Semiconductor News & Analysis Feed
20 articles
2026-09-17
drrobertcastellano.substack.com
2026-09-17
2026-09-10
drrobertcastellano.substack.com
2026-09-10
2026-09-06
drrobertcastellano.substack.com
2026-09-06
2026-08-31
drrobertcastellano.substack.com
2026-08-31
2026-08-30
drrobertcastellano.substack.com
2026-08-30
In Q3 2026, NVIDIA reported $89 billion in data center revenue, up 117% year-over-year and $13.8 billion sequentially, significantly outpacing AMD’s $6.718 billion. Despite this, AMD’s stock outperformed NVIDIA by over 107 percentage points, with AMD gaining 132.2% versus 24.9% for NVIDIA. This dive
2026-08-22
drrobertcastellano.substack.com
2026-08-22
2026-08-19
drrobertcastellano.substack.com
2026-08-19
2026-08-11
drrobertcastellano.substack.com
2026-08-11
This article delves into the evolving landscape of China's semiconductor equipment industry, particularly its efforts to reduce reliance on Western suppliers. It highlights how China’s new policy mandating that at least 50% of equipment used in new fab projects must be domestically produced is resha
2026-07-16
drrobertcastellano.substack.com
2026-07-16
2026-07-15
drrobertcastellano.substack.com
2026-07-15
2026-07-12
news.google.com
2026-07-12
2026-07-09
drrobertcastellano.substack.com
2026-07-09
The recent semiconductor selloff has been interpreted by Wall Street as a sign of slowing AI spending, but Dr. Robert Castellano's latest deep-dive analysis reveals a different story. Contrary to market sentiment, key industry indicators point to sustained demand for AI infrastructure. High-bandwidt
2026-07-08
drrobertcastellano.substack.com
2026-07-08
This article analyzes TSMC's quarterly wafer pricing data to explain why the company dominates the semiconductor industry. Traditionally, as process technologies matured, manufacturing costs decreased, leading to lower wafer prices. However, the rise of artificial intelligence fundamentally altered
2026-06-28
drrobertcastellano.substack.com
2026-06-28
NVIDIA has not only triggered an AI boom but has fundamentally reshaped the global memory industry. Historically, the memory sector followed predictable supply-demand cycles, where increased demand led to capacity expansion and eventual price declines. However, the current cycle is driven by AI infr
2026-06-23
drrobertcastellano.substack.com
2026-06-23
This article delves into the most critical bottleneck in the artificial intelligence sector: the shortage of high-bandwidth memory (HBM). Over the past three years, investors have grown accustomed to recurring technological bottlenecks, from GPUs to advanced packaging, and more recently, HBM, which
2026-06-22
drrobertcastellano.substack.com
2026-06-22
Investors in the semiconductor equipment industry often rely on traditional metrics such as revenue growth, profitability, margins, and market share to evaluate suppliers. However, this approach may overlook fundamental differences in product portfolio breadth among the industry's leading players. I
2026-06-17
drrobertcastellano.substack.com
2026-06-17
This article explores how the rise of AI factories is reshaping the semiconductor industry, creating new market winners beyond NVIDIA. While NVIDIA dominates the GPU space, the evolution of AI infrastructure is not simply replacing traditional computing architectures but rather adding new layers of
2026-06-16
drrobertcastellano.substack.com
2026-06-16
As artificial intelligence continues to advance, the semiconductor industry is encountering a new bottleneck: package area. While GPU, HBM memory, and advanced foundry capacity were the key constraints in the past three years, these are now easing, giving rise to a new limitation. AI accelerators ha
2026-06-11
drrobertcastellano.substack.com
2026-06-11
The semiconductor equipment market is exhibiting a clear 'best-of-breed' divergence as the industry evolves technologically. This trend is particularly evident in the performance of major equipment suppliers like Applied Materials and ASML. While the overall semiconductor industry continues to grow,
2026-06-10
drrobertcastellano.substack.com
2026-06-10
This article delves into ASML's decisive victory in the lithography sector and its transformative impact on the entire semiconductor industry. Since the initial thesis proposed in 2018 regarding ASML's dominance in lithography, the company has solidified its near-monopoly position in extreme ultravi