Episode 80: 1 Chip Manufacturing Stock Ready to Rock From AI Chiplets, Backside Power, & Other Top Tech Trends
According to companies like Micron (MU), the memory chip market is starting to make an epic comeback, one that could lead to new peak industry sales sometime in 2025. But at Chip Stock Investor, Micro...
19 Jan 202418min
Episode 79: Massive Software Merger Wants to Bring AI to the World -- Synopsys Acquires Ansys
It’s official! Top semiconductor design software company Synopsys (SNPS) has announced its intent to acquire Ansys (ANSS), instantly making this one of the largest technology merger and acquisition de...
18 Jan 202416min
Episode 78: Understanding Cybersecurity Cos and Stocks: From Hardware to Software With Derek Hanson from Yubico
Join Chip Stock Investor host Nick as he welcomes Derek Hanson, Vice President of Solutions Architecture and Standards at cybersecurity company Yubico. In this episode, Nick asks Derek talk about the ...
18 Jan 202429min
Episode 77: 4 Investor Favorite Chip Stocks – What Will Happen In 2024?
In this episode of Chip Stock Investor, we delve into a discussion of some semiconductor players that we get asked about the most, including Arm Holding (ARM), Super Micro Computer (SMCI), Axcelis Tec...
15 Jan 202415min
Episode 76: Aehr Test Systems Stock Clobbered Again -- What Happened & Is the EV and SiC Business Toast?
Aehr Test Systems stock has been hit hard once again. The automotive and EV chip market is dealing with excess inventory, due to a slowdown in growth as consumers deal with higher interest rates. In...
10 Jan 202417min
Episode 75: Onsemi, Microchip, STMicro, and the Auto Chip Stock Meltdown
What are the best semiconductor stocks for automotive technology and self-driving cars in 2024? Chip Stock Investors Nick and Kasey give an earnings preview for top companies like Onsemi (ON), Microch...
9 Jan 202429min
Episode 74: Qualcomm: 5G Phase 2, and 1 Of Our Top Semiconductor Stocks Of 2024
Qualcomm (QCOM) is one of our top semiconductor stock picks for 2024. It was a top pick in 2023 as well, and in spite of a total return of over 30%, it actually underperformed chip stocks last year! ...
9 Jan 202439min
Episode 73: Stocks We Sold In 2023, and Stocks We Still Hold For 2024
At Chip Stock Investor, we favor small portfolio changes and gradual moves into and out of stocks. But we did sell some positions in 2023. In this video, Nick and Kasey discuss what they sold – and wh...
9 Jan 202427min
