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Rethinking Samsung
We have never recommended Samsung Electronics (KRX: 005930) stock to our readers for a simple reason that says nothing bad about the company. We focus on companies whose stock is leveraged primarily to a technology edge. Samsung has edges galore, but the company is big and well-diversified. In addition to cutting-edge tech, it makes… televisions […]
Less Work, More Wealth
Here’s a question. Just how rich are we going to be? Thanks to wafer scale computing—already being boosted by graphene’s near superconducting properties, with much more to come—we stand on the threshold of an increase in local computing power—a thousand-fold or more—that will make the feats of the past 50 years, climaxed by giant giga-kludge […]
AI Pulls the Industry into the Trillion-Dollar Era
We remember—well it was not that long ago—when we were holding our breath for the moment the global semiconductor industry crossed the line into $600 billion in annual sales. That moment has come and gone. We barely got out of bed to note its recent passage into $700 billion territory. The next stop is a […]
When Conservatives Lose Their Minds
When we find batches of our fellow conservatives experiencing Sudden Tragic IQ Decline Syndrome (STIDS), the cause is almost always the same. These poor souls have been afflicted by the materialist superstition. This stultifying delusion convinces people that wealth consists of material goods, though previously they grasped that all wealth is knowledge, and economic growth […]
Foundry Power: China Will Make More Silicon, but Taiwan Will Still Rule the Market
By 2030, we expect China to become the world’s largest semiconductor manufacturing base by volume. Taiwan, however, will continue to reign supreme in revenues, margins, and technological sophistication as the industry splits into two regimes: volume versus value. China, with a flood of state-backed investment, is racing to secure supply chain sovereignty by expanding 28nm […]
What’s So Bad About Zero Interest Rates?
There is hardly a Federal Reserve policy more derided by all sophisticated people than the “zero interest rate” regime enforced after the 2008 financial crisis and again in the wake of the Pandemic. Over and over, we were told that zero rates were “inflationary,” that they distorted incentives and capital allocation, and were generally the […]
Did the CHIPS Act Kill Intel?
Cue Monty Python peasant: “I’m not dead yet!” Well, maybe not quite dead, but it doesn’t look good and the CHIPS Act, and the spirit thereof was certainly a big part of it. Intel (NASDAQ: INTC) had placed a huge bet on its prospects of becoming the most important foundry (contract chip manufacturer) in the […]
ASML: One Excuse After Another
ASML’s (NASDAQ: ASML) second-quarter 2025 results were the latest installment in how the company frames its challenges—and chooses its scapegoats. When former ASML President and Chief Excecutive Officer Peter Wennink was in charge, he leaned on supply chain disruptions to excuse underperformance. ASML’s current Chief Executive Officer and President Christopher Fouquet now invokes the looming […]
Trump in Space (Reagan’s True Heir, Part II)
Ronald Reagan redefined economics and ushered in 40 years of prosperity, low inflation, and low interest rates by his supply-side tax cutting program. President Trump is continuing and enhancing that legacy. Even more revolutionary, and certainly further ahead of its time than Reagan’s tax reforms, was President Reagan’s Strategic Defense Initiative. Initially intended to render […]
Chinese Semiconductor Equipment Companies Boom as Sanctions Backfire
Preventing China from importing advanced semiconductor manufacturing equipment was supposed to strangle China’s efforts to make elite chips. China’s response: make the very equipment the West tried to deny them. As a result, Chinese equipment vendors are steadily gaining share in global markets. The sanctions aimed at freezing China at mature nodes have instead prompted […]