Tag: #semiconductor

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• AI Bubble or Revolution: Making Sense of the 2026 Debate ♪ Listenable

  A balanced look at the debate surrounding the 2026 AI stock rally. We weigh concerns over valuations, capex, monetization lag, and circular revenue against the counterargument of real demand and productivity, comparing t

  2026-06-18 · 23 min read #ai#investing#bubble#nvidia#valuation

• The AI Rally Roller Coaster of June 2026 — Analyzing the Semiconductor Selloff and Rebound

  A recap of the sharp selloff and the fast rebound in semiconductor names in early June 2026. Looks in a balanced way at the drivers of the volatility, the bull and bear views, and the principles for handling volatile mar

  2026-06-18 · 7 min read #finance#ai-rally#semiconductor#volatility#nvidia

• Custom ASIC vs GPU: An Investing Perspective on the Chip War ♪ Listenable

  An investing-focused analysis of the rise of cloud providers in-house chips (custom ASICs) and the shifting inference market. We weigh Nvidia moat and the challenges to it, map the value-chain beneficiaries, and lay out

  2026-06-18 · 22 min read #asic#gpu#semiconductor#investing#nvidia

• Korea Stock Market 2026 Outlook — Semiconductors, Value-Up, and the Challenges Ahead ♪ Listenable

  We examine the Korean stock market in 2026 through four axes: semiconductor weighting, the Value-Up program, foreign investor flows and the exchange rate, and governance reform. We weigh the bull and bear cases in a bala

  2026-06-18 · 24 min read #korea-stock#kospi#semiconductor#value-up#investing

• The AI Semiconductor Supply Chain and Market — Who Actually Makes the Chips (2026) ♪ Listenable

  We trace the value chain behind a single AI chip — design, EDA, IP, foundry, packaging, HBM, and equipment. From TSMC and Samsung to ASML EUV, the CoWoS bottleneck, geopolitics and export controls, the rise of in-house c

  2026-06-16 · 19 min read #gpu-cuda#ai-hardware#semiconductor#supply-chain#tsmc

• 2026 Semiconductor Industry Trends — 1nm Process, HBM4, AI Chip Wars, US-China Tensions

  Samsung 1nm process announcement, NVIDIA B200, Intel-Google partnership, HBM4 competition, and US-China semiconductor tensions — everything about the 2026 semiconductor industry.

  2026-04-11 · 15 min read #ai#semiconductor#samsung#tsmc#nvidia

• Semiconductor Deep Dive -- Complete Guide to CPU, GPU, RAM, ASIC, and CUDA Architecture

  How does a CPU execute instructions, how does RAM store data, and why are GPU/CUDA essential for AI? A deep dive from semiconductor fundamentals to ASIC custom chips.

  2026-04-10 · 22 min read #ai#semiconductor#cpu#gpu#cuda

• US-Iran War and Tech: Hormuz Blockade, Semiconductor Crisis, and What Developers Need to Know ♪ Listenable

  The US-Iran war that began February 2026 has pushed Brent crude to $126/barrel, effectively blockaded the Strait of Hormuz (20% of global oil), doubled helium prices threatening semiconductor fabs, erased $200B+ from SK

  2026-03-22 · 20 min read #geopolitics#us-iran#oil-prices#semiconductor#cybersecurity

• Semiconductor Physics & Devices Complete Guide: From Energy Bands to FinFET

  A complete guide to semiconductor device physics. Covers quantum mechanics fundamentals, energy band theory, electrical properties, p-n junctions, MOSFET, FinFET, and cutting-edge GAA transistors.

  2026-03-17 · 14 min read #semiconductor#semiconductor-physics#pn-junction#mosfet#finfet

• US-China Semiconductor Tech War 2026: Deepening Decoupling and Its Global Impact

  The US-China tech cold war deepens in 2026. China closes the cloud loophole with Remote Access Security Act, commits to 10% annual R&D growth, and intensifies semiconductor restrictions. Analysis of Samsung, SK Hynix, an

  2026-03-16 · 8 min read #geopolitics#semiconductor#tech-war#china#usa

• India's Semiconductor Revolution 2026: Will the $120B Fund Create a New Chip Superpower?

  India's government is backing a $120 billion semiconductor manufacturing fund with TATA Electronics and Foxconn India to challenge Taiwan, South Korea, and Japan's semiconductor dominance. Can India capture 10-12% of glo

  2026-03-16 · 6 min read #semiconductor#india#chips#geopolitics#supply-chain

• The Peak of the AI Memory Supercycle: 5 Decisive Moments for HBM That Will Shake the 2026 Semiconductor Market ♪ Listenable

  From HBM4 16-layer stacking technology, the emergence of custom HBM (cHBM), the strategic clash between SK Hynix, Samsung, and Micron, to the memory supercycle market outlook and HBM vs GDDR comparison — an in-depth anal

  2026-03-01 · 37 min read #hbm#semiconductor#memory#ai-hardware#sk-hynix