Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

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Intel Foundry Faces its Final Curtain on Samsung-Tesla Deal
A single customer win has exposed the core cracks in Intel’s foundry strategy and accelerated Samsung’s resurgence
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Dr. Robert Castellano
The Real Cost of Sanctions? China Equipment Sales Drop 9.5% While Local Vendors Surge 33.9%
After 23 Quarters of Sanctions, China’s Semiconductor Equipment Industry Is Accelerating—While the West Is Losing Market Share
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Dr. Robert Castellano
Foundry Power in 2030: Why China Will Lead in Capacity but Taiwan Will Still Rule the Market
Introduction
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Dr. Robert Castellano
How Nvidia Can Build Self-Destruct H20 AI Chips to Prevent China’s Military Use
Introduction
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Dr. Robert Castellano
Geopolitical Reset: The H20 Returns to China, So Stock up on the Stock
Nvidia’s renewed license to sell its H20 processors to China is more than a bureaucratic reversal—it is a signal that even in an age of hardened…
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Dr. Robert Castellano
2
From Leaders to Moonshots: My Top Equity Picks by Forward Potential
Introduction
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Dr. Robert Castellano
Has Cathie Wood's Flagship ARK Innovation ETF Got Its MoJo Again?
Cathie Wood and her flagship ARK Innovation ETF (ARKK) have struggled in recent years.
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Dr. Robert Castellano
KLA: Guardian of Yield in the Age of Atomic Precision
Introduction: In a World of $30,000 Wafers, Imperfection Is No Longer an Option
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Dr. Robert Castellano
Rocket Lab: The Musk–Trump Feud Could Steer More Government Contracts Its Way
The evolving feud between Elon Musk and Donald Trump has introduced an unexpected subplot in the high-stakes space economy.
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Dr. Robert Castellano

June 2025

Broadcom and the Rise of Custom AI Silicon
In the age of artificial intelligence, the spotlight tends to favor the brightest names—those whose GPUs power the large language models that now shape…
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Dr. Robert Castellano
Who Really Makes the Chips? The Hidden Geography of Revenue, Manufacturing—and Tariffs
The semiconductor industry is more fragmented than it looks.
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Dr. Robert Castellano
Is QuantumScape Stock Finally Turning the Corner?
Introduction
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Dr. Robert Castellano
© 2025 Dr. Robert Castellano
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