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Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry

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by Fexingo

129 episodes

Updated Daily

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Podcast Overview

Lucas and Luna sit down each day to decode the semiconductor industry — the chips, foundries, and geopolitics that underpin modern technology. With fresh data from financial feeds and industry RSS, they track the latest moves from TSMC, Samsung, Intel, and the fabs vying for dominance in advanced nodes. They dissect capacity expansions, EUV lithography breakthroughs, and the shifting alliances in chip design between Arm, x86, and RISC-V. Lucas brings the numbers — CapEx cycles, gross margins, and government subsidies from the CHIPS Act and beyond — while Luna challenges the strategic narratives: What does a Taiwan-centric supply chain mean for global tech? How do export controls reshape R&D roadmaps? Together, they make sense of the daily noise for investors, engineers, and strategists who need more than headlines. Expect a show that treats the semiconductor world as a system of engineering constraints, market forces, and national security — not a stock ticker. Each episode ends with a question that lingers: When the next wafer shortage hits, will your portfolio — or your product roadmap — be ready? #SemiconductorIndustry #ChipsAndFoundries #TSMC #Intel #Samsung #EUVLithography #CHIPSAct #SupplyChain #WaferFab #RISCV #ArmArchitecture #Geopolitics #TechPolicy #FexingoBusiness #BusinessPodcast #Technology #DailyNews #Investing Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

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5/19/2026

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Recent Episodes

July 26, 2026

Intel's Foundry Ambition Stalls as TSMC Pulls Ahead

In this episode of Semiconductor News with Fexingo, Lucas and Luna examine Intel's ongoing struggle to gain foundry customers, contrasting it with TSMC's continued dominance. With Intel's stock at $92 and TSMC at $403, the gap reflects a market that remains skeptical of Intel's turnaround. They discuss the lack of major design wins, the high cost of leading-edge fabs, and the role of chip subsidies. The conversation also touches on how this impacts the broader semiconductor supply chain and what it means for investors. Specific data points include Intel's share price and TSMC's market valuation, plus the SOXX ETF at $527. #Intel #TSMC #Foundry #Semiconductor #Chips #SOXX #ChipStocks #Technology #Investing #Manufacturing #ASML #ChipSupplyChain #USChipSubsidies #Moore'sLaw #ProcessNodes #BusinessPodcast #FexingoBusiness #SemiconductorNews Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

July 26, 2026

Why Silicon Photonics Is Becoming Essential for AI Data Centers

In this episode of Semiconductor News with Fexingo, Lucas and Luna dive into the rapid rise of silicon photonics as a critical technology for AI data centers in 2026. They explain how the need for higher bandwidth and energy efficiency is driving chipmakers like NVIDIA and AMD to adopt optical interconnects, replacing traditional copper. The discussion covers key players like Intel and TSMC, the economics of integrating photonics into existing fab processes, and how ASML's high-NA EUV machines are indirectly enabling this shift. With NVDA at $206, TSM at $403, and ASML at $1,757, the hosts explore market implications and what it means for investors. A must-listen for anyone tracking the frontier of chip technology beyond Moore's Law. #SiliconPhotonics #AIDataCenters #Semiconductors #Technology #NVIDIA #AMD #Intel #TSMC #ASML #OpticalInterconnects #DataCenterBandwidth #ChipDesign #MooreLaw #Investing #TechTrends #FexingoBusiness #BusinessPodcast #SemiconductorNews Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

July 25, 2026

The Growing Backlash Against AI and Chip Demand

In Episode 131 of Semiconductor News, Lucas and Luna explore the unexpected headwind for chip stocks: a rising public and enterprise backlash against AI. From librarians hosting 'Avoiding AI' workshops to cautious IT spending forecasts, they examine how societal skepticism may be cooling the AI capex frenzy. With NVIDIA at 207, AMD at 522, and the SOXX at 527, the hosts debate whether chip demand is facing a real demand-side check or just a cyclical pause. Tune in for a grounded look at the sentiment shift that could reshape semiconductor investment in 2026. #Semiconductor #ArtificialIntelligence #Backlash #ChipDemand #NVIDIA #AMD #Micron #ASML #SOXX #Technology #Podcast #FexingoBusiness #BusinessPodcast #AvoidingAI #EnterpriseIT #Capex #SemiconductorStocks #AISkepticism Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

129 total episodes available

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What is Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry?: Lucas and Luna sit down each day to decode the semiconductor industry — the chips, foundries, and geopolitics that underpin modern technology. With fresh data from financial feeds and industry RSS, they track the latest moves from TSMC, Samsung, Intel, and the fabs vying for dominance in advanced nodes. They dissect capacity expansions, EUV lithography breakthroughs, and the shifting alliances in chip design between Arm, x86, and RISC-V. Lucas brings the numbers — CapEx cycles, gross margins, and government subsidies from the CHIPS Act and beyond — while Luna challenges the strategic narratives: What does a Taiwan-centric supply chain mean for global tech? How do export controls reshape R&D roadmaps? Together, they make sense of the daily noise for investors, engineers, and strategists who need more than headlines. Expect a show that treats the semiconductor world as a system of engineering constraints, market forces, and national security — not a stock ticker. Each episode ends with a question that lingers: When the next wafer shortage hits, will your portfolio — or your product roadmap — be ready?

#SemiconductorIndustry #ChipsAndFoundries #TSMC #Intel #Samsung #EUVLithography #CHIPSAct #SupplyChain #WaferFab #RISCV #ArmArchitecture #Geopolitics #TechPolicy #FexingoBusiness #BusinessPodcast #Technology #DailyNews #Investing

Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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