Valuation vertigo and flashbacks to 2000
The Philadelphia Semiconductor Index, better known as the SOX, hit 12,000 points on 13 May 2026. Year-to-date, the index is up roughly 69%. The…
Global chipmakers are bracing for another geopolitical tremor, and this time, the ripple effects might be more significant than the last. In our view, former US President Donald Trump’s proposed…
Semiconductor stocks are amongst the most important companies on the market. This is because they produce the components that enable modern technology such as computers, smartphones, and other electronic devices.
So they…