Trump's Stock Portfolio Bought the Entire Semiconductor Value Chain
Trump's Q1 2026 portfolio filing looks less like a single-stock bet and more like an AI infrastructure value-chain allocation.
AI Semiconductor Startups: Will They Fail or Succeed?
A framework for where AI semiconductor startups are headed: M&A, sovereign AI, national champions, independent product companies, IP licensing, or edge AI.
Daily Silicon: Intel-Apple Chip Deal Surges 10%, Samsung-SK Cap Gap Falls to ₩99T
A practicing semiconductor engineer's daily read on global silicon news: Trump's surprise Intel-Apple chip announcement collided with a historic Samsung-SK Hynix market cap squeeze, an ASML EUV export controversy, and Kioxia's NAND-fueled run past Toyota. Chase's Take — The story
Daily Silicon: Intel 18A-P Risk Production, SK Hynix Nasdaq ADR, TSMC ITC Risk, CoWoS Eases
A practicing semiconductor engineer's daily read on global silicon news: Intel pushed 18A-P into risk production and SK Hynix lined up a July Nasdaq ADR to fund HBM4 capacity, while TSMC faces a US ITC patent fight even as its CoWoS supply crunch starts to ease. Chase&
Daily Silicon: TSMC 3nm +15%, HBM4E Race Heats Up, Kioxia Hits 1000 Layers
A practicing semiconductor engineer's daily read on global silicon news: At VLSI Symposium 2026, TSMC flexes pricing power with a 15% 3nm hike while SK Hynix and Samsung race to ship HBM4E samples ahead of schedule. Chase's Take — TSMC raising N3 prices 15% isn't
Daily Silicon: Qualcomm Eyes $10B Tenstorrent Buy, US Equipment Stocks Surge 5-13%
A practicing semiconductor engineer's daily read on global silicon news: ASML, TSMC, and imec unveil the first 300mm-wafer 2D-material transistors as Qualcomm moves to acquire Jim Keller's Tenstorrent for up to $10B, while AI-driven demand sends equipment stocks and DRAM prices sharply higher.
Daily Silicon: KOSPI Hits 9000, HBM4E Fires the Starting Gun
A practicing semiconductor engineer's daily read on global silicon news: SK Hynix shipped HBM4E 12-Hi samples to key customers on June 18, pushing the KOSPI past 9000 for the first time, and Samsung and SK Hynix both hit fresh record highs on the 19th; the same week
Daily Silicon: AI Breaks 40-Year WSTS Record; HBM Crunch Spills Mainstream
TL;DR — Global semiconductor sales hit $299B in 1Q26, up 25% QoQ vs 4Q25 — the largest quarterly jump in WSTS's 40-year history. YoY +79% also a record. Sour...
Daily Silicon: Packaging, Memory, and Policy All Rearranged in One Week
TL;DR — AMD will invest over $10 billion in Taiwan's semiconductor ecosystem across three years, co-developing next-gen bridge packaging EFB (Elevated Fan-ou...
Daily Silicon: NVIDIA Earnings Aftershock Reshapes ASIC and Materials Landscape
TL;DR — CNBC reports Anthropic is negotiating to adopt Microsoft's Maia AI chip, no deal signed yet. Maia 200 is the second-generation AI chip Microsoft anno...
Daily Silicon: NVIDIA $81.6B, Q2 Guide $91B — Parabolic
TL;DR — NVIDIA's Q1 FY27 revenue hit $81.6B, up 85% YoY, with adjusted EPS of $1.87 vs. $1.76 expected. Q2 guide of $91B ±2% beats consensus of $86.84B. GAAP...
Daily Silicon: NVIDIA D-day, Triple Memory PT Hike
TL;DR — NVIDIA reports Q1 FY27 after the May 20 close. Consensus revenue ~$78B (whisper $79-80B), non-GAAP EPS $1.77, data center revenue ~$73B. Options are...