#semiconductors
3 stories
MarketsAug 2
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.
Tomas Keller
MarketsJul 29
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.
Tomas Keller
MarketsJul 8
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.
Tomas Keller