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 (Financial Times)

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