Topic

semiconductors

Everything our editor has picked under this tag, best first.

AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.

Maius Partners Apr 2

NNOX 2024-02-15

Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…

John Hempton's Newsletter Feb 15

Google’s TPUs give it vertically integrated AI training and inference economics as Anthropic and Meta consider adoption, challenging…

Citrini Research Nov 27

Texas Instruments’ 2Q’26 revenue grew 23% year over year and 13% sequentially, supporting management’s view that pricing and demand have…

MBI Deep Dives Jul 25

TSMC’s 2Q 2026 operating margin exceeded 60% as AI-driven demand for advanced chips pushed profitability beyond the prior cycle’s…

MBI Deep Dives Jul 17

ASML’s 2Q’26 commentary signals a shift from measured pricing toward flexing its chip-equipment pricing power.

MBI Deep Dives Jul 16

Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…

Bristlemoon Capital Jun 4

SNPS 2026-07-16

Synopsys and Cadence retain EDA pricing power through entrenched design flows, foundry relationships and high switching costs; AI-driven…

scuttleblurb Jul 16