Doesn’t look too fundamental, even if you squint.

Last week, POET’s CFO gave an interview indicating that the company was a supplier to Marvell, something everyone was assuming anyway.

Another potential off-ramp.

Amazon announced plans to deepen its investment in the Claude developer earlier this week.

🎶 Nothing can stop me, I’m all the way up. 🎶

Qualcomm is the worst-performing member of the Philadelphia Semiconductor Index year to date.

Data centers mean more demand for everything, including CPUs.

One thing’s for sure: the moves will be bigly.

If there’s margin pressure, details don’t matter.

BlueFin Research said the loss of this contract “is believed to be related” to the charges brought against Super Micro’s cofounder.