Semiconductors
TSMC’s US Bet Forces a Delicate Balancing Act Between Pricing Power and Profit Margins
The world’s most valuable chipmaker is navigating a paradox: record-breaking profits and a soaring share price on one side, and...
Nvidia Diversifies Cloud Alliances and Pharma AI as Chip Rout and AMD Pressure Mount
Nvidia has quietly deepened its grip on the AI cloud ecosystem, disclosing a 9.3 percent stake in infrastructure provider Nebius...
Marvell Technology’s Whiplash: Analyst Upgrades Collide With Insider Sales and a 40% Stock Shed
Marvell Technology’s stock rebounded 4.63% to €172.76 on Monday, recouping some of the ground lost in a sell-off that had...
Marvell Technology’s Divergent Signals: Record Growth, a $12 Billion Google Deal, and a 35% Monthly Drop
The analyst community is tearing itself in two over Marvell Technology. KeyBanc just slapped a $400 price target on the...
Behind Micron’s 25% Rout: A Fully Booked HBM Pipeline and $25 Billion in New Factories
The sell-off in Micron Technology shares has been brutal, but the company’s order book tells a different story. The stock...
SanDisk’s Plunge Meets a Wall of Institutional Buying as Analysts Split on AI Demand
SanDisk finds itself at the center of a sharp disconnect that has become the defining story of this summer for...
SK Hynix Faces a Perfect Storm of Analyst Skepticism, Post-IPO Hangover and Geopolitical Headwinds
SK Hynix is grappling with a sell-off that has shaved more than a third of its market value from June’s...
Micron’s $100 Billion Order Cushion Meets Its Sternest Test from Washington and Shanghai
The arithmetic of Micron Technology's current position is brutal in its simplicity. Revenue running at $41.46 billion, gross margins at...
Sivers Semiconductors: Insiders Bet on Recovery as Restatement and Dilution Hammer Stock
The numbers coming out of Sivers Semiconductors are getting worse before they get better — at least on paper. A...
Aixtron’s 84% Volatility Masks Bull-Bear Schism Ahead of July 30 Earnings Reckoning
Aixtron shares have been on a rollercoaster that leaves even seasoned semiconductor investors gripping the handrails. Annualized volatility on a...
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