Since October 7th:
Semiconductor stocks -16%
Homebuilding stocks +13%
Markets!
Semiconductor stocks -16%
Homebuilding stocks +13%
Markets!
November 2, 2026 at 2:56 PM
Since October 7th:
Semiconductor stocks -16%
Homebuilding stocks +13%
Markets!
Semiconductor stocks -16%
Homebuilding stocks +13%
Markets!
“.. Here's an interesting chart. Up until the recent peak, #$CAT traded almost exactly like a semiconductor stock. Since then, it's performed much worse.”
- @weisenthal.bsky.social
- @weisenthal.bsky.social
November 2, 2026 at 6:23 PM
“.. Here's an interesting chart. Up until the recent peak, #$CAT traded almost exactly like a semiconductor stock. Since then, it's performed much worse.”
- @weisenthal.bsky.social
- @weisenthal.bsky.social
Morgan Stanley issues a severe warning on AI semiconductor stocks
Morgan Stanley issues a severe warning on AI semiconductor stocks
Silicon Valley faces a massive spending reckoning.
bit.ly
November 3, 2026 at 7:00 AM
Morgan Stanley issues a severe warning on AI semiconductor stocks
It was, but I still don't know why they built it in AZ. Semiconductor manufacturing uses a lot of water.
November 2, 2026 at 10:00 PM
It was, but I still don't know why they built it in AZ. Semiconductor manufacturing uses a lot of water.
just lost everything investing in super mega ai semiconductor burger and diaper company
October 30, 2026 at 6:07 PM
just lost everything investing in super mega ai semiconductor burger and diaper company
Remember, to flip both houses, Democrats need to figure out the Riemann hypothesis, discover a room temperature semiconductor, prove cold fusion, and publish a solution to the Voynich manuscript
November 4, 2026 at 1:11 AM
Remember, to flip both houses, Democrats need to figure out the Riemann hypothesis, discover a room temperature semiconductor, prove cold fusion, and publish a solution to the Voynich manuscript
Nature research paper: Delayed electron–hole recombination in a pseudo-direct semiconductor
go.nature.com/4yG98Nv
go.nature.com/4yG98Nv
Delayed electron–hole recombination in a pseudo-direct semiconductor - Nature
Pseudo-direct bandgap character in bismuth sulfide retards bimolecular electron–hole recombination while preserving strong light absorption.
go.nature.com
November 3, 2026 at 4:40 PM
Nature research paper: Delayed electron–hole recombination in a pseudo-direct semiconductor
go.nature.com/4yG98Nv
go.nature.com/4yG98Nv
BREAKING: Scientists have discovered a room-temperature semiconductor
November 1, 2026 at 9:36 PM
BREAKING: Scientists have discovered a room-temperature semiconductor
Good. AES deserves to keep using semiconductor chips, unlike somebothers:
bsky.app/profile/john...
bsky.app/profile/john...
1/ Reminder: transphobes should stop using products containing VLSI semiconductor chips, especially ARM CPUs (ie smartphones, etc), to which crucial contributions were made by trans women, Lynn Conway & Sophie Wilson.
en.m.wikipedia.org/wiki/Lynn_Co...
en.m.wikipedia.org/wiki/Sophie_...
en.m.wikipedia.org/wiki/Lynn_Co...
en.m.wikipedia.org/wiki/Sophie_...
Lynn Conway - Wikipedia
en.m.wikipedia.org
November 2, 2026 at 7:48 PM
Good. AES deserves to keep using semiconductor chips, unlike somebothers:
bsky.app/profile/john...
bsky.app/profile/john...
Bismuth sulfide-based semiconductor cuts solar energy loss by 75% in laboratory tests
Bismuth sulfide provides environmental and manufacturing advantages as an Earth-abundant and non-toxic alternative to materials containing lead or cadmium
interestingengineering.com/energy/sulfi...
Bismuth sulfide provides environmental and manufacturing advantages as an Earth-abundant and non-toxic alternative to materials containing lead or cadmium
interestingengineering.com/energy/sulfi...
Oxford researchers identify new semiconductor for more efficient solar cells
Researchers at the University of Oxford have discovered that bismuth sulfide material can overcome a major limitation in solar energy.
interestingengineering.com
November 1, 2026 at 1:29 AM
Bismuth sulfide-based semiconductor cuts solar energy loss by 75% in laboratory tests
Bismuth sulfide provides environmental and manufacturing advantages as an Earth-abundant and non-toxic alternative to materials containing lead or cadmium
interestingengineering.com/energy/sulfi...
Bismuth sulfide provides environmental and manufacturing advantages as an Earth-abundant and non-toxic alternative to materials containing lead or cadmium
interestingengineering.com/energy/sulfi...
US semiconductor group Marvell has agreed to buy data centre component maker Lumentum in a $115bn deal, in a major bet on the durability of the AI boom. ft.trib.al/6V2KCh8
November 2, 2026 at 2:30 PM
US semiconductor group Marvell has agreed to buy data centre component maker Lumentum in a $115bn deal, in a major bet on the durability of the AI boom. ft.trib.al/6V2KCh8
Who knew precious metals were semiconductor companies
October 30, 2026 at 2:23 PM
Who knew precious metals were semiconductor companies
Leveraging Bearing-Free Maglev Technology for Advanced Semiconductor Applications#USA#Semiconductor#Shrewsbury#PI#Maglev_Technology
Leveraging Bearing-Free Maglev Technology for Advanced Semiconductor Applications
Discover how PI's bearing-free Maglev systems offer sophisticated six-axis control for semiconductor manufacturing, hybrid bonding, and more.
third-news.com
November 3, 2026 at 1:58 PM
Leveraging Bearing-Free Maglev Technology for Advanced Semiconductor Applications#USA#Semiconductor#Shrewsbury#PI#Maglev_Technology
@schumer.senate.gov is giving free money to the profitable publicly traded semiconductor companies via the ChipsAct.
November 3, 2026 at 12:22 PM
@schumer.senate.gov is giving free money to the profitable publicly traded semiconductor companies via the ChipsAct.
SFC Energy Reports Growth Driven by Ukraine Defense Order and Semiconductor Demand
https://hydrogenfuelnews.com/sfc-energy-reports-growth-driven-by-ukraine-defense-order-and-semiconductor-dema/8576993/
#Hydrogen #CleanEnergy #ClimateTech #GreenHydrogen #HydrogenFuelNews
https://hydrogenfuelnews.com/sfc-energy-reports-growth-driven-by-ukraine-defense-order-and-semiconductor-dema/8576993/
#Hydrogen #CleanEnergy #ClimateTech #GreenHydrogen #HydrogenFuelNews
November 3, 2026 at 5:13 AM
SFC Energy Reports Growth Driven by Ukraine Defense Order and Semiconductor Demand
https://hydrogenfuelnews.com/sfc-energy-reports-growth-driven-by-ukraine-defense-order-and-semiconductor-dema/8576993/
#Hydrogen #CleanEnergy #ClimateTech #GreenHydrogen #HydrogenFuelNews
https://hydrogenfuelnews.com/sfc-energy-reports-growth-driven-by-ukraine-defense-order-and-semiconductor-dema/8576993/
#Hydrogen #CleanEnergy #ClimateTech #GreenHydrogen #HydrogenFuelNews
"... accepted contributions from ... committees associated with corporations, including BlackRock and Cigna. ... aligned herself with ... corporate interests ... support for the CHIPS and Science Act ... provides public incentives to semiconductor companies ..." ChatGPT-6.1 Terra
November 2, 2026 at 12:58 PM
"... accepted contributions from ... committees associated with corporations, including BlackRock and Cigna. ... aligned herself with ... corporate interests ... support for the CHIPS and Science Act ... provides public incentives to semiconductor companies ..." ChatGPT-6.1 Terra
Good… she deserves to keep using semiconductor chips, unlike some others.
Evergreen repost:
bsky.app/profile/john...
Evergreen repost:
bsky.app/profile/john...
1/ Reminder: transphobes should stop using products containing VLSI semiconductor chips, especially ARM CPUs (ie smartphones, etc), to which crucial contributions were made by trans women, Lynn Conway & Sophie Wilson.
en.m.wikipedia.org/wiki/Lynn_Co...
en.m.wikipedia.org/wiki/Sophie_...
en.m.wikipedia.org/wiki/Lynn_Co...
en.m.wikipedia.org/wiki/Sophie_...
Lynn Conway - Wikipedia
en.m.wikipedia.org
November 1, 2026 at 4:05 AM
Good… she deserves to keep using semiconductor chips, unlike some others.
Evergreen repost:
bsky.app/profile/john...
Evergreen repost:
bsky.app/profile/john...
2 • $100B+ – TSMC Arizona Advanced Semiconductor Fab Complex (Under Construction, Phoenix, AZ)
• $100B+ – Micron Syracuse DRAM Semiconductor Megafab (Under Construction, Clay, NY)
• $100B+ – Intel "Silicon Heartland" Semiconductor Megafab (Under Construction, New Albany, OH)
• $100B+ – Micron Syracuse DRAM Semiconductor Megafab (Under Construction, Clay, NY)
• $100B+ – Intel "Silicon Heartland" Semiconductor Megafab (Under Construction, New Albany, OH)
November 2, 2026 at 6:15 PM
2 • $100B+ – TSMC Arizona Advanced Semiconductor Fab Complex (Under Construction, Phoenix, AZ)
• $100B+ – Micron Syracuse DRAM Semiconductor Megafab (Under Construction, Clay, NY)
• $100B+ – Intel "Silicon Heartland" Semiconductor Megafab (Under Construction, New Albany, OH)
• $100B+ – Micron Syracuse DRAM Semiconductor Megafab (Under Construction, Clay, NY)
• $100B+ – Intel "Silicon Heartland" Semiconductor Megafab (Under Construction, New Albany, OH)
also a slightly under appreciated factor is that Malaysian flooding is disrupting semiconductor supply chains more broadly? again?
October 31, 2026 at 7:58 PM
also a slightly under appreciated factor is that Malaysian flooding is disrupting semiconductor supply chains more broadly? again?
LIK OG DEL youtu.be/WkJyNCeOSRU
Apple's Most Exciting iOS 27 Feature Isn't Siri AI
YouTube video by Nordic Semiconductor
youtu.be
November 3, 2026 at 4:42 PM
LIK OG DEL youtu.be/WkJyNCeOSRU
While only a quarter of semiconductor companies have reported, the quarterly results are already crystal clear: another semiconductor revenue record, with over 20% QoQ growth and over 150% YoY growth, as the semiconductor market crosses half a trillion dollars in quarterly revenue.
lnkd.in/embfYZhG
lnkd.in/embfYZhG
November 3, 2026 at 3:28 PM
While only a quarter of semiconductor companies have reported, the quarterly results are already crystal clear: another semiconductor revenue record, with over 20% QoQ growth and over 150% YoY growth, as the semiconductor market crosses half a trillion dollars in quarterly revenue.
lnkd.in/embfYZhG
lnkd.in/embfYZhG
The semiconductor industry has been in AZ since at least the 90s. The only reason I didn't work there is because I want to love closer to my son but the job in AZ would have been exactly what I wanted.
November 2, 2026 at 10:38 PM
The semiconductor industry has been in AZ since at least the 90s. The only reason I didn't work there is because I want to love closer to my son but the job in AZ would have been exactly what I wanted.
Marvell reportedly nearing $80B+ Lumentum deal to boost AI hardware
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#AI #Semiconductors
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#AI #Semiconductors
November 3, 2026 at 12:30 PM
Marvell reportedly nearing $80B+ Lumentum deal to boost AI hardware
Support this channel today. https://www.ProNetGrowth.com/semi/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors
Support this channel today. https://www.ProNetGrowth.com/semi/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
#AI #Semiconductors