#semiconductor

The numbers are staring us in the face, but the market is looking the other...

The Philadelphia Semiconductor Index (SOX) just kissed a 20% drawdown from it...

Hook Samsung, Micron, SK Hynix — the three titans of memory — collectively...

Hook $46 billion. That’s the capital that flooded US semiconductor ETFs in 20...

Over the past seven days, a single data point sliced through the sideways...

The data doesn’t lie. Over the past 30 days, Kioxia’s stock has been cut in...

The data suggests a disconnect. On the surface, SK Hynix ADR dropping back...

At block 1,445,232, the on-chain data for TSMC's July 17th disclosure recorde...

Hook Tata is building a semiconductor fab in India. It is not a blockchain...

The Felix Semiconductor Index just crashed 20% from its AI-driven peak. The...

Bernstein just lifted TSMC’s target price to NT$2,780. The street is betting ...

From the chaos of 2017, we forged a compass. Now, as the S&P 500 semiconducto...

Hook: The Clock Stops, But the Chain Doesn't ASML just dropped a signal that...

Hook The data shows a 3.49% jump in the KOSPI at open on July 15, 2024. SK...

The European Commission just approved €659 million in German state aid for...

Hook: The July CPI data slipped lower than expected. Markets exhaled. Within...

Hook July’s CPI print came in at 3.0%—160 basis points below the June peak....

Hook On the surface, the selloff in SK Hynix looks like a textbook case of AI...

Hook: The Signal in the Capital Flood When SK Hynix, the world’s second-large...

The crowd expected a home run. The data shows a groundout with a fielding...

Hook The mempool is quiet. Transaction counts on Ethereum are flat. Yet the...

The ground broke in Hiroshima last week. Micron, the third-largest DRAM playe...

A news alert hit my terminal at 09:47 EST. Dongfang Suanxin, a Chinese chip star

The chart is a lie. Broadcom’s stock surged 20% on the news of three...

Tweet 1 - Hook: The prospectus for SK Hynix’s upcoming US IPO is 450 pages...