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Tag: Semiconductors

Is China Really to Blame for the Chip-Driven Tech Wreck?

Avatar photo Alex Frew McMillan on July 28, 2026

AI, tech stocks

Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?

SK Hynix’s 32% Mystery: Why the Shares Trade at a Huge U.S. Premium

Avatar photo Alex Frew McMillan on July 23, 2026

SK Hynix

There are odd trading patterns developing for tech stocks on either side of the Pacific. And there’s a specific reason why trading in Hynix is particularly weird.

Why China Is Throwing Its Support Behind This Chipmaker

Avatar photo Alex Frew McMillan on July 21, 2026

China tech stocks

The ‘national team’ has stepped into the markets to stem the slide in A shares, propping up stocks ahead of a memory-chip maker’s listing.

Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.

Avatar photo Alex Frew McMillan on July 16, 2026

TSMC

Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.

What Can We Expect as Asia’s Largest Company Readies Earnings?

Avatar photo Alex Frew McMillan on July 14, 2026

TSMC fab

Chip-foundry market leader TSMC already gave impressive June sales numbers, but there’s plenty riding on guidance for the rest of the year.

Chip Heavyweight Hynix Projected for $28 Billion Record IPO

Avatar photo Alex Frew McMillan on July 9, 2026

SK Hynix Chips

Shares in the Korean semiconductor firm are set to list on Friday and raise a record amount for a company based outside of the U.S.

Samsung’s Blowout Projections Trigger Selling and the Semi Top Could Be in

Avatar photo Alex Frew McMillan on July 7, 2026

Samsung logo and building

The world’s largest chipmaker seemed to trigger a surprising stock selloff.

Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work

Avatar photo Stephen Guilfoyle on July 1, 2026

Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.

Asia’s Chip Stocks Set Records. Where Do We Go From Here?

Avatar photo Alex Frew McMillan on June 30, 2026

Artificial Intelligence image

The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?

Mag 7 Down $2.3T!; The SpaceX IPO Order Mystery; Semis Spring Back

Avatar photo Stephen Guilfoyle on June 30, 2026

Let’s check how far the Magnificent 7 market cap fell in June, a strange Korean broker drama, and Warren Buffett’s caution on Gates Foundation.

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