What The Chip Happened?

What The Chip Happened?

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Intel's $2B SoftBank Boost, AMAT’s Record Stumbles, Alchip Eyes 3nm Surge—Who's Winning the Semiconductor Race?
Intel just scored a $2 billion vote of confidence from SoftBank at $23/share, but does fresh capital mean the foundry turnaround is truly back on track…
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Jose Najarro
NVIDIA’s Rubin Drama Unfolds, Qualcomm’s Auto Surge Accelerates, CoreWeave’s Margins Hit the Skids
Are NVIDIA’s Rubin delays fact or fiction? Meanwhile, Qualcomm confidently cruised past its 2026 automotive targets, boasting high visibility and an…
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Jose Najarro
AI Memory Squeeze: Micron Raises Q4 on Pricing; onsemi Doubles AI Power; GlobalFoundries Pushes Optics
What if AI’s next bottleneck isn’t GPUs, but memory, power, and optics? Micron lifted FQ4 to about $11.2B and 44.5% gross margin on pricing, not units…
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Jose Najarro
CPU Uprising to Connectivity Breakthrough: AMD, Astera Labs & Super Micro Lead the AI Charge
Can AMD match Nvidia’s AI dominance while hyperscalers reengineer their data-center fabrics? This issue breaks down AMD’s blockbuster Q2, $7.7 billion…
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Jose Najarro
🚨 Don’t Miss the Shift: Navitas & ON Semiconductor Chase NVIDIA’s 800-V AI Wave, Palantir Hits Billion-Dollar Breakthrough
Are semiconductors ready for the AI power surge? Navitas is ditching phone chargers to power NVIDIA’s next-gen data centers, aiming squarely at a $2.6…
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Jose Najarro
AI’s Trillion-Dollar Showdown: Meta, Microsoft, & Amazon Ignite CapEx Battle
Welcome, AI & Semiconductor Investors,
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Jose Najarro

July 2025

Inside the AI Supercycle: Cadence’s Design Dominance, Rambus’ DDR5 Rally, Amkor’s Fan-Out Breakthrough
Is the AI hardware wave just getting started? Cadence Design Systems and Rambus both shattered revenue records, riding surging demand for AI-driven…
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Jose Najarro
AI Giants Double Down: Alphabet's $85B Cloud Bet, Tesla’s Robotaxi Gamble, and ServiceNow’s Explosive Growth
Can Alphabet’s unprecedented $85 billion AI infrastructure bet solidify its dominance, or will supply chain hurdles trip its ambitions? Tesla’s robotaxi…
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Jose Najarro
Stargate Ignites Nvidia's Mega-Win, TI Stumbles on Margins, and NXP Rides New Auto & IoT Wave
Could OpenAI’s stunning Stargate expansion trigger the decade’s biggest AI wave, and are investors ready to ride it? Nvidia looks unstoppable with…
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Jose Najarro
CapEx Supercycle: TSMC’s Massive Expansion, Intel’s Critical Pivot, and Alphabet’s High-Stakes AI Showdown
Can trillion-dollar AI demand outrun margin pain? TSMC just unleashed the largest simultaneous fab build in semiconductor history—spreading cutting-edge…
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Jose Najarro
AI Megatrend Fuels TSMC Boom, ASML Faces Tariff Shock, Micron Dips—What Investors Need to Know Now
TSMC just posted explosive Q2 growth, driven by a relentless AI demand that's maxing out its advanced node capacities. Meanwhile, ASML stunned markets…
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Jose Najarro
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AI Compute Chess: Nvidia’s China Comeback, ASML’s High-NA Litmus Test & TSMC’s Guidance Crush
Can Nvidia really reclaim billions in China with a pared-down “Blackwell Lite,” or is it just stoking headline risk? This week, we’ll see if ASML’s…
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Jose Najarro
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