Chip Stocks Extend Rally. SMCI, ARM Holdings, SOXL up over 5%; Intel, Marvell, Western Digital, SanDisk up over 4%; AMD up over 2%

Option Focus | Taiwan Semiconductor's Double-Long Put Combination Targets $380 Strike Despite Cheap IV, Signaling a Clear Bearish Bet

Why great earnings haven't been good enough for AI hardware stocks

Chip, Storage Shares Extend Gains. SMCI up Nearly 14%; SOXL up over 9%; SK Hynix, Seagate Tech up Around 8%; SanDisk up over 7%; Micron, Western Digital up 6%

AI Capex Could Hit $1.6 Trillion Next Year, Says Fund Manager Who Sees More Echoes of 1998 than the Dot-Com Bust

Omdia Revises 2026 Semiconductor Growth Forecast Upward to 94.1% on Surging AI Demand

Temasek Plans First Direct Entry into South Korean Equities, Targeting Samsung and SK Hynix for AI-Driven Value

Davis Selected Advisers trims Taiwan Semiconductor stake

Option Focus | Taiwan Semiconductor’s Bullish Flow Dominates as Synthetic Long Outweighs Modest Double Put Sale, With IV at 14th Percentile

Taiwan Semiconductor is Maintained at Outperform by Bernstein

Substrate Shortage Looms as Next Major Hurdle for Advanced Chip Packaging, Warns TSMC's "CoWoS Man"

Chip, Storage Shares Jump. ASML up over 4%; SOXL, Lam Research up Around 3%; SK Hynix, Wolfspeed, Applied Materials, SMCI up Around 2%

Sector Update: Tech

<b>Taiwan Semiconductor Manufacturing</b> and <b>Sony</b> Forge Joint Venture for Next-Generation Image Sensors

TSMC, Sony to Form Japan JV for Advanced Smartphone Image Sensors

Sony, TSMC agree to establish JV for next-generation image sensors

Ming-Chi Kuo Dismisses Claims of Apple Chip Stockpile: AAPL and TSM Align Production with Material Availability, Avoiding Large-Scale Work-in-Progress Accumulation