Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry

Intel shares dropped 10.1% over the past five trading days, widening the gap with rivals like AMD and NVIDIA. Lucas and Luna examine what's behind the selloff: a delayed 18A process ramp, weakening foundry margins, and a market that is rewarding execution over promises. They discuss Intel's strategic pivot toward AI accelerators and whether the stock is now a value trap or a turnaround opportunity...

Lucas and Luna dive into the biggest foreign IPO in US history: SK Hynix raises $26.5 billion on the New York Stock Exchange. They explore what this means for the US chip manufacturing landscape, especially with pressure to build new fabs on American soil. Lucas contrasts SK Hynix's aggressive expansion with the recent caution from companies like Intel, which is down over 10% in the last five days...

Semiconductor packaging — the way chips are assembled and connected — is emerging as a critical differentiator in the industry. In this episode, Lucas and Luna unpack the shift from traditional packaging to advanced 2.5D and 3D stacking, using AMD's MI300 series and NVIDIA's recent moves as examples. They discuss why companies like TSMC and Intel are investing billions in packaging capacity, how i...

On this episode of Semiconductor News with Fexingo, Lucas and Luna unpack the widening divergence in chip stocks. Broadcom is up 11 percent in a week while Intel is down 6.5 percent. The hosts connect these moves to the market's new obsession with execution over narrative. They examine Broadcom's custom AI chip strategy, Intel's foundry missteps, and what the separate trajectories mean for investo...

In this 100th episode of Semiconductor News with Fexingo, Lucas and Luna examine how the chip industry is splitting into two distinct tiers as consolidation accelerates. With Intel down 13% and Broadcom up 5% in the past week, the gap between commodity chipmakers and platform players is widening. Lucas breaks down the numbers behind the SOXX index's 6.3% weekly drop, explains why Intel's foundry p...

Today Lucas and Luna dig into a surprising breakthrough in semiconductor metrology: a German startup called QuantumDiamonds, backed by the EU, is using nitrogen-vacancy centers in diamonds to detect microscopic defects in chip manufacturing wafers — non-destructively and in real time. They explain how this works at a physics level without getting too technical, why it matters for yields at 3nm and...

Episode 98 of Semiconductor News with Fexingo dives into the soaring cost of designing a chip at advanced nodes. Lucas and Luna break down why a 3-nanometer chip design now costs over $500 million, how that's reshaping the competitive landscape, and what it means for the industry's future. Using live stock data from July 8, 2026 — including AMD's 11% five-day drop and Intel's 21% plunge — they con...

The semiconductor selloff in July 2026 is brutal across the board, but chip equipment makers like Applied Materials, Lam Research, and ASML are getting hit far harder than the chip designers and foundries they supply. In this episode of Semiconductor News with Fexingo, Lucas and Luna unpack why equipment stocks are down 12 to 25 percent in the last five days while Nvidia and Broadcom have held rel...

In this episode of Semiconductor News with Fexingo, Lucas and Luna dive into a critical but often overlooked bottleneck in advanced chip manufacturing: defects in extreme ultraviolet (EUV) photomasks. As chipmakers race to adopt ASML's high-NA EUV lithography for sub-2nm nodes, mask defectivity has become a yield-killer that threatens timelines and costs. The hosts explain why a single nanometer-s...

In Episode 95 of Semiconductor News with Fexingo, Lucas and Luna drill into a quiet but critical bottleneck for the chip industry: the shortage of specialized talent to run advanced fabs. While headlines focus on geopolitics and AI demand, the hosts examine how companies like TSMC and Intel are struggling to find process engineers, technicians, and physicists capable of operating high-NA EUV litho...

In early July 2026, the semiconductor sector is undergoing a remarkable divergence. While the SOXX is down 4% in five days, Texas Instruments is up 2.7% and Intel is down 6.2%. Lucas and Luna dig into one driving force: the end of the 'everything chip' trade. They focus on two companies — Texas Instruments and Intel — and why analog chips and AI accelerators are now moving on completely different...

Lucas and Luna drill into the exploding cost of designing a leading-edge chip — from $500 million for a 3nm design to over $1 billion for 2nm. They examine how this cost spiral is reshaping the semiconductor industry: forcing consolidation, pushing fabless companies toward shared platforms, and giving Intel's foundry a potential opening. With ASML's High-NA EUV lithography driving mask costs highe...

Episode 92 of Semiconductor News with Fexingo. Lucas and Luna dig into the automotive chip market, which is seeing a second wave of shortages in 2026 — not from pandemic-era demand spikes, but from a structural mismatch between legacy-node foundry capacity and the growing complexity of electric-vehicle chips. They examine how Texas Instruments, with its own 300-millimeter fabs, is gaining share wh...

In this episode, Lucas and Luna examine a quiet but significant shift in the semiconductor industry: major chipmakers are slowing new fab construction and instead investing heavily in retrofitting existing facilities. With Intel down 6.2% over five days and Micron plunging 13.8%, the hosts explore how rising costs, geopolitical uncertainty, and evolving AI chip demand are pushing companies to sque...

In this episode of Semiconductor News with Fexingo, Lucas and Luna dive into the often-overlooked world of electronic design automation (EDA) software. With Intel down 6.2% over five days and QCOM dropping 6.9%, they explore how the EDA duopoly of Synopsys and Cadence collects a toll on every chip designed globally. Lucas explains how EDA tools have become a geopolitical bottleneck, especially as...

Episode 89 of Semiconductor News with Fexingo zooms in on silicon carbide—the wide-bandgap material that promised to revolutionize electric vehicle power electronics. Lucas and Luna unpack why the SiC gold rush is cooling fast in mid-2026. With EV adoption growth slowing, chipmakers like STMicroelectronics and Wolfspeed are sitting on excess capacity, while legacy silicon IGBTs are fighting back o...

In this episode of Semiconductor News with Fexingo, Lucas and Luna dig into a hidden story beneath the headline selloff: a massive inventory buildup in non-AI chips that is distorting earnings and confusing investors. They walk through the latest data from major chipmakers, explain why Applied Materials and Lam Research are seeing diverging fortunes, and connect the dots to the broader market rout...

Micron stock dropped nearly 14 percent in five days as of July 2, 2026, making it the worst performer in the Philadelphia Semiconductor Index. This episode explains why: a combination of oversupply in DRAM and NAND, fading AI-driven demand for HBM memory, and a broader rotation out of semiconductor stocks. We look at Micron's specific exposure, contrast it with Texas Instruments' relative resilien...

Episode 86 digs into a bottleneck most chip investors overlook: the substrate materials that chips sit on. Lucas and Luna examine why substrate shortages are constraining advanced packaging, how major foundries like TSMC are scrambling for supply, and why companies like Kyocera and Showa Denko are quietly becoming critical players. With market data showing SOXX down 4.1% in five days while TSMC is...

Lucas and Luna unpack the latest escalation in the US-China semiconductor conflict: a sweeping new export control aimed at cutting off China's access to advanced memory chip technology. They break down what the new rules actually cover, why memory is suddenly the flashpoint, and how it connects to the brutal selloff in memory stocks like Micron, down 14.9% in a week. They also explore the strategi...

In this episode of Semiconductor News with Fexingo, Lucas and Luna dive into the surprising divergence in the semiconductor market as of July 2026. While many chipmakers like Qualcomm and Texas Instruments are sliding, equipment suppliers like Applied Materials and Lam Research are seeing massive gains. Lucas explains that this rally is driven by the build-out of advanced chip packaging capacity,...

Nvidia still dominates the AI chip market in mid-2026, but a wave of startups—from Etched to Groq to d-Matrix—is chipping away at its lead with purpose-built architectures that promise better performance per watt for inference workloads. Lucas and Luna break down why the economics of AI inference are shifting, how Etched just hit a $5 billion valuation on $1 billion in sales, and what it means for...

In this episode of Semiconductor News with Fexingo, Lucas and Luna drill into ASML's new High-NA EUV lithography machines — the $400 million systems that only Intel and TSMC can use so far. We explain why Applied Materials and Lam Research are surging 18% and 10% this week, how Intel's bet on High-NA is giving it a potential edge, and why small chipmakers may never get access to these tools. Also:...

Episode 81 zooms in on the automotive chip market, a sector that rarely grabs headlines but has quietly reshaped the semiconductor industry since the 2021 shortage. Lucas and Luna explore how Renesas, Infineon, and NXP are jockeying for position as cars become software-defined, with chip content per vehicle expected to double by 2030. They discuss why automotive chip supply is still fragile, how a...

The semiconductor selloff is in full swing: the SOXX down nearly 10 percent in five days, Qualcomm off 14.7 percent, Texas Instruments down 14.1 percent. Lucas and Luna dissect the rotation—why some chip stocks are getting hammered while others like Applied Materials hold up. They trace the selloff to a surprising culprit: not AI hype fading, but a shift in institutional positioning tied to macro...