Semiconductors
Kioxia’s ¥1.8 Trillion Fab3 Bet Puts Tokyo’s Subsidy Pen at the Center of a NAND Supercycle
The numbers attached to Kioxia's latest expansion blueprint are staggering even by the standards of the capital-hungry memory-chip industry. More...
Infineon’s Order Book Hits €30 Billion, Yet the Share Price Still Has Ground to Reclaim
The gap between Infineon's operational trajectory and its stock market performance has rarely been wider. While the chipmaker's order backlog...
Marvell’s Supply-Chain Paradox: Record Demand Meets a Substrate Squeeze
The numbers Marvell Technology just posted were everything shareholders could have wanted — record revenue, a data-center business growing at...
Nvidia’s Balancing Act: A $12.9 Billion Platform Bet Meets Supply Chain Reality
The arithmetic of Nvidia's ambitions is getting harder to ignore. The chipmaker has just sealed its acquisition of Hugging Face...
SK Hynix’s $29 Billion Confidence Bet Faces Its November Reckoning
The arithmetic of SK Hynix's current position is almost contradictory. The stock jumped 3.3 percent on Friday to close at...
Nvidia’s $12.9 Billion Community Gambit: Why the Chip Giant Is Buying Trust, Not Revenue
The arithmetic looks absurd on paper. Nvidia is paying $12.93 billion for Hugging Face, a platform generating an estimated annualized...
Marvell’s October Reckoning: A Stock Caught Between Nvidia’s Tailwinds and Google’s Long Fuse
The reflex is almost mechanical by now. When a billion-dollar deal breaks anywhere in the artificial-intelligence chip universe, investors scan...
Aixtron’s Optoelectronics Bet Carries the Weight as Investors Await Proof of Conversion
The transformation underway at Aixtron is nothing short of dramatic — and the market is watching closely to see whether...
Micron’s $50 Billion Quarter Hangs on a September 30 Report — and a Taiwanese Pay Dispute
The arithmetic coming out of Micron Technology is almost hard to square with conventional chip-industry economics. In its fiscal third...
Sivers Semiconductors: Analysts See Upside to 2027 as $1.2 Billion Pipeline Collides With a Bruised Share Price
The Swedish photonics group Sivers Semiconductors has spent the past week navigating two very different currents: a fresh wave of...
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