Semiconductor Things™

Nvidia Earnings, TSMC's global expansion, Taiwan's semiconductor Supremacy lifts all boats ⛵

Taiwan's role in the picks and shovels of AI cannot be overestimated. 🇹🇼

Sep 4 • 

Michael Spencer

7

July 2025

BigAI Emergence, Samsung Earnings & Tesla deal, Nvidia $5 Trillion soon, Microsoft $4 Trillion

After, or rightfully still in the middle of a Summer hiatus this will be a condensed “catch up” post for what we may have missed in the Semiconductor…

Jul 31 • 

Michael Spencer

9

1

June 2025

AMD's new AI chip, TSMC innovates, SK Hynix Warns of Trade Tariff impacts, U.S. Taiwan Semi ties Deepen

Demand for compute continues to rage, global partnerships thrive.

Jun 19 • 

Michael Spencer

7

May 2025

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

Trade madness illegal - but Trump's show goes on.

May 29 • 

Michael Spencer

7

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.

May 8 • 

Michael Spencer

9

1

April 2025

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

TSMC Earnings Beat

Apr 17 • 

Michael Spencer

8

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

8

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

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

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

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

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

8