Semiconductors

Track semiconductor stocks, cycle dynamics, capacity expansion, and the geopolitical race for chip manufacturing leadership.

Photo collage showing the ASML logo superimposed on a close-up of the pattern on silicon wafer with a rainbow gradient background.
Stocks

ASML’s waitlist has a waitlist

A sign the AI boom is still booming.

Helena Cheng
Photo collage of two circuitry and chip patterns layered on top of each other to create an abstract effect.
Stocks

Semiconductors’ report card

Sissy Yan
Servicenow office building
Stocks

A tale of two tech sectors

Lucy Brewster
AMD CEO Lisa Su
Stocks

AMD goes all out

AMD raised its revenue guidance in a bid to reassure investors.

Lucy Brewster
A semiconductor chip in the spotlight
Stocks

Chip battles heat up

But China refuses to be left behind in the AI race.

Lucy Brewster
A semiconductor chip with US flag being made
Stocks

Loaded trade talks

Nvidia and fellow semiconductor stocks stumble as geopolitical giants duke it out.

Lucy Brewster
A semiconductor chip with US flag being made
Stocks

Reciprocal tariffs are out, sectoral tariffs are in

Investors shrugged off semiconductor tariff news today.

Lucy Brewster

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