『Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry』のカバーアート

Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry

Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry

著者： Fexingo
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Lucas and Luna sit down each day to decode the semiconductor industry — the chips, foundries, and geopolitics that underpin modern technology. With fresh data from financial feeds and industry RSS, they track the latest moves from TSMC, Samsung, Intel, and the fabs vying for dominance in advanced nodes. They dissect capacity expansions, EUV lithography breakthroughs, and the shifting alliances in chip design between Arm, x86, and RISC-V. Lucas brings the numbers — CapEx cycles, gross margins, and government subsidies from the CHIPS Act and beyond — while Luna challenges the strategic narratives: What does a Taiwan-centric supply chain mean for global tech? How do export controls reshape R&D roadmaps? Together, they make sense of the daily noise for investors, engineers, and strategists who need more than headlines. Expect a show that treats the semiconductor world as a system of engineering constraints, market forces, and national security — not a stock ticker. Each episode ends with a question that lingers: When the next wafer shortage hits, will your portfolio — or your product roadmap — be ready? #SemiconductorIndustry #ChipsAndFoundries #TSMC #Intel #Samsung #EUVLithography #CHIPSAct #SupplyChain #WaferFab #RISCV #ArmArchitecture #Geopolitics #TechPolicy #FexingoBusiness #BusinessPodcast #Technology #DailyNews #Investing Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • Chip Stocks Are Plunging But Equipment Makers Hold Steady

    Chip Stocks Are Plunging But Equipment Makers Hold Steady
    2026/06/07
    While most semiconductor stocks have taken a beating in the first week of June 2026 — with Broadcom down 16%, Micron down nearly 17%, and the SOXX index off 5.6% — equipment makers like ASML and Applied Materials are barely negative or even positive. Lucas and Luna dig into why the chip equipment sector is decoupling from chipmakers, with ASML actually up 0.8% over the past five days. They examine the structural drivers: the secular need for leading-edge lithography tools, the strategic importance of chip manufacturing self-sufficiency, and the sheer pricing power of companies like ASML. Plus, they talk about what the sell-off in stocks like Broadcom and Micron tells us about end-market demand, and why equipment spending is likely to remain elevated even if chip prices soften. A focused look at a diverging market that highlights the difference between cyclical chip demand and long-term capital expenditure trends. #ChipStocks #SemiconductorEquipment #ASML #AppliedMaterials #Broadcom #Micron #SOXX #EUVLithography #ChipIndustry #StockMarket #Technology #Investing #MarketDivergence #CapexSpending #SemiconductorManufacturing #FexingoBusiness #BusinessPodcast #SemiconductorNews Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • The Great Chip Correction Who Benefits When Semis Crash

    The Great Chip Correction Who Benefits When Semis Crash
    2026/06/06
    The semiconductor sector just had its worst week in two years. Broadcom and Micron each lost over 16%, NVIDIA and AMD shed nearly 9%, and the SOXX index dropped 5.6%. But not every chip stock fell — ASML actually gained. Lucas and Luna break down what this rotation tells us about who's vulnerable and who's insulated. They look at the diverging fortunes of equipment makers versus chip designers, the role of AI capex fatigue, and what history says about buying the dip in semis. Specific focus: why applied materials and Lam Research held up better than the GPU giants, and how the Trump administration's reported equity talks with OpenAI add a policy layer to the sell-off. #Semiconductor #ChipStocks #NVDA #AMD #INTC #TSM #ASML #AVGO #MU #Technology #Business #Investing #StockMarket #ChipCorrection #AI #OpenAI #SemiconductorEquipment #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • ASML Rises While Chip Stocks Fall What EUV Means Now

    ASML Rises While Chip Stocks Fall What EUV Means Now
    2026/06/06
    Episode 34 of Semiconductor News with Fexingo looks at ASML's surprising resilience as the rest of the chip sector slides. While NVIDIA, AMD, and Intel all dropped sharply in the past week, ASML gained 0.8%. Lucas and Luna dig into why that divergence matters—touching on EUV lithography's unique position, the gap between equipment makers and chip designers, and what the sell-off in stocks like Broadcom and Micron tells us about investor sentiment heading into mid-2026. They also discuss the Google-SpaceX compute deal and what it means for AI chip demand. A focused, data-driven conversation for anyone following the semiconductor industry. #ASML #EUVLithography #SemiconductorStocks #ChipIndustry #NVIDIA #AMD #Intel #Broadcom #Micron #ChipEquipment #TechInvesting #AIComputing #GoogleSpaceX #SemiconductorNews #FexingoBusiness #BusinessPodcast #TechnologyPodcast #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    10 分
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