Chipmakers and foundries beyond Nvidia
A dated record of the published view. A carried reading keeps its last assessment date.
End line
No end line is registered for this lane yet.
· MIXED
Micron: FIRED · TSMC: FIRED
The semiconductor index closed Friday at 10,688.80, from 11,518.20.
Next test: Our next read of the chip lane, November 2.
Tankers were reported hit in Hormuz. Oil rose, and gold fell below 4,000.
· MIXED
Last assessed 2026-10-26.
Micron: FIRED · TSMC: FIRED
The semiconductor index closed Thursday at 11,518.20, from 11,684.00. Our re-check for a statement or filing from SK hynix or Intel on the Ohio project is closed: we could not read either company's own statements or filings at source.
Next test: Our next read of the chip lane, November 2.
· MIXED
Last assessed 2026-10-26.
Micron: FIRED · TSMC: FIRED
The Fed held on October 28, and the semiconductor index closed that day at 11,684.00, in a session that included the statement.
Next test: Our re-check for a statement or filing from SK hynix or Intel on the Ohio project, October 30.
The Fed held, and two officials wanted a hike. Japan decides next.
· MIXED
Last assessed 2026-10-26.
Micron: FIRED · TSMC: FIRED
The semiconductor index closed Tuesday, October 27 at 11,482.50.
Next test: Our check of the chip lane against the Fed's decision, October 29, moved from October 28: the statement comes after this issue.
Oil fell despite fresh Gulf attack reports. The Fed decides today.
· MIXED
Last assessed 2026-10-26.
Rule: FIRED · Rule: FIRED
Oleshky's ceasefire took effect. Gulf shipping is still under threat.
· MIXED
Micron: FIRED · TSMC: FIRED
The semiconductor index closed Friday at 10,779.46, down about 4.5 percent from 11,283.81 on October 20.
Next test: The Fed's decision, October 28.
Three tests this week. The Russia waiver runs until Washington says otherwise.
· MIXED
Last assessed 2026-10-18.
Rule: FIRED · Rule: FIRED
A ceasefire for one Ukrainian town. A tanker sunk off Romania.
· MIXED
Last assessed 2026-10-18.
Rule: FIRED · Rule: FIRED
Near-term oil jumped more than four dollars. Oil for 2027 slipped.
· MIXED
Last assessed 2026-10-18.
Rule: FIRED · Rule: FIRED
Washington tightened sanctions on Iran's shadow fleet. Oil barely moved.
· MIXED
Last assessed 2026-10-18.
Rule: FIRED · Rule: FIRED
Brent's far end held for a fifth quiet day. That counts against the demand-slump view.
· MIXED
Last assessed 2026-10-18.
Rule: FIRED · Rule: FIRED
Brent barely moved on Monday. One more quiet session would count against the demand-slump view.
· MIXED
Last assessed 2026-10-18.
Rule: FIRED · Rule: FIRED
Ukraine hit two oil sites in Saint Petersburg. Brent eased early Monday.
· MIXED
Micron: FIRED · TSMC: FIRED
The semiconductor index fell about 3.8 percent on Friday, to 11,137.29, while the S&P 500 fell about 1.1 percent.
Next test: The Fed's decision, October 28.
Oil rose and chips fell Friday. Trump waived new Russia duties that night.
· MIXED
Micron: FIRED · TSMC: FIRED
In the first US session after TSMC's results, the semiconductor index fell about 0.9 percent while the S&P 500 rose.
Next test: The Fed's decision, October 28.
TSMC's strong quarter did not lift chip stocks. The rest of the market bounced.
· MIXED
Micron: FIRED · TSMC: FIRED
The semiconductor index fell more than 4 percent on Wednesday; on Thursday TSMC reported third-quarter revenue up about 51 percent on a year earlier.
Next test: The first US session after TSMC's results, October 15.
Chips fell more than 4 percent. A day later, TSMC posted a strong quarter.
· UNCONFIRMED
Micron: FIRED · TSMC: FIRED
The semiconductor index slipped about 0.2 percent on Tuesday, with the S&P 500 about flat.
Next test: TSMC's third-quarter results, October 15.
· UNCONFIRMED
Micron: FIRED · TSMC: FIRED
The semiconductor index fell about 2.7 percent on Monday while the S&P 500 was about flat.
Next test: TSMC's third-quarter results, October 15.
· UNCONFIRMED
Micron: FIRED · TSMC: FIRED
The semiconductor index fell about 4.3 percent over the week while the S&P 500 rose about 1.2 percent.
Next test: TSMC's third-quarter results, October 15.
Gulf oil shut-ins eased Sunday. Another tanker was struck in Hormuz.