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Hosted by Fexingo · 🇺🇸 US · EN · 103 episodes
Established thought leaders with verified media credentials.
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
Fexingo hosts Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry, a business show with 103 episodes published.
While all eyes are on AI GPUs, a quieter revolution is reshaping the semiconductor industry: silicon carbide (SiC) wafers. These wide-bandgap chips are critical for electric vehicles, renewable energy inverters, and data
In this episode of Semiconductor News with Fexingo, Lucas and Luna explore the accelerating shift toward custom silicon among major chip designers. With AMD's Helios AI system launch and broadening adoption of specialize
In this episode of Semiconductor News with Fexingo, Lucas and Luna explore the surging interest in heterogeneous integration — the practice of combining different chiplets into a single package. With Micron surging 12.5%
Lucas and Luna explore the unexpected comeback of SPAC mergers as a path to public markets for semiconductor startups in mid-2026. After the blank-check boom crashed in 2022-2023, a handful of chip design and materials c
Episode 126 of Semiconductor News with Fexingo drills into a quiet pivot in government chip funding. Lucas and Luna examine how the US CHIPS Act and similar EU and Japanese programs are redirecting billions from traditio
Episode 125 of Semiconductor News with Fexingo dives into ASML's High-NA EUV lithography machines—the $400 million tools that are supposed to keep Moore's Law alive. Lucas and Luna break down the dilemma facing chip make
Episode 124 of Semiconductor News with Fexingo dives into the surprising reversal for chip equipment giants like Applied Materials and Lam Research. After years of dominant pricing power, both AMAT and LRCX have seen the
On Episode 123 of Semiconductor News with Fexingo, Lucas and Luna dig into a surprising trend: chip equipment giants like Applied Materials and Lam Research are seeing their pricing power erode for the first time in year
Episode 122 of Semiconductor News with Fexingo digs into a surprising divergence in chip stocks: while names like Intel, AMD, and Micron have fallen 6-10% in the past week, ASML is actually up 1.2%. Lucas and Luna explor
In this episode of Semiconductor News with Fexingo, Lucas and Luna unpack the growing divergence between memory and logic chip stocks in July 2026. With Micron down nearly 10% in the last five days while ASML gained 1.2%
Episode 120 of Semiconductor News with Fexingo. Lucas and Luna dig into why chip equipment stocks like ASML and Applied Materials are holding up better than chipmakers like Intel and AMD during the July 2026 selloff, wit
Episode 119 of Semiconductor News with Fexingo digs into a bottleneck few investors are watching: the substrate shortage. Lucas breaks down why a single Japanese supplier, Kyocera, controls nearly half the advanced subst
The Philadelphia Semiconductor Index dropped nearly 6 percent in the past week, and most major chip stocks are deep in the red. But one corner of the industry is holding up: chip equipment makers. ASML is up 1.2 percent
Episode 117 of Semiconductor News with Fexingo explores a quiet but seismic shift: chip design is moving to the cloud. Lucas and Luna break down why Synopsys and Cadence are now selling software-as-a-service, how a mid-s
Lucas and Luna examine the unexpected wave of chip asset sales happening in mid-2026, from Intel's foundry carve-out plans to memory maker liquidation rumors. With the SOXX down 8.7% in a week and Micron dropping nearly
Episode 115 of Semiconductor News with Fexingo. Lucas and Luna examine the growing divergence in the chip memory market: NAND flash prices have dropped 15% in Q2 2026 while DRAM continues to tighten, driven by AI server
Lucas and Luna dig into the widening gap between memory and logic chip stocks, using Micron's 8.8% weekly drop and SK Hynix's record IPO to explore why the memory market is bifurcating. They break down how HBM3E demand i
The semiconductor market is showing a clear divide: memory chips are surging while logic chips struggle. Lucas and Luna examine how SK Hynix's record IPO and Micron's 8.8% weekly drop illustrate the divergence. They expl
As chip manufacturers push toward 2-nanometer production, a quiet arms race is playing out in process control equipment — the metrology and inspection tools that catch defects before they ruin billion-dollar wafer batche
With the CHIPS Act funds nearly fully allocated, a new battle is brewing over how semiconductor subsidies will be distributed in 2026. Lucas and Luna dive into the tensions between US and European chip makers over 'fair
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Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry is hosted by Fexingo. The show is categorised under business and has published 103 episodes.
Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry has published 103 episodes.
Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry regularly covers business. It sits in the business category.
Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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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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