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The Latest Breaking News from Semiconductor

PM's China trip aims to boost tech investment

Prime Minister Anutin Charnvirakul is set to embark on a crucial visit to China later this week, aiming to strengthen economic ties and attract investment in Thailand's future industries, notably semiconductors, artificial intelligence (AI), and electric vehicles.

SK Hynix's Record Drop Jolts AI Chip Rally After Nasdaq Debut

SK Hynix's Record Drop Jolts AI Chip Rally After Nasdaq Debut

SK Hynix suffered its biggest-ever drop after its Nasdaq debut as investors reassessed AI chip valuations despite strong demand.

International Business Times UK

From Best ETF Debut Ever to Bear Market: DRAM’s Wild Ride as Micron And AI Memory Stocks Tumbled

From Best ETF Debut Ever to Bear Market: DRAM’s Wild Ride as Micron And AI Memory Stocks Tumbled

One of 2026’s biggest ETF success stories has taken a dramatic turn. The Roundhill Memory ETF (BATS:DRAM), which became the fastest-growing ETF debut on record after amassing more than $20 billion in assets within weeks of its April launch, has now entered bear-market territory. The fund has tumbled nearly 30%…

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Applied Materials: The Picks-and-Shovels Play in an AI Era Will Continue to Trend Higher

Stifel says Applied Materials will continue to take advantage of a lengthy demand cycle for AI.

Applied Materials Shows Huge Unusual Put Options Activity - a Bullish Signal

Applied Materials, a semiconductor chip equipment and software maker, is showing highly unusual out-of-the-money put options activity today. AMAT stock is off its highs. This could be bullish ahead of earnings.

Ahead of Taiwan Semiconductor Earnings, Here's What Barchart Data Says Comes Next for TSM Stock

Taiwan Semiconductor stock is inching lower ahead of Q2 earnings on July 16, and options data suggests further pressure lies ahead.

China's Helium Ban Could Reshape the AI Supply Chain

China, Russia, and Qatar export curbs have triggered a global helium shortage critical to chip fabrication, pushing prices higher and boosting suppliers like Linde PLC.

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SK Hynix US-listed shares slip nearly 8% as Nasdaq debut euphoria cools

SK Hynix US-listed shares slip nearly 8% as Nasdaq debut euphoria cools

SK Hynix’s US-listed shares fell nearly 8% after a strong Nasdaq debut, as investors booked profits in AI-linked chip stocks. The decline triggered broader weakness across global semiconductor stocks, with sharp losses in Seoul and the US, reflecting growing concerns over valuations and sustainability of AI-driven demand.

The Economic Times

Tech Executives Say AI Demand Remains Strong as Businesses Shift. 'Tokenmaxxing' Has Given Way To 'Valuemaxxing'

Tech Executives Say AI Demand Remains Strong as Businesses Shift. 'Tokenmaxxing' Has Given Way To 'Valuemaxxing'

Leaders in the AI industry argue that investors are becoming more strategic about where they deploy AI and how they measure its return on investment after recent volatility in semiconductor stocks.

International Business Times

Your Phones and Computers Will Likely Be More Expensive for Years to Come

Your Phones and Computers Will Likely Be More Expensive for Years to Come

The historically cyclical memory chip market is in the middle of a sustained global sales boom. Will there ever be a bust?

TSMC's AI Boom Keeps Breaking Records. Chip Demand Shows Little Sign Of Slowing.

TSMC's AI Boom Keeps Breaking Records. Chip Demand Shows Little Sign Of Slowing.

TSMC's latest revenue figures add to evidence that investment in AI infrastructure continues to drive growth across the global semiconductor industry.

International Business Times

Here's What to Expect From ON Semiconductor’s Next Earnings Report

ON Semiconductor will report its second-quarter earnings soon, and Wall Street expects its profitability to improve by double digits.

Samsung, SK hynix, Micron ramp up capacity as demand for AI infrastructure outpaces supply

Samsung, SK hynix, Micron ramp up capacity as demand for AI infrastructure outpaces supply

Global memory chipmakers are expanding production capacity to meet AI demand. Samsung, SK Hynix, and Micron are investing billions in new facilities. These companies aim to secure supply for high-bandwidth and DRAM chips. Industry experts anticipate continued tight supplies for several years ahead. Capacity growth will determine memory makers' future…

The Economic Times

Option Volatility And Earnings Report For July 13 - 17

Option Volatility And Earnings Report For July 13 - 17

Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.

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TSMC's June sales drive revenue surge of 68% ahead of earnings report

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 35.6% increase in revenue during the first-half of 2026, and of 68% in June, highlighting continued strong demand for AI chips ahead of the firm's full second-quarter earnings report later this week.

The Economic Times

Spain's Submer Group to invest $2 billion in semiconductor industry in Madhya Pradesh

Spain's Submer Group announced a significant USD 2 billion investment in Madhya Pradesh. This substantial investment will foster growth within the region's semiconductor industry. The initiative is expected to generate approximately 5,000 direct employment opportunities for local residents. Land for a data center project was swiftly allotted within six days.

The Economic Times

Global Market: AI stocks take a breather after blistering rally as investors reassess valuations

AI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats from recent highs. Investors are now demanding stronger earnings growth and clearer profit evidence. A rotation into software and cloud providers is also occurring within technology. Despite this, the long-term…

Samsung Speeds Up Yongin Chip Plant Launch to 2029 amid AI Memory Boom

Samsung Electronics Co. (OTC:SSNFL) is accelerating the launch of its first semiconductor fabrication plant in Yongin to 2029, moving up the timeline by one to two years as demand for AI memory chips continues to surge.

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The Economic Times

AI, Iran war risks weigh on Indian IT firms’ earnings outlook

Indian IT companies like HCL Technologies and Wipro are reporting earnings amid AI concerns. Macroeconomic uncertainty and Middle East conflict add pressure to the sector. Taiwan Semiconductor Manufacturing Company's results will offer a key reality check for the AI boom. Tech Mahindra expects margin expansion from cost-cutting and a large…

The Economic Times

TSMC posts record revenue in second quarter on AI demand

Revenue in the second quarter rose 36% from a year earlier to a record high on surging interest in artificial intelligence applications. On its last earnings call in April, the company predicted second-quarter revenue of between $39 billion and $40.2 billion. Taiwan Semiconductor Manufacturing Co (TSMC) is a major supplier…

The Economic Times

Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soars

SK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand fuels this projected supply constraint. The company is exploring new fabrication facilities in regions like the United States. South Korea plans significant domestic memory chip production expansion over five years. Record profits highlight…

The Economic Times

Korea's Kospi hits 8% lower circuit, trading halted. What's rattling investors today?

South Korea's benchmark Kospi index plunged 8% to lower circuit on Monday as rising tensions in the Gulf and soaring oil prices rattled global markets. The selloff, led by sharp declines in AI-heavyweights SK Hynix and Samsung Electronics, pushed the index deeper into bear market territory, although it remains the…

The Economic Times

Global Market Today: Asian shares slip as oil jumps on Gulf attacks

Asian markets declined as intensified Gulf fighting and oil price surges rekindled inflation risks. Oil prices climbed significantly, impacting global economic outlooks and investor sentiment. Investors increased expectations for a Federal Reserve interest rate hike soon. Major banks and tech companies are set to release their quarterly earnings reports. South…

Taiwan Semi Stock Is Approaching Fair Value Ahead of July 16. How to Play TSM Here.

GF Securities expects strong growth for Taiwan Semiconductor in Q2.

Marvell’s Hidden Growth Engine Just Achieved a Major Milestone That the Market Hasn’t Priced In Yet

The company's photonics business is gaining traction as Tower Semiconductor ships 5 million PICs to customers.

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