Cowlpane has published 11 articles on semiconductor — primarily in Markets, Tech , with coverage from 2026. Sourced from global financial publications.
A sudden 11% crash in SK Hynix triggers South Korea's 37th sidecar event of 2026, threatening global semiconductor stability.
Taiwan Semiconductor Manufacturing Co. blows past estimates as the AI megatrend accelerates global silicon demand.
Micron shares slide as fears of Chinese competition ignite volatility in the semiconductor sector.
Bosch’s first U.S. chip plant spins out sample wafers, signalling a surge in demand for automotive‑grade silicon and a pivot toward high‑margin tech names.
China’s sudden helium embargo could inflate memory‑chip costs, shift AI earnings, and tilt mid‑cap chip makers to the front of the rotation.
Kioxia's new memory samples ignite a tech rally, driving AI chip makers and boosting the broader semiconductor index.
Investors pour $6.9B into SMH, sparking a sector‑wide rally that could eclipse traditional growth names by the end of 2026.
SpaceX’s upcoming Nasdaq‑100 listing will unlock fresh capital, driving a rally in data‑center and semiconductor stocks.
TSMC expands Arizona footprint to $265B, shifting the global semiconductor gravity toward the United States.
Manufacturing failures for the Kyber NVL144 delay Nvidia's next-gen hardware by over a year, creating a vacuum for competitors to exploit.
The U.S. military’s reliance on scarce chips forces defense contractors to accelerate design swaps and rethink supply chains, reshaping the tech battle for next‑generation avionics.