Semiconductor Industry 02 (Aug 22 - Dec 26)

[winston]

Asia’s chipmakers feel the heat as naphtha crunch hits photoresist supply

Shortages are expected to hit advanced nodes that rely on extreme ultraviolet lithography the hardest.

by Ann Caoin and Iris Dengin

The distant geopolitical conflict in the Middle East is sending shock waves through Asia’s semiconductor industry, exposing fresh vulnerabilities in the supply chain as shortages of photoresist – a critical chipmaking material – emerge as the latest weak link.

With the Strait of Hormuz effectively closed since early March, supplies of naphtha – a key feedstock for specialty chemicals used in semiconductor production including photoresist – have been sharply curtailed.

Produced during the refining of crude oil or natural gas, naphtha is essential to the manufacture of advanced chips used in applications ranging from artificial intelligence to car systems.

Source: SCMP

https://www.scmp.com/tech/article/33511 ... pe=section

[behappyalways]

Even after an exceptional run, "memory" stocks trade at a discount to AI companies on a forward P/E basis
https://x.com/AyeshaTariq/status/2046874046449811635

[winston]

These Stocks Are Set to Take Off Even Higher From Here

by Chris Igou

VanEck Semiconductor Fund (SMH) just strung together 13 higher trading days in a row.

And after breaking that streak on Monday, it has continued to climb this week.

Thanks to this surge, the fund is now making new all-time highs…

If you’re not positioned to capitalize on this sector, don’t wait.

Semiconductor stocks are set to take off even higher from here.

Source: DailyWealth.com

https://dailytradealert.com/2026/04/27/ ... from-here/

[behappyalways]

Semis are trading with a PE approaching 60 now
https://x.com/Mayhem4Markets/status/2048790451973435681

[behappyalways]

Semis are trading with a PE approaching 60 now
https://x.com/Mayhem4Markets/status/2048790451973435681

[behappyalways]

Memory Stick Prices Refuse To Come Back To Earth
https://www.zerohedge.com/markets/memor ... back-earth

[behappyalways]

the SOX Semiconductor index is up 24 of the past 28 days, during which it has rallied 63%
https://x.com/zerohedge/status/2052791707276571133

[winston]

by behappyalways:-

Parabolic Semiconductor Rally Is Pricing In 2028 Already

https://www.zerohedge.com/markets/parab ... 28-already