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.
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02 / LATEST INTELLIGENCE
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Analysis for builders and decision makers.
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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.
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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
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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...
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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...
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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...
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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...
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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...