Semiconductors

Analysis

TSMC’s 2nm Expansion Accelerates as Sector Selloff Tests Investor Resolve

European Markets

Sivers Semiconductors Surges 16% as €62M Capital Raise Eases Dilution Fears, But Nasdaq Listing Remains in Limbo

European Markets

Sivers Semiconductors’ 700M SEK Placement Sparks 18% Selloff as Insider Lock-Up Waiver and Regulatory Probes Weigh

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Semiconductors

Nvidia Insider Sales Hit $410M as OpenAI’s Jalapeño Chip Tests Dominance

Nvidia’s boardroom and its competitive landscape are both sending mixed signals. While CEO Jensen Huang declared the debate over AI...

Broadcom’s $580 Price Target Stands Firm as Shares Slide 11%

Broadcom shares slumped more than 10% last week to €321.05, wiping out weeks of gains and leaving the stock roughly...

ASML Faces a Dual Threat as US Export Curbs and High-NA Delays Test Its Dominance

The Dutch lithography giant ASML finds itself squeezed between two distinct pressures that threaten to dent a near-perfect growth narrative....

AMD’s Rally Hits a Pause as the Market Weighs Ambition Against Execution

The stock closed Friday at €457.30, down 2.31% — a modest retreat that masks a deeper shift in investor focus....

Micron’s $1.4 Trillion Milestone Meets a 4.76% Selloff: The Memory Supercycle’s First Real Test

by SiterGedge

Just hours after crossing the $1.4 trillion market capitalization mark and briefly exceeding both Meta and Tesla, Micron Technology saw...

MSCI World ETF: Index Overhaul and Chip Earnings Create a Two-Speed Market

by Jackson Burston

The MSCI World ETF has navigated a busy stretch, pairing one of the most extensive index rebalances in recent memory...

IBM’s 0.7nm Chip Lands Just as the Market Asks: Where’s the Revenue?

by Jackson Burston

IBM capped the week with a 3.63% gain to €235.40, a move that pushed its weekly advance to roughly 8.5%...

Morgan Stanley and Goldman Sachs Load Up on Kontron Derivatives as Share Buyback Accelerates

The quiet drama around Kontron’s stock is playing out far from the public market. While the Austrian IoT specialist’s shares...

SanDisk’s Independence Week: A 22% Surge, a Record High, and a Sudden 6% Retreat

by Jackson Burston

SanDisk’s long-awaited split from Western Digital has unleashed a trading frenzy that saw the stock swing violently in both directions...

The Memory Bottleneck Shifts: Micron’s $22 Billion Lock-In and the Selloff That Tests a New Narrative