Semiconductor Things™
Subscribe
Sign in
Home
Submark
Future Media
Archive
Leaderboard
About
The Semiconductor Boom is Real and Prolonged
The Taiwan Big Six AI Server firms are becoming a force of nature. Taiwan's Semi supremacy, unveiled.
Apr 20
•
Michael Spencer
16
2
Most Popular
View all
An AI Bubble, Nvidia Vendor Financing, And China's Semiconductor Decoupling
Sep 25, 2025
•
Michael Spencer
25
5
ASML's Pivot, Nvidia Earnings, China's Semi struggle, the ASICs are coming.
Mar 6
•
Michael Spencer
22
5
TSMC is the real Backbone of the AI Economy
Jan 16
•
Michael Spencer
15
3
TSMC Shines profit surges 39%, Enters "Generational company" territory as AI's backbone.
Oct 17, 2025
•
Michael Spencer
10
2
Latest
Top
Discussions
ASML's Pivot, Nvidia Earnings, China's Semi struggle, the ASICs are coming.
Bottlenecks are not enough to stop AI's insatiable hunger for more compute.
Mar 6
•
Michael Spencer
22
5
TSMC is the real Backbone of the AI Economy
The key Semiconductor news still revolves around what TSMC does. Honorable mention to Chinese Semiconductor and AI chip firms going public. Intel's…
Jan 16
•
Michael Spencer
15
3
The Semiconductor Boom is still Strong and Long 🚀
AMD Earnings, Nvidia Earnings, TSMC news. Supply chain constraints just to meet datacenter expansionism. Picks and shovels in the back of the AI boom.
Nov 20, 2025
•
Michael Spencer
7
1
TSMC Shines profit surges 39%, Enters "Generational company" territory as AI's backbone.
TSMC is now the ASML of Asia and then some for the world. 🌍
Oct 17, 2025
•
Michael Spencer
10
2
An AI Bubble, Nvidia Vendor Financing, And China's Semiconductor Decoupling
But who is picking the winners? Taiwan playing defense.
Sep 25, 2025
•
Michael Spencer
25
5
Nvidia Earnings, TSMC's global expansion, Taiwan's semiconductor Supremacy lifts all boats ⛵
Taiwan's role in the picks and shovels of AI cannot be overestimated. 🇹🇼
Sep 4, 2025
•
Michael Spencer
7
3
BigAI Emergence, Samsung Earnings & Tesla deal, Nvidia $5 Trillion soon, Microsoft $4 Trillion
After, or rightfully still in the middle of a Summer hiatus this will be a condensed “catch up” post for what we may have missed in the Semiconductor…
Jul 31, 2025
•
Michael Spencer
9
1
3
AMD's new AI chip, TSMC innovates, SK Hynix Warns of Trade Tariff impacts, U.S. Taiwan Semi ties Deepen
Demand for compute continues to rage, global partnerships thrive.
Jun 19, 2025
•
Michael Spencer
7
2
Nvidia Earnings, AMD Acquisition, China Export Controls New Signs, Samsung to Spin Foundry, Jensen on China loss, Trump's Illegal trade…
Trade madness illegal - but Trump's show goes on.
May 29, 2025
•
Michael Spencer
7
1
See all
Semiconductor Things™
This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.
Subscribe
Community
Join Creator Discord
Reddit SubstackReads
Another place to discuss about Substack.
Secret Substack Reddit
Updates
My Substack Experience After 6 Months
Semiconductor Things™
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
