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

AMD’s Analyst Day: AI, 3 nm Growth, & Yield Mastery Propel Data‑Center Dominance

AMD’s analyst day reveals AI‑GPU and data‑center CPU growth plans, 3 nm yield strategies, and how next‑gen nodes power AI, edge, HPC, and IoT.

Amanda Liu

13/11/2025, 11:20

4 minutes to read

AMD Surges on Strong Earnings, TSMC 5nm Boosts AI & Data‑Center Growth

AMD’s recent rally shows how its 5 nm‑era AI‑focused chips, backed by TSMC’s advanced nodes and yield‑optimizing design strategies, position it to dominate the data‑center market.

Amanda Liu

12/11/2025, 12:19

5 minutes to read

Intel Drives AI, 5‑nm Node & Yield Wins With Strategic CapEx & AI‑Led Leadership

Intel’s AI‑led node transition, yield‑boosting analytics and 12% CapEx hike reveal how the firm is sharpening its 5 nm roadmap to stay ahead of rivals while driving edge and quantum tech.

Amanda Liu

12/11/2025, 11:49

4 minutes to read

Qualcomm Q4 Beats Expectations, Eyes 2026 AI Data‑Center Growth

Qualcomm beats Q4 earnings, boosts revenue and EPS, and unveils its 2026‑27 AI data‑center chips—showing strong automotive and smartphone growth while targeting next‑gen edge AI.

Amanda Liu

07/11/2025, 12:20

5 minutes to read

First Solar’s Solar Power Boost: How Semiconductor Innovation Fuels Next‑Gen Thin‑Film Efficiency

First Solar’s rise hinges on cutting‑edge semiconductor tech—node progression, 3‑D integration, and yield‑optimised deposition—to boost solar module efficiency and stay ahead in a growing encapsulation market.

Amanda Liu

07/11/2025, 07:03

4 minutes to read

AMD’s AI Push & 5‑nm Edge: How OpenAI Deals & 3D Packaging Drive Growth

AMD’s AI partnership and 5‑nm/3‑nm strategy reveal how the chipmaker’s advanced process nodes, yield tactics and 3D packaging can drive data‑center growth, positioning it ahead amid rapid semiconductor shifts.

Amanda Liu

06/11/2025, 12:22

5 minutes to read

First Solar Rides AI‑Driven Data‑Center Growth Amid Semiconductor Chip Challenges

First Solar’s future hinges on AI‑driven data‑center demand and cutting‑edge semiconductor tech – how analysts weigh its upside and risks amid rising clean‑energy growth.

Amanda Liu

05/11/2025, 07:02

6 minutes to read

STMicroelectronics NV: Analyst Bullish, 5G & Automotive Growth Fueling 25.86 EUR Target

STMicroelectronics NV analysts give a bullish outlook, with a target of 25.86 EUR and 4.48 EUR upside, as the firm’s mixed‑signal strengths fuel confidence in 5G, automotive electrification, and IoT, despite a Montreal bus driver strike that could a…

Amanda Liu

02/11/2025, 09:16

5 minutes to read

KLA Corp Navigates Semiconductor Sector Dynamics Amidst Node Advancements and Yield Challenges

KLA Corp’s stock performance is influenced by the rapidly evolving semiconductor landscape, with factors such as sector growth, investor sentiment, and macroeconomic cues impacting its valuation, while the company’s core competencies in process cont…

Amanda Liu

26/10/2025, 09:40

6 minutes to read

Lam Research Corp. Leads Semiconductor Equipment Market with Resilient Performance and Strategic Innovations

Lam Research Corp. is poised to maintain its position as a leading supplier of semiconductor equipment, driven by its focus on high-yield, high-throughput solutions for emerging nodes and its ability to navigate the industry’s complex challenges.

Amanda Liu

21/10/2025, 10:48

5 minutes to read

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