Afleveringen
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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 tracks. Lucas breaks down the analog market's steady pricing power, while Luna questions whether Intel's foundry pivot can survive the current selloff. They also touch on the broader market data: Qualcomm down nearly 7%, Nvidia up 1.2%, and what that says about investor rotation. This is a sharp, data-driven conversation about why diversification in semiconductors no longer means safety.#Semiconductor #Technology #ChipStocks #TexasInstruments #Intel #AnalogChips #Foundry #SOXX #Qualcomm #Nvidia #ChipSectorRotation #July2026 #BusinessPodcast #FexingoBusiness #MarketDivergence #SemiconductorIndustry #Investing #ChipWarKeep every episode free: buymeacoffee.com/fexingo
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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 higher, and design teams ballooning to over 1,000 engineers, the economics of chip design now favor a handful of mega-customers. The hosts also discuss how startups are turning to open-source RISC-V and chiplet architectures to bypass the traditional EDA tax. A donation segment is included near the end.#ChipDesignCosts #SemiconductorIndustry #Technology #Business #FexingoBusiness #BusinessPodcast #ASML #EUVLithography #3nm #2nm #EDA #RISC-V #Chiplets #IntelFoundry #TSMC #Synopsys #Cadence #DesignCostCrisisKeep every episode free: buymeacoffee.com/fexingo
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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 while companies reliant on third-party foundries struggle. They also discuss why the SOXX's 4% weekly drop masks a divergence: auto-chip makers like TXN are up 2.7% while Intel and Qualcomm fall. Specific data, real supply-chain mechanics, and a grounded look at what happens when every new car needs 50% more silicon than five years ago.#Semiconductor #AutomotiveChips #TexasInstruments #ChipShortage2026 #ElectricVehicles #FoundryCapacity #LegacyNodes #SOXX #Intel #Qualcomm #TXN #INTC #QCOM #SupplyChain #Technology #FexingoBusiness #BusinessPodcast #ChipsAndFoundriesKeep every episode free: buymeacoffee.com/fexingo
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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 squeeze more from the fabs they already have. They drill into a specific case study: Texas Instruments, up 2.7% despite the sector selloff, which is betting big on 300-millimeter analog fabs rather than cutting-edge nodes. The conversation also touches on the implications for equipment makers like Applied Materials and Lam Research, both of which are down this week. For anyone tracking chip stocks or the broader tech economy, this episode offers a grounded look at why 'build new' is no longer the default strategy.#SemiconductorIndustry #FabConstruction #ChipManufacturing #TexasInstruments #Intel #Micron #AppliedMaterials #LamResearch #AnalogChips #300mmWafers #AIHardware #ChipSupplyChain #CapitalExpenditure #Technology #Business #Investing #FexingoBusiness #BusinessPodcastKeep every episode free: buymeacoffee.com/fexingo
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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 China tries to build a domestic alternative. Luna brings in the latest data on Synopsys's revenue per engineer and the staggering R&D costs that keep competitors out. A must-listen for anyone who thinks chip competition is just about fabs.#ElectronicDesignAutomation #Synopsys #Cadence #ChipDesign #SemiconductorIndustry #Technology #Business #Geopolitics #China #Intel #Qualcomm #MooreLaw #R&D #Duopoly #FexingoBusiness #BusinessPodcast #SemiconductorNews #ChipsKeep every episode free: buymeacoffee.com/fexingo
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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 on cost. We look at how ON Semiconductor just slashed its SiC revenue forecast by 30 percent, what that means for the broader automotive supply chain, and why the transition to next-gen power chips might take another five years. Plus, a quick reality check on SiC wafer yields and why Tesla’s 2023 decision to reduce SiC usage now looks prescient. If you’ve been hearing about silicon carbide as the ‘next big thing’ in chips, this episode explains why the near-term story is more complicated—and why investors should watch the cash burn at pure-play SiC companies.#SiliconCarbide #SiC #AutomotiveChips #ElectricVehicles #EV #PowerElectronics #ONSemiconductor #Wolfspeed #STMicroelectronics #Tesla #IGBT #WideBandgap #ChipSupplyChain #SemiconductorIndustry #Technology #FexingoBusiness #BusinessPodcast #SemiconductorNewsKeep every episode free: buymeacoffee.com/fexingo
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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 in June 2026. With specific numbers and real company examples, they unpack why this glut matters for the second half of the year and what it means for the semiconductor cycle.#SemiconductorNews #ChipInventory #NonAIChips #SupplyChain #ChipCycle #InventoryGlut #AppliedMaterials #LamResearch #Qualcomm #Micron #TexasInstruments #TSMC #SOXX #SemiconductorIndustry #ChipEarnings #Technology #FexingoBusiness #BusinessPodcastKeep every episode free: buymeacoffee.com/fexingo
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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 resilience, and ask whether this selloff is a buying opportunity or a sign of deeper trouble for the memory cycle. We also touch on the latest AI cost warnings from Google and Amazon, and what they mean for chip demand going forward.#Micron #MU #Semiconductor #MemoryChips #DRAM #NAND #HBM #AIChips #ChipStocks #SOXX #TexasInstruments #TXN #Google #Amazon #AIDemand #ChipCycle #FexingoBusiness #BusinessPodcastKeep every episode free: buymeacoffee.com/fexingo
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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 up 2.1%, the conversation explores how substrate constraints may be creating a hidden divergence. The hosts also touch on what this means for chip startups trying to scale without owning their supply chain. A fresh angle on the semiconductor industry's most overlooked chokepoint.#Semiconductor #Substrates #AdvancedPackaging #TSMC #Kyocera #ShowaDenko #ChipShortage #SupplyChain #SOXX #Technology #Business #ChipIndustry #FexingoBusiness #BusinessPodcast #SemiconductorNews #Chips #Foundries #PackagingKeep every episode free: buymeacoffee.com/fexingo
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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 strategic implications for companies like Samsung and SK Hynix, and what it means for the broader chip industry as the US tries to slow China's domestic memory production. Plus, a brief mention of how listener support keeps this show ad-free.#Semiconductor #ChipWar #USChina #MemoryChips #Micron #Samsung #SKHynix #ExportControls #BidenAdministration #Technology #Business #Podcast #FexingoBusiness #BusinessPodcast #MemoryTechnology #ChipStocks #SupplyChain #GeopoliticsKeep every episode free: buymeacoffee.com/fexingo
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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, particularly for AI chips, and the need to equip new fabs in the US, Europe, and Japan. The hosts discuss the CHIPS Act subsidies, the boom in heterogeneous integration, and what this means for the industry's next phase. Specific stock movements are referenced: Applied Materials up 22.8 percent in five days, Lam Research up 15.6 percent, while Qualcomm is down 6.4 percent. The episode also touches on the broader SOXX index gaining 6.5 percent. Listeners get a concrete understanding of why equipment stocks are decoupling from chip stocks.#Semiconductor #ChipEquipment #AppliedMaterials #LamResearch #AI #ChipPackaging #CHIPSAct #HeterogeneousIntegration #SOXX #Qualcomm #TexasInstruments #ASML #TSMC #Intel #AMD #Technology #FexingoBusiness #BusinessPodcastKeep every episode free: buymeacoffee.com/fexingo
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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 investors watching names like Nvidia, AMD, and ASML. They also examine the role of chip packaging and memory bandwidth in enabling these new challengers, and whether the incumbents' moats are really as wide as they seem. A focused look at the specific technical and market dynamics that could reshape the AI chip landscape over the next 18 months.#AI #Semiconductors #Nvidia #AMD #Etched #Groq #dMatrix #Inference #ChipStartups #ChipArchitecture #SemiconductorInvesting #AIHardware #Technology #FexingoBusiness #BusinessPodcast #SemiconductorNews #AIChips #ASMLKeep every episode free: buymeacoffee.com/fexingo
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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: how the rising cost of cutting-edge fabs is reshaping the semiconductor industry, creating a two-tier system that could concentrate AI chip manufacturing in just two companies. If you've wondered why chip equipment stocks are outperforming chip designers in 2026, this episode has your answer.#ASML #HighNAEUV #Semiconductor #Lithography #Intel #TSMC #AppliedMaterials #LamResearch #ChipManufacturing #EUV #AIChips #Fabs #ChipEquipment #Technology #Business #FexingoBusiness #BusinessPodcast #PodcastKeep every episode free: buymeacoffee.com/fexingo
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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 automakers are locking in long-term foundry deals, and what the latest data from Applied Materials and Lam Research — up 18.6% and 10.7% respectively in the past five days — says about equipment spending for mature-node capacity. Plus, a look at why Qualcomm's push into automotive has hit a rough patch, down 7.5% in the same period. No hype, just the numbers and the strategy behind the chips that keep your car on the road.#AutomotiveChips #Semiconductor #Renesas #Infineon #NXP #Qualcomm #AppliedMaterials #LamResearch #SupplyChain #ChipShortage #SoftwareDefinedVehicles #MatureNodes #Foundry #TSMC #Technology #FexingoBusiness #BusinessPodcast #ChipStrategyKeep every episode free: buymeacoffee.com/fexingo
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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 uncertainty and China export controls. Along the way, they debate whether this is a buying opportunity or the start of something worse, and highlight one overlooked stock that's bucking the trend.#SemiconductorSelloff #ChipStocks #SOXX #Qualcomm #TexasInstruments #AppliedMaterials #TechRotation #ExportControls #ChinaChips #AIHype #InstitutionalInvesting #MarketCrash #BusinessNews #Finance #Technology #FexingoBusiness #BusinessPodcast #ChipsAndFoundriesKeep every episode free: buymeacoffee.com/fexingo
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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 inference workloads. The hosts also discuss why Nvidia's general-purpose GPU approach is facing diminishing returns as AI models shift from training to inference. A must-listen for anyone tracking the next phase of the AI chip battle.#Nvidia #Cerebras #Groq #AIChips #Semiconductor #Technology #Startups #Inference #GPU #Hyperscalers #ChipWar #Silicon #DeepLearning #LLM #DataCenters #FexingoBusiness #BusinessPodcast #TechTrends2026Keep every episode free: buymeacoffee.com/fexingo
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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, which are facing a pricing squeeze as legacy auto makers cut production forecasts. They also discuss how Qualcomm's licensing model — historically a profit cushion — is now a target for regulatory scrutiny in Europe. Listeners walk away understanding why a 14.7 percent drop in Qualcomm isn't just market noise, but a signal about shifting end-market dynamics in the chip industry.#Qualcomm #SemiconductorSelloff #ChipStocks #SmartphoneMarket #AutomotiveChips #LicensingRevenue #QCOM #RegulatoryRisk #ChipDemand #Investing #Technology #FexingoBusiness #BusinessPodcast #MarketAnalysis #SemiconductorNews #StockMarket #TechStocks #SupplyChainKeep every episode free: buymeacoffee.com/fexingo
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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 export restrictions in 2023, and what it means for companies like ASML and TSMC. Lucas explains the chemistry behind why these minerals are irreplaceable in high-end chips and night-vision optics, while Luna questions whether onshoring can match China's cost advantage. The conversation anchors on the June 2026 announcement of a new Pentagon-backed processing plant in Midland, Texas, and what it signals for the industry's long-term resilience. No fluff, just the supply chain story that most investors are ignoring.#GalliumSupply #GermaniumCrisis #CriticalMinerals #ChipSupplyChain #PentagonFunding #Onshoring #TexasProcessing #ASML #TSMC #USChinaChipWar #RareEarths #SemiconductorIndustry #Technology #BusinessNews #SupplyChainRisk #FexingoBusiness #BusinessPodcast #SemiconductorNewsKeep every episode free: buymeacoffee.com/fexingo
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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, why OSAT stocks are suddenly getting analyst upgrades, and what Applied Materials' latest equipment orders tell us about the packaging arms race. They also look at how Intel's bet on Foveros packaging is shaping up against TSMC's lead, and why investors should watch Amkor and ASE Technology as the packaging capacity crunch deepens.#ChipPackaging #AdvancedPackaging #CoWoS #TSMC #Intel #Amkor #ASETechnology #AppliedMaterials #HybridBonding #Foveros #AIAccelerators #Semiconductor #Technology #Investing #SupplyChain #FexingoBusiness #BusinessPodcast #ChipBottleneckKeep every episode free: buymeacoffee.com/fexingo
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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. They also walk through why the SOXX's nearly 10 percent weekly decline might be a buying opportunity for long-term investors — and why the 'Nvidia or nothing' narrative is starting to crack. Plus, a candid moment about how listener support keeps the show ad-free.#Semiconductor #Technology #AI #Chips #Nvidia #AMD #Intel #TSMC #Groq #Cerebras #Startups #Inference #CustomSilicon #SOXX #Investing #FexingoBusiness #BusinessPodcast #SemiconductorNewsKeep every episode free: buymeacoffee.com/fexingo
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