silicon.

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• Coherent Structural
  Nvidia announced multiple investments on July 5, 2026, including $2 billion in Coherent, and investments in Nokia and Lumentum Holdings.
  Moves silicon

  Tue 01:28
• GlobalFoundries Structural
  Trump's administration, using the Commerce Department, announced GlobalFoundries was selected to operate facilities backed by Japanese investment.
  Moves silicon

  Fri 14:01
• Honda Structural
  Toyota and Honda are noted for their ability to build dependable, high-mileage SUVs.
  Moves silicon

  Sun 20:21
• TSMC Structural
  US government takes a 10% stake in Intel, while Musk relies on Intel for his TeraFab, and TSMC gains market share.
  Moves silicon

  10:46
• GE Healthcare Structural
  University research is informing the development of GE HealthCare software.
  Moves silicon

  Sat 18:56

• 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
• 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
• 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
• 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
• Wolfspeed Operational

  Wolfspeed's silicon carbide technologies are positioned to overcome the physical limitations of traditional silicon.

  Some supportOct 10
  silicon → Wolfspeed

  Wolfspeed → silicon