Semiconductors and Hardware
Chip manufacturing and equipment
TSMC, Intel foundry, fabs, ASML and equipment makers
- Episodes
- 17
- Share
- 1.6%
- Shows
- 16
- Net sentiment
- +0.69
Bullish 10Mixed 2Neutral 4Bearish 1
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 10
- ASML and TSMC's 12-inch mask plan lifts fab productivity and lowers chipmaking costs over time.TSMC, ASML, and High NA EUV · Supply Chained · Sep 21
- Taiwan's TSMC dominance in advanced chips is portrayed as critical and a model for Ireland's strategy.How Taiwan Became the Republic of Chips · Perspectives with Neilo: Because Freedom and Democracy are worth Defending · Sep 23
- Taiwan-India fab and OSAT projects and TSMC's 1.4nm roadmap signal expanding chip manufacturing capacity.Taiwan tech news 2026/09/19-09/25 (+Taiwan-India tech cooperation) · Taiwan Tech Update · Sep 26
- Taiwanese investment in French chip packaging and French chip-design startups building on TSMC capacity signal growing cooperation.How France and Taiwan Became Interdependent, From Industrial Gases to Chip Design【Taiwanology Ep.65】 · Taiwanology · Sep 22
- Advanced nodes, DTCO and packaging like CoWoS and SoIC are presented as enabling the AI journey.Podcast EP368: An Overview of TSMC Open Innovation Platform (OIP) event with Aveek Sarkar · SemiWiki.com · Sep 23
- Intel's US-based foundry is presented as a unique strategic advantage in the chip supply chain.The Big 3: AMD, INTC, ARM · Schwab Network · Sep 21
Show 4 moreShow fewer
- Fab capacity expansion and equipment supply are constrained, supporting equipment and material suppliers.AI's Impact on Memory: Exploring HBM, DRAM & NAND market trends · TechInsights: The Chip-Observer · Sep 23
- Building domestic factory capacity ahead of demand is presented as the path to winning reindustrialization contracts.How to Dominate Manufacturing in the US | Chris Power, Hadrian · Relentless · Sep 21
- Manufacturing constraints like ASML machine output are framed as a limit on AI buildout, favoring supply chain players.Reindustrializing the West - with Alexander Fitzgerald (Isembard) · The Defense Brief · Sep 23
- Apple's in-house modem and Apple Silicon are presented as competitive advantages.Can CEO John Ternus find Apple's next big thing? · Decoder with Nilay Patel · Sep 21
Mixed 2
- Manufacturing photonics at CMOS scale is very hard, with volume ramps still being worked out over several years.Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure · The Circuit · Sep 21
- Photonics manufacturing on advanced CMOS nodes is very hard, with testing and yield challenges still being worked out.Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure · The Circuit · Sep 21
Neutral 4
- Discussed factually as workforce and process change in fabs, with no investing angle.The Silicon Frontier: Five Human Skills Powering America’s Next Industrial Horizon · Semiconductor Engineering Daily A Workforce Development B2B podcast · Sep 24
- Taiwan's TSMC is described as a critical chokepoint, with reshoring efforts discussed.Navigating the New Global Order: Rebeccah Heinrichs, Senior Fellow at Hudson Institute · The Reboot Chronicles with Dean DeBiase · Sep 23
- Discussion of foundry relationships, wafer allocation and packaging constraints for supply.Qualcomm's Durga Malladi: HBC vs HBM, Dragonfly AI 250, and Winning on TCO · Semi Doped · Sep 24
- Mentioned only in passing as part of design and sourcing considerations.Reliable Building Blocks for Embedded Innovation · Inside Electronics · Sep 25
Around it
Companies named
Shows that covered it most
- The Circuit2
- Decoder with Nilay Patel1
- Relentless1
- Schwab Network1
- Supply Chained1
- Taiwanology1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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