Tag: system trading
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“KOSPI Recovers 20 Trading Days After a Chip Crash”? I Ran the Numbers — Only Half Recovered
On November 5 (US time), the PHLX Semiconductor Index fell 12.25% in a single day. That is its second-largest drop since 1994;…
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“Samsung and SK hynix Are Sold Out for Three Years” Is Only Half True — What the Earnings Calls Actually Said
"Samsung Electronics and SK hynix have already sold all the chips they will make over the next three years." The claim spread…
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The Chip Sell-off Isn’t About the Election — The Peak Debate and Three Scenarios Ahead
When the PHLX Semiconductor Index fell 3.1% the day after the US midterms, some read it as "chips collapsed because of the…
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The Day After the Blue Tsunami, the Dow Rose 3% and Chips Fell 3% — 2026 US Midterm Market Report
Democrats took both the House and the Senate in the US midterm elections on November 3. The next day the Dow rose…