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Stocks

“Why the iShares Semiconductor ETF Rallied 12% in January”

February 17, 2026

“…The move likely has to do with the AI buildout migrating from the training stage to deploying more infrastructure for inference, which is essentially the use of AI models in everyday tasks. That appears to have reignited demand for traditional DRAM,… Continue Reading…

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Stocks

“Why the iShares Semiconductor ETF (SOXX) Jumped 40% in 2025”

January 22, 2026

“…Shares of the iShares Semiconductor ETF (NASDAQ: SOXX) were soaring last year, reflecting the continuing AI boom… According to S&P Global Market Intelligence, the ETF finished the year up 40%… iShares’ top three holdings are now Micron (Nasdaq: MU), Nvidia, and AMD, with each one making more than… Continue Reading…

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Business, Stocks

“China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump”

August 27, 2025

“Chinese semiconductor firm Cambricon posted a more than 4,000% surge in revenue and swung to profit in the first half of the year. The numbers underscore how local challengers to Nvidia are gaining traction as Beijing looks to push its… Continue Reading…

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Stocks

“This Semiconductor Stock Has Jumped 48% in 2024, and Artificial Intelligence (AI) Could Help It Soar Further”

July 2, 2024

“ Share prices of Cirrus Logic (NASDAQ: CRUS) have been in fine form so far in 2024, clocking gains of 48% as Wall Street turns bullish on the chipmaker’s prospects. The market is excited about a turnaround in the smartphone market, its solid… Continue Reading…

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Stocks

“1 Super Semiconductor Stock Down 42% You’ll Wish You’d Bought on the Dip”

May 13, 2024

“…That company is Axcelis Technologies (NASDAQ: ACLS). Axcelis stock has gained a whopping 537% over the past five years, even after accounting for the 42% slump from its all-time high, which was set last September. Despite its massive returns, it remains one… Continue Reading…

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Business

“Japan approves additional $3.9 billion in subsidies for chip firm Rapidus to meet semiconductor goals”

April 3, 2024

“Japan said Tuesday it has approved up to 590 billion yen ($3.89 billion) in additional subsidies for chipmaker Rapidus Corporation, as the country plays catch up with other nations on semiconductor manufacturing. The latest round of support will include up to… Continue Reading…

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Business, Economy

“India approves three chip plants with over $15 billion in investments to realize semiconductor ambitions”

March 4, 2024

“India has approved building three semiconductor plants with investments of more than $15 billion as the country aims to become a major chip hub… India has ambitions to become a major chip hub on the lines of the U.S., Taiwan and South Korea,… Continue Reading…

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Business, Precious Metals

“Japan Chip Linchpin Soars on $7 Billion Government Buyout Talk”

July 12, 2023

“JSR Corp., the largest maker of a compound essential to all chipmaking, surged by its daily limit after a report the government-backed Japan Investment Corp. may buy out the company for roughly ¥1 trillion ($7 billion)… JSR controls roughly 30%… Continue Reading…

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Economy

“U.S. will create at least two semiconductor manufacturing clusters by 2030, Commerce Secretary Gina Raimondo says”

February 24, 2023

“The U.S. will use funds from the $52 billion CHIPS and Science Act to create at least two large-scale logic fabs for the manufacture of semiconductors, along with multiple high-volume advanced packaging facilities, by 2030, Commerce Secretary Gina Raimondo announced… Continue Reading…

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Business, Economy

“British semiconductor bosses threaten to move overseas as U.S. and EU splurge on chips”

February 13, 2023

“The U.K.’s semiconductor industry is crying out for financial support from the government, with insiders warning the country risks losing its microchip firms to the U.S. and other countries if it doesn’t act soon… Pragmatic Semiconductor, a Cambridge, England-based startup… Continue Reading…

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