2+ day, 13+ hour ago  (315+ words) Intel's (INTC) recent rally represents one of the more notable shifts in semiconductor investor sentiment over the past year. Following a stronger-than-expected Q1 earnings report, the stock moved sharply higher as investors responded to improving CPU demand, better execution on advanced…...

4+ day, 4+ hour ago  (239+ words) This is consistent with what we have been analyzing: AI performance is no longer defined solely by GPU capability, but by the ability to move massive volumes of data efficiently across increasingly dense clusters. The "super cycle" in optical networks…...

2+ week, 4+ day ago  (250+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter Applied Materials Claims CMP Leadership " But the Data Points to Ebara I have consistently found that Applied Materials" (AMAT) "Master Class" presentations and product announcements require careful scrutiny, as the company"s characterization…...

2+ week, 4+ day ago  (280+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter Is Elon Musk Making the Same Mistake as Jerry Sanders - That Real Men Have Fabs? Table 1: TSMC Advanced Node Capacity Allocation by Customer Priority Tesla, Optimus, and x AI Demand vs Available Foundry…...

2+ week, 5+ day ago  (306+ words) Cerebras is returning to the public markets at a $2225 billion valuation, but this IPO is not about whether the company can build a wafer-scale processor. That has already been proven. The issue now is whether public markets are prepared to…...

2+ week, 6+ day ago  (229+ words) Media Tek's stock action over the past two months has clarified the investment case more than any incremental news flow. The sharp rally into early 2026, followed by a meaningful pullback, reflects a transition from narrative-driven buying to valuation-driven scrutiny. The…...