Semiconductors on Seven Lights https://sevenlights.org/tags/semiconductors/ Recent content in Semiconductors on Seven Lights Hugo en-us Sat, 31 Oct 2026 03:43:00 -0400 Intel Shares Fall 29 Per Cent, Worst Single Day Since the 1970s https://sevenlights.org/2026/10/31/intel-worst-share-drop-decades/ Sat, 31 Oct 2026 03:43:00 -0400 https://sevenlights.org/2026/10/31/intel-worst-share-drop-decades/ Intel shares plunged 29 per cent on Friday, their worst day since the 1970s, after the chipmaker issued weaker guidance hit by plant shutdowns in Israel and a soft personal computer market. Anthropic's Record Offering Sends Asian Investors Chasing Proxies as Chip Mix Draws Scrutiny https://sevenlights.org/2026/10/28/anthropic-ipo-asia-proxy-bets/ Wed, 28 Oct 2026 04:45:00 -0400 https://sevenlights.org/2026/10/28/anthropic-ipo-asia-proxy-bets/ Anthropic’s S-1 filing for what could become the largest stock listing ever, at a valuation near $1.5 trillion, is driving Asian investors into proxy bets, while its multi-chip compute strategy raises questions about Nvidia’s pricing power.