silicon.

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• Coherent Structural
  An administration signals a reversal on AI regulation, coinciding with a partnership on AI infrastructure upgrades and a factory groundbreaking near Dallas.
  Moves silicon

  Mon 04:00
• GlobalFoundries Structural
  Ecolab provides advanced products for semiconductor manufacturing, involving both Ecolab and GlobalFoundries.
  Moves silicon

  Mon 15:20
• Ferroglobe Structural
  MarketBeat reports on company ratings for Ferroglobe, a producer operating in Europe.
  Moves silicon

  Tue 20:08
• Honda Structural
  Honda indefinitely suspended its EV plant plan, investing $15 billion in the Canadian EV supply chain amid PRC strategic influence.
  Moves silicon

  Mon 13:40
• TSMC Structural
  TSMC signed a 10-year advanced packaging partnership in Arizona.
  Moves silicon

  Mon 13:00
• GE Healthcare Structural
  GE Healthcare is reportedly in talks to acquire Sofie Biosciences, while Needham initiated coverage on its stock.
  Moves silicon

  Wed 21:24

• TSMC Structural

  TSMC's manufacturing processes rely fundamentally on the availability and quality of silicon as a core input material.

  Some supportSep 3
  silicon → TSMC

  TSMC → silicon
• Coherent Structural

  Coherent utilizes Silicon Carbide (SiC) as a critical material for high thermal conductivity substrates in its products.

  Some supportAug 17
  silicon → Coherent

  Coherent → silicon
• Honda Structural

  Honda utilizes and invests in companies that apply silicon in the development of EV batteries, creating a functional dependency on the commodity.

  Some supportJun 3
  silicon → Honda

  Honda → silicon
• NAURA Technology Group Structural

  NAURA Technology Group relies on silicon and SiGe layers as a fundamental input for its etching processes.

  Some supportSep 4
  silicon → NAURA Technology Group

  NAURA Technology Group → silicon
• Ferroglobe Structural

  Ferroglobe is identified as a global producer of silicon metal, linking its operations directly to the commodity market.

  SpeculativeMay 8
  silicon → Ferroglobe

  Ferroglobe → silicon
• GlobalFoundries Structural

  GlobalFoundries utilizes silicon as a core material to develop silicon photonics.

  Some supportJul 29
  silicon → GlobalFoundries

  GlobalFoundries → silicon
• GE Healthcare Structural

  GE Healthcare utilizes deep silicon detector technology essential for its operational function.

  Some supportAug 31
  silicon → GE Healthcare

  GE Healthcare → silicon
• Mark Papermaster Mentioned together

  Mark Papermaster discusses the technical limitations and market movements of silicon as a commodity.

  Some supportJul 29
  silicon → Mark Papermaster

  Mark Papermaster → silicon