datacenter Gains, A world in conflict
The AI arms race is exploding. 🚀
May 23
•
Michael Spencer
6
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Nvidia Earnings, Supercomputers, Trade Tariffs, Datacenter Gains, A world in conflict
www.semiconductorthings.com
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