CHIPS Act: Securing Semiconductor Supply - [B...

This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life as an unwanted spin-out from Philips with no real product and little expectation ...  عرض المزيد

Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden, Investor at Square Peg’s Global Tech Fund. And while I understood o ...  عرض المزيد

Is Onto Innovation a best chip stock buy for August 2024? Chip Stock Investors Nick and Kasey discuss why it is for them right now. As a standout in semiconductor manufacturing equipment, Onto is growing its position in advanced metrology and process diagnostic control. Don ...

Welcome back to Chip Stock Investor! In this special episode, we are joined by Jason Hall from Investing Unscripted. We discuss Texas Instruments (TXN), its recent stock price rally, manufacturing innovations, and future prospects. Learn about the key factors impacting TI, inc ...

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Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investor discusses Micron's recent report, which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there' ...  عرض المزيد