Semiconductors
Ams Osram Sells Sensors to Infineon for €570m, but the Debt Disconnect Remains Stark
The completion of the non-optical sensor unit sale to Infineon on July 1, 2026 sent Ams Osram shares surging 7.96%...
Micron Faces a Twin Assault: A Short Seller’s Warning and a Cartel Lawsuit Test the AI Rally
The euphoria over memory chips has drawn two distinctly unwelcome guests to the party. Michael Burry, the investor famous for...
Nvidia Tightens Its Grip on AI Infrastructure With a $500 Billion Backlog and a New Financing Model
Nvidia is no longer content with simply selling chips. The company is rewriting its revenue playbook, moving from upfront hardware...
Lam Research’s Whiplash Week: Record High, Insider Sales, and a $600 Million China Question
The stock of chip-equipment maker Lam Research ended a week of extremes on a sour note. After touching an all-time...
TSMC Wins Approval for $44 Billion Arizona Buildout as AI Boom Powers Pricing Power
Taiwan’s Ministry of Economic Affairs has cleared a fresh $20 billion investment by TSMC into its Arizona operations, bringing the...
The $27 Billion Question: Can Micron’s Capacity Splurge Fend Off Burry’s Bear Thesis and SK Hynix’s Nasdaq Debut?
Record quarterly numbers. A stock that has tripled in 2025. And yet Micron Technology finds itself under siege from two...
Semiconductor ETF Rebounds After Steep Selloff as TSMC Expansion and Nvidia Tailwinds Offset Dilution Fears
The iShares MSCI Global Semiconductors UCITS ETF staged a dramatic recovery on Friday, closing at €19.37 — a 5.12% jump...
TSMC’s 2nm Expansion Accelerates as Sector Selloff Tests Investor Resolve
The world’s largest chip foundry has weathered a turbulent week that saw a sharp sector-wide retreat briefly knock its stock,...
Sivers Semiconductors Surges 16% as €62M Capital Raise Eases Dilution Fears, But Nasdaq Listing Remains in Limbo
The Swedish photonics and wireless chip specialist staged a sharp recovery on Friday, with shares climbing as much as 16...
Sivers Semiconductors’ 700M SEK Placement Sparks 18% Selloff as Insider Lock-Up Waiver and Regulatory Probes Weigh
Institutional investors queued up to buy nearly 12.3 million new shares in Sivers Semiconductors at a 9.7% discount, yet the...
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