Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry
FexingoLucas and Luna sit down each day to decode the semiconductor industry — the chips, foundries, and geopolitics that underpin modern technology. With fresh data from financial feeds and industry RSS, they track the latest moves from TSMC, Samsung, Intel, and the fabs vying for dominance in advanced nodes. They dissect capacity expansions, EUV lithography breakthroughs, and the shifting alliances in ... more
| Publishes | Daily | Episodes | 119 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
Episode 119 of Semiconductor News with Fexingo digs into a bottleneck few investors are watching: the substrate shortage. Lucas breaks down why a single Japanese supplier, Kyocera, controls nearly half the advanced substrate market, and how that conc... more
The Philadelphia Semiconductor Index dropped nearly 6 percent in the past week, and most major chip stocks are deep in the red. But one corner of the industry is holding up: chip equipment makers. ASML is up 1.2 percent over five days, while Applied ... more
Episode 117 of Semiconductor News with Fexingo explores a quiet but seismic shift: chip design is moving to the cloud. Lucas and Luna break down why Synopsys and Cadence are now selling software-as-a-service, how a mid-sized chip startup cut design t... more
Lucas and Luna examine the unexpected wave of chip asset sales happening in mid-2026, from Intel's foundry carve-out plans to memory maker liquidation rumors. With the SOXX down 8.7% in a week and Micron dropping nearly 13%, the hosts explore why com... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
This show roots its discussions in data-driven analysis of the semiconductor ecosystem, with a steady focus on the dynamics of chip manufacturing, foundries, packaging, and the policy environment shaping supply chains. Episodes frequently dissect CapEx cycles, EUV lithography progress, regionally driven subsidies (notably CHIPS Act-related funding), and strategic moves among TSMC, Samsung, and Intel, while also exploring open architectures like RISC-V and the shifting design ecosystem around Arm, x86, and chiplets. Across topics, listeners get practical takeaways on market timing, investment implications, and the geopolitical context that affects sourcing, R&D roadmaps, and product roadmaps for tech teams. A noteworthy angle is the combinat... more
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4. Barron's Streetwise
5. Machtwechsel
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this podcast launched 2 months ago and published 119 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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