Here’s Why the Simple Explanation for the Chip Selloff Makes No Sense
Chip stocks have sold down hard in the last couple of days. While Chinese competition is often cited as the motive, that’s a simplification that doesn’t add up.
Asia’s Chip Stocks Set Records. Where Do We Go From Here?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?