Semiconductors and Hardware
Chip manufacturing and equipment
TSMC, Intel foundry, fabs, ASML and equipment makers
- Episodes
- 28
- Share
- 2.8%
- Shows
- 26
- Net sentiment
- +0.57
Up from 1.9% of episodes in the weeks before; net sentiment was +0.68.
Bullish 13Mixed 7Neutral 7Bearish 1
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 13
- High-NA EUV enables denser, cheaper-to-scale chips, strengthening demand for advanced lithography equipment and fabs.The Future of EUV: Technology, Innovation & What's Next · NY Creates NanoChat · Oct 9
- YieldHub Live raises yield and tester capacity on existing equipment, cutting retest, scrap and capex needs.Podcast EP373: The Impact of yieldHUB Live and Details of Upcoming Show Participation with Gillian O’Donnell · SemiWiki.com · Oct 9
- Musk's TerraFab fab plan, with Intel as builder and operator, is seen as a major revenue driver for Intel.Intel Fell on TSMC Fears — Then Musk Stepped In | Where I'd Buy It | Midweek Check-In · Stonkcast · Oct 8
- ASML's EUV machines are indispensable to advanced chipmaking, with no realistic second supplier soon.Christophe Fouquet: Leading the World's Most Indispensable Company · A Bit Personal with Jodi Shelton · Oct 8
- Strong projected growth and key capex outlooks for TSMC and ASML support the equipment outlook.AI Chips & Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA & More · Investing With IBD · Oct 9
- Korea's large chip capacity expansion and fab buildout with government incentives support long-term semiconductor growth.Starlink Goes Global Mobile, AWS Powers Prime Day 2026, Nvidia Drives Record Growth Amid Margin Strain, Korea Bets Big on Chips, and more... · Tech News Daily · Oct 8
Show 7 moreShow fewer
- TeraFab involving TSMC and Intel suggests competitive sourcing and fast progress toward first chips in 2027.Starship to Orbit, TSMC in Terafab?, AI progres · SpaceX Bagholder Podcast · Oct 6
- Clean room capacity bottlenecks and strong demand from TSMC supply chain support pricing and growing backlogs.Emerging Markets: Is AI Compute Demand Durable? | EP 229 · Art of Boring · Oct 5
- Wafer fab equipment spending is forecast to rise sharply, constrained mainly by cleanroom availability.Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon · Monetary Matters with Jack Farley · Oct 8
- ASML's lithography role at the root of the chip supply chain supports a constructive outlook on equipment demand.AI Chips And Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA And More · Earnings Cheat Sheet With IBD · Oct 9
- Materials discovery could feed semiconductor industry customers through forward-deployed engineering.Synthesis Superintelligence: from Semiconductors to Superconductors — Periodic Labs’ Liam Fedus and Ekin Dogus Cubuk · Latent Space · Oct 8
- SpaceX's TerraFab plan to build a large advanced chip fab in the US is portrayed as ambitious and promising.AI, SI, Doom, SpaceX, Terafab, Starlink, Jensen, Zuck, Karp, Turks · Breakaway - Investing & Finance · Oct 11
- On Semi's AI data center business is accelerating and the stock is recovering after a cheaper Synaptics deal.Mad Money w/ Jim Cramer 10/6/26 · Mad Money w/ Jim Cramer · Oct 6
Mixed 7
- Musk's TerraFab mega-fab boosts Intel's prospects but TSMC talks create uncertainty.FanDuel’s Losing Streak & Beer Bounces Back · Brew Markets · Oct 7
- Intel's foundry recovery and TeraFab partnership prospects are promising but hard to verify from financials.Inside Nvidia’s $100B Dealmaking Spree, Elon Musk’s Massive Chip Ambitions · The Information's TITV · Oct 7
- Onsemi's hybrid fab strategy and possible insourcing of packaging could help margins but adds execution risk.Onsemi Buys Synaptics for $5.7B Cash: Balance Sheet Risk & ON Stock Outlook · Chip Stock Investor Podcast · Oct 10
- TSMC's expansion abroad lifts capacity but pressures margins given higher US labor costs.PepsiCo Modera Expectativas, TSMC Confirma Demanda y Samsung Factura Récord · Market Insights · Oct 8
- Taiwan and ASML concentration creates a choke point, with supply chains splitting along geopolitical lines.Systems Rewritten: AI · The Next Five · Oct 6
- Taiwan's TSMC is critical to advanced chips, but a conflict there would disrupt supply and the CHIPS Act lags.E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company · How I Invest with David Weisburd · Oct 7
Neutral 7
- Explains lithography history and how ASML's tech evolved; presented factually without investing angle.ASML’s New Multibeam Inspection Tool is Familiar · Asianometry · Oct 11
- Discussion of how hard drive factories were sited, built and affected by the flood is factual history.Supply Chains & Mother Nature: When Thai Floods Hit HDDs · Supply Chained · Oct 6
- Discussion centers on the factory production line, its machinery and installation timeline rather than semiconductors.Eco Buildings' Dr Etrur Albani: "It's about the disruption" as AI production line stays on track · Proactive - Interviews for investors · Oct 11
- Discussion of a new manufacturing approach for micro-machines without retooling, with no clear investing lean.Why AI Data Centers Need a New Class of Switch | Jeff Holden (61 chars) · MTS · Oct 10
- Panel discusses bridging design and fab, with equipment makers and foundries describing manufacturing speed and collaboration.Podcast EP372: An Overview of Some Important New Sessions at Semicon West with Julie Rogers · SemiWiki.com · Oct 7
- Discussed as a parallel to TSMC's foundry model and semiconductor process engineering, without a clear investment call.Synthesis Superintelligence: from Semiconductors to Superconductors — Periodic Labs’ Liam Fedus and Ekin Dogus Cubuk · Latent Space: The AI Engineer Podcast · Oct 8
Around it
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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