adventtr Global semiconductor sales climbed to $88.8B in February 2026, rising 7.6% M/M and surging 61.8% from a year earlier, according to the Semiconductor Industry Association. "Sales into the Asia-Pacific region, the Americas, and China were all major drivers of year-to-year growth," said John Neuffer, SIA president and CEO. Worldwide Semiconductor Revenues (www.semiconductors.org) Asia Pacifi...
adventtr Global semiconductor sales climbed to $88.8B in February 2026, rising 7.6% M/M and surging 61.8% from a year earlier, according to the Semiconductor Industry Association. "Sales into the Asia-Pacific region, the Americas, and China were all major drivers of year-to-year growth," said John Neuffer, SIA president and CEO. Worldwide Semiconductor Revenues (www.semiconductors.org) Asia Pacific/All Other recorded the highest increase at 93.5%, followed by the Americas at 59.2%, China at 57.4%, and Europe at 42.3%. Japan was the only region to post a decline, with sales slipping 0.3% compared to February 2025. On a month-on-month basis, growth in January 2026 was led by the Americas, where sales rose 12.6%, followed by Europe at 10.2%. Asia Pacific/All Other registered a 6% increase, while China and Japan saw gains of 3.6% and 3.0%, respectively. The industry is now widely considered to be on track to cross roughly $1T in annual semiconductor sales in 2026, after global revenue reached about $791B in 2025. In 2025, growth was broad-based across most chip categories, with logic and memory devices leading the expansion. The geopolitical dynamics continue to reshape the chip industry, with export controls on advanced chips to China driving supply chain shifts, but the country remains one of the major demand drivers. Semiconductor ETFs to watch: ( SMH ), ( SOXQ ), ( SHOC ), ( SEMI ), ( SOXX ). Top companies to watch: ( NVDA ), ( TSM ), ( AMD ), ( AVGO ), ( ASML ), ( INTC ), ( SSNLF ), ( QCOM ), ( MU ). More on semiconductors Recent AI Funding Problems Should Worry You SMH: Up Almost 40% With Plenty Of Room To Grow From HALO To AURA: The Next Rotation In AI Markets Most and least shorted large-cap tech stocks as of March ETFs tied to Marvell Technology jumped following Nvidia investment news
Ployker/iStock via Getty Images Within the Western critical minerals space, Energy Fuels ( UUUU ) is considered to be one of the most strategically distinctive producers of uranium, being the only domestic U.S. processor of monazite into separated rare earth oxides and the only Western company with a complete mine-to-oxide chain for heavy rare earth elements, such as dysprosium and terbium. With n...
Ployker/iStock via Getty Images Within the Western critical minerals space, Energy Fuels ( UUUU ) is considered to be one of the most strategically distinctive producers of uranium, being the only domestic U.S. processor of monazite into separated rare earth oxides and the only Western company with a complete mine-to-oxide chain for heavy rare earth elements, such as dysprosium and terbium. With no other Western company to have this degree of completeness, China's tightening export restrictions on rare earths have only increased the strategic premium attached to UUUU. Given the pullback of the stock in the tune of -36%, we think it is in line with the drawdown its peers experienced—UEC ( UEC ) -33% and URG ( URG ) -35.3%—and offers an interesting opportunity amidst a sector-wide selloff. Data by YCharts Uranium's Structural Bull Market The uranium market is currently in a multi-year structural bull market that is driven by a widening supply deficit. Mines are currently covering only an estimated 74%-90% of reactor demand globally, according to Teniz Capital . Further, spot uranium prices are forecast to reach $91/lb by year-end 2026, or about 20% from current levels, according to Goldman Sachs . During 2025-2035, the structural supply gap is estimated to be at ~13% cumulative before widening further in the 2030s due to reactor life extensions and new builds. Further exacerbating the deficit, the U.S. has prohibited Russian imports since its enactment in 2024. This benefits domestic producers like UUUU. Long-term contract prices have risen to $86/lb, which is well above the company's all-in cost of ~$23-$30/lb at Pinyon Plain, according to its latest filings . Rare Earth Element's Critical Supply Chain Gap China has dominated global rare earth processing (~90%) and is recognized as a strategic vulnerability for Western nations. China has progressively tightened export regulations on rare earth elements and has not hesitated in leveraging its rare earth dominance in t...
US allies are reportedly pressing for a last-minute deal with Iran, as President Donald Trump extended his deadline to Tuesday for Tehran to reopen the Strait of Hormuz, keeping markets on edge over whether a breakthrough can be reached. Axios reported that Pakistan, Egypt and Turkey are pushing to secure a potential ceasefire — lasting about 45 days — to head off threatened US strikes on Iran’s e...
US allies are reportedly pressing for a last-minute deal with Iran, as President Donald Trump extended his deadline to Tuesday for Tehran to reopen the Strait of Hormuz, keeping markets on edge over whether a breakthrough can be reached. Axios reported that Pakistan, Egypt and Turkey are pushing to secure a potential ceasefire — lasting about 45 days — to head off threatened US strikes on Iran’s energy infrastructure and retaliation by the Islamic Republic against countries in the region. Fighting continued, with Israel, Kuwait and the United Arab Emirates reporting Iranian attacks overnight into Monday. Trump on Sunday issued an expletive-laced threat to destroy Iran’s power plants and blow up “everything over there,” before announcing what appeared to be a new Tuesday 8 p.m. deadline, without offering details. The move adds to a series of extensions since he began issuing similar ultimatums on March 21 to force Iran to reopen the strategic waterway. The repeated delays come as Trump points to ongoing negotiations between his envoys and Iran’s leadership, which he has yet to identify, aimed at ending the war triggered by US and Israeli attacks in late February. The fighting has left thousands dead, most of them in Iran and Lebanon, and brought vessel traffic through Hormuz — through which about a fifth of the world’s oil and liquefied natural gas exports normally flow — to a near standstill. Signs of last-ditch efforts to secure a ceasefire helped investors cautiously return to equities, with the MSCI Asia Pacific Index rising 0.3% and crude oil paring gains. Many European markets are closed. Iran rejected Trump’s latest ultimatum to reopen Hormuz, saying it would only fully resume operations when war damages are compensated. Tehran continued striking energy targets in Persian Gulf neighbors, including Kuwait’s oil headquarters and a major petrochemicals plant in Abu Dhabi over the weekend. The UAE issued multiple alerts overnight, while Kuwait said its air defense...
Kirby’s class helps stun Arsenal, Palmer shows leadership potential for Chelsea and teenager Shaw makes her mark for Liverpool Securing their Premier League status for another year remains a priority for West Ham and Leeds this season, so the eight changes Nuno Espírito Santo and Daniel Farke made between them for this tie, which developed into a drama-drenched classic, was understandable to a deg...
Kirby’s class helps stun Arsenal, Palmer shows leadership potential for Chelsea and teenager Shaw makes her mark for Liverpool Securing their Premier League status for another year remains a priority for West Ham and Leeds this season, so the eight changes Nuno Espírito Santo and Daniel Farke made between them for this tie, which developed into a drama-drenched classic, was understandable to a degree. Still, in Ao Tanaka, Leeds have a gem of a fringe player, who looked eager to make something of his opportunity. The Japanese international has not started in the league since 14 December, but Leeds fans have consistently called for him to have more involvement and he showed why with a tremendous opener at the London Stadium, which was all of his own making. In stark contrast to Tanaka’s performance was that of Max Kilman, who has not been trusted to start for West Ham since 3 January when they were beaten 3-0 by the bottom club, Wolves. The centre-back looked rusty and gave away a clear penalty with a poor challenge on Anton Stach – he was even booed by his own fans at points in the game. Dominic Booth Continue reading...
Two court cases last month illustrate how confusion over legal definitions are feeding into a culture of poor driving standards In 2024, 1,602 people were killed on British roads. Only a small proportion of these resulted in a surviving driver being prosecuted. When we hear about the sentencing in such cases, the public reaction is often a mix of sorrow, anger and, increasingly, confusion. Why do ...
Two court cases last month illustrate how confusion over legal definitions are feeding into a culture of poor driving standards In 2024, 1,602 people were killed on British roads. Only a small proportion of these resulted in a surviving driver being prosecuted. When we hear about the sentencing in such cases, the public reaction is often a mix of sorrow, anger and, increasingly, confusion. Why do some drivers who kill receive only short prison terms? Why are some charged with the lesser offence of “careless” rather than “dangerous” driving? After more than two decades researching this area of law, I believe our legal framework for prosecuting drivers needs to change. Most of us rarely do anything that could easily kill another person – except when we drive. For many of us, passing our driving test is a rite of passage. It represents independence and adulthood in a car-centric society. When we first learn to drive, we are hyper-aware of the need to concentrate. But once we have passed, most of us never look at the Highway Code again, and the careful habits drilled into us by instructors fade away. Sally Kyd is a professor of law at the University of Leicester Continue reading...
Popular diet tweaks may boost the hormone a little, but the effect on your pecs is likely to be limited It’s an increasingly popular idea: “boosting” testosterone with diet tweaks – increasing foods rich in zinc and magnesium – hoping to build muscle faster. But the reality is more nuanced. Testosterone is an androgen hormone that plays a key role in development, particularly in boys during pubert...
Popular diet tweaks may boost the hormone a little, but the effect on your pecs is likely to be limited It’s an increasingly popular idea: “boosting” testosterone with diet tweaks – increasing foods rich in zinc and magnesium – hoping to build muscle faster. But the reality is more nuanced. Testosterone is an androgen hormone that plays a key role in development, particularly in boys during puberty. Its effect on muscle isn’t simply about how much of it you have, but how your body responds to it. Continue reading...
For marketing manager Wang Yuan, who sells electric heavy-duty cargo trucks in the rugged landscapes of Xinjiang in western China, business is riding a new and powerful wave. The commercial vehicle company he works for is a major player in the domestic market. The lion’s share of its electric heavy trucks are destined for coal-rich provinces including Shanxi and Inner Mongolia, apart from Xinjiang...
For marketing manager Wang Yuan, who sells electric heavy-duty cargo trucks in the rugged landscapes of Xinjiang in western China, business is riding a new and powerful wave. The commercial vehicle company he works for is a major player in the domestic market. The lion’s share of its electric heavy trucks are destined for coal-rich provinces including Shanxi and Inner Mongolia, apart from Xinjiang itself. In Xinjiang alone, according to Wang, sales across all brands reached around 16,700 units...