Semiconductor News & Analysis Feed

The recent surge in Micron's stock due to memory chip shortages has sparked widespread discussion about potential market parallels. Investor Matthew Smith, in episode 483 of 'Invest Like the Best,' warned that the natural gas market currently mirrors the memory chip market around a year before its s

In July 2026, the market once again turned its attention to energy shortages, particularly the parallels between the natural gas market and the memory chip market. Analyst Matthew Smith warned that the current natural gas market resembles the memory chip market about a year before its price surge du

Recent reports have revealed that Elon Musk's xAI data center, Colossus 2, has installed 59 unauthorized temporary natural gas turbines, sparking significant environmental and public health concerns. These turbines, which operate outside the power grid, are releasing thousands of tons of nitrogen ox