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

AMD’s Venice Leap and Oracle’s Spending Blues: A Market Learning to Count the Cost

Advanced Micro Devices is delivering some of its most compelling technology breakthroughs in years, yet the market’s mood has shifted...

Infineon’s Tangential AI Play: Bridging the Gap Between Hype and Hardware Reality

by Kennethcix

The semiconductor industry's AI narrative typically orbits processors, data centers, and cloud contracts. Infineon, however, is carving out a less...

ASML’s Social Pact Turns Redundancy Into Reassignment as Shares Flirt With Record

ASML shares surged toward an all-time high this week after the Dutch chip-equipment giant sealed a revised social plan with...

Sivers Semiconductors Navigates a Web of Opportunity and Uncertainty Ahead of Pivotal AGM

by Kennethcix

When a company lands an $8.2 million production order from a military satellite supplier and sees its equity value triple...

Nvidia’s Balancing Act: Apple Cloud Win, Vera CPU Ambition, and a Market on Edge

by Kennethcix

The stock that has defined the AI boom is once again caught between blistering operational momentum and a punishing macro...

SanDisk’s Revenue Nearly Triples on AI Memory Demand, But Stock Pulls Back from Record Highs

The disconnect between SanDisk’s explosive fundamentals and its stock price has rarely been starker. While the memory specialist posted a...

Micron’s 16% Pullback Puts the Spotlight on a Structural Shift That Hasn’t Yet Peaked

by Jackson Burston

The Micron share has been on a tear, yet the past week has brought a sharp reversal. Trading at €784.70,...

Marvell’s New Switch Chip Puts the AI Networking Thesis to the Test — Amid Extreme Volatility

Marvell Technology has unveiled the Teralynx T100, a switch chip engineered specifically for the artificial-intelligence era that promises to unclog...

AMD’s 12-Gigawatt AI Contract Haul Masks a 16% Pullback as Execution Hurdles Mount

by Rodolfo Hanigan

AMD investors are confronting a stark divide. The stock has skidded 16% from its all-time high of €471.00 set in...

Jensen Huang’s Senate No-Show and the Quiet March of Nvidia’s AI Empire

by Rodolfo Hanigan