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Semiconductor stocks

Intel (NDQ:INTC): Its been outmuscled by Nvidia, but its rival just became an investor by buying a US$5bn stake

Intel (NDQ:INTC) has a peculiar shareholder register that has included the US government (which bought 10% in August), Japan's SoftBank and now Nvidia. Yes, as the saying goes...if you can't beat them join them. The companies will work to co-develop chips for PCs and data centres, chips using Nvidia's graphic technology and hardware. And Nvidia is…

ByNick SundichSeptember 22, 2025

Here’s what investors need to know about ReRAM and how ASX chip stocks can make big bucks from it!

Our longer term readers would know we are big fans of Weebit Nano (ASX:WBT), a company commercialising its own version of a technology known as ReRAM (Resistive Random-Access Memory). We've spoken a lot about Weebit and certain other chip stocks embracing it (which we'll get into shortly), but we've never written an article focused on…

ByNick SundichSeptember 8, 2025

ASX stocks in America: Here are 4 performing well and 4 performing poorly

You might think ASX stocks in America are doing better than peers which are not there because the USA is a much bigger market. In reality, this is not always the case. What are the Best ASX Stocks to invest in right now? Check our buy/sell tips [sg_popup id="23914" event="click"][/sg_popup] ASX stocks in America: Here are 4 performing…

ByNick SundichSeptember 2, 2025

6 of the best annual results on the ASX in FY25 and 6 of the worst!

Each reporting season, we like to recap some of the best annual results on the ASX and some of the worst as well. Amidst all the companies, it is easy for investors to get lost amidst the mire of information. And so we like to single out particular companies that impressed and others that did…

ByNick SundichAugust 26, 2025

Why Investors Are Watching Archer Materials After a 35% Surge

What if diagnosing a serious disease was as simple as taking a home pregnancy test? Right now, in Adelaide, a small-cap tech company, Archer Materials (ASX:AXE), is working to make that possible. Their goal is to shrink an entire medical lab onto a semiconductor chip that can analyse a drop of bodily fluid and detect…

ByCharlie YouldenAugust 14, 2025

ASX Semiconductor Stocks: An Ultimate Guide for Investors (2025 edition)

ASX Semiconductor Stocks are amongst the most complicated and volatile companies on the bourse, but also those with amongst the most money-making potential investments on the bourse. Because semiconductors underpin all modern technologies from smartphones to advanced manufacturing machines. And the AI revolution promises to deliver even further growth. Having followed the sector for many years…

ByNick SundichAugust 6, 2025

Onsemi Stock Crashes 16%: Short-Term Panic or Long-Term Trouble?

Is this the moment onsemi loses its spark or sets up its biggest comeback yet? On August 5th, onsemi’s stock (NASDAQ:ON) nosedived 16% in a single day, capping off a brutal year that has already seen the company shed over 22% of its value. It was the worst-performing stock in the S&P 500 that Monday,…

ByCharlie YouldenAugust 5, 2025

Weebit Nano (ASX:WBT): 19% Price Surge After WBT Signs Its First Product Customer

Is This ASX Technology Stock the Next Big Semiconductor Winner? On 31 July, Weebit Nano (ASX:WBT) soared over 19% in a single day after releasing its Q4 FY25 results. While most investors are distracted by the AI arms race and semiconductor giants, a little-known Aussie tech company is quietly disrupting one of the…

ByCharlie YouldenAugust 1, 2025

Missed out on the Nvidia boom? Why not consider Nvidia suppliers that are publicly listed? Here’s our top 6!

If you want to benefit from the growth of Nvidia but don't have the confidence that you'll be able to reap the returns investors who got in earlier have made, you could invest in Nvidia suppliers. You see, the world's largest GPU supplier doesn't do it all 'in house', it relies on a number of suppliers.…

ByNick SundichJuly 29, 2025

As ASX Reporting Season for FY25 Looms: Here’s An Investors Ultimate Guide

ASX Reporting Season is almost upon us once again. It is the most important time of the year for investors, a time many reconsider if their thesis still holds, many choose to buy into a stock or sell, some will receive dividends (either expectedly or unexpectedly) whilst others will be disappointed. While you may not…

ByNick SundichJuly 23, 2025