Why it's time to start discussing semiconductors like commodities: There may be a supercycleMarket Watch • 05/28/26
Semiconductor Sector Review: Top 5 ETFs -- Lining Them Up Before The Next MoveSeeking Alpha • 05/18/26
The Tech Download: Trump's China visit left chip export issue unresolved, with rare earths deal still uncertainCNBC • 05/15/26
JP Morgan sees semiconductor sector in 'sweet spot' as inventory levels signal upcycleProactive Investors • 05/15/26
Chip export controls not major topic in China talks, US trade rep Greer tells Bloomberg NewsReuters • 05/15/26
Memory Revenues to Nearly Triple in 2026: Semiconductor ETFs to BuyZacks Investment Research • 05/12/26
Red-Hot Chip Stocks Are Lifting Tech ETFs. One ETF Has Doubled Since It Launched Last Month.Investopedia • 05/12/26
Southeast Asia needs to expand semiconductor production, global trade group SEMI saysReuters • 05/05/26
Analyst: Forget the Chip Cycle, Because AI Demand Has Permanently Rewired Semiconductor Pricing24/7 Wall Street • 05/02/26
There's never been a semiconductor rally like this one — and that's triggering a number of warningsMarket Watch • 04/24/26