US semiconductor stocks dropped sharply after the introduction of a new Chinese chip model called Kimi K3, which rattled investors despite strong earnings and raised guidance from major players like TSMC and ASML. The SOXX ETF fell 1.5%, reflecting broader market concerns. The author remains cautious, holding 80% cash and monitoring upcoming earnings and Federal Reserve signals before making new investments. The selloff is seen as exaggerated but the market bottom has not yet been confirmed.
The semiconductor industry is navigating significant uncertainty due to rapid AI-driven growth, recent declines in the tech sector, and upcoming earnings reports from key players like Nvidia and AMD. Valuation concerns and the need for profitability ...
Shares of major chipmakers like Marvell, AMD, and Intel dropped sharply after Lam Research, a chip equipment supplier, warned of ongoing supply chain constraints that could limit semiconductor production into 2027. This supply squeeze is hitting comp...
The iShares Semiconductor ETF (SOXX) will undergo a 3-for-1 stock split on November 5, 2026, tripling the number of shares held by investors while reducing the price per share proportionally. This split does not affect the total value of holdings, co...
Lam Research reported a record fiscal Q1 2027 with revenue and earnings beating estimates, but its stock fell 9% after the CFO warned that supply chain constraints will limit growth in the December quarter. This caution affected the broader semicondu...
Berkshire Hathaway's Class B shares reached a record closing price of $539.82 on October 20, 2026, surpassing its pre-Warren Buffett CEO exit peak by two cents after 17 months. This rise was driven mainly by investors moving funds out of AI and semic...
