Semiconductors Articles and Guides
TickerPosts guides and articles tagged semiconductors. Plain-English, calm, and written for everyday investors. 4 posts.
Micron (MU) Stock News: A 16% October Drop, a Taiwan Bonus Dispute, and a One-Day Strike Warning
Micron shares fell about 16% in October through October 20 as AI hardware names sold off, while unions at its Taiwan plants pressed a bonus dispute. One union plans a one-day warning strike on October 22; another reached a labor agreement.
· 1 min read
Texas Instruments (TXN) Q2 2026 Earnings: The Analog Recovery
Texas Instruments grew revenue 23% as industrial, data-center, and automotive demand improved. Its U.S. factory buildout remains the long-term test.
· 2 min read
AI Chip Whiplash: TSMC's Record Profit Still Wasn't Enough
TSMC delivered huge AI-driven earnings and a larger US investment plan, but chip stocks sold off as investors questioned how much optimism was already priced in.
· 1 min read
Memory Makers Take the Brunt of the AI Hardware Unwind
SanDisk, Western Digital, Seagate, and other storage-linked names sold off as momentum came out of the data-center supply chain.
· 1 min read