coco
2026.07.21 10:25

$SIVERS SEMICONDUCTORS AB(SIVEF.US) dropped by more than 8 points, which is quite conspicuous. It's a small Swedish firm doing optical communications and millimeter waves; with inherently thin liquidity, it falls without any buffer. $Tower Semicon(TSEM.US) saw a slight drop, while $Amkor Tech(AMKR.US) and $Everspin Tech(MRAM.US) basically didn't move.

Packaging/testing and specialty foundries haven't had much story lately; the money flowing into the AI main theme isn't passing by. Those falling are falling, those stagnating are stagnating, and those holding can only treat it as time deposits 🫥

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