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An AI Bubble, Nvidia Vendor Financing, And China's Semiconductor Decoupling
But who is picking the winners? Taiwan playing defense.
 • Michael Spencer
ASML's Pivot, Nvidia Earnings, China's Semi struggle, the ASICs are coming.
Bottlenecks are not enough to stop AI's insatiable hunger for more compute.
 • Michael Spencer
The Semiconductor Boom is Real and Prolonged
The Taiwan Big Six AI Server firms are becoming a force of nature. Taiwan's Semi supremacy, unveiled.
 • Michael Spencer
TSMC is the real Backbone of the AI Economy
The key Semiconductor news still revolves around what TSMC does. Honorable mention to Chinese Semiconductor and AI chip firms going public. Intel's…
 • Michael Spencer
TSMC Shines profit surges 39%, Enters "Generational company" territory as AI's backbone.
TSMC is now the ASML of Asia and then some for the world. 🌍
 • Michael Spencer
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.
 • Michael Spencer
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…
 • Michael Spencer
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.
 • Michael Spencer
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.
 • Michael Spencer
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…
 • Michael Spencer
Trump Administration Slaps Licenses for Nvidia's H20 💥, Intel, AMD on China related Chips
TSMC Earnings Beat
 • Michael Spencer
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.
 • Michael Spencer
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