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The Semi Moment of Truth: Micron’s Big Test & TSMC’s Pricing Power Play

🎁 Tiger Rewards Start Here! Want to stack some Tiger Coins before the closing bell? Two ways to win today: 🔥 The "Crystal Ball" Challenge: Comment "MU Up/Down" with your prediction for tonight’s Micron earnings + Repost this article. Get 10 coins for entering, and an extra 10 if you nail the direction! 📈📉 💎 The Value Chain Debate: Which semi-segment is the ultimate cash cow? (Equipment / Foundry / Memory / Design)? Leave your pick and logic + Repost to claim 10 coins. Semi Supercycle Update The semiconductor world is moving fast today, with massive updates ripple-effecting from the "labs" in the upstream all the way to the "servers" in the downstream. If you’re trading the chip sector, here is the breakdown of the high-voltage action across the value chain. 1.Upstream: The Tools of the Tra
The Semi Moment of Truth: Micron’s Big Test & TSMC’s Pricing Power Play

Semi Panorama: EUV Orders Landing, TSMC Price Hikes, and Micron’s "Judgment Day"

The semiconductor world is moving fast today, and if you aren't looking at the full supply chain—from the machines that make the chips to the memory that powers them—you’re missing the big picture. We’ve got major updates from the upstream, midstream, and downstream players that are reshaping the 2026 outlook. Here’s the "Intel" you need for your portfolio. Upstream: The Machines Behind the Magic The "picks and shovels" of the industry are finally seeing their orders turn into cold, hard cash. 1. $Applied Materials(AMAT)$ The rumors are confirmed—AMAT just landed a massive 2nm equipment order from $Taiwan Semiconductor Manufacturing(TSM)$ . Their 2026 EUV-related revenue is now projected to jump by 40%. Th
Semi Panorama: EUV Orders Landing, TSMC Price Hikes, and Micron’s "Judgment Day"

$TSM, $ASML, $AMAT, $MU, $ASX: The 5 Stocks Defining the 2026 Semi Cycle

The market stopped talking about "future potential" a while ago. We're now deep in a massive operational shift. If you're watching the chip space, you need to track three battlefronts: 1.Upstream: The Equipment Bottleneck The 2nm and 1.8nm arms race has equipment giants running full tilt. $Applied Materials(AMAT)$ : The 3nm and 2nm order wave keeps rolling. TSMC expands, AMAT collects—EUV-related revenue projected up 40% this year. $ASML Holding NV(ASML)$ : High-NA EUV (EXE:5000) is the new license to print money. Intel just took delivery of that $350M+ machine. As long as foundries chase "angstrom-class" supremacy, ASML's 50%+ margins are locked in. Japan materials: Japan's JSR just pushed photoresist pr
$TSM, $ASML, $AMAT, $MU, $ASX: The 5 Stocks Defining the 2026 Semi Cycle

Citron Targets $MU $SNDK: Is the AI Memory Boom Peaking?

The bulls have been running wild on memory chips for months, fueled by the AI gold rush. But today, a cold bucket of water just hit the market. Citron Research—the short-sellers who love to crash a party—just dropped a bombshell report challenging the entire "Super Cycle" narrative. The result? $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ are bleeding red, and investors are left staring at their screens wondering if the peak is already behind us. The AI Hype vs. The Inventory Reality Citron isn’t just throwing shade; they’re pointing at the numbers. While everyone is obsessed with HBM (High Bandwidth Memory)—the specialized chips powering AI giants like $NVIDIA(NV
Citron Targets $MU $SNDK: Is the AI Memory Boom Peaking?

Semi Split: A Tale of Two Cities (AI vs. CE)

The semiconductor market right now is essentially a "Tale of Two Cities." While AI-related stocks are throwing a rager that won't quit, the consumer electronics side is still nursing a multi-year hangover. If you're looking at your portfolio, you've probably noticed it: the "Green" (AI) and the "Red" (Everything else) are drifting further apart. Here’s the breakdown of the silicon food chain and where the money is flowing as we head into mid-2026. 1. Upstream: The "Pick and Shovel" Makers You can't build a digital empire without the right tools. The giants who make the machines that make the chips are seeing a massive divergence. $ASML Holding NV(ASML)$ : Despite ongoing export headaches, their order books for High-NA EUV machines are overflowing.
Semi Split: A Tale of Two Cities (AI vs. CE)

Full Semiconductor Sector Roundup | Earn Tiger Coins with Your Take

Hey fellow traders! 👋 Today we’re diving into the semiconductor sector—your one-stop shop for all the latest market moves, stock trends, and investment clues.Drop a comment with your take on today’s semiconductor hotspots, and you’ll get 🐯 Tiger Coins as a reward! Let’s jump into the action with today’s top updates.Upstream Equipment/Materials$Applied Materials(AMAT)$ : +1.5% – Strong demand for AI chip manufacturing equipment is driving growth, making it a key beneficiary of the AI boom.$ASML Holding NV(ASML)$ : +0.24%– EUV lithography machine orders remain robust, with no signs of slowdown in demand for advanced chip manufacturing tools.$Lam Research(LRCX)$ : +
Full Semiconductor Sector Roundup | Earn Tiger Coins with Your Take

Deep Dive into the Semiconductor Supply Chain

Hey traders and tech investors! The semiconductor supercycle is heating up — memory prices are surging, AI demand is off the charts, and every corner of the chip chain is moving. Let’s break down the full ecosystem, top players, and how you can position for the cycle ahead. 🔬 Full Semiconductor Supply Chain Analysis 🏭 Upstream: Equipment & Materials Let's see the equipment leaders[Happy] $Applied Materials(AMAT)$ Partnering with Micron for next-gen DRAM development Booming demand for AI chip manufacturing equipment YTD gain: +28% $Lam Research(LRCX)$ Leader in etching equipment Key beneficiary of memory expansion cycles YTD gain: +32%
Deep Dive into the Semiconductor Supply Chain
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2025-11-26

Google Challenges NVIDIA’s Dominance — Which Semiconductor Companies Stand to Benefit?

As Google’s Gemini $Alphabet(GOOGL)$ $Alphabet(GOOG)$ 3 model gains massive global traction, the market has begun to worry:Could OpenAI fall behind in this round of competition?And could its previously touted “trillion-dollar investment plan” fail to materialize?Affected by these concerns, stocks closely tied to OpenAI tumbled. $Softbank Corp.(SOBKY)$ plunged 10% yesterday and is now 44% off its highs. $NVIDIA(NVDA)$ dropped more than 6% intraday, and $Advanced Micro Devices(AMD)$ fell nearly 9%.Rising alongside Gemini 3 was Google’s TPU — its in-house AI accelerator chip, whic
Google Challenges NVIDIA’s Dominance — Which Semiconductor Companies Stand to Benefit?
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2025-07-16

Q225 Beats, Weak 2026 Outlook Drops ASML

Just now, $ASML Holding NV(ASML)$ released its Q2 report. The results were good — both revenue and profit exceeded analysts’ expectations:”Data from bloomberg, data as of July 15th 2025However, due to uncertainties brought by the macroeconomic environment and geopolitical factors, management expressed caution about growth next year. In the previous quarter, management had expected both this year and next year to be years of growth.Comparing the two, it’s clear that management’s confidence for next year has declined!As a result, $ASML Holding NV(ASML)$ ’s stock plunged nearly 8% in pre-market trading:Premarket of July 16th 2025Specifically, ASML’s Q2 revenue was €7.69 billion, a year-over-year increase of
Q225 Beats, Weak 2026 Outlook Drops ASML
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2025-01-09

Nvidia's GB300 Might Set for Q4 Release? Morgan Stanley Sees AI Supply Chain Revolution

Nvidia's upcoming GB300 may introduce key changes in hardware design, potentially setting new standards for AI hardware.According to a research report released by Morgan Stanley analysts Sharon Shih and Howard Kao on January 6th, Nvidia's next-generation AI GPU, the GB300, is expected to feature significant hardware specification changes and is set to begin shipping in 2025 Q4.Blackwell Supply Chain —— Redesigned for GB300With the introduction of the GB300, there will be significant changes in the supply chain and components provided by Nvidia. For the GB200, $NVIDIA(NVDA)$ provided the entire Bianca board (including the Blackwell GPU, Grace CPU, 512GB LPDDR5X, VRM components, all integrated on a single PCB), as well as the switch tray and copper
Nvidia's GB300 Might Set for Q4 Release? Morgan Stanley Sees AI Supply Chain Revolution
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2024-12-16
Analyst @Tiger_James Ooi remain constructive on tech-related stocks and ETFs, such as the Magnificent Seven, SMH ETF $VanEck Semiconductor ETF(SMH)$ , TSMC $Taiwan Semiconductor Manufacturing(TSM)$ , Broadcom $Broadcom(AVGO)$ , Arm $ARM Holdings(ARM)$ , AMD $Advanced Micro Devices(AMD)$ , and $Oracle(ORCL)$ .
@Tiger_James Ooi:US Market Insights (16-20 Dec): Bracing for a Santa Claus Rally
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2024-12-05

Prediction: Nvidia Will Soar in 2025, Not Just Because the AI Boom

By Trevor Jennewine from The Motley Fool $NVIDIA Corp(NVDA)$ was the single best performing stock in the $.SPX(.SPX)$ in 2023, and it ranks as the fourth-best performing member of the index year to date in 2024. Its share price has increased 845% during that period due to strong earnings growth driven by tremendous demand for its graphics processing units (GPUs).Nvidia is once again poised to generate market-beating returns for shareholders in 2025. The most obvious reason is its leadership in artificial intelligence (AI) accelerators, a market where spending is projected to grow at 29% annually through 2030, according to Grand View Research. But there are less obvious factors at play, too.Weekly chartNvi
Prediction: Nvidia Will Soar in 2025, Not Just Because the AI Boom
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2024-08-19

Nvidia Earnings Preview: Goldman Reiterates Buy Rating at a PT of $135.

Wall Street anticipates another strong quarter for $NVIDIA Corp(NVDA)$ as investors’ favorite chipmaker prepares to release its fiscal Q2 2025 results on August 28. The company’s high-end graphics processing chips, which are the benchmark for running generative AI workloads, continue to see robust demand, setting the stage for a solid performance.© Reuters Although there have been reports of a delay in the Blackwell chip, which could cause some near-term volatility in Nvidia’s fundamentals, Nvidia’s management commentary and supply-chain data in the coming weeks may reinforce confidence in the company’s earnings potential for calendar year 2025, according to Goldman Sachs analysts.They believe that the market is likely to overlook any neg
Nvidia Earnings Preview: Goldman Reiterates Buy Rating at a PT of $135.
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2024-08-13

Mizuho Securities:Nvidia can Rise Another 26%!

Mizuho Securities strongly recommends $NVIDIA Corp(NVDA)$ : Q2 earnings will be a major catalyst and can rise another 26%.Although Nvidia's stock price has fallen nearly 18% in the past month, according to Mizuho Securities, the stock still has a lot of room to rise, and its upcoming earnings report will be a major catalyst for artificial intelligence stocks.In a recently released report, the bank said that investors should ignore the noise related to the possible delay of Nvidia's next-generation Blackwell chip, and pointed out that the market demand for its GPU chips remains continuous.There is still tight capacity for Taiwan Semiconductor's (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia's H100 and H200 GPUs, analyst Vijay Ra
Mizuho Securities:Nvidia can Rise Another 26%!
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2024-07-16

"$NVDA is Set and Ready for a Run Up"

" $NVIDIA Corp(NVDA)$ is Set and Ready for a Run Up"$50 Trillion Valuation for $NVIDIA Corp(NVDA)$ In 10 Years says James Anderson From $3T to $50T?WATCHLIST JUL 16 2024:$NVIDIA Corp(NVDA)$ TD Cowen Maintains Buy on NVIDIA, Raises Price Target to $165$Advanced Micro Devices(AMD)$ TD Cowen Maintains Buy on Advanced Micro Devices, Raises Price Target to $210$Sirius XM(SIRI)$ Barrington Research Maintains Outperform on Sirius XM Holdings, Maintains $4.75 Price Target
"$NVDA is Set and Ready for a Run Up"
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2024-07-11

What's behind Micron Technology's surge on Wednesday

KeyBanc raised its price target on $NVIDIA Corp(NVDA)$ to $180 from $130 and on $Micron Technology(MU)$ to $165 from $160. $Micron Technology(MU)$ 's stock rose in Wednesday's trading session. On Tuesday, Keybanc maintained its overweight rating for the stock and raised its target price from $160 to $165. With the ongoing artificial intelligence boom, Micron's share price has increased by more than 50% so far this year. Micron produces memory chips that support AI server GPUs, which are currently in high demand in data centers and generative AI applications. $Micron Technology(MU)$ 1 year return vs. Other Semiconductor Stocks:
What's behind Micron Technology's surge on Wednesday
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2024-06-05

Computex 2024| Intel joins the chip war to challenge Nvidia and AMD

Top global processor suppliers $NVIDIA Corp(NVDA)$ ,$Advanced Micro Devices(AMD)$ , and $Intel(INTC)$ are unveiling their AI chips.Nvidia, AMD, and Intel GPU battleIntel's Latest Release:Following NVIDIA and AMD's AI chip launches on June 3rd and 4th, respectively, Intel also unveiled its new AI chip on June 4th, keeping pace with its competitors.At Computex 2024, Intel CEO Pat Gelsinger announced the Intel Xeon 6 processor with efficient cores, pricing for the Gaudi 2 and Gaudi 3 AI accelerator packages, and the groundbreaking Lunar Lake client processor architecture. The Lunar Lake, set to launch in Q3 2024, will support over 80 new AI PC designs from more than
Computex 2024| Intel joins the chip war to challenge Nvidia and AMD
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2024-05-29

Vs. $NVDA, $AMD Has Ability to Double in Price

$NVIDIA Corp(NVDA)$ is now 10 times larger than $Advanced Micro Devices(AMD)$ , with a market cap of $2.8 Trillion Sales in $NVDA is $79 Billion Sales in $AMD is $22 Billion 3.5 times the difference, considerably less than the 10 times In terms of risk v reward, $AMDs ability to double in price right now is far greater than $NVDA’s probability. $Advanced Micro Devices(AMD)$ TD Cowen conference tomorrow and AMD is a participant, expecting some bullish news. $NVIDIA Corp(NVDA)$ $NVDA is the king but AI/chip demand is big enough for two chip players imo. I don’t think AMD is done. Looks ready for a push to $180. If it can cl
Vs. $NVDA, $AMD Has Ability to Double in Price
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2024-05-22

Taking Profits in Semi is Not Fun. But $KLAC & Some Stocks ATH

Semi equip stock, $Lam Research(LRCX)$ , announces a stock buyback and a 10 for 1 stock split. hey must have gotten tired of watching the stocks of semi equip peers $KLA-Tencor(KLAC)$ & $Applied Materials(AMAT)$ outperforming theirs'. $VanEck Semiconductor ETF(SMH)$ @TheBon_Scott@TheBon_Scott@TheBon_ScottSource: https://x.com/TheBon_Scott/status/1792882728766963865
Taking Profits in Semi is Not Fun. But $KLAC & Some Stocks ATH
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2024-05-14

Will NVDA Stock Soar Again After a 215% Rise in the Past Year?

Even though $NVIDIA Corp(NVDA)$ stock price has skyrocketed by two times in the past year, investors are still underestimating this GPU king. Since the beginning of last year, AI has sparked a paradigm shift in tech, and no company has benefited more than Nvidia.Nvidia's GPUs are the gold standard in AI, but some are worried about increasing competition. Toshiya Hari, an analyst from Goldman Sachs, has kept Nvidia on their "Strong buy list," maintaining a buy rating and bumping up the target price to $1,100.That's a potential 22% gain for investors in the next year, compared to last Wednesday's closing price. This analyst believes Nvidia's processors will remain the industry standard for the foreseeable future.He's got a point. Competitors have be
Will NVDA Stock Soar Again After a 215% Rise in the Past Year?

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