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)

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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

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