Intel Vision: Lip Bu Tan's First Keynote As Intel CEO

The Soul of an Old Machine

Episode 111: Talking Chips and Wafers with Chips and Wafers

Episode 289:2025 Market Correction – Huge Opportunity For Applied Materials (AMAT) and Chip Stock Investors

D2D: Chips & Wafers

China’s “New” EUV Light Source

Episode 287: The Best Quantum Computing Stock to Buy Right Now

Episode 288:The Real Reason You Should Care About Google’s Acquisition of Wiz

NVIDIA GTC 2025: Attendee Highlights

Fish Stick Revolution #shorts

Silicon Box. A Sad Development & Still A Black Box

Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

Episode 286: HUGE Nvidia Robot Revolution Update: Time to Invest Now?

GTC, Micron and Cyclicals

Episode 110: NVIDIA's Identity Crisis

Episode 284: Nvidia GTC 2025: Too Late to Invest In AI and Data Centers?

Episode 285: Did Oracle Just Save Us From the Stock Market Correction?

Xiaomi is Why Apple Should Have Made a Car

Micron. HBM Gets Even Better, NAND Gets Even Worse

Happy 18th Birthday CUDA!

The Once-Mighty Soviet Fishing Fleet

SemiconAlpha Does Not Provide Investment Advice

Intel. Mr. Tan's Biggest Challenge Is Not Process Or Foundry Leadership. It's Something Far Bigger

Semiconductors. Key Indicator Updates, 2024 In Review, 2025 Forecasts

Episode 283: Broadcom's AI Momentum -- What to Expect From the Semiconductor Leader In 2025

Cycles Update: AI Waning and Auto Waxing

Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons

What Happened to the Capacitors in 2002?

Episode 282: Don't Buy The CoreWeave IPO Until You Watch This

Intel Finally Gets A New CEO: Lip-Bu Tan. Now What?

Recessions and Semiconductors

Episode 281: Pure Storage -- Should You Buy The Dip?

Silicon Wafers. Is It Time To Invest?

Modern Baby

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

Why the Chips Get Hot

Episode 280: The Next 15 years Of Logic Chip Technology -- How to Invest?

D2D: Adéu Barcelona

4G LTE: One Standard To Rule Them All

Episode 279: Will Lattice Semiconductor Make A Comeback In 2025?

TSMC To Invest A Further $100 Billion In Arizona

Former CEO Claims Intel Is Back & Says Can We Please Stop Talking About Breaking It Up?

Episode 278: The Trade Desk Flops -- Is the Company In Trouble? Time to Buy TTD Stock In 2025?

D2D China: Is is Springtime for PRC Semis?

The Special Solar Cells That Go Up Into Space

Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)

Robert Noyce And The Road To El Dorado

Episode 277: Does the Market Hate Nvidia Stock Now? Is It Time to Sell? Chip Stock Investor NVDA Analysis

Intel Former Board Members Warn Against Rumoured TSMC Takeover Of Intel Foundry

NVIDIA Q425 Beats, Raises, Market Yawns, Then Vomits. A Lake Wobegon Moment Perhaps?