Semiconductors
ASML Faces Double Pressure: US Export Crackdown and Customer Caution Cloud a Stellar Run
The Dutch lithography giant is navigating a treacherous stretch. Just days ago, shares touched an all-time high of €1,748, but...
IBM’s Human Talent Pivot Gains Momentum Alongside a 0.7nm Chip Breakthrough and $11B Quantum Ambition
IBM is rewriting its narrative. After years of touting artificial intelligence as the ultimate cost-cutting tool — and slashing entry-level...
Palantir Notches 17% Weekly Gain as Nvidia Deal and US Orders Offset European Friction
A strategic pivot toward sovereign artificial intelligence has handed Palantir its sharpest rally in weeks: the stock surged more than...
SK Hynix’s AI Rally Hits a Dual Barrier: Legal Risk and a Cloud-Sizing Dilemma
SK Hynix’s share price has tumbled more than 24% from its June record, caught between a US cartel lawsuit and...
Micron’s Transformation Under the Microscope: $22 Billion in Prepayments, a Cartel Lawsuit, and the GM Bet
The narrative around Micron has never been more conflicted. On one hand, the memory-chip maker has locked down roughly $22...
STMicroelectronics: Analyst Upgrade Can’t Stem 7% Selloff as Rally Shows Signs of Exhaustion
STMicroelectronics has been on a tear in 2026, but the party hit a pause button midweek. Shares of the Franco-Italian...
VanEck Chip ETF Hovers at Record Highs as AMD’s AI-Led Surge Collides with Burry’s Bearish Bet
The VanEck Semiconductor UCITS ETF is within a hair’s breadth of its all‑time peak, yet the rally that has nearly...
Sivers Semiconductors Pushes Ahead With $600 Million Placement as Stock Bleeds and Regulators Circle
Sivers Semiconductors is moving forward with a SEK 600 million capital increase at a moment when the company faces a...
Micron’s $22 Billion Prepayment Fortress and 85% Margins Justify Wall Street’s Most Ambitious Target
Memory chips have long been treated as a commoditised afterthought in the semiconductor ecosystem, swinging wildly between boom and bust....
Qualcomm Shares Extend Decline as Analyst Upgrades Are Undermined by Execution Doubts
The stock has been sliding sharply despite a flurry of analyst upgrades triggered by Qualcomm’s latest investor day. Over the...
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