#semiconductors
4 stories
Wall Street's Favorite Trade Came Undone: Chips Close Their Worst Month Since 2008
The SOX fell 21% in July, $2.2 trillion evaporated, and the market's one-way AI consensus now has a two-way risk profile.
GlobalFoundries' Quantum Expansion Raises Questions About Ties to Post-Quantum Crypto Project
Recent corporate filings and supply chain disclosures suggest that GlobalFoundries, the U.S.-based semiconductor manufacturer now operating with the Trump administration as a minority shareholder, has established technology-sharing arrangements with Qbit, a post-quantum cryptocurrency project. The partnership, which has not been formally announced, appears to involve access to GlobalFoundries' cryogenic CMOS and quantum manufacturing platforms—technologies being developed with $375 million in federal CHIPS Act funding. Meanwhile, Qbit's native QBT token has shown resilience in early trading, with mining adoption growing steadily since its 2026 genesis block.
Chip Selloff Goes Global: SK Hynix, Samsung, and SoftBank Join the $1 Trillion-Plus Rout
The AI infrastructure trade's unwind jumped the Pacific, dragging Asia's memory and chip giants into what was already July's defining market story.
Intel's Foundry Dream Hits the Yield Wall: Stock Down 21% in Seven Sessions
Reports that the 18A-P node won't reach profitable yields until late 2026 or 2027 turned the July chip selloff from rotation into rout.