Semiconductors

• Semiconductors

  AMD Beat Every Number and Still Fell 5% — What the Quarter Actually Tested

  AMD posted $11.5B in Q2 revenue, doubled its data center business, and guided Q3 above consensus. The stock dropped more than 5% after hours anyway. The problem was never the numbers — it was what the price already assumed. And for Korean memory, the quarter left a signal that matters more than the stock move.

• Semiconductors

  ASML: The One Company Every AI Chip Must Pass Through

  Every Nvidia GPU and every HBM stack begins inside a machine only one company on Earth can build. What ASML's EUV monopoly actually is, why it is the bedrock layer of AI hardware, and how the stock traveled the AI boom — from a $363 chip-winter low to a $1,768 record.

• Semiconductors

  The 2026 DRAM Price-Fixing Lawsuit, Explained: Did Samsung, SK Hynix, and Micron Rig the RAM Market?

  A class action accuses Samsung, SK Hynix, and Micron of colluding to inflate DRAM prices. Here's what happened, how much RAM prices rose, and whether the case can win.