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Trump’s Semiconductor Dilemma: Sanctions Fuel the Very Growth They Meant to Stop
Chinese vs. Non-Chinese WFE Growth: A 2024 Reality Check The U.S. government’s export controls on semiconductor manufacturing equipment were intended to isolate China technologically. Instead, they have catalyzed a market bifurcation that now works to China’s advantage. A detailed review of 2024 revenue data reveals just how stark the divergence has become between Chinese and […]
AI Cloud Competition Keeps Accelerating
Hyperscalers and the Role of AI Infrastructure Recent headlines suggest that the artificial intelligence (AI) buildout might be slowing. Microsoft (NASDAQ: MSFT) was reported to be canceling up to 2 gigawatts (GW) of data center leases—nearly one-third of its global capacity—and Amazon (NASDAQ: AMZN) is said to be pausing some overseas expansion talks. These stories […]
The Gap Widens: AMD Executes, Nvidia Dominates While Intel Seeks Recovery
The Q1 2025 earnings season exposed the divergence between chipmakers navigating AI-driven demand and those still finding their footing. Intel (NASDAQ: INTC) and Advanced Mirco Devices (NASDAQ: AMD) both reported first-quarter results recently, providing a natural comparison point across strategy, financials, and positioning. Gilder’s Technology Report recommendation Nvidia (NYSE: NVDA) is continuing to accelerate its […]
Vertiv Invigorates the AI Infrastructure Boom
By Robert Castellano Vertiv Holdings Co. (NYSE: VRT) is a Westerville, Ohio-based provider of digital infrastructure systems that support data centers, communication networks, and mission-critical facilities worldwide. The company specializes in thermal management, power systems, enclosures, and integrated solutions that ensure the uptime and efficiency of modern computing environments. As demand for artificial intelligence (AI) […]
Nvidia Should Not Be Threatened by Huawei’s Newest AI Chips
With U.S. sanctions sharply restricting the sale of advanced GPUs such as the H100 and H20 into China by Nvidia Corp. (NASDAQ: NVDA), questions naturally may arise about whether Chinese semiconductor chip manufacturer Huawei is positioning its new Ascend series as the go-to alternative in that country. Huawei’s recent announcement of its new artificial intelligence […]
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How Bad Will It Get? How Long Will It Last?
By George Gilder and Richard Vigilante Technology investors are living in a paradox. Tech is traditionally one of the sectors most vulnerable to market turbulence because tech stocks tend to be at least fully priced, and commonly overpriced. And they certainly have been battered over the past three months. That at least is consistent with […]
New U.S. Ban on Nvidia’s H20 Chip: A Gift to Investors and a Kick in the Pants for U.S. Regulators
By George Gilder and Robert Castellano Earlier this month, on April 9, Nvidia disclosed that the U.S. government now requires an export license for its H20 processors and any chips matching their bandwidth profile. This was unwelcome news. The H20 was deliberately designed and produced to meet the fears of U.S. regulators who had banned […]
ASML’s Strategic Inflection: Mediocre Results, Rising R&D Burden, and the High-NA Gamble
By Robert Castellano ASML Holding NV (NASDAQ: ASML) has long been viewed as the most strategically important company in the semiconductor supply chain. Its monopoly on extreme ultraviolet (EUV) lithography places it at the heart of logic scaling at 5nm, 3nm, and now 2nm. However, despite its engineering superiority, the company is entering a period […]
Tariff Talks Cause Technology Stocks and Markets to Dip Further
By Robert Castellano and George Gilder The April 15 announcement by NVIDIA (NASDAQ: NVDA) that it will need to take a $5.5 billion charge to its earnings due to President Trump sanctioning the company’s H2O AI GPU chips shows the vulnerability of even market-leading companies to trade disputes. The H2O AI GPU chips previously has […]
U.S.–China Semiconductor Tariff Tensions
By Robert Castellano The U.S. government’s move to raising tariffs on Chinese exports to 125% on April 10, 2025, was followed by a swift and targeted response when China imposed a reciprocal 125% tariff on U.S. goods, including semiconductors. China’s Semiconductor Industry Association at the same time issued new guidance clarifying that the “origin” of […]