The Latest Breaking News from Semiconductor

Why Broadcom Providing 2028 Guidance Is a Big Deal for AVGO Stock Bulls

Broadcom’s bold $230 billion 2028 AI revenue target is giving AVGO bulls a powerful new reason to stay bullish even as the stock faces near-term pressure.

Barchart · Sep 9

Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand

Analog Devices' strong fiscal Q3 results show growth beyond AI, with industrial and automotive revenue surging, a trend also benefiting diversified peer Microchip Technology.

MarketBeat · Sep 9

Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock

Intel raised enterprise CPU prices 10% and confirmed with ASML that its foundry has processed over one million wafers using High-NA EUV equipment, sending shares up nearly 10%.

MarketBeat · Sep 9

This Korea ETF Has Soared, But the Rally May Not Be Over

Korean equities have surged in 2025 on AI chip demand, with the Matthews Korea Active ETF (MKOR) up roughly 80% YTD, though volatility and a higher expense ratio set it apart from cheaper rivals like EWY.

MarketBeat · Sep 7

Global Market: China stocks range-bound as tech gains offset bank, insurance sector losses

Chinese stocks were largely range-bound on Monday as gains in technology shares offset losses in banks and insurers following Beijing’s $54 billion capital-injection plan. The Shanghai Composite slipped 0.2%, while the CSI300 gained 0.2%. Investors also monitored China-US relations, US rate expectations and semiconductor demand.

The Economic Times · Sep 7

Global Market: Japan’s Nikkei rallies on semiconductor strength as market volatility eases

Japan's Nikkei share average took a leap of over two percent on Monday, propelled by robust performance in chip-related stocks reflecting U.S. semiconductor advances. Investors demonstrated a healthier risk appetite, encouraged by steady bond yields and a firm yen. Both Advantest and Tokyo Electron saw an uptick of more than…

The Economic Times · Sep 7

Global Market: South Korean stocks surge nearly 3% as AI chip optimism lifts Samsung, SK Hynix

South Korean shares surged nearly 3% on Monday, led by Samsung Electronics and SK Hynix, as optimism over sustained AI investment and strong semiconductor demand lifted investor sentiment. Strong exports and a firmer won also supported the broader market, with foreign investors turning net buyers of South Korean equities.

The Economic Times · Sep 7

ASEAN can still hedge between America and China on AI. It needs to get its act together first

Can ASEAN members draw from both the Chinese and Western ecosystems in pursuit of their own interests?

Fortune · Sep 6

Global Market: Four US firms commit $2 billion investment in South Korea

Four U.S. companies have committed $2 billion in South Korea across semiconductors, advanced materials and renewable energy. Investments include semiconductor gases, chip equipment, advanced glass and a 3.2-GW offshore wind project. The commitments strengthen South Korea’s efforts to attract foreign investment and deepen economic cooperation with the United States.

The Economic Times · Sep 4

The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story

Broadcom beat earnings estimates and raised AI chip guidance, projecting $115 billion in FY2027 and $230 billion in FY2028 AI semiconductor sales as Anthropic and OpenAI grow as XPU customers.

MarketBeat · Sep 3