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.
MU looks like it will pull back and correct the price strength seen since August.
Plus, a preview of the coming Consumer Electronics Show and quick news hits on Micron and Boeing.
Many tech names are looking vulnerable. Here's what I recommend.
Can we trust MU this time? Is it too late to hop on board?
Traders should approach QCOM from the long side.
I did something on Tuesday that I never thought that I would do again. I bought some Intel.
The semiconductor index (SOX) has been in a dramatic upswing since 2009 and it is not over.
Premium is pretty cheap for INTC calls.
Here's our technical analysis and trading strategy.