Archive - Chips’s Substack

All Things Test, META/MSFT Earnings, TSLA<>Samsung Deal & 1K Milestone

Chips & Wafers Weekly Update

Aug 1 •

July 2025

Semiconductor Test: A Compelling Investment Theme

How AI is Creating a New Investment Case for the Semiconductor Test Ecosystem

Jul 31 •

Chips & Wafers Data Predictions, Packaging Perspectives, Google Q2 & AEHR Reemergence

Chips & Wafers Weekly Update

Jul 25 •

Packaging Perspectives: ASMPT, BESI & KLIC

Same Market, Different Momentums

Jul 24 •

Dual-Engine Growth Opportunity, Edge-AI Silicon, Tool Commonality % Discrepancies. **Bonus**: Which US Small Cap is the Biggest Beneficiary of Increased…

Jul 23 •

ASML Outlook Observations, TSMC Q2 Recap, Intel & Samsung Culture Woes, More on Mainstream

Chips & Wafers Weekly Update

Jul 18 •

Taiwan Revenues, TSMC Q2 Preview, AEHR SiC Read-Across, GPU Depreciation Discussion

Chips & Wafers Weekly Update

Jul 11 •

ABF Substrates – Signs of a Mainstream Demand Recovery?

An enabler of AI server chip packages and a window into mainstream market demand

Jul 8 •

China WFE Exposure, MKS Cover-Up, On-Chip Cooling & All Things Substrates

Chips & Wafers Weekly Update

Jul 4 •

June 2025

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