semiconductors
34 articles tagged semiconductors, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
Beijing Backstops Tech, Chips Rally Worldwide — NVDA $206.65 Decides If It Travels
China's support measures sent Shenzhen up 4.81% and global chips extended their rebound. The rally reaches our board only if NVDA clears $206.65 — below $197.97...
China May Export-Control Its Own AI Models — The Cheap-Token Era Just Got Policy Risk
Beijing is weighing export restrictions on Chinese AI models and chips, per an FT report. Days after Moonshot's Kimi triggered a chip selloff, the global floor...
Barclays Splits the Chip Sector in Two — Lumentum Up, Allegro and Penguin Cut
Barclays turns selective on semis ahead of Q2 earnings, warning AI-driven gains have left little room for upside in crowded names.
The KV Cache Wall Just Made NAND the AI Bottleneck — And Samsung's V10 Is the Relief Valve
Nvidia's GPUs are choking on key-value cache data. Samsung's V10 NAND for next-generation CMX storage moves the constraint from compute to memory tiering — and...
US-Iran Shock Sends Oil to Monthly Highs, KOSPI Down 4% — NVDA's $197.97 Is the Firewall
Risk-off went global overnight as oil spiked and Korea's KOSPI shed $144B. Nasdaq futures are green anyway — NVDA's $197.97 low decides whether the contagion re...
Semis Are on Track for 133% Q2 Earnings Growth — and 44% of the S&P 500's Profit Gain
S&P 500 semiconductor earnings are forecast to jump 133% year over year, carrying nearly half the index's total profit growth. That concentration is the AI trad...
The Dot-Com Parallel Fails Its First Test: AMD's 8% Flush Was Bought Back Before the Close
Speculative vehicles are halving while nine of ten mega-caps fell, yet the session's deepest drawdown was repurchased within hours. Genuine bubble unwinds do no...
AMD Flushed to $460.21 Then Reversed $45.67 — The Only Real Bid on a Nine-Red Board
Nine of ten megacaps finished red Thursday, but AMD's $45.67 reversal off $460.21 was the session's lone conviction print. NVDA's $197.97 low is the line that d...
Salesforce vs. Dell Is the Wrong Debate: The AI Bill of Materials Picks the Winner
Weekend coverage framed 2026's tech choice as Salesforce against Dell. The real answer sits upstream, where memory supply and grid power set the margin structur...
500x Oversubscribed and Still Cooling: CXMT's $8.6B IPO Reprices China's Chip Trade
CXMT's Shanghai listing drew 500x institutional demand — yet less fever than recent Chinese tech IPOs. The gap between those two facts is the weekend's real sem...
Kimi K3 Tops the Coding Rankings: The Crash Question for Tech Is Now an Inference Question
Moonshot AI's Kimi K3 hit the top of a watched AI coding leaderboard within hours of release. Whether tech's earnings-driven rally survives a correction now dep...
CXMT's $8.5B DRAM Bet: China Wants the Memory Layer That Feeds Every AI Rack
ChangXin Memory is raising $8.5 billion to expand DRAM capacity and chase the Big Three. The bottleneck for AI infrastructure sits in memory, and China is spend...
Apple Prints a Fresh High as AMD Bleeds: The AI Trade Is Rotating, Not Breaking
Thursday's 7.47-point performance spread between Apple and AMD tells the real story — capital is moving up the quality curve within tech, not out of it.
The Talent Bill of Materials: China Adds 27 AI Majors as the Skills Bottleneck Comes Into Focus
Beijing is retooling its vocational pipeline for AI and humanoid robotics while automakers experiment with proprietary tokens. The scarce input is shifting from...