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

Episode 79 of Semiconductor News with Fexingo dives into why Nvidia, despite its dominance, is losing ground to nimble AI chip startups in 2026. Lucas and Luna examine the data: Nvidia's stock is down 7.7% in the past five days, while the broader semiconductor index SOXX fell 9.9%. They spotlight Cerebras and Groq, which are winning hyperscaler deals by offering specialized architectures for infer...

The semiconductor sector is in a broad selloff, but Qualcomm has fallen nearly 15 percent in five days — more than double the SOXX index. In this episode, Lucas and Luna dig into why Qualcomm is getting hit so hard. They connect the drop to two specific headwinds: Qualcomm's heavy exposure to the smartphone market, which is seeing softening demand, and its growing reliance on automotive chips, whi...

Lucas and Luna explore the quiet crisis behind the chip industry's critical mineral supply chain. With China controlling over 80 percent of global gallium and germanium output, the US Department of Defense is now funding domestic processing facilities. This episode digs into the specific numbers: why a $50 million pilot plant in Texas matters, how the price of gallium has tripled since China's exp...

Semiconductor investors have spent years obsessing over lithography — ASML's high-NA EUV machines, the race to 2 nanometers, all of it. But in 2026, the real bottleneck in advanced chipmaking has shifted to something far less glamorous: chip packaging. Lucas and Luna break down how advanced packaging — specifically TSMC's CoWoS and hybrid bonding — has become the critical path for AI accelerators,...

Lucas and Luna dig into the data behind this week's semiconductor sell-off and spot an unusual pattern: while Nvidia, AMD, Intel, and TSMC all dropped between 5 and 14 percent in five days, a handful of AI chip startups are quietly gaining ground. The hosts examine Groq's recent hyperscaler deal, Cerebras's new wafer-scale engine, and the broader shift toward custom silicon for inference workloads...

In this episode of Semiconductor News with Fexingo, Lucas and Luna explore why Micron stock surged 7 percent in the last week while the broader chip sector stumbled. They break down how Micron's bet on high-bandwidth memory (HBM) for AI data centers is paying off, and why its lead over Samsung and SK Hynix may be widening. With the Philadelphia Semiconductor Index (SOXX) down 2.2 percent over five...

In this episode of Semiconductor News with Fexingo, Lucas and Luna examine why Nvidia's stock has dropped 7 percent in the past week while AMD has held relatively steady. They discuss new AI chip benchmarks from MLPerf showing AMD's MI500 series matching Nvidia's B300 in inference workloads, the shift from training to inference as the dominant AI workload, and what Nvidia's 7 percent slide versus...

On this episode of Semiconductor News with Fexingo, Lucas and Luna examine the growing rift between the U.S. and Europe over semiconductor export controls. Since Washington tightened restrictions on China in 2022, European chip equipment makers like ASML have lost billions in sales. Now Brussels is pushing back—refusing to enforce U.S. unilateral rules and exploring its own chip sovereignty. The h...

China's semiconductor self-sufficiency push has triggered a massive stockpiling of chip manufacturing equipment, reshaping supply chains and boosting orders for Dutch and Japanese toolmakers. Lucas and Luna examine the data behind this buying spree, how it's distorting quarterly earnings for companies like ASML and Tokyo Electron, and what happens when the stockpile reaches capacity. With chip sto...

Lucas and Luna dig into ASML's near-monopoly on extreme ultraviolet lithography machines and what it means for the rest of the chip industry. With ASML shares at 1,778 euros and the company facing export restrictions to China, we explore how one Dutch firm controls the future of advanced chipmaking. We break down why ASML's market cap has grown faster than many of its customers, how TSMC and Intel...

Intel stock jumped 13 percent in the past five trading days, closing at $132.28 on June 23, 2026 — its highest level in over a year. In this episode of Semiconductor News with Fexingo, Lucas and Luna dig into what's driving the rally. They look at the specific forces behind the move: Intel's improving position in AI data centers, the ramp of its Gaudi accelerators, and a shift in sentiment around...

Intel stock surged more than 10 percent over the past five trading days, outpacing the broader chip sector. In this episode, Lucas and Luna break down the specific catalysts behind the move: a key data center chip win, a new foundry customer, and improving margin guidance from management. They discuss whether this rally is sustainable or just a short-term pop, and what it means for Intel's long-te...

In this episode of Semiconductor News, Lucas and Luna dig into the surprising divergence in the semiconductor market as of June 22, 2026. While Nvidia and Qualcomm have stalled, chip equipment makers like Applied Materials (up 9.3% in five days) and Lam Research (up 5.4%) are surging. The hosts explore why capital equipment is outperforming chip design and manufacturing, focusing on Applied Materi...

In this episode of Semiconductor News with Fexingo, Lucas and Luna analyze why AMD's MI400 accelerator is gaining ground on Nvidia's dominance. With AMD stock up 5 percent in the last five days and Nvidia at 210.69, the hosts dig into the numbers behind AMD's datacenter revenue growth—now 30 percent of its total—and the shift in AI chip architecture from monolithic dies to chiplet designs. They di...

Episode 65 of Semiconductor News with Fexingo zooms in on Renesas Electronics, the Japanese automotive chip giant that most consumers have never heard of. While NVIDIA and AMD grab headlines, Renesas quietly supplies the microcontrollers that run everything from braking systems to infotainment in nearly half the world's cars. Co-hosts Lucas and Luna explore why Renesas stock is up 11 percent in th...

In this episode of Semiconductor News with Fexingo, Lucas and Luna dive into TSMC’s first Arizona fab, which is reportedly three weeks ahead of its original production timeline. With TSMC stock up 9% in the past five days and the broader SOXX index gaining 7.3%, the hosts explore what this milestone means for US chip independence, the economics of onshoring advanced manufacturing, and why equipmen...

While Micron, TSMC, and NVIDIA grab headlines, Texas Instruments has quietly gained 7.2% in a week and 18% year to date. Lucas and Luna explain why the analog chip giant's business model — focused on automotive and industrial, with its own fabs and a 60% gross margin — makes it a defensive compounder in a volatile semiconductor market. They examine TI's $30 billion capital expenditure plan, its 21...

Episode 62 of Semiconductor News with Fexingo dives into the memory chip supercycle unfolding in 2026. While major chip indices like the SOXX have surged over 7% in the past five days, memory stocks have been the standout performers: Micron is up more than 15% in the same period, and Samsung's memory division just posted its best quarter in four years. Lucas and Luna break down the structural driv...

Episode 61 of Semiconductor News with Fexingo zooms in on Broadcom. While Nvidia and AMD dominate headlines with AI hype, Broadcom has quietly built a cash-flow machine that rivals any company in the sector. We break down the numbers: AVGO's stock is up 7.7% in the past five days, and the company's free cash flow yield sits near 4.5% — double that of most chip peers. Lucas and Luna discuss how CEO...

A new dispute between the US and the Netherlands centers on whether ASML's most advanced chipmaking tool ended up in China. ASML denies it, but the allegations have rattled the semiconductor market. Lucas and Luna dig into the details of the case, the stakes for ASML, TSMC, and the broader chip equipment sector, and what it means for the ongoing US-China tech war. They discuss the specific tool in...

In Episode 59 of Semiconductor News with Fexingo, Lucas and Luna dive into the curious divergence between memory chip stocks and their underlying pricing. While Micron surged over 15% in the past five days and the broader SOXX index gained 7.3%, spot DRAM prices remain stubbornly flat. The hosts unpack the structural shift behind this disconnect: high-bandwidth memory (HBM) for AI accelerators now...

In this episode of Semiconductor News with Fexingo, Lucas and Luna break down why chip equipment makers like Applied Materials and Lam Research are surging while traditional chip stocks lag. They examine the structural shift in the semiconductor industry, where capital intensity and fab construction are driving demand for tools, not chips. With Applied Materials up 7.3% in a week and AMD gaining 4...

Episode 57 of Semiconductor News with Fexingo examines AMD's recent surge in datacenter processor share. With AMD up 4.9% in the past five days while Intel gained 3.5%, the battle for server CPU dominance is heating up. Lucas and Luna break down AMD's EPYC roadmap, the impact of Intel's foundry pivot on its core business, and what the next generation of chip architectures means for hyperscale cust...

Episode 56 of Semiconductor News with Fexingo dives into Qualcomm's strategy to lead the next computing era. As smartphone markets mature, Qualcomm is targeting automotive, IoT, and PC chips. Lucas and Luna discuss two new product launches announced June 16, 2026: a new Snapdragon automotive platform and a PC chip aimed at challenging Apple's M-series. They analyze how Qualcomm stock jumped 12% in...

Qualcomm just announced two new products aimed at devices beyond smartphones — think AR glasses, AI wearables, and embedded systems. Today, Lucas and Luna drill into the company's strategy to diversify beyond its handset chip dependency. With Qualcomm stock up 12% in the past five days and the broader semiconductor index gaining 9.2%, we look at what these new chips are, who they're for, and wheth...