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Semiconductors

ASML Faces a Two-Front Test: Political Heat Over China and the Struggle to Keep Pace with AI Demand

Earnings July 14, 2026

Marvell Technology: Jensen Huang’s Billion-Dollar Endorsement Meets a Market Reality Check

AI & Quantum Computing July 14, 2026

SK Hynix’s HBM4 Milestone Lands in a Market Divided Between Post-IPO Hangover and a Memory Supercycle

AI & Quantum Computing July 14, 2026

POET Technologies: As 800G Production Approaches, a Rare Chart Pattern Raises Hopes for a Reversal

Analysis July 14, 2026

Micron’s $250 Billion US Bet: A Megafab Rises as Supply Squeeze Tests Investor Nerves

AI & Quantum Computing July 14, 2026

Nvidia’s Headline-Driven Week: UAE Opening and Delay Denial Vie With China and Execution Uncertainty

AI & Quantum Computing July 13, 2026

AMD’s Balancing Act: Geopolitical Jitters Versus a Product-Led AI Offensive

Market Commentary July 13, 2026

Sivers Semiconductors Insiders Splash Out on Own Shares as US Dual-Listing Process Accelerates

European Markets July 13, 2026

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