Semiconductors U.S. Community
Our community narratives are driven by numbers and valuation.
Semiconductors U.S. Investing Ideas
The silent giant behind virtually every advanced chip powering AI, smartphones, and modern infrastructure.
1. The Foundry King: The Core of Modern Tech TSMC invented the dedicated foundry model in 1987 and today commands ~50% global market share, manufacturing chips for clients like Apple, Nvidia, AMD, Qualcomm, and others.Read more
Micron's New Supercycle: Riding the High-Bandwidth Memory Wave
Company Overview Micron Technology (MU) is a global leader in memory and storage solutions, specialising in DRAM, NAND, and NOR flash memory. As the sole U.S.-based manufacturer of these critical components, the company holds a significant strategic position.Read more
Micron Technology will experience a robust 16.5% revenue growth
I am NOT an expert. The only point I make is that all of the recent price targets published were PRIOR to the earnings announcements, many of which put a $300 price target, before the blowout earnings numbers were known.Read more
TSMC: The World's Most Important Company is on Sale (Bullish)
Thesis & Moat: TSMC is the definition of a monopoly in disguise. With ~90% market share in advanced nodes (<5nm), they are the sole enabler of the AI revolution (Nvidia, Apple, AMD are all dependent).Read more
Nvidia’s "Kerosene Moment": Why the King of AI is Changing the Engine
In the 1880s, Standard Oil had a problem. They had built a massive, monopolistic empire refining kerosene for lamps.Read more
A tech powerhouse quietly powering the world’s AI infrastructure.
1. Dual-Engine Growth: AI Semiconductors + Software Broadcom is no longer just a chipmaker; it’s a full-stack AI and infrastructure provider , blending hardware and software seamlessly.Read more
The Great Strategy Swap – Selling "Old Auto" to Buy "Future Light"
Marvell Technology has executed a masterclass in capital allocation. In Q3 Fiscal 2026, they did two things that fundamentally alter the investment thesis: they sold their lower-growth Automotive Ethernet business for $2.5 Billion cash , and announced the acquisition of Celestial AI.Read more
The "David vs. Goliath" AI Trade – Why Second Place is Worth Billions
While Nvidia captures the headlines, AMD is capturing the "spillover." The AI accelerator market is projected to reach $400 Billion by 2027. AMD does not need to beat Nvidia to win; it only needs to capture 10-20% of this massive TAM (Total Addressable Market).Read more
The AI Infrastructure Giant Grows Into Its Valuation
NVIDIA's latest quarterly earnings report, released this week, showcases a company that has successfully navigated one of the most challenging questions in modern tech investing: How do you justify a multi-trillion dollar valuation in an era of AI hype? The answer, it turns out, lies in execution.Read more
