Mint Insights

Mint Insights

Share this post

Mint Insights
Mint Insights
[Macro on Microchips] Gains and Tailwinds Are In, But Risk Appetite Isn’t

[Macro on Microchips] Gains and Tailwinds Are In, But Risk Appetite Isn’t

UMC repositions, Micron delivers, and the market stays defensively long.

Raghav Vashisht's avatar
MintFinance's avatar
Raghav Vashisht
and
MintFinance
Jul 02, 2025
∙ Paid
3

Share this post

Mint Insights
Mint Insights
[Macro on Microchips] Gains and Tailwinds Are In, But Risk Appetite Isn’t
Share

The SOXX ETF gained 6.1% in the last week of June until the first of July, closing above key resistance levels and outpacing the broader market. But while the chart looks bullish, the underlying investor behavior does not yet reflect a fully risk-on stance.

In this edition, we unpack that divergence. We also look at UMC’s possible shift toward 6nm and wh…

Keep reading with a 7-day free trial

Subscribe to Mint Insights to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 MintFinance
Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share