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

First Solar Insider Sales & Semiconductor Supply‑Chain Trends: How 3‑nm Tech Fuels AI, 5G, and Renewable Energy

First Solar insider sales reveal new share‑holding trends; a deep dive into semiconductor node progression, yield challenges, and their impact on AI, 5G, and renewable tech.

Amanda Liu

07/05/2026, 17:05

4 minutes to read

Intel Drives AI Chip Growth: Share Surge, Strategic Partnerships & Node Innovation

Intel’s share rise fuels AI‑chip partnership with Microsoft, amid node‑scale, yield, and capital‑equipment challenges that shape the next‑gen semiconductor boom.

Amanda Liu

06/05/2026, 16:20

5 minutes to read

Microchip CEO Shares Sell 110k Shares, Yet Still Holds Major Stake as Tech Shifts to 5 nm Nodes

Microchip’s CEO sale of 109,500 shares shows a routine stake change, but the firm’s focus on sub‑10 nm yield, defect control and design‑manufacturing integration positions it to thrive amid semiconductor shrinkage and rising process costs.

Amanda Liu

06/05/2026, 05:34

5 minutes to read

Onsemi Signals Mid‑Cycle Recovery With Strong SiC Power‑Device Demand

Onsemi’s Q1 outlook shows a mid‑cycle rebound driven by soaring silicon‑carbide chip demand, AI data‑center growth, and improved yield—boosting revenue and EPS outlook for automotive & power‑device markets.

Amanda Liu

06/05/2026, 04:35

4 minutes to read

German Market Rises on Infineon’s Strong Semiconductor Outlook, Boosting Tech and Defence Stocks

German markets edge up as Infineon’s strong semiconductor outlook drives gains; explore how 5‑nm tech and yield challenges shape future growth.

Amanda Liu

05/05/2026, 14:19

5 minutes to read

Qualcomm Drives Semiconductor Recovery with 3 nm Yield Mastery & Edge Innovation

Qualcomm’s 3 nm mastery fuels the semiconductor revival, offering lower defect yields, AI‑driven design tools, and supply‑chain resilience that power mobile, automotive, and edge AI growth.

Amanda Liu

03/05/2026, 16:18

5 minutes to read

First Solar’s Rise: How Semiconductor Advances Fuel Solar Industry Growth

First Solar’s rise reflects how advanced semiconductor tech—yield, sub‑10 nm nodes, and wide‑bandgap power devices—boosts renewable energy efficiency and drives cross‑sector innovation.

Amanda Liu

03/05/2026, 15:58

5 minutes to read

Infineon’s Q1 Upswing Spurs German Semiconductor Rally and Future‑Proof Capacity Expansion

Infineon’s modest share rally reflects a German‑semiconductor boom driven by strong earnings, price‑push strategy, and new Dresden capacity—key to next‑gen 5‑nm, high‑yield power chips.

Amanda Liu

02/05/2026, 02:54

4 minutes to read

STMicroelectronics Q1 Surge: Strong SiC & GaN Growth Boosts Profitability & Share Price

STMicroelectronics’ Q1 earnings beat forecasts, driven by booming silicon‑carbide and gallium‑nitride demand in data‑center, automotive and industrial power‑management. This shows how advanced wide‑bandgap chips are powering a cleaner, more efficien…

Amanda Liu

01/05/2026, 07:59

4 minutes to read

Infineon Eyes Q2 Surge: Price Hikes, Dresden Fab Boost, and AI‑Chip Power Dominance

Infineon’s Q2 earnings preview: price hikes, a new Dresden fab, and AI‑chip power‑supply growth set to boost revenue and margins amid fierce silicon‑carbide competition.

Amanda Liu

01/05/2026, 04:30

6 minutes to read

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