Last night, the Philadelphia Semiconductor Index surged 5%; Micron and SanDisk rose more than 10%, while Samsung and SK Hynix rebounded 14%—it wasn’t that the fundamentals had a new story; it was three forces twisting together: “down too much + TSMC’s results boosting confidence + a short-squeeze.”


The chip sector had already been severely oversold; capital was waiting for a reason to buy back, and TSMC’s earnings were that reason.

#夏日创作营
SNDK-10.96%
SK Hynix-8.33%
SKHY-8.74%
TSM-2.86%
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chichipipi
· 07-22 08:21
2026 brings great promise🐲 🧧 may luck and good fortune be abundant like a bounty of rabbits and flourishing prosperity🐰🧧 and may your spirit be as strong as dragons and horses🐎🧧 and may luck come in abundance🐲
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招财锦宝
· 07-22 08:17
2026 brings great promise🐲 🧧May money and luck be abundant from the start🐰🧧Wishing you boundless energy and good fortune as strong as a dragon and a horse🐎🧧May good luck come in endless succession
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