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News
U.S. Restrictions on China’s AI-Optics Leaders Could Make Coherent the Principal American Beneficiary
3+ day, 11+ hour ago (386+ words) Neither company is currently prohibited from selling optical transceivers in the United States. Moreover, the FCC has not announced a vote, published a final rule or established a formal implementation date. However, Reuters reported that officials hoped to complete the…...
The Semiconductor Equipment Boom Shifts From China to Korea and Taiwan
4+ day, 12+ hour ago (167+ words) Global semiconductor-equipment revenue reached $40.53 billion during the second quarter of 2026, increasing 22.6% from the prior-year period and 10.9% sequentially. This marked the second consecutive quarterly record and raised first-half 2026 revenue to $77.08 billion, according to data compiled by The Information Network. The headline…...
Nvidia’s Huang Is Talking Out of Both Sides of His Mouth
1+ week, 1+ day ago (615+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter Nvidia’s Huang Is Talking Out of Both Sides of His Mouth Nvidia claims its business could double without supply constraints while ignoring how its shift from a two-year to a one-year product cadence…...
KLA, Camtek, and Nova: Three Ways to Invest in Rising Process-Control Intensity
2+ week, 12+ hour ago (373+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter KLA, Camtek, and Nova: Three Ways to Invest in Rising Process-Control Intensity AI is increasing inspection and metrology requirements across advanced logic, HBM, and advanced packaging, but these three companies capture the opportunity…...
Nvidia Added Twice AMD’s Data-Center Revenue in One Quarter
2+ week, 1+ day ago (487+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter Nvidia Added Twice AMD’s Data-Center Revenue in One Quarter Yet AMD Has Still Outperformed Nvidia by 107 Percentage Points What’s in This Article AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) have produced one of…...
I Warned Nvidia Needed a Kill Switch. Now We Know Why
2+ week, 6+ day ago (569+ words) Thirteen months ago, I argued that Nvidia’s export-controlled artificial intelligence chips would eventually require a hardware-enforced “kill switch” because licenses, end-user certificates, shipping manifests, customs inspections, and corporate compliance programs would never be sufficient to keep the most advanced American…...
Onto Innovation’s 80% Packaging Growth Masks a Lithography Problem
3+ week, 2+ day ago (280+ words) That is the investment issue behind the LG announcement. LG does not threaten Onto’s entire advanced-packaging portfolio, and it does not compete with Dragonfly. It challenges the financially undisclosed JetStep franchise, whose competitive performance is obscured by Onto’s much stronger…...
Trump’s China Memory Policy Strengthens Micron but Raises Apple’s AI Costs
3+ week, 6+ day ago (398+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter Trump’s China Memory Policy Strengthens Micron but Raises Apple’s AI Costs Memory stocks rally as Washington restricts Apple’s access to Chinese DRAM and NAND during an intensifying global supply shortage Memory Stocks Deliver…...