Semiconductors Archives

Memory Capacity Is Sold Out Through 2027. Why Have Micron, SK Hynix, and Samsung Shares Tumbled?

Micron, Samsung, and SK Hynix memory are sold out through 2027, yet the stocks have dropped by double digits over the past month or so. Here's why.

By David Engle | August 7, 2026

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7 Top Tech ETFs to Invest in Semiconductor, AI, Software, and Space Stocks

Investors looking to ride the booming investment wave should look at the best tech ETFs in the semiconductor, software, AI, and space industries for strong returns.

By James Royal | August 7, 2026

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How to trade the world’s hottest market of 2026: An update in our series

The semi trade is damaged but not broken — here's how to think about it. Meanwhile, Cheesecake Factory's blowout quarter and a real estate ETF at all-time highs confirm the U.S. economy is alive and well.

By Brian Hunt | July 29, 2026

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TSMC Takes a Big Shot at AI Rivals with Boosted $265 Billion US Chipmaking Investment

TSMC is investing $265 billion in U.S. chip manufacturing as AI demand drives record revenue, soaring profits, and a booming semiconductor backlog. See what it means for investors.

By David Engle | July 24, 2026

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These two stocks are unique inflation hedges you probably haven’t considered

ASML barely budged while semis sold off — a bullish signal. Copper miners are quietly building as an inflation hedge. And the next AI demand shock may already be forming in specialty chemicals.

By Brian Hunt | July 22, 2026

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How to trade the world’s hottest market of 2026

Copper is outperforming every other commodity while semis pull back — and AI may have quietly turned your "diversified" portfolio into one giant tech bet. Here's what to do about it.

By Brian Hunt | July 20, 2026

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Memory Capacity Is Sold Out Through 2027. Why Have Micron, SK Hynix, and Samsung Shares Tumbled?

7 Top Tech ETFs to Invest in Semiconductor, AI, Software, and Space Stocks

How to trade the world’s hottest market of 2026: An update in our series

TSMC Takes a Big Shot at AI Rivals with Boosted $265 Billion US Chipmaking Investment

These two stocks are unique inflation hedges you probably haven’t considered

How to trade the world’s hottest market of 2026