Newsletter

May 2026

Technology Semiconductor stocks Tech Stocks

4DS Memory (ASX: 4DS): A Second Life at 60nm in India

We've been following 4DS Memory for a very long time, and for most of that journey it has been a story of heartbreak. The company's dream, bringing its proprietary Interface…

ByMarc Kennis

Aug 2025

Semiconductor stocks Tech Stocks Technology

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…

ByNick Sundich

Jul 2025

Semiconductor stocks Technology

TSMC: The ~TW$30tn company that’s the reason why China has an eager eye on Taiwan

First published in October 2021, last updated in July 2025. Have you ever heard of TSMC (Taiwan Semiconductor Manufacturing Company)? If you haven't, there are good reasons why you should know…

ByMarc Kennis

Apr 2025

Tech Stocks Technology

Mark the Pitt Street Research Semiconductor Conference 2025 in your calendars!

The Pitt Street Research Semiconductor Conference 2025 is coming up! Pitt Street Research in partnership with Bell Potter are thrilled to be hosting the Pitt Street Research Semiconductor Conference 2025.…

ByNick Sundich

Sep 2021

Technology Uncategorized

Your guide to investable Australian semiconductor stocks

Ignore the opportunities in the ASX-listed semiconductor space "at your peril," according to Marc Kennis from Stocks Down Under. Marc has been analysing the sector since the 1990's and says while…

ByMarc Kennis