Semiconductors and Hardware
Chip manufacturing and equipment
TSMC, Intel foundry, fabs, ASML and equipment makers
- Episodes
- 32
- Share
- 3.1%
- Shows
- 30
- Net sentiment
- +0.67
Up from 2.2% of episodes in the weeks before; net sentiment was +0.63.
Bullish 20Mixed 5Neutral 5Bearish 2
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 20
- ASML's record growth, margins and capacity constraints point to strong demand for fab equipment.ASML Q3 2026 Earnings: Sold Out Through 2028 & The New WFE Cycle · Chip Stock Investor Podcast · Oct 14
- TSMC is expanding fabs globally, including Arizona, to narrow a gap between capacity and strong demand.Is the AI Chip Boom Built to Last? | TSMC CFO on the Industry's Future · Fox Business Rundown · Oct 16
- New fabs and capacity expansion in Singapore signal strong demand and growing manufacturing investment.Is Singapore now a key link in AI supply chain? · Tech Latest · Oct 12
- Applied Materials' lab and strong growth point to durable demand for chip equipment, though cyclical risk remains.Applied Materials’ $5 billion AI lab aims to cut chip development time in hal... · Skyler's Money Matters · Oct 13
- Multi-die packaging and chiplet designs create growing demand for test and advanced packaging capabilities.Podcast EP374: How proteanTecs Tames Multi-Die Packaging Challenges with Nir Server · SemiWiki.com · Oct 16
- ASML sees orders through 2030 and raises capacity, signaling sustained demand for lithography equipment.ASML raises sales outlook amid surging demand · Squawk Box Europe Express · Oct 14
Show 14 moreShow fewer
- TSMC's large capex plan and 2nm/1.4nm ramp signal strong demand and upside for the chipmaker.NYC Invests in Quantum Facility, Nexus Pro+ Unleashes AI Firewall, Discord RAT Victim Data Stolen, Musk Debates China Chip Race, and more... · Tech News Daily · Oct 16
- TSMC posted record profits and raised full-year growth guidance on strong AI chip demand.CoreWeave’s Debt Scare Rattles AI Stocks, TSMC Posts Another Record Quarter · The Rundown · Oct 15
- ASML posted record sales and demand exceeds its capacity through 2027 and 2028.ASML Can’t Keep Up With Demand While CoreWeave Starts to Crack · The Canadian Investor · Oct 15
- ASML raised its sales forecast and says demand exceeds supply through 2028, with orders reaching 2030.Chips, inflation and bank earnings 10/14/26 · Morning Call · Oct 14
- TSMC has strong pricing power as capacity sells out, making it a bottleneck winner.The ONE Thing That Could Stop the AI Boom And Why He's Still Bullish ｜ EP95｜Alex Lee｜Bonnie Blockchain · Bonnie Blockchain · Oct 17
- Semiconductor-style scaling of laser diode and target manufacturing is central to lowering costs.From Twilio to Fusion with Jeff Lawson · Inevitable · Oct 14
- TSMC posted a record quarter and beat estimates despite a margin dip.AI Jitters Hit TSMC’s Record Quarter & Penske Automotive Goes Private · Brew Markets · Oct 15
- ASML reports sold-out extreme ultraviolet lithography capacity into 2028, supporting equipment demand.[AI DAILY NEWS RUNDOWN] Rogue Chinese Agent Fleet Makes 'First Contact', OpenAI's Boardroom Bugged, Anthropic's $16.8B Quarter & 453 Scientists Demand AI Containment (Oct 15, 2026) · DjamgaMind: Executive AI Intelligence & Business Forensics (No Ads) · Oct 15
- ASML's equipment is a bottleneck with demand exceeding capacity, though orders are often cancelable.Can Apple Take Over Your Home? · Motley Fool Hidden Gems Investing · Oct 14
- TSMC and ASML report demand exceeding supply through 2028, validating the AI buildout.CoreWeave Bonds Hit 14.5%. ASML Still Can't Build Enough Machines. | Ep 60 · Futurum Equities Podcast · Oct 16
- Intel's foundry capacity and improving yields could drive significant upside as chip supply stays tight.Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC · Monetary Matters with Jack Farley · Oct 12
- Intel's manufacturing and capacity improvements could let it meet rising CPU demand and grow margins.AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around · Chip Stock Investor Podcast · Oct 12
- ASML says demand exceeds its planned supply through 2028, easing fears of an AI spending slowdown.Oct 15: Anthropic's $16.8B Quarter and a Tencent Agent Fleet · Valley Morning Briefing · Oct 15
- Speaker highlights large TSMC and Global Foundries investments in US chip plants and semiconductor onshoring.Badlands Media Special Coverage: 10/14/26 - Trump in Bullhead City, AZ: Katie Hobbs & Tax Cuts · Badlands Media · Oct 15
Bearish 2
- Arizona fab delays and helium dependence threaten the expansion's cost and timeline, making returns look doubtful.The Desert Fabs That Can't Cool Themselves · The Cassandra Files · Oct 12
- Foundry capacity is tight and wafer allocation lags demand, raising costs and delaying robot shipments.The Silicon Shortage That Stalled Robot Production · The Robotics Podcast with Fexingo: Autonomous Systems, Industrial Robots, and Hardware · Oct 12
Mixed 5
- Taiwan's dominance in semiconductors creates geopolitical concentration risk alongside strong AI-driven demand.275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets · The Bid - An Investing Podcast from BlackRock · Oct 16
- TSMC's interposer deal with GlobalFoundries and Rapidus's 2nm push show both opportunity and execution risk.HPC News Bytes – 20261012 · @HPCpodcast with Shahin Khan and Doug Black · Oct 12
- TSMC posted record profit, but regional hardware stocks still fell, showing a disconnect.S1E63: Higher for longer is testing Asia’s AI trade · The Business Times Podcasts · Oct 16
- TSMC capacity is tight, and reallocation toward AMD may pressure Intel's cash flow while Intel Foundry gains ground.Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack · The Circuit · Oct 12
- Large TSMC US fab investment helps reshoring but does not remove the economic risk of a Taiwan conflict.The PDB Situation Report | October 17th, 2026: Ukraine Is Taking the Fight to Russia's Critical Infrastructure & China's Growing Taiwan Threat · The President's Daily Brief · Oct 17
Neutral 5
- Detailed factual analysis of DUV lithography supply chain and export control effects on China's chip capacity.From Posting to Policy: Saif Khan on DUV and the AI Balance · ChinaTalk · Oct 15
- Discussion of plant construction and milling equipment delivery schedules, factual rather than investment-directional.International Graphite secures supply for Collie facility · Proactive - Interviews for investors · Oct 15
- Semiconductor fab clean-room standards are cited as a model for robotics environments.The Hidden Cost of Robot Dust · The Robotics Podcast with Fexingo: Autonomous Systems, Industrial Robots, and Hardware · Oct 17
- Discussion of the Wisconsin manufacturing site and supply chain reagents, described factually without a clear investing angle.ABINGDON HEALTH PLC - Final results for the year ended 30 June 2026 · Investor Meet Podcast - AI · Oct 13
- Discussed the fabless model relying on foundries like TSMC and GlobalFoundries, with outsourced assembly and test.ENSILICA PLC - Final Results for the financial year ended 31 May 2026 · Investor Meet Company - Audio Archive · Oct 13
Around it
Shows that covered it most
- Chip Stock Investor Podcast2
- The Robotics Podcast with Fexingo: Autonomous Systems, Industrial Robots, and Hardware2
- @HPCpodcast with Shahin Khan and Doug Black1
- Monetary Matters with Jack Farley1
- Tech Latest 1
- The Cassandra Files1
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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