One week ago I put out a note taking a corrective stance. I still stand firmly behind this. In fact, my conviction is growing. Last Tuesday the Nasdaq Composite completed a bearish island reversal ...

To somehow support claims that the tariff exemption is not an exemption at all, the White House has announced an investigation into the entire semiconductor market segment. On April 2, 2025, Trump ...

The Price to Earnings ratio of 37.05 is 0.3x lower than the industry average, indicating potential undervaluation for the stock. With a Price to Book ratio of 33.5, which is 6.16x the industry average ...

Electronics are everywhere. As daily life becomes more digital and more devices become software defined and interconnected, the prevalence of electronics will inevitably rise. Semiconductors are what ...

Prime Minister Narendra Modi’s separate meetings this week with three of the world’s most powerful technology leaders, Microsoft CEO Satya Nadella, Intel CEO Lip-Bu Tan, and Cognizant CEO Ravi Kumar S ...

1. On December 22, 2025, the Secretary of Commerce (Secretary) transmitted to me a report on his investigation into the effects of imports of semiconductors (semiconductors or chips), semiconductor ...

Since October 2022, the United States has devoted significant resources to restricting China’s access to artificial intelligence (AI) and advanced semiconductor technologies. In the final months of ...