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

In episode 4 of Semiconductor News with Fexingo, Lucas and Luna dive into Intel's foundry ambitions. With Intel stock up nearly 9% in the past week, the hosts explore the company's progress in securing external chipmaking customers beyond its own products. They discuss recent wins, the competitive landscape against TSMC and Samsung, and the market's reaction to Intel's strategic pivot. Specific nu...

Lucas and Luna dive into ASML's latest high-NA EUV lithography machines and why they matter for the next generation of chips. With ASML stock up 6% in the past five days and TSMC trading at $407, they break down the technology transition, the cost implications for foundries, and what it means for the broader semiconductor industry. Plus: why Intel's recent 8.9% gain may be tied to early adoption o...

Jensen Huang just announced that NVIDIA has found a brand-new market worth $200 billion. In this episode, Lucas and Luna unpack what that actually means. They explore how NVIDIA is moving beyond just selling graphics cards for AI training and into areas like robotics, autonomous vehicles, and enterprise AI services. Lucas breaks down the numbers: NVIDIA's stock has dropped 5% in the last five days...

In the premiere episode of Semiconductor News with Fexingo, Lucas and Luna unpack the staggering selloff in chip stocks on May 19, 2026 — with the SOXX down 6% in a week and memory maker Micron plunging 13.1%. They zero in on ASML, the Dutch lithography giant that fell 7.7% despite reporting record orders for its High NA EUV machines. Is the market punishing the entire sector for a few earnings mi...