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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
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
$Semiconductor(CP00062.US). Jack
$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
$NXP Semiconductors(NXPI.US) | NXP Semiconductors N.V., Q1-2026 Earning Report
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
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, 2026
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
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, 2026
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
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, 2026
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
SanDisk still holding gains from Friday, the only green in my portfolio
Featured🔥 Market Shock: Hawkish Fed Nominee Sinks Stocks & Metals | Monday, Feb 2, 2026
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
Shares soared overnight in US trade among industrial/robotic/sensor chip makers after Microchip Technology raised guidance. Allegro +10.8%, Microchip +11.7%, NXP Semi +9.9%, Onsemi +5.2%, STMicro +7.3%, Texas Instruments +8.4%. Microchip raised its revenue guidance for the quarter ended Dec. 31 (FYQ3) to US$1.185 billion, above the range $1.109B - $1.149B provided at its last earnings call. 1/2 $Allegro Microsystems(ALGM.US) $Microchip Tech(MCHP.US) $NXP Semiconductors(NXPI.US) $ON Semiconductor(ON.US) $STMicroelectronics NV(STM.US) $Texas Instruments(TXN.US) #semiconductors #semiconductor
Source: Dan Nystedt
NXP 3Q25
- Revenue up 8% q/q and down -2% to $3.173B; QDec will grow 4% q/q; QMar26 will be in line with pre-covid seasonality (HSD % decline)- All end markets up q/q; except for comms all other end markets will grow q/q in QDec- Channel inventory flat at 9 quarters; will stay in 9-10 weeks range in QDecSource: Sravan Kundojjala
STMicro will buy NXP Semiconductor’s sensor division for US$950 million cash, media report. The deal will expand STMicro’s portfolio of MEMS-based electromechanical sensors, including safety and monitoring sensors for vehicles, and pressure sensors for industrial applications. $STMicroelectronics NV(STM.US) $NXP Semiconductors(NXPI.US) #semiconductors #robotics
Source: Dan Nystedt
In line with what we have been seeing in our data since June, and highlighted in our June and July Data Books, $NXP Semiconductors(NXPI.US) made numerous comments today about the beginning of a cyclical demand recovery.
$NXP Semiconductors(NXPI.US) may the first to report, but they won't be the last to make these comments; this narrative is likely to solidify over the next few weeks.It's gratifying to know that @ChipsandWafers subscribers will not be surprised at all, because they have been hearing about this for a month+“The revenue trends in all our focus end markets were above expectations, reflective of increasingly positive cyclical trends”“So in summary, NXP's second quarter results and guidance for the third quarter reflect an increasingly positive view that a new up cycle is beginning to materialize”“I would like to highlight a few focus areas for NXP. First, as Kurt mentioned, based on the signals we track, it appears to us we are in the early stages of a cyclical recovery”Source: Chips & Wafers
Qualcomm-Alphawave doesn't require China approval as it does not meet merger filing threshold but still likely need approval from China in addition to UK, Canada, Germany, South Korea and US. The target closure date in 1QC26. Termination fee is $175M. Previously, China nixed Qualcomm's NXPI acquisition.
Source: Sravan Kundojjala
China again asked the Netherlands to relax semiconductor export restrictions, said Dutch Foreign Affairs Minister Caspar VeldKamp after a meeting in Beijing, Bloomberg reports. Semiconductors and "the policy regarding export controls and export licensing" are a "topic of continuous discussion," Veldkamp reportedly said. The Netherlands is home to ASML, the world’s only maker of key lithography equipment for advanced semiconductor production, as well as a number of other key firms. $ASML(ASML.US) $NXP Semiconductors(NXPI.US) #BESI #ASMI #semiconductors #semiconductor
Source: Dan Nystedt
ON Semi's industrial business (28% of revenue) seemed to have turned the corner, a trend confirmed by its peers TI, STM, ADI and NXPI. Industrial will grow in 2Q. Auto (52%) back in red after 2 quarters of q/q growth. Inventory peaked. utilization still at 60%.
Source: Sravan Kundojjala
A Russian engineer stole semiconductor data from ASML, TSMC, NXP Semiconductors and GlobalFoundries meant to assist Russia in building a 28nm-capable fab, media report, noting the ASML employee was arrested by Dutch authorities. He’s been working in Europe’s semiconductor industry since 2008, including GlobalFoundries-Dresden. $ASML(ASML.US) $Taiwan Semiconductor(TSM.US) $NXP Semiconductors(NXPI.US) $GlobalFoundries(GFS.US) #semiconductors https://t.co/9e4Cre9XRL
Source: Dan Nystedt
https://t.co/9e4Cre9XRLSource
Europe’s semiconductor industry has called for a new EU Chips Act to focus on chip design, materials and equipment, in addition to manufacturing, media report, noting the act provided a counterweight to big state-support programs in the US and China. One official highlighted the need to get supply chain to return, as “In Taiwan, you see companies like BASF, or other chemical companies from Europe producing together with TSMC, but you won’t find them here in Europe. $ASML(ASML.US) $NXP Semiconductors(NXPI.US) $Infineon Technologies(IFNNY.US) $STMicroelectronics NV(STM.US) #semiconductors #semiconductor https://t.co/rnO4N6SXl7
Source: Dan Nystedt
https://t.co/rnO4N6SXl7Source
