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Semiconductors

The chip industry: Nvidia and the chip designers, TSMC and the foundries, memory makers, chip equipment and the export rules and subsidies.

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Inside Semiconductors

Nvidia Nvidia's business: data-center sales, Blackwell and Rubin chips, China sales and export licences, deals and Jensen Huang's strategy.
Intel, AMD & Chip Designers Intel, AMD, Qualcomm, Broadcom, Arm, Marvell and other chip designers: results, products, deals and turnarounds.
TSMC & Chip Foundries TSMC, Samsung Foundry, Intel Foundry, GlobalFoundries, Rapidus and SMIC, and the new chip fabs in Arizona, Japan and Europe.
Memory Chips SK Hynix, Samsung, Micron, CXMT, Kioxia and SanDisk; HBM, DRAM and NAND prices, shortages and the memory cycle.
Chip Equipment ASML, Applied Materials, Lam Research, Tokyo Electron, KLA and the makers of chipmaking tools and lithography machines.
Chip Export Controls & Subsidies Export rules on chips to China, CHIPS Act grants, government stakes in chipmakers and the tariffs on semiconductors.

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