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The Latest Breaking News from Semiconductor

Navitas Semiconductor Stock Is on the Ropes. It Faces a New Patent Infringement Lawsuit.

Navitas is facing intense scrutiny as Wolfspeed filed a patent infringement lawsuit against it. How should you play Navitas now?

Barchart

Broadcom Lands $30 Billion Chip Deal With Apple. Why It’s a Win-Win for AAPL and AVGO.

Broadcom strengthened its growth outlook by securing a $30 billion chip agreement with Apple through 2031.

Barchart

AMD Stock Is Up 160% in 2026 and Analysts Still Love It

With Advanced Micro Devices' stock soaring so far this year, analysts show their love for this fabless semiconductor company.

Barchart

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Power Struggle: Wolfspeed Sues Navitas Over AI Chips

Wolfspeed sued Navitas Semiconductor over five wide-bandgap patents, seeking an import injunction and damages, as both companies face debt, cash burn and shifting AI datacenter supply chains.

MarketBeat

Cerebras Stock Sends Massive Expansion Signal at Paris Summit

The giant semiconductor and AI infrastructure company plans to build European data centers by 2027, including OpenAI workloads, as the newly public chipmaker chases faster-growing AI demand abroad.

Barchart

Union Minister Ashwini Vaishnaw urges IT industry to capitalise on global semiconductor talent shortage

India's IT sector can address the global semiconductor talent shortage of one million people. Prime Minister Modi's focus has led to twelve plants developing chips for export. Electronics exports have now become the country's third largest export category. Mobile phones are now the largest exported item from India. Railways are…

The Economic Times

How SK Hynix just pulled off the second-largest U.S. share sale by quietly powering the AI boom

With a $26.5 billion Nasdaq debut, the South Korean manufacturer caps off a long, strange path from memory-chip also-ran to AI powerhouse

Fortune

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Korea’s SK Hynix shares make stellar US market debut, rocket 13% on continued AI optimism

SK Hynix's U.S. shares surged thirteen percent on their Nasdaq debut. The South Korean chipmaker raised twenty-six point five billion dollars through a share sale. This demonstrates continued investor interest in AI-linked semiconductor stocks. Recent market pullbacks have not deterred this strong sector appetite. The company's listing provides funding for…

The Economic Times

Morgan Stanley warns AI chip rally may be running out of steam

Morgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI chips. She expects slowing AI infrastructure spending and weaker pricing power to challenge chipmakers, despite continued investor interest and SK Hynix's Nasdaq debut.

The Economic Times

Kandou AI to open India chip design headquarters in Hyderabad

Bharat Rashtra Samithi (BRS) Working President and former Telangana IT Minister KT Rama Rao on Friday said Kandou AI's decision to establish its India Chip Design Headquarters in Hyderabad reflects the city's emergence as a globally recognised semiconductor and deep technology hub, as the company announced the opening of its…

The Economic Times

Wall Street's AI Trade Is Starting To Shift As Chip Stocks Lose Momentum. Software Shares Are Regaining Ground

One of Wall Street's most popular technology trades is beginning to reverse as investors move back into software companies after months of heavy selling while taking profits in semiconductor stocks that have led the artificial intelligence rally this year.

International Business Times

Intel Stock Has Doubled, So Why Is JPMorgan Calling It a Top Short?

Intel Corp’s (NASDAQ:INTC) turnaround has become one of Wall Street’s favorite semiconductor trades.

Benzinga

Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI

Broadcom extended its chip supply deal with Apple through 2031, valued at over $30 billion, highlighting its non-AI semiconductor and infrastructure software revenue beyond its core AI chip business.

MarketBeat

SK Hynix makes US debut today. Will investors sell Micron to buy the AI memory leader?

SK Hynix begins US trading after a $26.5 billion ADR sale, expanding investor access to its AI memory chip business. The Nasdaq listing could narrow its valuation gap with Micron, while testing investor appetite for AI-linked semiconductor stocks.

The Economic Times

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Benzinga

Howard Lutnick Tells Samsung and SK Hynix They Have 'No Choice' but to Build US AI Memory Fabs— and Micron's CEO May Not Be Happy

In a direct push to secure America’s artificial intelligence hardware pipeline, U.S. Commerce Secretary Howard Lutnick has publicly pressured South Korean semiconductor giants Samsung Electronics and SK Hynix Inc. (NASDAQ:SKHY) to construct local AI memory fabs.

Tom’s Hardware

Micron lifts U.S. spending to $250 billion — company takes $500 million position in America's only 300 mm wafer plant

Micron has said it will invest up to $3 billion in the US semiconductor supply chain, with $500 million of that going to GlobalWafers.

Benzinga

Stock Market: Will S&P 500 Open Up or Down Today?

The S&P 500 rallied on Thursday as semiconductor stocks rebounded and oil prices eased, but Polymarket traders are betting the benchmark index will open lower on Friday.

The Economic Times

Global Market: Sovereign wealth funds pivot to strategic investments as AI takes centre stage

Sovereign wealth funds are increasingly prioritising national strategic goals over pure financial returns, with artificial intelligence and semiconductors emerging as key investment areas. Backed by governments, these funds are making fewer but significantly larger investments to strengthen technological leadership, supply chains and long-term economic resilience.

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The Economic Times

Global Market: SK Hynix's Nasdaq ADR debut raises $26.5 billion amid AI chip boom

South Korean chipmaker SK Hynix successfully raised $26.5 billion through its ADR offering. This significant fundraising highlights robust global investor interest in AI semiconductor suppliers. The company is a leading provider of essential high-bandwidth memory chips for AI processors.

Benzinga

Semiconductor ETFs Draw Record $7.1 Billion as Investors Buy the AI Chip Dip

U.S. semiconductor exchange-traded funds attracted a record $7.1 billion in fresh capital on Tuesday as investors aggressively bought the dip in artificial intelligence-linked chip stocks.

The Economic Times

NASA astronaut Anil Menon set to travel to International Space Station on July 14

Anil Menon, an astronaut of Indian heritage, will journey to the International Space Station. He will spend eight months conducting vital scientific experiments aboard the station. Menon will study the effects of microgravity on the human body and test new medical technologies. He will also research semiconductor crystal production for…

The Economic Times

Korea's pain will be India's gain? Why Nifty bears betting on Kospi crash may get disappointed

Foreign investors pulled ₹1.92 lakh crore from India in 2026 to chase the East Asian AI chip boom. As South Korea's KOSPI experiences wild swings, Nifty bulls are hoping that a capital rotation will send those funds rushing back to Dalal Street. But experts warn the road ahead won't be…

The Economic Times

South Korea's Kospi jumps 5%, exits bear market. What lies ahead for world's best performing stock market of 2026?

South Korea's Kospi index saw a significant jump on Friday, extending recent gains after a substantial crash. The benchmark index officially entered bear market territory earlier this week due to a sharp decline. Heavyweight semiconductor stocks experienced a notable crash, impacting investor sentiment and the overall market. Despite a recent…

Benzinga

Micron Increases US Investment Plan to $250 Billion, Accelerates Domestic Chip Push as AI Race Heats Up

Micron Technology Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said Thursday the company has increased its planned U.S. manufacturing and research investment to more than $250 billion, expanding its commitment to domestic memory production and semiconductor supply chain capacity.

The Economic Times

Global Market Today: Asian stocks rise following chip rally, oil slips

Asian stocks climbed as investors favored semiconductor shares due to AI demand. Oil prices declined as energy supply disruption fears eased. South Korea's Kospi index saw a significant rally, while other regional benchmarks edged higher. Futures for the Nasdaq 100 Index indicated a more cautious market sentiment. Company earnings and…

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