What The Chip Happened?

What The Chip Happened?

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AI Tailwinds Power Foundry, Packaging & Memory: TSMC’s Resilience, Aehr’s WLBI Win & Penguin’s Earnings Upsurge
Can seasonal headwinds and tariff tangles really slow the semiconductor AI juggernaut? TSMC’s first-half revenue is up 40% despite June’s customary dip…
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Jose Najarro
Sovereign AI vs. Tariff Turbulence: Nvidia, AMD & CoreWeave’s Next Frontier
When governments double down on national “AI factories” even as Washington tightens export screws, the semiconductor battleground shifts in real time…
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Jose Najarro
Cap-Ex on Steroids: Senate Boosts, Intel Reboots & Oracle’s Cloud Whale in AI’s Next Chapter
What happens when Washington super-charges chip tax credits just as Intel retools its flagship process and Oracle lands a $30 billion AI cloud deal…
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Jose Najarro

June 2025

Trillion-Dollar AI Build-Out: From Nvidia’s Factories to AMD’s Rack & Micron’s HBM Surge
AI infrastructure just went industrial: Nvidia’s Blackwell systems rocketed to $11 billion in Q4 and doubled in Q1, AMD’s rack touts 40 % more tokens…
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Jose Najarro
Nvidia’s Insider Trim, Micron’s HBM Surge & Wolfspeed’s Chapter 11 Storm
On June 20 and 23, Jensen Huang’s Rule 10b5-1 plan involved the sale of just 100,000 Nvidia shares, a minor transaction against his substantial stock…
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Jose Najarro
Agents, Consoles & Custom Chips: Amazon, AMD & Marvell’s AI Power Plays
What do billion-agent visions, next-gen Xbox silicon, and hyperscaler bespoke chips have in common? Today’s leaders, Amazon, AMD, and Marvell, are all…
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Jose Najarro
Shovels Over GPUs: BESI’s Hybrid-Bonding Bet, Lam’s Margin Surge & KLA’s 2 nm Choke Point
Are investors missing the real winners in the AI hardware race? BESI just unveiled sub-micron bonders set to turbocharge chiplet and HBM stacks, Lam…
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Jose Najarro
CapEx Titans & AI Factories: Oracle, Nvidia & AMD’s Trillion-Dollar Compute Gamble
In today’s AI arms race, capital outlays have become the new performance metric. Oracle’s $21.2B datacenter blitz, Nvidia’s $1.5T sovereign AI factory…
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Jose Najarro
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GitLab’s Margin Breakthrough, Google-OpenAI Cloud Coup & NVIDIA’s Sovereign Superchip Surge
GitLab delivered a 12% non-GAAP operating margin on 27% revenue growth, OpenAI reportedly inked its first Google deal to ease Azure reliance, and…
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Jose Najarro
From AI Factories to GaN Powerhouses: Why Nvidia, Navitas & Lam Are Shaping the Next Semiconductor Wave
Nvidia’s Ian Buck laid out how Blackwell’s 20 PFLOPS of FP4 inferencing will supercharge reasoning-based models worldwide. Meanwhile, Navitas set the…
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Jose Najarro
Scale-Out Revolution: Broadcom’s Tomahawk 6, AMD’s Data Center Upswing, Credo’s Record-Q4
Broadcom shatters the 100-Tb/s barrier and challenges proprietary fabrics, AMD doubles down on MI350 momentum amid export headwinds, and Credo delivers…
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Jose Najarro
CoreWeave Anchors Applied Digital, Broadcom’s AI Inflection Point, Nvidia’s Next-Gen Factories
Applied Digital’s Ellendale campus just locked in a 250 MW lease with CoreWeave—an unmissable signal that hyperscale power availability is shifting to…
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Jose Najarro
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