Corporate M&ASkyworks-Qorvo Merger, AMD-Cerebras Deal Advance as Chip Stocks Sink 25%Salvado•Aug 13, 2026
Corporate FinanceChip Sector Splits: Record Amkor Earnings, $5B Nvidia-Backed SSI Deal Diverge From Stock SelloffSalvado•Aug 11, 2026
Corporate Earnings & Strategic InvestmentSemiconductor Stocks Fall 25% While Chipmakers Keep Escalating AI Infrastructure SpendingSalvado•Aug 9, 2026
Corporate FinanceGlobalFoundries Gets $300M CHIPS Award and 1% Government Stake as Chip Stocks Fall 25%Salvado•Aug 8, 2026
Corporate FinanceKLA Raises Revenue Guidance to $4B, Lifts 2026 Wafer Equipment Outlook to $150B RangeSalvado•Aug 3, 2026
Corporate InvestmentNvidia Puts $5B Into Safe Superintelligence as U.S. Takes CHIPS-Linked Stake in GlobalFoundriesSalvado•Aug 3, 2026
Strategic DealsSkyworks-Qorvo Name Integration Leaders as Kalray Signs AI Networking Deal With BullSalvado•Aug 1, 2026
Corporate InvestmentSamsung, Nvidia and South Korea Commit Over $1 Trillion to Chip Supply ChainsSalvado•Jul 31, 2026
Corporate Partnerships & ExpansionSOXX Semiconductor ETF Jumps 79% YTD as AMD's Meta Deal, Phison-Intel Tie-Up Drive RallySalvado•Jul 16, 2026
Capital Allocation TrendsPhiladelphia Semiconductor Index Hits Record as Enterprise Software Stocks Fall 20–49%Salvado•Jun 25, 2026
Investment StrategyMicron, Dell, Intel Surge While AI Software Stocks Fall, Confirming Sector RotationSalvado•Jun 25, 2026
Corporate Strategy & Supply ChainsSOXX Gains 79% YTD as U.S.-China Chip Controls Force Dual Supply Chain StrategiesSalvado•Jun 23, 2026
Tech Supply ChainMicron's Entire 2026 HBM Output Is Already Sold Out as AI Demand Outpaces SupplySalvado•Jun 19, 2026
Corporate StrategySOXX Returned 79% YTD as AI Chip Race Splits Into Efficiency vs. IndependenceSalvado•Jun 17, 2026
Investment StrategySOXX Gains 79% YTD as AI Supercycle Broadens Into Edge Hardware, Quantum, and GeopoliticsSalvado•Jun 13, 2026
Supply Chain EconomicsSOXX Up 79% YTD Before 10% Sell-Off as Rising ASIC Costs Lock Out New EntrantsSalvado•Jun 11, 2026
Tech Investment & Industrial EconomicsASIC Design Costs Have Nearly Doubled Since FinFET Era, Concentrating Chip Power in Fewer HandsSalvado•Jun 5, 2026
Strategic InvestmentNvidia's 20% Surge and a 2027 Rare Earth Ban Are Reshaping the Semiconductor Investment StackSalvado•May 21, 2026
Tech Industry GrowthAnalog Devices Revenue Jumps 30% as AI Data Center Spending Lifts Semiconductor SuppliersSalvado•May 17, 2026
Corporate StrategyIntel Surges 240%, AMD 112% YTD as AI Re-rates CPU Makers Above NvidiaSalvado•May 12, 2026
