Semiconductors

Semiconductors sit underneath every AI, data-centre and mining story on this site. Foundry capacity, memory supply and packaging constraints decide what can actually be built, and unlike most of the AI narrative these are businesses that report quarterly and can be checked.

What we track on this desk

Foundry and packaging capacity. TSMC and peers, where advanced packaging is the real bottleneck.
Memory supply. HBM and conventional DRAM, and the pricing that follows shortages.
Server and system builders. Guidance and order books, including Super Micro.
Sector moves. Index-level shifts, which we report as index moves rather than as sentiment.
Export controls. What is restricted, and where restricted parts are reported to have gone.

How to read a semiconductor story here
Guidance is not revenue and an analyst note is not a company statement. A great deal of chip coverage compresses the three, and the compression usually flatters. Our stories say who made a claim — the company, a regulator, or an outside analyst — because on this beat the identity of the speaker is most of the information.
Where two outlets report incompatible figures for the same quarter or the same shipment, the story is marked Disputed rather than quietly resolved in favour of the more recent one.

Where to go next
See Nvidia for the demand side, AI data centres for where the parts end up, or Mining for the crypto overlap.

Nvidia
AI Data Centres
Mining
Markets