Group 1 - The United States is poised to enter a multi-year industrial capital expenditure (capex) boom driven by reshoring, AI data center construction, domestic semiconductor manufacturing, and energy projects [1] - High Yield Investor is celebrating its fifth anniversary by offering a 30-day money-back guarantee and releasing its Top Picks for 2026 [1] - The investment group is led by Samuel Smith, who has extensive experience in dividend stock research and engineering, and collaborates with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value [1] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts, educational content, and an active chat room for investors [1]

Amid a monster year for the stock, this new position suggests some investors still see runway left in Tower’s analog and data center exposure.Florida-based Hood River Capital Management reported a new position in Tower Semiconductor (TSEM 2.01%) valued at approximately $109.22 million, according to a November 14 SEC filing.What HappenedHood River Capital Management established a new position in Tower Semiconductor (TSEM 2.01%), acquiring 1.51 million shares valued at $109.22 million as of September 30, acco ...

Intel’s (INTC) turnaround and manufacturing ambitions were dealt a severe blow when Nvidia (NVDA) decided to halt its trial of the 18A manufacturing technology. Touted as the technology that will help Intel turn its business around, the 18A is a 2 nm chip technology that offers superior power efficiency and chip density. Nvidia’s involvement was taken as a positive signal by many, but that optimism has faded away since this announcement. The timing of this news is interesting in the context of Nvidia’s $ ...

With a market cap of around $7.6 billion, Solstice Advanced Materials, Inc. (SOLS) is a New Jersey-based specialty chemicals and advanced materials company that began trading publicly in late October 2025 after being spun off from Honeywell International Inc. (HON). It serves over 3,000 customers globally through a diversified portfolio focused on high-performance, application-critical materials. The company runs two main businesses, with one centered on low-global-warming-potential refrigerants, blowing ...

Amtech Systems ( ASYS ), a semiconductor equipment maker, has been providing manufacturing solutions to the semiconductor industry for around three decades now. ASYS’s main expertise lies in the field of heat management equipment (70% of sales), where their automatedAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions ...

We came across a bullish thesis on Axcelis Technologies, Inc. on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on ACLS. Axcelis Technologies, Inc.'s share was trading at $81.51 as of December 1st. ACLS’s trailing and forward P/E were 19.22 and 19.01 respectively according to Yahoo Finance. Photo by JESHOOTS.COM on Unsplash Axcelis Technologies designs, manufactures, and supports the advanced systems that underpin modern semiconductor manufacturing, specializing in ion ...

Trump administration is investing up to $150 million in chip startup XLite as the company looks to develop more advanced semiconductor manufacturing techniques. The government would get an equity stake that would likely make it Exlife's largest shareholder shareholder. It's always a good day for me when I get to talk to my next guest, Pat Gellzinger, XLite executive chair, former Intel CEO and Playground Global General Partner.Pat, good to see you, my man. Um before we even get into this this this deal stru ...

Flash | 19 Nov 2025 12:21:49 ET │ 12 pages US Semiconductors QCOM, AVGO, Apple Might Be Evaluating Intel Foundry But We Don't Think it Will Come to Fruition Given Technical Challenges CITI'S TAKE We surmise Qualcomm could be evaluating Intel Foundry for its data center ASIC business (under 1% of sales) as we found QCOM job postings with qualifications including Intel's EMIB packaging technology. We also found job postings at Apple and AVGO that include references to Intel packaging technology, which is agai ...

Financial Data and Key Metrics Changes - For Q1 fiscal 2026, revenue was reported at $1.4 million, a significant increase from $481,000 in the same quarter last year and slightly up from $1.3 million in the previous quarter [10] - GAAP net loss for the quarter was $1.5 million, or $0.09 per share, compared to a net loss of $730,000, or $0.06 per share in Q1 of last year [10] - Non-GAAP net loss was $437,000, or $0.03 per share, an improvement from a loss of $550,000, or $0.04 per share in the first quarter last year [11] - The company ended the quarter with $38.1 million in cash and cash equivalents, with no long-term debt [11] Business Line Data and Key Metrics Changes - The company has seen continued revenue growth from government and commercial contracts, reflecting a solid quarter [10] - Aeluma signed a new contract with NASA, leveraging its scalable semiconductor platform for quantum applications, indicating a focus on dual-use technology [6][12] Market Data and Key Metrics Changes - The market for optical component technologies and AI infrastructure is projected to be several billion dollars within a few years, highlighting significant growth potential [5] - Demand for semiconductors in the U.S. is at an all-time high, with supply chain issues affecting traditional manufacturing methods [5] Company Strategy and Development Direction - Aeluma is fast-tracking the transition to commercial-scale production of high-performance semiconductors, focusing on optical interconnects and AI infrastructure [4] - The company aims to transition from R&D revenue to initial commercial product revenue, with a revenue expectation of $4 million to $6 million for fiscal 2026 [12] - Aeluma is strategically selective in bidding on projects that align with its commercial target markets, focusing on larger-scale opportunities [42] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to meet growing demand for high-performance semiconductor components, particularly in AI and defense sectors [9] - The company is preparing for a significant inflection point in the semiconductor industry, with plans to increase spending on growth initiatives [13] Other Important Information - Aeluma completed an oversubscribed capital raise, strengthening its balance sheet and boosting cash reserves to $38 million [6] - The company has increased wafer fabrication levels at its foundry partners nearly fivefold, enhancing manufacturing readiness [8] Q&A Session Summary Question: Update on customer engagements - Management reported continued progress in defense, aerospace, and AI infrastructure engagements, with notable achievements in sample deliveries and custom work [20] Question: Timeline for volume production readiness - Management indicated that the timeline for volume production depends on specific market verticals and qualification requirements, but they are currently capable of supporting reasonable volumes [22] Question: Market size for transceiver components - Management highlighted growing interest in high-performance technology for higher-speed transceivers, with potential for good margins in this market [24] Question: Transition to commercialization - The goal is to achieve initial commercial product revenue during the fiscal year, with ongoing efforts to solidify customer relationships and deliver samples [28] Question: Impact of government shutdown - Management acknowledged some delays in contract execution due to the government shutdown but emphasized that it has not significantly impacted their operations [44] Question: Update on fab relationships - While no new fab partners were formally added, the company has increased the number of runs at existing fabs and is working on supply chain integration [47]

Core Insights - Nvidia CEO Jensen Huang cautioned Tesla's Elon Musk about the complexities involved in semiconductor manufacturing [1][3] - Musk announced plans for an in-house chip fabrication plant to support Tesla's AI ambitions, aiming to produce up to one million chips per month [2] - Huang emphasized that building an advanced chip fab requires mastering engineering, science, and artistry, not just constructing a facility [3] Company Strategies - Musk's strategy includes diversifying and controlling the supply chain, acknowledging current partnerships with TSMC and Samsung, and hinting at potential discussions with Intel [3] - Tesla's in-house chip production aims to support next-generation AI5 processors and Dojo supercomputers [2] Market Performance - TSMC's stock closed at $286.50, down 0.94%, but rose 0.72% in after-hours trading to $288.57 [3] - TSMC shows a solid upward trajectory across short, medium, and long-term time frames according to Benzinga's Edge Stock Rankings [3]