Deep Dive: AI's spillover inflation loom
Korea and Silicon Valley Lock In AI Chip Supply
Intel's Blowout Quarter
Samsung's Earnings Preview
TI beats earnings, stock fell anyway
Intel's Highest-Stakes Print of the Year Looms.
TSMC's Onshoring Math: 4-5x the cost
Semiconductor Board Extends Its Rebound
AMD's AI Showcase pre-earnings
Morgan Stanley raised its Texas Instruments estimates.
Chip Bear Market Is Confirmed
Semiconductor market enters bear phase; memory giants showing resilience.
Deep Dive: TSMC's Margin Selloff
Why did Taiwan Semiconductor closed down roughly 8.2% for the week?
Wall Street Digests the Capex Bill
Semiconductor stocks slump as TSMC's increased capital expenditure cuts deep.
Selloff Into a Third Day
TSMC's record Q2 profits reassure, but heightened AI spending forecasts shake investors.
27% Reversal in Seoul
Diving into ASML's successful Q2.
AI trade bluntest reminder yet
Record plunge causing a scare, wide-spread market downturns.
Seoul's worst day ever
Record plunge after Nasdaq debut causing shake in chip markets.
Deep Dive: Intel's Depreciation Wall
Does Intel's own Q1 2026 10-Q/8-K data support a foundry business that pays for its own depreciation?
SK hynix’s Nasdaq debut
Reshape in memory trade, as semiconductor markets fluctuate.
