Hosted by Unknown Host · EN · 5 episodes
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Lucas and Luna sit down each day to decode the semiconductor industry — the chips, foundries, and geopolitics that underpin modern technology. With fresh data from financial feeds and industry RSS, they track the latest moves from TSMC, Samsung, Intel, and the fabs vying for dominance in advanced nodes. They dissect capacity expansions, EUV lithography breakthroughs, and the shifting alliances in chip design between Arm, x86, and RISC-V. Lucas brings the numbers — CapEx cycles, gross margins, and government subsidies from the CHIPS Act and beyond — while Luna challenges the strategic narratives: What does a Taiwan-centric supply chain mean for global tech? How do export controls reshape R&D roadmaps? Together, they make sense of the daily noise for investors, engineers, and strategists who need more than headlines. Expect a show that treats the semiconductor world as a system of engineering constraints, market forces, and national security — not a stock ticker. Each episode ends with a question that lingers: When the next wafer shortage hits, will your portfolio — or your product roadmap — be ready?
Unknown Host hosts Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry, a general show with 5 episodes published.
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
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
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 th
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
On this episode, Lucas and Luna explore the emerging shift in the memory market from traditional DRAM toward compute-class memory solutions like HBM and CXL-based memory pooling. Lucas breaks down why Micron's recent 16.
Lucas and Luna dive into how the chiplet revolution is reshaping semiconductor design and which companies are poised to benefit. They discuss how disaggregated chips enable specialized performance, the winners in the eco
Broadcom's stock surged 14% in the past five days, making it one of the best performers in the semiconductor index. In this episode, Lucas and Luna explore how a company known for legacy chips and aggressive acquisitions
Nvidia is known for GPUs powering AI, but a recent headline reveals they are chasing the $200 billion CPU market with AI agent PCs from Microsoft, Dell, and HP. In this episode, Lucas and Luna explore Nvidia's strategy t
Episode 25 dives into the chiplet revolution—why the industry is moving from monolithic chips to modular dies stitched together via advanced packaging. Lucas and Luna break down how AMD's Zen architecture proved chiplets
This episode of Semiconductor News with Fexingo dives into extreme ultraviolet (EUV) lithography, the cutting-edge technology that enables the tiniest chip features. Lucas and Luna break down how ASML's latest High-NA EU
Lucas and Luna explore how semiconductor companies are adopting digital twin technology to simulate chip designs, manufacturing processes, and fab operations before physical production. They discuss how TSMC and ASML use
In this episode of Semiconductor News with Fexingo, Lucas and Luna dive into the chiplet revolution — why splitting a processor into smaller dies is becoming standard practice. With AMD's stock up over 10% in the past fi
Lucas and Luna unpack a quiet but massive trend: China's state-driven stockpiling of legacy-node chips — 28-nanometer and above — used in cars, appliances, and industrial gear. They trace how Beijing's push for self-suff
Lucas and Luna dive into silicon carbide (SiC) as the material reshaping power semiconductors. With EVs, solar inverters, and data centers demanding higher efficiency, companies like Wolfspeed and STMicroelectronics are
Lucas and Luna explore the surprising resurgence of analog and mixed-signal computing in the semiconductor industry. With digital processing hitting power and latency walls for AI at the edge, companies like Mythic and A
Lucas and Luna examine how the CHIPS Act and similar subsidy programs in Europe and Asia are redrawing the world map of semiconductor manufacturing. They focus on TSMC's Arizona fab delays, Intel's Ohio construction prog
Episode 17 of Semiconductor News with Fexingo dives into advanced chip packaging — the layer of the semiconductor stack that’s suddenly as strategic as lithography. Lucas and Luna break down how TSMC’s CoWoS and Intel’s
Micron shares are up nearly 27% in the past five days as of May 28, 2026, making it the best-performing stock in the semiconductor index. Lucas and Luna break down what's driving the surge—a perfect storm of HBM3E memory
Samsung's foundry business is struggling. In this episode, Lucas and Luna break down why the South Korean giant has lost its early lead in advanced chip manufacturing to TSMC. They discuss Samsung's failed 3nm GAA transi
Lucas and Luna explore how semiconductor companies are adopting digital twin technology to simulate chip designs and manufacturing processes before cutting silicon. With Applied Materials, Cadence, and Siemens leading th
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Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry is hosted by Unknown Host. The show is categorised under General and has published 5 episodes.
Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry has published 5 episodes.
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Episodes of Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry average 9 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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