『Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry』のカバーアート

Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry

Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry

著者： Fexingo
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Lucas and Luna sit down each day to decode the semiconductor industry — the chips, foundries, and geopolitics that underpin modern technology. With fresh data from financial feeds and industry RSS, they track the latest moves from TSMC, Samsung, Intel, and the fabs vying for dominance in advanced nodes. They dissect capacity expansions, EUV lithography breakthroughs, and the shifting alliances in chip design between Arm, x86, and RISC-V. Lucas brings the numbers — CapEx cycles, gross margins, and government subsidies from the CHIPS Act and beyond — while Luna challenges the strategic narratives: What does a Taiwan-centric supply chain mean for global tech? How do export controls reshape R&D roadmaps? Together, they make sense of the daily noise for investors, engineers, and strategists who need more than headlines. Expect a show that treats the semiconductor world as a system of engineering constraints, market forces, and national security — not a stock ticker. Each episode ends with a question that lingers: When the next wafer shortage hits, will your portfolio — or your product roadmap — be ready? #SemiconductorIndustry #ChipsAndFoundries #TSMC #Intel #Samsung #EUVLithography #CHIPSAct #SupplyChain #WaferFab #RISCV #ArmArchitecture #Geopolitics #TechPolicy #FexingoBusiness #BusinessPodcast #Technology #DailyNews #Investing Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • Why Nvidia and AMD Are Slumping While ASML Holds Up

    Why Nvidia and AMD Are Slumping While ASML Holds Up
    2026/06/08
    Episode 38 of Semiconductor News looks at the divergence in the chip industry in June 2026: while Nvidia and AMD have dropped over 8% in a week, ASML is actually up. Lucas and Luna explore what that says about the market's view of AI hype versus fundamental demand for manufacturing equipment. They focus on ASML's unique position as a monopoly in EUV lithography, explaining why equipment makers may be less vulnerable to short-term demand shifts. They also touch on Broadcom's 16% drop and what it signals about custom chip demand. The hosts tie the conversation to a broader question: is the AI chip trade simply rotating, or is the market seeing a structural change in how chips are bought and built? #Semiconductor #Technology #Business #Podcast #FexingoBusiness #BusinessPodcast #Nvidia #AMD #ASML #Broadcom #EUVLithography #ChipIndustry #AIHardware #SemiconductorEquipment #StockMarket #Investing #ChipStocks #MarketDivergence Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • Why Semiconductor Equipment Makers Are Defying the Chip Downturn

    Why Semiconductor Equipment Makers Are Defying the Chip Downturn
    2026/06/07
    The semiconductor sector has been hit hard in recent months, with many chip stocks plunging double digits. But one group has remained surprisingly resilient: semiconductor equipment makers like ASML and Applied Materials. In this episode, Lucas and Luna dig into why equipment stocks are outperforming chip designers and foundries, using the latest market data from June 2026. They explore the structural demand for advanced lithography, the shift to chiplets and advanced packaging, and why equipment spending is less cyclical than it used to be. With specific examples from ASML, Applied Materials, and Lam Research, the hosts explain how the equipment business model differs from chip production, and what it means for investors. If you've been watching the sell-off in Nvidia and AMD, this episode offers a counterpoint from the companies that supply the tools. #SemiconductorEquipment #ASML #AppliedMaterials #ChipStocks #EUVLithography #ChipletDesign #AdvancedPackaging #SemiconductorIndustry #TechInvesting #MarketCycle #LucasAndLuna #FexingoBusiness #BusinessPodcast #Technology #Investing #StockMarket #ChipDownturn #EquipmentMakers Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • 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
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