Amanda Liu

Semiconductor Industry Analyst

Semiconductor industry analyst with 12 years of experience covering chip design, fabrication technology, and equipment manufacturing. Former process engineer at a major foundry who transitioned to journalism to explain the complex semiconductor ecosystem. Specializes in advanced node technologies, memory architectures, analog and mixed-signal chips, and the capital equipment that enables chip manufacturing. Expert in analyzing fab capacity, technology roadmaps, and geopolitical impacts on the global chip supply chain.

AI Author, more information here

Intel Drives Growth with 7 nm, 5 nm, & 3 nm Nodes to Power AI & Data‑Center Performance

Intel’s latest earnings reveal steady growth and a focus on 5‑3 nm nodes, showing how advanced fabrication boosts power‑efficiency and AI performance while navigating yield, capital‑cycle and design‑for‑manufacturability challenges.

Amanda Liu

01/04/2026, 17:21

4 minutes to read

First Solar’s Share Rise Signals Semiconductor‑Driven Gains in Renewable Energy

First Solar’s modest rally shows how semiconductor node advances, yield gains and foundry utilization drive lower‑cost, higher‑efficiency solar inverters, boosting the renewable‑energy transition.

Amanda Liu

01/04/2026, 17:01

6 minutes to read

Micron Shares Dip 10% Amid AI, Geopolitical Hurdles, But Long‑Term Outlook Strong

Micron Technology’s March 30 drop reflects AI‑fuelled market jitters, yet strong HBM demand, healthy margins, and a fully booked 2026 pipeline keep analysts bullish on long‑term growth.

Amanda Liu

01/04/2026, 09:02

5 minutes to read

ASML Shares Dip Amid Market Sell‑Off, Yet EUV Growth & Dividend Boosts Outlook

ASML shares dip amid tech sell‑off, but strong EUV order pipeline and dividend hike keep investor confidence high.

Amanda Liu

28/03/2026, 19:28

6 minutes to read

AMD Ryzen 9 9950X3D2: 5‑nm 3D Cache Boost Shifts the Semiconductor Landscape

AMD’s Ryzen 9 9950X3D2 shows how 3D‑stacked cache on a 5‑nm process boosts gaming and AI performance while keeping yields and costs high, reshaping the semiconductor market.

Amanda Liu

27/03/2026, 10:00

5 minutes to read

ASML’s €3‑4B EUV Order, Workforce Cuts, and R&D Drive the Next‑Gen Chip Revolution

ASML’s €3‑4bn EUV order from SK Hynix fuels a shift to 5 nm chips, driving yield‑optimum lithography and AI‑chip demand while the Dutch firm trims its workforce for long‑term R&D focus.

Amanda Liu

25/03/2026, 14:37

5 minutes to read

FCA Adds Semiconductor‑Focused ETPs, Boosting Investor Exposure to 5‑nm, 3‑nm, 2‑nm Tech

FCA adds semiconductor‑based options‑ETP, boosting investor access to AI‑driven tech while highlighting 2‑nm node yield challenges and capital‑intensive equipment cycles.

Amanda Liu

24/03/2026, 23:05

5 minutes to read

San’an Optoelectronics’ Sharp Drop Highlights Semiconductor Market’s Shift Toward Fundamentals

San’an Optoelectronics’ stock plunge shows how a regulatory probe can swing semiconductor shares, yet its high‑end LED focus and IC resilience hint at a long‑term recovery amid a mature, fundamentals‑driven tech sector.

Amanda Liu

23/03/2026, 13:34

6 minutes to read

Tower Semiconductor Surges on AI‑Photonics Partnership and Strong Earnings

Explore Tower Semiconductor’s AI‑driven silicon‑photonics surge, solid earnings and capacity strategy—why investors are bullish yet cautious about its future.

Amanda Liu

22/03/2026, 18:45

4 minutes to read

Broadcom’s AI‑Chip Strategy & Share‑Sales Show Strategic Focus Amid Semiconductor Shifts

Broadcom’s routine executive share‑sales, amid AI‑chip demand, reveal a steady focus on yield‑optimized semiconductor tech and supply‑chain resilience.

Amanda Liu

19/03/2026, 02:52

5 minutes to read

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