Semiconductors and Hardware
Chip manufacturing and equipment
TSMC, Intel foundry, fabs, ASML and equipment makers
- Episodes
- 25
- Share
- 2.7%
- Shows
- 24
- Net sentiment
- +0.81
Up from 2.5% of episodes in the weeks before; net sentiment was +0.64.
Bullish 17Mixed 4Neutral 4Bearish 0
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 17
- ASML's move into hybrid bonding expands its addressable market and leverages its lithography alignment expertise.Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and Its Patents Show How (AI Supply Chain) | Jordan Nanos, Howie, Sherry Zhang · SemiAnalysis Weekly · Oct 23
- ASML's EUV machines are essential and irreplaceable, making the company a critical bottleneck for advanced chips.ASML – The Machine Behind the Machines · Up Against Reality · Oct 20
- Intel and peers face sustained demand, with equipment bottlenecks limiting supply and supporting strong pricing power.What will computer chips look like in 2045? · Dwarkesh Podcast · Oct 22
- Substrate and packaging capacity is short; new lines take years, supporting strong demand for suppliers.Supply Chain Shortages Driven By Growth in the AI Era · 3D InCites Podcast · Oct 19
- Materials innovation is a bottleneck for advancing fabs and chips, supporting demand for new processes and equipment.The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.) · Chip Stock Investor Podcast · Oct 23
- TSMC beat guidance, with strong advanced-node demand, capacity expansion and packaging growth.Is the Neocloud Bubble Popping? What TSMC Q3 Tells Us · Chip Stock Investor Podcast · Oct 19
Show 11 moreShow fewer
- Hosts see a structural build-out of fabs and tooling driven by surging demand for advanced chips.WFE to the Moon (Still), Semicon West and OCP Insights · The Circuit · Oct 19
- The Kioxia memory business rebounded strongly with the AI and hyperscaler boom, generating large returns.Episode 57: David Gross - Managing Partner of Bain Capital · Generating Alpha Podcast · Oct 20
- TSMC's dominance in advanced chips is a strong competitive position.Will Canada sacrifice democratic Taiwan to China’s communists? · Full Comment · Oct 19
- NVIDIA partners plan packaging, substrate and testing capacity increases through 2028, all still targets.Trump's Power Order Meets the Cost of Building AI — October 22, 2026 · Concrete Compute · Oct 22
- TSMC posted record profit and strong revenue growth, showing demand for advanced chips.Tesla’s flying car, the AI boom’s biggest question & how to survive a market crash · Equity Mates Investing Podcast · Oct 21
- Kronos stack platform and 1 GW manufacturing line expansion are seen as a future competitive advantage.ITM POWER PLC - Preliminary Results for the year ended 30 April 2026 · Investor Meet Company - Audio Archive · Oct 19
- TSMC has steadily expanded gross margins from 45% to 60% through disciplined pricing power.The AI Hardware Value Trap: Why 3x Earnings Can Lie | Stock Market · Deep Values · Oct 25
- ASML's monopoly on lithography machines creates a supply bottleneck extending into 2029 and 2030.AI’s Growing Pains · This Week in AI · Oct 23
- TSMC posted its sixth straight record quarter, beating estimates, driven by AI accelerators.NB596: Cisco, NVIDIA Plug New Optical Form Factor; TSMC Etches Another Record Quarter · The Everything Feed - All Packet Pushers Pods · Oct 19
- TSMC is a pick-and-shovel beneficiary of AI chip demand, though Taiwan geopolitics is a risk.Strategy Sunday: XRP Moves the Money, TSMC Races to Meet AI Demand & Google Builds Its Own Chips · Strategy Sunday w/Armando Pantoja · Oct 19
- TSMC's roughly $500 billion investment in Arizona is cited as a major manufacturing win for the US.The Quiet Dragon: Why President Xi Came Solo to Face Trump · On The Ground in China · Oct 19
Mixed 4
- Restricting DUV lithography sales would hamper China's chip build-out but cut toolmaker revenue, creating a tradeoff for ASML and peers.The MATCH Act and China’s DUV Imports · ChinaTalk · Oct 20
- Lam's strong results and services growth are offset by cyclicality fears, supply constraints and a valuation that is not clearly cheap.Did IBM Just Tell the Truth About AI? · Motley Fool Hidden Gems Investing · Oct 22
- Two-nanometer wafers cost far more, but Apple's volume commitments help it absorb the price.Inside the iPhone 18Pro: What's Driving Performance, AI, and Cost · TechInsights: The Chip-Observer · Oct 20
- TSMC's fate in a conflict is uncertain, given reliance on imported inputs and equipment from ASML.Taiwan: Will China Make Its Move? | China Considered | Hoover Institution · China Considered · Oct 22
Neutral 4
- Discussed factually as export-control policy on lithography tools, with no direct investing call.How China Got 340 DUVi Lithography Machines and Why We Should Stop Selling Them with Saif Khan and Nick Brown · The AI Power Podcast · Oct 19
- Discussed only as part of Asia's broad capex and export cycle.Economic Roundtable: What’s Keeping Global Growth Going? · Thoughts on the Market · Oct 22
- Discussion of Mistral's own 3,800-GPU data center built with Nvidia Grace Blackwell hardware.Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model (Pierre Stock, VP Science, Mistral) · The MAD Podcast · Oct 22
- Brief mention of data center cooling equipment and build sites; no direct investing angle.Data Center Infrastructure Podcast - Ep 11 - How We Break Data Centers Before They Go Live w/ Mitch Dec of Data Airflow · Data Center Infrastructure Podcast · Oct 19
Around it
Companies named
Shows that covered it most
- Chip Stock Investor Podcast2
- 3D InCites Podcast1
- Data Center Infrastructure Podcast1
- Full Comment1
- Investor Meet Company - Audio Archive1
- On The Ground in China1
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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