$NXP Semiconductors(NXPI.US) took my payday shares off for OK coin. I now settle into the full swing. blah,blah,blah. I know what I say gets old. I am trying to teach consistency and discipline by being an example.
Source: Sunrise Trader
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STMicro has notified clients it will begin a new round of price hikes on microcontrollers (MCU) from June 28, media report, citing unnamed industry sources. The report sent shares of Taiwan MCU makers higher Monday, including Holtek, Weltrend, and Sonix. $STMicroelectronics NV(STM.US) $Infineon Technologies(IFNNY.US) $NXP Semiconductors(NXPI.US) $Microchip Tech(MCHP.US) $RNECY
Source: Dan Nystedt
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L&K Engineering, one of Taiwan’s top semiconductor fab construction firms, is fully booked for the next 3-years, and the labor shortage is a rising concern, media report, citing L&K Chairman Kenneth Yao, who said, ‘AI demand has ignited a wave of fab building unlike anything I’ve ever seen - the fabs are bigger, and more are under construction at the same time, testing our project management capabilities and our reputation for getting done on time’ he reportedly said. He noted Singapore as an overseas bright spot for L&K, with NT$500-NT$600 billion (US$19.1 B) in projects over the past 4-years, and more coming. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $NXP Semiconductors(NXPI.US) #Vanguard #VIS #semiconductors
Source: Dan Nystedt
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$Semiconductor(CP00062.US). Jack
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$NXP Semiconductors(NXPI.US) A leading Dutch-based global semiconductor company which just released earnings with double beats. Hold since 3rd February. About to take profit around $300. Thanks market.@Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards! - H
$NXP Semiconductors(NXPI.US) | NXP Semiconductors N.V., Q1-2026 Earning Report
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TSMC affiliate Vanguard (VIS) sees 2026 capex at NT$60-NT$70 billion (US$1.9B-$2.2B) and 1st quarter production line utilization at 80%-85% as demand for chips made using legacy processes surges for server and power chips (PMIC), media report. Last year, VIS spent NT$64B on capex. Most of this year’s spending will be to ramp its Singapore JV fab with NXP Semi to mass production. VIS’s 2025 utilization rate was 74% up from 63% in 2024. $Taiwan Semiconductor(TSM.US) $NXP Semiconductors(NXPI.US) #VIS $Applied Materials(AMAT.US) $ASML(ASML.US) #semiconductors #Singapore
Source: Dan Nystedt
- H
I have been warning that metals were in a third wave for the past two weeks. And that’s how precious metals end their third waves - they just fall off a cliff. Do not wait for narratives - The markets move independently most of the time. It’s not my words. Look up the research. Stay safe everyone.
Featured🔥 Market Shock: Hawkish Fed Nominee Sinks Stocks & Metals | Monday, Feb 2, 2026A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
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Incoming Hawkish Fed plus rising inflation (due to effect of US Tariff) , might have a change of course for SG REITS. Am not vested in US equities, hoarding Cash for re-entry when market corrects substantially..I think Fed rate will go down very gradually and not in any explosive manner. Might even see 1 or 2 hikes along the way.
Featured🔥 Market Shock: Hawkish Fed Nominee Sinks Stocks & Metals | Monday, Feb 2, 2026A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
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Ain’t gonna change anything yet. If it drops further I will add more but slowly. However I will probably reduce USD exposure since it has crept up little.
Featured🔥 Market Shock: Hawkish Fed Nominee Sinks Stocks & Metals | Monday, Feb 2, 2026A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
