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The Latest Breaking News from Semiconductor

ON Semiconductor's CEO Says AI Demand Got Priority Over Automotive Customers— and Wall Street Loved It as Stock Jumps 7% in Premarket Tuesday

ON Semiconductor Corp. (NASDAQ:ON) said surging demand from artificial intelligence data centers prompted the company to prioritize shipments to that market over automotive and industrial customers during the second quarter, as AI infrastructure demand rapidly reshapes the semiconductor industry.

Global Market: China stocks rebound on AI, chip rally; Hong Kong shares slip

Global Market: China stocks rebound on AI, chip rally; Hong Kong shares slip

Chinese stocks rebounded on Tuesday, led by gains in AI and semiconductor shares, as renewed optimism over the sector and a global technology rally lifted sentiment. While mainland markets advanced, Hong Kong shares slipped despite gains in Alibaba, with investors also weighing slower manufacturing growth and broader regional market trends.

The Economic Times

Global Market: South Korean shares slip nearly 2% as AI spending worries overshadow softer inflation

Global Market: South Korean shares slip nearly 2% as AI spending worries overshadow softer inflation

South Korean shares fell nearly 2% on Tuesday as renewed concerns over AI-related spending and heavy selling in semiconductor stocks overshadowed softer-than-expected inflation. Samsung Electronics and SK Hynix led losses, while easing consumer prices and foreign investor buying failed to lift overall market sentiment.

The Economic Times

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TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Taiwan Semiconductor insiders bought nearly $800,000 in shares since early July as analysts raise price targets and Buy ratings following the company's Q2 earnings report.

Semiconductor ETF SOXX’s Worst Month Since 2002: 'A Significant Discount,' Ed Yardeni Says

A monthly loss last recorded during the dot-com unwind has returned to the semiconductor complex, and it arrived while the sector’s earnings estimates were still rising.

Nvidia CEO Predicts a Massive AI Infrastructure Boom. Skilled Trade Workers Could See Six Figure Opportunities.

The rapid construction of data centers, semiconductor facilities, and AI factories is already reshaping labor demand, with companies competing for workers capable of building and maintaining these highly specialized facilities.

International Business Times

Morgan Stanley's Latest AI Call Could Spark a Comeback in Momentum ETFs. Time to Buy the Dip?

The momentum trade has taken a painful hit in recent weeks, but Morgan Stanley believes the worst may be over. This view could put momentum-focused ETFs back on investors’ radar.

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Bearish Pressure Is Building Around These 3 Stocks

Bearish Pressure Is Building Around These 3 Stocks

Hims & Hers Health and QXO face heavy short interest amid dilution and loss concerns, while KLA has slid nearly 40% since June as AI-driven chip spending fears grip semiconductor stocks.

China steps up protection for chip designs in revised regulations

China steps up protection for chip designs in revised regulations

China is beefing up its defenses for homegrown chip designs. New regulations are being rolled out to offer stronger legal protection, aiming to safeguard intellectual property and encourage domestic innovation in the crucial semiconductor industry. This move signals a significant effort to bolster its technological self-sufficiency.

The Economic Times

Global investors rebuild positions in South Korean stocks after volatile July

Global investors rebuild positions in South Korean stocks after volatile July

Global investors are returning to South Korean equities after a sharp leverage-driven selloff, with renewed buying in semiconductor stocks such as Samsung Electronics and SK Hynix. While volatility persists, easing deleveraging, lower short interest and resilient AI-driven chip demand are improving sentiment toward the country's technology-heavy stock market.

The Economic Times

Global Market: China stocks slide as global AI selloff hits chipmakers; Alibaba rallies on new AI model

Global Market: China stocks slide as global AI selloff hits chipmakers; Alibaba rallies on new AI model

Chinese equities declined on Monday as a global selloff in AI-linked stocks weighed on semiconductor shares, while Hong Kong's technology sector outperformed after Alibaba unveiled its latest AI model. Investors also remained cautious after fresh data showed China's manufacturing activity expanded at its slowest pace in four months.

The Economic Times

CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’

CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’

Experts say shortages are forcing companies to explore Chinese chip supplies, yet adoption is still likely to be selective and politically contested.

In 1971, one tiny chip invented by an Italian American Physicist started the technology revolution behind today's AI, phones and PCs

In 1971, one tiny chip invented by an Italian American Physicist started the technology revolution behind today's AI, phones and PCs

The Federico Faggin story begins with a chip smaller than a fingernail but powerful enough to reshape modern life. In 1971, the Intel 4004 became the world's first commercial microprocessor, launching today's computer age. Hidden inside its circuits are Faggin's tiny "F.F." initials, a lasting mark of engineering history. His…

The Economic Times

Consumer Tech (July 27-31): AI Boom Drives Tech Earnings As Apple, Amazon Lead Markets & More

Consumer Tech (July 27-31): AI Boom Drives Tech Earnings As Apple, Amazon Lead Markets & More

Senators from across the aisle have reportedly sent a letter to Apple Inc. (NASDAQ:AAPL) CEO Tim Cook, urging the company to refrain from using memory chips from ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC) in its devices, even if the products are meant solely for the Chinese…

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The Economic Times

India has 12 semiconductor units with $20 billion investment, Semicon 2.0 to drive next phase: Vaishnaw

India's semiconductor manufacturing ecosystem is entering its next phase with 12 semiconductor units involving around $20 billion in investment, three of which have already started manufacturing chips, Union Minister for Electronics and Information Technology Ashwini Vaishnaw said.

The Economic Times

PM Modi launches South India's first chip plant

The outsourced semiconductor assembly and test (OSAT) facility at Tarluvada, being developed with South Korea's APACT as technology partner, will package and test chips for artificial intelligence, high-performance computing, data centres and high-speed communications.

Why Investors Shouldn’t Sweat the Dip in Qualcomm’s Handset Revenue, According to Experts

Qualcomm's handset business is under pressure. But experts say its expanding AI and connected-device ecosystem represent the bigger story.

The Economic Times

India enters the story as China begins to rewrite the chips playbook

India and China are pursuing sharply different semiconductor strategies. While China is developing domestic lithography machines to reduce reliance on foreign technology, India is strengthening ties with ASML through Tata Electronics to enter the global semiconductor equipment supply chain. The Tata-ASML discussions could help India build advanced manufacturing capabilities and…

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The Economic Times

PM Modi lays foundation stone, inaugurates Rs 18,000 crore development projects in Andhra Pradesh, flags off UDAN 2.0 expansion

Prime Minister Narendra Modi inaugurated projects worth nearly eighteen thousand crore rupees in Andhra Pradesh. He also laid the foundation stone for a semiconductor manufacturing facility at Visakhapatnam. Several renewable energy transmission projects were also inaugurated by the Prime Minister. Additionally, highway projects worth over one thousand eight hundred eighty…

The Economic Times

South Korea July exports beat forecasts on robust demand for AI investments

Semiconductor exports jumped 179% as memory chip prices continued to rise despite the issues of Apple's potential use of ⁠Chinese memory ‌chips and a new AI development in China, the trade ministry said in a statement. Computer sales also surged 404% on increasing AI ⁠investments by big U.S. technology firms,…

Michael Burry Just Turned His Guns on Nvidia, Micron and SOXX — ETF Investors Are Watching the Fallout

Michael Burry is doubling down on his cautious view of the artificial intelligence trade, increasing his bearish exposure to NVIDIA Corp (NASDAQ:NVDA) while expanding outright short positions in Micron Technology Inc (NASDAQ:MU) and the iShares Semiconductor ETF (NASDAQ:SOXX).

The Economic Times

Companies from US, Europe, Japan among those keen to join India's chip making ecosystem: Official

Foreign companies from several nations show keen interest in India's semiconductor program. These global firms will explore partnerships and opportunities at the Semicon India event. India's government has approved a significant program to boost domestic chip manufacturing capabilities. Guidelines for the scheme are expected to be released within the next…

International Business Times

The Trump Admin Will Get a Stake In Six Semiconductor Companies. The Total Will Rise To 30

The Trump administration is set to get a stake in six semiconductor companies, according to a new report

Are Wall Street Analysts Predicting ON Semiconductor Stock Will Climb or Sink?

ON Semiconductor has rallied the broader market over the past year, and analysts remain moderately optimistic about the stock’s prospects.

The Economic Times

Government says 100 fabless semiconductor firms target is 'doable'

"Actually, this 100 number is doable. Right now, we have given approval to 24. But let us not put a number to any kind of scheme. Because it depends upon the credibility of the proposal," Sinha told on the sidelines of the India Fabless Semiconductor Design Acceleration Workshop.

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