The April scoreboard is in for the analog and embedded chip leaders, and the result might surprise traders who default to ...
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Subscribers to our Substack, The Contrarian Edge, received this commentary on Saturday, May 2. The Nasdaq Composite’s (IXIC) ...
Recently in material science news from China we hear that [Hailin Peng] and his team at Peking University just made the world’s fastest transistor and it’s not made of silicon. Before we tell you ...
The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something ...
Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the ...
Most U.S. semiconductor ETFs focus on the same 30 semiconductor stocks, varying primarily in their weighting methodologies. Semiconductor stocks outpaced the S&P 500 in 2024. The momentum will likely ...
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