エピソード

  • 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
  • The Chip Industry's Talent Crisis Nobody's Talking About

    The Chip Industry's Talent Crisis Nobody's Talking About
    2026/06/05
    Episode 33 of Semiconductor News with Fexingo dives into the semiconductor industry's hidden bottleneck: the critical shortage of engineers with advanced chip design and process expertise. Lucas and Luna examine how the talent gap is driving up salaries, delaying projects, and reshaping company strategies—from TSMC's struggles to staff new fabs in Arizona to Nvidia's aggressive university partnerships. With the SOXX down 5.6% this week and Broadcom shedding 16%, they discuss whether talent scarcity is becoming an underappreciated risk for chip investors. The conversation also touches on Google's massive $920M monthly compute deal with SpaceX and what it signals about demand for specialized hardware talent. A must-listen for anyone tracking semiconductor stocks or considering a career in the industry. #SemiconductorTalent #ChipEngineerShortage #TSMC #Nvidia #Broadcom #SOXX #SemiconductorIndustry #TechTalent #ChipDesign #Foundry #ArizonaFab #GoogleSpaceX #TechInvesting #Technology #FexingoBusiness #BusinessPodcast #Chips #SemiconductorNews Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why Semiconductor Equipment Stocks Are Outperforming Chipmakers

    Why Semiconductor Equipment Stocks Are Outperforming Chipmakers
    2026/06/05
    Why are semiconductor equipment stocks like Applied Materials, Lam Research, and ASML soaring while chipmakers like Intel and Qualcomm lag? This episode of Semiconductor News with Fexingo explores the structural drivers behind the equipment sector's outperformance. We analyze the latest data: AMAT up 11.5% in five days, LRCX up 5.7%, while INTC and QCOM are down. Hosts Lucas and Luna discuss how the push for advanced chip packaging and EUV lithography is creating a long-term CAPEX supercycle. They also examine why equipment makers have better pricing power and less exposure to end-market demand volatility. The episode includes a listener-funded model note and a look at ASML's monopoly in high-NA EUV tools. Perfect for investors and tech professionals tracking the semiconductor supply chain's most resilient segment. #SemiconductorEquipment #AppliedMaterials #LamResearch #ASML #EUVLithography #ChipPackaging #Semiconductor #Technology #Investing #StockMarket #ChipIndustry #LRCX #AMAT #ASML #FexingoBusiness #BusinessPodcast #SemiconductorNews #ChipEquipmentBoom Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • The Chip Equipment Boom That Nobody Is Talking About

    The Chip Equipment Boom That Nobody Is Talking About
    2026/06/04
    Applied Materials just surged 11.5 percent in five days. Lam Research is up nearly 6 percent. ASML hit $1,757. While everyone obsesses over Nvidia and AI chips, the companies that actually build the machines that make the chips are having their own quiet boom. Lucas and Luna unpack why Applied Materials is up double digits in a week, what Lam Research's wet etch tools have to do with gate-all-around transistors, and why ASML's monopoly on EUV lithography means it prints money regardless of which chipmaker wins. They also look at the risk: if the chip cycle turns, equipment stocks get crushed first. But right now, with TSMC, Samsung, and Intel all racing to build next-gen fabs, the equipment makers may be the safest bet in semis. #AppliedMaterials #LamResearch #ASML #ChipEquipment #Semiconductor #EUVLithography #GateAllAround #Foundry #TSMC #Intel #Samsung #ChipCycle #Technology #Investing #Manufacturing #FexingoBusiness #BusinessPodcast #StockMarket Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • How AMD Is Gaining on Nvidia in AI Data Center Chips

    How AMD Is Gaining on Nvidia in AI Data Center Chips
    2026/06/04
    AMD's stock is up nearly 5 percent in the past week while Nvidia's has barely budged. In this episode, Lucas and Luna dig into one specific reason: AMD's Instinct MI400 series is winning design wins at two of the largest hyperscalers. They walk through the numbers, what it means for the duopoly, and why the market might be underpricing AMD's data center revenue trajectory. If you follow AI chip competition, this one gives you a concrete framework for thinking about the race beyond just market share headlines. #AMD #Nvidia #AI #DataCenterChips #InstinctMI400 #Semiconductor #ChipWar #Hyperscalers #Technology #Investing #StockMarket #EPYC #CUDA #ROCM #TSMC #Broadcom #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • The Memory Market Is Shifting From DRAM to Compute Class

    The Memory Market Is Shifting From DRAM to Compute Class
    2026/06/03
    On this episode, Lucas and Luna explore the emerging shift in the memory market from traditional DRAM toward compute-class memory solutions like HBM and CXL-based memory pooling. Lucas breaks down why Micron's recent 16.9% five-day surge reflects market anticipation of HBM4 adoption, not just DRAM supply discipline. He explains how the rise of AI workloads is forcing a decoupling of memory from compute, making memory bandwidth the new bottleneck. Luna questions whether this shift threatens Samsung's dominance in commodity DRAM and why SK Hynix is quietly investing in memory-side processing. We also touch on ASML's 7.5% weekly gain as a proxy for advanced packaging demand tied to compute memory. The episode closes with a look at what compute-class memory means for data center total cost of ownership and a lightweight listener-supported segment. #MemoryShift #ComputeClassMemory #HBM4 #CXL #Micron #DRAM #AIWorkloads #MemoryBandwidth #Samsung #SKHynix #ASML #DataCenterEconomics #SemiconductorIndustry #Technology #FexingoBusiness #BusinessPodcast #SemiconductorNews #Chips Keep every episode free: buymeacoffee.com/fexingo
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    9 分