Semiconductors and Hardware
Chip manufacturing and equipment
TSMC, Intel foundry, fabs, ASML and equipment makers
- Episodes
- 24
- Share
- 2.3%
- Shows
- 24
- Net sentiment
- +0.67
Up from 1.6% of episodes in the weeks before; net sentiment was +0.69.
Bullish 8Mixed 4Neutral 12Bearish 0
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 8
- TSMC's foundry model, manufacturing DNA and customer-centric R&D sustain its lead in advanced nodes.How Taiwan Built the World’s Chip Powerhouse · Taiwan Frontlines: Taiwan in the Global Arena · Oct 1
- A $4 billion memory packaging facility with research ties is framed as a major domestic semiconductor win.Bite Size News: SK Hynix Comes to West Lafayette · Homeslice · Sep 28
- Resistive RAM adds only two back-end masks, offering a low-cost route past flash scaling limits for fabs.Flash Hit Its Physical Limit. ReRAM Is the Replacement: WeeBit Nano's Ilan Sever · Semi Doped · Sep 29
- Synopsys design tools tied to foundry process nodes are essential as process changes accelerate.Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser · The Drill Down · Oct 1
- Foundry capacity allocation at TSMC and partner firms is portrayed as the decisive factor for chip startups.Adventures in Chip Design · Supply Chained · Sep 29
- TSMC, Samsung and Intel adopting High-NA EUV lithography signals a multi-year equipment cycle.Silicon Futures for September 2026 - Snapdragon Summit, the Bank of NVIDIA, Hugging Face, High-NA · The neXt Curve reThink Podcast · Oct 3
Show 2 moreShow fewer
- TSMC's reported $500 billion US investment supports its expansion and supply chain growth.Taiwan tech news 2026/09/26-10/02 (+Taiwan's new main battle tank) · Taiwan Tech Update · Oct 3
- Intel's foundry business could be worth more than the company, benefiting from TSMC capacity limits.Meta's Muse Moment, AMD's Trillion-Dollar Milestone, and the Agent-Driven CPU Rally · The Six Five with Patrick Moorhead and Daniel Newman · Sep 28
Mixed 4
- Heavy fab spending supports future capacity but delays profits and locks up cash for years.Micron (MU): Pre-selling $32B of memory that doesn't exist [Q4 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 1
- Tool throughput, yield and substrate supply remain bottlenecks despite strong demand.The $10T AI Buildout Has a Photonics Problem · Sourcery · Sep 30
- China's progress on chips and lithography is uncertain, while US export controls face diminishing bite.What's next for US-China relations after Xi Jinping's state visit? · The Beijing Brief · Sep 30
- Equipment makers' moves signal higher capex, read as both supportive and negative.CNBC Investing Club: Cramer’s Morning Take on Micron 10/1/26 · Squawk on the Street · Oct 1
Neutral 12
- Describes the technical and supply-chain changes in EUV lithography and mask production without a clear investment call.EUV Photomasks Are Getting Bigger · Asianometry · Oct 1
- Discussion of fab, test, OSAT data flows and yield analysis across the manufacturing supply chain.Podcast EP370: An Overview of PDF Solution’s New AI Platform and Upcoming CONNECT Event with Kimon W. Michaels · SemiWiki.com · Oct 2
- AMD handed manufacturing to TSMC, a strategic shift that let it focus on chip design.How Lisa Su Turned a Dying AMD Into a $1 Trillion Giant | China Insights · China Insights · Oct 1
- Discussed as in-house radioisotope generator and manufacturing scale-up rather than semiconductors.Growing And Scaling A Radiopharmaceuticals Company With AdvanCell's Philina Lee, Ph.D. · Business Of Biotech · Sep 28
- Discusses TSMC 5nm design flows and advanced packaging collaboration factually.Bank of America gets serious about IonQ’s Quantum Computing, CaretEDA goes the Agentic AI route at Semicon India 2026, Apple’s Tim Cook to receive the Robert Noyce Award, Siemens and TSMC leverage AI together, and LatticeSpec’s Synthetic Diamonds shi · Silicon Bridge · Oct 3
- Discussion covers the foundry and design handoff to TSMC and the multi-month fab cycle times involved.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors · Oct 2
Show 6 moreShow fewer
- Process of front-end design, layout, and TSMC fab cycle times explained factually.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors: Artificial Intelligence | Technology | Startups · Oct 2
- Intel's reduced share of Synopsys revenue and its management change are discussed as factors.Why Synopsys Lagged Cadence (And Why It May Be Cheap) · Chip Stock Investor Podcast · Oct 1
- Discussed as part of the US-China race and US reshoring of fabs over the coming decade.#50 - How the Memory Market Shapes AI, the US-China Chip Race, and the Memory Cycle with Vis Valluri of SK hynix · Passion Play Profit · Sep 30
- Advanced packaging such as CoWoS remains a constrained bottleneck, with new options expected around 2029-2030.Gaming Chip Pioneer Raja Koduri on China's AI Cost Advantage and Moving Beyond the GPU · TechSurge: Deep Tech Podcast · Sep 29
- Discussion of near-packaged optics and integration challenges for co-packaged optics.Scaling AI with Wide, Parallel Interconnects · AI with Sally Ward-Foxton · Oct 2
- Discussion of chip startups stresses supply chain and yield as harder hurdles than chip design.Ep. 034 - Engrams: How DeepSeek Offloads KV Cache to DRAM and SSD (Core Research) | Jordan Nanos, Cam Quilici, Alec Ibarra, Bryan Shan · SemiAnalysis Weekly · Oct 2
Around it
Companies named
Shows that covered it most
- Business Of Biotech1
- Homeslice1
- The Six Five with Patrick Moorhead and Daniel Newman1
- Semi Doped1
- Supply Chained1
- TechSurge: Deep Tech Podcast1
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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