Robert Castellano

Summary TSMC is a semiconductor foundry that manufactures chips for companies like AMD and Nvidia.

Summary Credo Technology Group competes against Broadcom and Marvell in the semiconductor industry, offering high-speed data movement and connectivity solutions.

Putting things off may be a defense.

Stock prices of tech giants like Apple, Alphabet, Microsoft, Amazon, Meta, Tesla, and Nvidia appreciated by avg. of 111% in 2023. Read more on SMH ETF here.

Summary Silicon carbide demand is experiencing a downturn due to market saturation and a slowdown in the electric vehicle market.

Summary ASML has faced supply chain problems, resulting in shipment delays and uneven revenues and earnings.

Memory companies are facing low yield rates in their race to pass qualification tests for NVIDIA's next-gen AI GPUs.

Summary Intel's shares fell 9% after reporting mixed Q1 results and providing a weaker-than-expected outlook for the coming quarter.

Lynas and other leading rare earth companies have exhibited negative growth in the past 1-year period. Read more on LYSCF stock here.

Summary China dominates the production and processing of rare earth materials, controlling mining, refining, oxide separation, and magnet production.