Financial Times:

Analysis: the Philadelphia Semiconductor Index, which tracks 30 largest US-listed chipmakers, is up ~75% YTD and on track for its biggest annual gain since 1999  —  Philadelphia Semiconductor Index rides Big Tech's data centre spending spree to 75% gains in 2026

Financial Times:

Analysis: the Philadelphia Semiconductor Index, which tracks 30 largest US-listed chipmakers, is up ~75% YTD and on track for its biggest annual gain since 1999  —  Philadelphia Semiconductor Index rides Big Tech's data centre spending spree to 75% gains in 2026

Source: TechMeme
Source Link: https://www.techmeme.com/260528/p7#a260528p7