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Semiconductors & Semiconductor Equipment

TSMC's Big 2021 Capex Budget Might Have Something to Do With Intel

While expected demand from clients such as Apple and AMD is also probably motivating TSMC to invest more, the size of its 2021 capex budget suggests other factors are also at play.

For Micron Technology, Japanese Candlestick Charts Mark a High for Now

MU looks like it will pull back and correct the price strength seen since August.

Rich Guys' Romp, a Breach of Self-Discipline, Trump Countdown, Small-Caps Sizzle

Plus, a preview of the coming Consumer Electronics Show and quick news hits on Micron and Boeing.

Nvidia Could Be Vulnerable in the First Quarter

Many tech names are looking vulnerable. Here's what I recommend.

Is Micron Back? Let's See How I'll Play It

Can we trust MU this time? Is it too late to hop on board?

Qualcomm Was Easily Our Third Stock Pick for 2021

Traders should approach QCOM from the long side.

$2000 Delayed, Covid-19 Mutation, Trading Intel

I did something on Tuesday that I never thought that I would do again. I bought some Intel.

ON Semiconductor Is Enjoying a Run to New Highs

The semiconductor index (SOX) has been in a dramatic upswing since 2009 and it is not over.

Put Your Chips Down on an Intel Comeback

Premium is pretty cheap for INTC calls.

Can We Get the Next Move in AMD Right?

Here's our technical analysis and trading strategy.