There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
Semiconductor stocks
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
Adisyn Hits Development Milestone
Adisyn (ASX: AI1), through its subsidiary 2D Generation, announced today that it has successfully deposited a graphene-like carbon layer using an atomic layer deposition (ALD) tool at low temperatures. This is a meaningful technical milestone.
To understand why this matters, we will look at how modern semiconductor chips are manufactured and why…
Today, on the first trading day of 2026, Stocks Down Under publishes its its 10 Hottest ASX Stocks to Look At in the year ahead!
What are the Best ASX Stocks to invest in right now?
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Stocks Down Under's Top 10 Hottest ASX Stocks to Look At in 2026!
Note: These…
Weebit Nano (ASX:WBT) bagged an elephant
On 29 December 2025, Weebit Nano announced it signed an IP (Intellectual Property) license deal with Texas Instruments (TI, NASDAQ:TXN), the world's largest analog semiconductor manufacturer that generated US$17.3bn in revenues in the last 12 months through 3Q25 (September quarter). In other words, this is a massive deal for…
This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…
Silicon With a Brain
DorsaVi’s (ASX:DVL) Resistive Random Access Memory (ReRAM) development is progressing toward integration at the 22nm (nanometer) technology node. Now, for many investors, this is highly technical language, but the key point is simple and we will break down what all this means for the company and how it ties into its…
Our long-time followers would know we are big fans of Weebit Nano (ASX:WBT). This company has delivered stellar returns to shareholders over the past few years. But just where is this company at right now, and what is next?
To make a long story short, it has achieved what no other ASX semiconductor stock has in…
ASX semiconductor play Adisyn (ASX:AI1) is at a pivotal point in its development journey. By this time next year, the company is expected to have delivered a demonstration protype of its graphene disposition technology to build transistor interconnects, an area of semiconductor manufacturing that is starting to become a major bottleneck in advanced chip manufacturing.
What…
Hear the term 'Activist investors' and you might think of GetUp, the progressive activist group that forced Woolworths to hold an EGM in 2014 in an attempt to limit the maximum bets on poker machines to $1. Or perhaps even of ESG-focused fundies like Australian Ethical (ASX:AEF). The reality is a lot more complicated and…
