Tech News This Week: TSMC, Samsung, Amazon / Nvidia, Super Micro, Smartphone ASP Increasing, AI PC
TSMC faces export restrictions to China. Korea offers subsidies to chipmakers, but faces labor issue. Amazon ramps up AI chip production. Chip...
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All Eyes on Nvidia
This Wednesday, after the Wall Street close, NVIDIA Corp (NVDA US) will release its second-quarter figures, concluding the current earnings season....
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ASML Investor Day: Oops They Did It Again. Different Story, Same 2030 Targets.
ASML maintains 2030 targets, growth driven by AI, DRAM / HBM and Logic. Lower growth for mature nodes and NAND. Operating profits expected to grow...
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Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
In this episode of The Circuit podcast, various semiconductor companies including ARM, Qualcomm, Intel, and Nvidia are discussed, with a focus on...
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2025 High Conviction: AI Chip Spend Slows
AI spending is driving strong semiconductor growth today, but see why hyperscale spending, like 2000's Internet Bubble, is approaching an overbuilt...
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