Qualcomm, Nvidia and Micron shares fell as hotter US CPI data, rising bond yields and profit taking pressured semiconductor stocks.
Semiconductor stocks
Archer Materials (ASX:AXE) remains on track for a 2026 working qubit while shifting toward wafer scale manufacturing.
We've been following 4DS Memory for a very long time, and for most of that journey it has been a story of heartbreak. The company's dream, bringing its proprietary Interface Switching ReRAM technology to sub-20nm advanced process nodes, ran aground not once, but twice. After years of platform lots, etching problems, manufacturing setbacks at imec…
Weebit Nano in 2026 has something it has never had before: the balance‑sheet strength, commercial momentum and engineering depth to scale Resistive RAM (ReRAM) into a global licensing business. The company has raised A$87m through an institutional placement, with a further A$15m available via the Share Purchase Plan. On a fully subscribed basis, the pro‑forma…
Adisyn (ASX:AI1) subsidiary 2D Radar signs MOU with Raval, a €201m-revenue Israeli manufacturer, to develop graphene stealth drone components on serial production machines from day one.
AMD and Arm are both exposed to the next phase of AI infrastructure, but AMD looks like the better buy candidate on valuation and growth.
Adisyn (ASX:AI1) this morning announced that the USPTO has allowed US Patent No. 18/692,223 covering its core graphene coating technology. The market will read it as a semiconductor story, and fair enough, that is where the company has spent most of its airtime. But in our view, the more interesting part has nothing to do…
dorsaVi (ASX:DVL) launched its modular hardware platform program to move ReRAM and neuromorphic IP toward commercial use.
Why the cycle persists, decade after decade.
The industry has been cyclical since it began in the 1950s, and that pattern has not gone away.
Based on Morris Moore’s analysis, the gap between major downcycles is usually 3 to 4 years. Demand surges, capacity expands with a lag, and the mismatch creates the swing.
That cycle has…
Intel (NSDQ:INTC) jumped 24.5% after a clean Q1 beat, but Foundry losses remain the central test for the turnaround.
