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

Episode 54 of Semiconductor News with Fexingo drills into TSMC's recent 3.4% weekly gain while the broader Philadelphia Semiconductor Index (SOXX) sits near 628. Lucas and Luna examine the foundry giant's pricing power, its technology moat in advanced nodes like N3 and N2, and why the chip equipment rally led by ASML (+6.5% in a week) is actually a vote of confidence for TSMC's capacity buildout....

In this episode of Semiconductor News with Fexingo, Lucas and Luna dive into Micron's stunning 16 percent surge over the past five days, a move that caught many chip investors off guard. While the broader semiconductor index SOXX rose nearly 12 percent, Micron's rally stood out — and the hosts unpack why. They explore the shift from traditional DRAM to compute-class memory for AI workloads, the im...

Applied Materials is up 15 percent in a week. Lam Research is up 13. Chipmakers like Nvidia and Broadcom are flat or down. Lucas and Luna drill into the structural divergence between semiconductor equipment makers and chip designers. They look at the installed-base service model, the China revenue exposure, and the spending cycle that rewards tool vendors even when chip demand wobbles. Specific nu...

In this episode of Semiconductor News with Fexingo, Lucas and Luna explore the surprising divergence in the semiconductor market as of June 2026. While major chipmakers like NVIDIA and Qualcomm have seen recent declines, equipment makers Applied Materials and Lam Research have surged 15% and 13% respectively in the past five days. The hosts dig into why the CHIPS Act funding delays are prompting e...

Lucas and Luna explore why Applied Materials has surged 15% in the past week, outperforming Nvidia and other chip giants. They break down the company's unique position in the semiconductor equipment market, its exposure to advanced packaging and gate-all-around transistors, and what the stock's rally means for the broader tech landscape. With Lam Research also up 13%, they ask whether equipment ma...

Semiconductor equipment maker Applied Materials just posted a stunning 15% five-day gain, leaving Nvidia and AMD in the dust. Lucas and Luna dig into why the chip equipment sector is suddenly the hottest part of the industry. They break down the data: Applied Materials and Lam Research surging while Nvidia slips, and what it signals about the next phase of the chip cycle. They also explore the bro...

Applied Materials shares jumped more than 15 percent in the last five trading days, and Lam Research climbed 13 percent. Meanwhile, Nvidia dropped nearly 2 percent and Qualcomm slid almost 3 percent. Lucas and Luna dig into what is driving the divergence: a structural shift in how chips are built. They explore the rise of gate-all-around transistors and new materials like ruthenium, which require...

Intel shares surged 13 percent in the past week, outpacing every other major semiconductor stock. In this episode, Lucas and Luna dig into the specific catalyst: leaked details of Intel's advanced packaging breakthrough with 3D stacked SRAM, and what it means for the foundry roadmap. They contrast Intel's momentum with Applied Materials' 15 percent jump and Lam Research's 13 percent gain, arguing...

Intel is betting its future on becoming the world's second-largest chip foundry by 2030. Lucas and Luna break down the numbers behind Intel's aggressive capital expenditure plan, the key customer wins they need, and why the recent 18% stock surge might be premature. With TSMC dominant and AMD gaining ground in data center chips, can Intel actually pull off this turnaround? A look at the specific m...

It is June 11, 2026, and ASML stock is up 15.7% in the past week alone. Lucas and Luna drill into the single most important bottleneck in semiconductor manufacturing: extreme ultraviolet lithography. Why does ASML have a complete monopoly on EUV? Why can't anyone—not Nikon, not Canon, not even a Chinese state-backed effort—build a competing machine? They walk through the physics, the supply chain,...

Lucas and Luna drill into a specific problem that landed on June 11, 2026: the semiconductor industry is facing a severe shortage of process engineers, and it's not just about college enrollment. They examine new data showing that the number of US-based semiconductor engineering graduates has dropped 23% since 2020, while chip fabs under construction in the US have tripled. The conversation digs i...

On June 10, 2026, the Philadelphia Semiconductor Index (SOXX) dropped 10.2% in five days. Qualcomm fell 21%, AMD lost 13.5%, and even Nvidia shed 8.3%. But equipment makers like Applied Materials and ASML barely budged. Lucas and Luna dig into what caused the divergence: the difference between chip demand risk and structural fab investment. They trace the selloff to a single earnings warning from...

Everyone talks about chip designers needing engineers, but the real bottleneck may be in semiconductor equipment. Lucas and Luna dig into a fresh National Academy of Engineering report estimating that the U.S. alone needs 50,000 new field-service technicians for wafer fab tools by 2030. They connect this to recent moves by Applied Materials and Lam Research, which are opening internal training aca...

Episode 41 of Semiconductor News with Fexingo examines the disconnect between soaring AI infrastructure spending and the sharp sell-off in semiconductor stocks. As of June 9, 2026, the SOXX is down 8.7% in five days, with AMD losing 12.4% and Broadcom tumbling 18.2%. Lucas and Luna dig into what's driving this divergence: the shift from 'build the factory' to 'fill the factory,' the growing prefer...

Episode 40 of Semiconductor News with Fexingo examines the sharp sell-off in memory chip stocks as of June 2026. Micron is down more than 10% in a week, and Qualcomm has dropped 9%. Lucas and Luna break down the structural shift from traditional DRAM to compute-class memory, the oversupply fears that are rattling investors, and why some analysts think the sell-off is overdone. They also discuss ho...

In this episode of Semiconductor News with Fexingo, Lucas and Luna explore the seismic shift in the memory chip market. With Micron down over 10% in the past five days and the broader semiconductor index slipping, they analyze why traditional DRAM is losing ground to compute-class memory like HBM and CXL. They discuss how AI workloads are demanding faster, more intelligent memory solutions, and wh...

Episode 38 of Semiconductor News looks at the divergence in the chip industry in June 2026: while Nvidia and AMD have dropped over 8% in a week, ASML is actually up. Lucas and Luna explore what that says about the market's view of AI hype versus fundamental demand for manufacturing equipment. They focus on ASML's unique position as a monopoly in EUV lithography, explaining why equipment makers may...

The semiconductor sector has been hit hard in recent months, with many chip stocks plunging double digits. But one group has remained surprisingly resilient: semiconductor equipment makers like ASML and Applied Materials. In this episode, Lucas and Luna dig into why equipment stocks are outperforming chip designers and foundries, using the latest market data from June 2026. They explore the struct...

While most semiconductor stocks have taken a beating in the first week of June 2026 — with Broadcom down 16%, Micron down nearly 17%, and the SOXX index off 5.6% — equipment makers like ASML and Applied Materials are barely negative or even positive. Lucas and Luna dig into why the chip equipment sector is decoupling from chipmakers, with ASML actually up 0.8% over the past five days. They examine...

The semiconductor sector just had its worst week in two years. Broadcom and Micron each lost over 16%, NVIDIA and AMD shed nearly 9%, and the SOXX index dropped 5.6%. But not every chip stock fell — ASML actually gained. Lucas and Luna break down what this rotation tells us about who's vulnerable and who's insulated. They look at the diverging fortunes of equipment makers versus chip designers, th...

Episode 34 of Semiconductor News with Fexingo looks at ASML's surprising resilience as the rest of the chip sector slides. While NVIDIA, AMD, and Intel all dropped sharply in the past week, ASML gained 0.8%. Lucas and Luna dig into why that divergence matters—touching on EUV lithography's unique position, the gap between equipment makers and chip designers, and what the sell-off in stocks like Bro...

Episode 33 of Semiconductor News with Fexingo dives into the semiconductor industry's hidden bottleneck: the critical shortage of engineers with advanced chip design and process expertise. Lucas and Luna examine how the talent gap is driving up salaries, delaying projects, and reshaping company strategies—from TSMC's struggles to staff new fabs in Arizona to Nvidia's aggressive university partners...

Why are semiconductor equipment stocks like Applied Materials, Lam Research, and ASML soaring while chipmakers like Intel and Qualcomm lag? This episode of Semiconductor News with Fexingo explores the structural drivers behind the equipment sector's outperformance. We analyze the latest data: AMAT up 11.5% in five days, LRCX up 5.7%, while INTC and QCOM are down. Hosts Lucas and Luna discuss how t...

Applied Materials just surged 11.5 percent in five days. Lam Research is up nearly 6 percent. ASML hit $1,757. While everyone obsesses over Nvidia and AI chips, the companies that actually build the machines that make the chips are having their own quiet boom. Lucas and Luna unpack why Applied Materials is up double digits in a week, what Lam Research's wet etch tools have to do with gate-all-arou...

AMD's stock is up nearly 5 percent in the past week while Nvidia's has barely budged. In this episode, Lucas and Luna dig into one specific reason: AMD's Instinct MI400 series is winning design wins at two of the largest hyperscalers. They walk through the numbers, what it means for the duopoly, and why the market might be underpricing AMD's data center revenue trajectory. If you follow AI chip co...