As of February 12, 2026, the semiconductor industry has officially entered what analysts are calling the "Giga-cycle," with global Wafer Fab Equipment (WFE) spending projected to hit an unprecedented $135.2 billion this year. This revised forecast, spearheaded by reports from SEMI and echoed by industry leaders, represents a staggering
TEMPE, AZ — February 12, 2026 — Amkor Technology (NASDAQ:AMKR) has sent shockwaves through the semiconductor industry this week, reporting a fourth-quarter earnings blowout that far exceeded even the most optimistic Wall Street projections. The company posted an earnings per share (EPS) of $0.69, a staggering 60% surprise over the
In a landmark move for the global semiconductor industry, Applied Materials (NASDAQ: AMAT) and Samsung Electronics (KRX: 005930) officially inaugurated their joint research residency at the newly minted EPIC Center in Silicon Valley. The announcement, made today, February 12, 2026, positions Samsung as the "founding member" of the $5 billion
Intel Corp (INTC) is trending on Thursday after India's antitrust regulator imposed a penalty on the chipmaker for implementing a discriminatory warranty policy on its boxed microprocessors in the country.
Israeli reservist & civilian indicted for insider trading on Polymarket by using classified intel on planned strikes against Iran. Controversial issue in prediction markets as they operate in regulatory Wild West.
The artificial intelligence super-cycle, which has propelled equity markets to record highs for over three years, hit a significant roadblock on February 11, 2026. In a day characterized by high-volume selling and a sharp pivot in investor sentiment, the tech-heavy Nasdaq Composite plunged 3.8%, marking its worst single-session performance
The Dow Jones Industrial Average has reached a summit once thought to be years away, officially crossing the 50,000-point threshold in a historic trading session on February 6, 2026. This milestone represents more than just a psychological victory for Wall Street; it serves as a definitive signal that the
Today, February 11, 2026, GlobalFoundries (NASDAQ: GFS) finds itself at the center of the semiconductor narrative following a high-stakes Q4 2025 earnings release that has sent ripples through the industry. Despite a broader climate of cautious tech spending, the Malta, New York-based foundry delivered a significant "beat and raise" on profitability, underscored by a fresh [...]
Shares of analog chips maker onsemi (NASDAQ:ON)
jumped 3.1% in the afternoon session after the company reported mixed fourth-quarter results where earnings per share beat analyst estimates, but revenue guidance for the upcoming quarter fell short. The analog chip maker posted an adjusted EPS of $0.64, beating the consensus estimate of $0.62. Revenue came in at $1.53 billion, in line with expectations but representing an 11.2% decline from the previous year. However, the positive earnings surprise was tempered by the company's forecast for the first quarter, which projected both revenue and earnings below Wall Street's projections. Despite the weak outlook, investors appeared to focus on the better-than-expected profit and a strong free cash flow margin of 31.7% for the quarter. The stock's rally represented a significant reversal from an initial 4.6% drop immediately following the earnings release, suggesting a shift in sentiment as the market digested the full report.
As of February 10, 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not just as a semiconductor manufacturer, but as the foundational architect of the global intelligence economy. With a market capitalization hovering between $4.3 trillion and $4.6 trillion, the company has eclipsed traditional tech titans to become the most valuable enterprise in the world. The current [...]
Date: February 10, 2026 Introduction As the artificial intelligence revolution enters its third year of explosive infrastructure deployment, the industry's focus has shifted from the raw compute power of GPUs to the "connectivity bottleneck"—the challenge of moving massive amounts of data between thousands of processors without overwhelming power grids. At the heart of this transition [...]
