This week's blog. Closer look at $MPWR 's unique fables business model for the power chip market. We will have a video later this week! chipstockinvestor.com/monolithic-pow…

Video follow up to this week's blog on $MPWR. New $NVDA AI data center power infrastructure is coming in 2027. And what's going on with $NVTS? youtu.be/iZ8gSlzYHDs

Looks like the $SNPS acquisition of $ANSS is getting approved by China's SAMR this week. Long $SNPS

An excerpt from our live Q&A and $ASML update earlier this week. youtu.be/_L_SgtQqQAo

If you missed it, our $ASML went live over the weekend. TSMC $TSM video coming later today. youtu.be/_L_SgtQqQAo And don't forget our weekly newsletter. This week's blog will be taken from an $ENTG post a few weeks ago we made for Semi Insider members. mailchi.mp/b1228c12f284/s…

$TSM video out now after the Q2 earnings update. Financial results are impressive considering the falling USD vs NTD exchange rate. youtu.be/5mplRQyFppc

$ASML stock had a "rough" week after Q2 2025 earnings. Upgrades to EUV lithography have begun as a new generation of high-performance chips ramp up production. We explain the critical data points you need to know in this update. Full video: buff.ly/8DECxav

Why is $TSM stock booming? 🤔 It's all about accelerated computing and AI, of course! Get Q2 insights & what is the H2 2025 guidance for the chip manufacturing giant TSMC from Chip Stock Investor. Here's a clip, don't miss the full video: buff.ly/UMloMr9

Chip manufacturing -- especially auto/industrial/power end markets that have been beaten up the last few years -- are showing signs of a heat-up starting in Q3. $NXPI was the first Q2 report to indicate as much, albeit at a sluggish pace for NXP. The biggest risk to the recovery:

From May 15th...

🚨 Major Update! US-EU trade framework points to key tariff exemptions for #semiconductor manufacturing equipment. Big relief for $ASML and the industry! Read more: chipstockinvestor.com/asml-a-key-exe… #ASML #tariffs #TradeNews #TechStocks #Investing

Has $QRVO finally turned a corner? Perhaps it has. We did a review, since it's been almost 2 years since we were critical of where the company was at. youtu.be/nRMFEzUoS-Y

Still very early on in $ON's monetization of this data center and SiC asset it picked up from $QRVO late last year for a fraction of what Qorvo purchased it for.

This week's CSI blog: $NVTS. Sign up for the weekly newsletter with a review of our videos and blog here: mailchi.mp/b1228c12f284/s…

The truth about AI inference. $AMD $ALAB $ANET we connect all the dots and discuss investing in the next wave of AI infrastructure. youtu.be/bP04Foj8nic

Applied Materials $AMAT, our oldest and biggest "Fab 5" holding (yes more than $ASML) reports on Thursday. In the interim, we'll have an $ACLS blog article available later this week. Catch it here, or sign up for our free weekly newsletter. chipstockinvestor.com

Given that Fortinet $FTNT is our oldest cybersecurity pure-play holding, we thought it fair to try and get a video out quick after the big selloff. 😎youtu.be/PydRevgJZMw

We've owned $ONTO for a couple years now, but decided to create a "small basket" of metrology/PDC stocks earlier this year by adding in $NVMI and $CAMT. Nova is on track to pass up Onto in Q3. All three are growing fast by helping advance AI system manufacturing capabilities.

Warren Buffett $BRK.B to retail $UNH investors right now.

A few things about $CRWV and $NBIS. Full video on YT.