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The Latest Breaking News from Semiconductor

Chipmaker Analog Devices forecasts third-quarter revenue above estimates amid AI boom

Chipmaker Analog Devices anticipates strong third-quarter revenue, exceeding market expectations. This surge is driven by increased demand for its power-management semiconductors and sensor components. The AI boom is fueling growth in data centers and automotive systems. The company also announced a significant acquisition to bolster its AI-focused portfolio. This positive…

The Economic Times

Behind the Numbers: Why Applied Materials’ Historic Q2 Results Justify New All-Time Highs

Applied Materials beat analyst estimates in its latest quarterly results following a historic bull run.

Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event

Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C

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MEXC Reports Sharp Surge in TradFi Futures Trading Volume in April, Led by 1,600% Jump in INTC

VICTORIA, Seychelles, May 20, 2026 /PRNewswire/ -- Data from MEXC, a pioneer in 0-fee digital asset trading, shows that TradFi futures trading volume on the platform surged sharply in April. Among all sectors, AI semiconductor-related assets recorded the strongest month-over-month growth, with some exceeding 1,600%. This closely mirrored the rally…

No relief in memory prices visible over next 12-18 months, says IESA president

Memory prices are set to rise for consumers. No major new production capacity is expected in the next 18 months. This will lead to higher costs for devices like smartphones. The ongoing West Asia crisis also impacts raw material availability for electronics. India Semiconductor Mission 2.0 aims to boost the…

The Economic Times

Tech leaders favoured by hedge funds last month: Hazeltree report

Hedge funds maintained their focus on companies with strong fundamentals in April, particularly in technology and semiconductors, as the S&P 500 saw a significant jump. Meta and another unnamed mega-cap stock experienced increased fund holdings, while Nvidia, despite a slight decline, remained a top semiconductor pick.

The Economic Times

Laurence Balanco flags 5% downside risk for Nifty amid global yield surge

Global financial markets are experiencing a risk-off shift driven by rising sovereign bond yields, impacting equities and commodities. Market strategist Laurence Balanco notes that bond yields, not oil, are now the primary risk signal, tightening liquidity and pressuring risk assets. This trend is particularly evident in technology and semiconductors, with…

The Economic Times

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Arteris Technology Adopted by Li Auto for Intelligent Vehicles

CAMPBELL, Calif., May 19, 2026 (GLOBE NEWSWIRE) -- Arteris, Inc. (Nasdaq: AIP), a leading provider of semiconductor technology for accelerating innovation in the AI era, today announced that its system IP technology has been deployed by Li Auto Inc., a leader in the China new energy vehicle (NEV) market. Arteris…

Keysight Technologies Q2 Earnings Call Highlights

Keysight Technologies (NYSE:KEYS) reported what executives described as the best quarter in the company’s history, with fiscal second-quarter orders surpassing $2 billion and revenue rising sharply across its communications and electronic industrial businesses. President and CEO Satish Dhanasekaran

Why This Analyst Thinks Texas Instruments Stock Is on the Path to $1 Trillion

Why This Analyst Thinks Texas Instruments Stock Is on the Path to $1 Trillion

While most are chasing flashy AI chipmakers, Stifel believes Texas Instruments could become the world’s first $1 trillion analog semiconductor stock.

Nvidia shares set for $350 billion price swing after earnings, options show

Nvidia shares set for $350 billion price swing after earnings, options show

Nvidia's market value is expected to see a substantial swing following its earnings report. Options trading suggests investors remain optimistic about the AI giant. However, there is also a growing trend of hedging and profit-taking in the semiconductor sector. This indicates high expectations for Nvidia, as it leads the AI-driven…

The Economic Times

Nvidia Is Moving Beyond LLMs to Superlearners, the Possible Precursor to AGI. What That Means for NVDA Stock.

By promoting research on the possible next phase of AI, Jensen Huang is ensuring Nvidia is best placed to power the future revolution.

Dear Analog Devices Stock Fans, Mark Your Calendars for May 20

Dear Analog Devices Stock Fans, Mark Your Calendars for May 20

Get set for a heady release as the company rides broad semiconductor tailwinds in industrial, communications, and AI infrastructure.

US software stocks attempt a rebound as investors reassess AI risks

US software stocks attempt a rebound as investors reassess AI risks

The beleaguered sector's rebound coincided with a slide in chipmakers, which began to cool off following a blistering rally ‌that took ⁠the Philadelphia ⁠SE Semiconductor Index to a record high earlier this month.

The Economic Times

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The Economic Times

US stock market crashes today: Dow Jones, S&P 500, and Nasdaq fall hard as bond yields hit 19-year high - Nvidia, Broadcom, AMD, and Amazon lead massive Wall Street selloff

US stock market crashes today as Dow Jones, S&P 500 and Nasdaq plunge. The Dow Jones Industrial Average dropped more than 237 points, while the S&P 500 and Nasdaq slid deeper into negative territory as technology and AI-linked stocks faced heavy selling pressure. A perfect storm of soaring Treasury yields,…

The Economic Times

India’s lost chip dream: The mysterious 1989 fire that may have cost the nation the AI race

India began semiconductor manufacturing before Taiwan Semiconductor Manufacturing Company. A fire in 1989 and policy neglect stalled progress. The Mohali facility now uses old technology for defense and space. The government plans to modernize it, aiming for advanced chip production. This effort seeks to revive India's chip dream.

The Economic Times

Analog Devices in talks to buy Empower Semiconductor for $1.5 billion: Bloomberg News

US chipmaker Analog Devices is nearing a deal to buy AI chip firm Empower Semiconductor. The acquisition is reportedly valued at around $1.5 billion. Empower Semiconductor makes power management chips for AI processors and data centres. This move comes amid strong investment in data centre infrastructure for generative AI. An…

Ignore the Foundry Fears and Keep Buying Taiwan Semi Stock

As AI demand surges, Bank of America believes investors should ignore the competitive noise and keep buying Taiwan Semi stock.

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From High-Yield to High-Growth: 3 Stocks Boosting Dividends

From high yields to high dividend growth, massive names across consumer staples, semiconductors, and energy are lifting their dividends.

The Times of India

Taiwan & Thucydides Trap: How close have the US and China come to conflict before?

Taiwan, a flashpoint in US-China rivalry, is increasingly central to global tensions. President Xi Jinping's "Thucydides Trap" warning highlights the risk of conflict as China rises. The island's strategic importance in semiconductors and trade, coupled with historical crises, underscores the escalating danger of miscalculation.

International Business Times UK

Trump's Secret Mission: American CEO Convoy Sparks Interest as Billionaires Chase Billions in Beijing Deals

President Trump visited Beijing with top US business leaders to strengthen economic ties with China, focusing on trade, aviation, AI, and semiconductors amid rising tensions.

The Economic Times

CM Bhajanlal Sharma inaugurates Rajasthan's first semiconductor cluster at Bhiwadi

Rajasthan's Chief Minister inaugurated the state's first semiconductor cluster in Bhiwadi, highlighting 35 pro-investment policies. This move positions Rajasthan as a major industrial hub, with plans for a new industrial area and advancements in renewable energy.

The Economic Times

US Stock Market: AI boom and consumer spending trends take center stage as earnings season nears key test

S&P 500 and NASDAQ Composite are heading into a crucial week near record highs, with investors focused on two key themes — the AI-driven market rally and the strength of U.S. consumer spending amid sticky inflation. Earnings from NVIDIA and major retailers like Walmart, Home Depot, Target and TJX Companies…

Why Global Tech Giants Are Suddenly Choosing India

For years, countries competed to attract global companies. Now, India is speaking differently. During his visit to The Hague, Narendra Modi made a bold statement in front of top Dutch CEOs: “No country in the world can match India’s speed.” It was not just a political line. It was a…

The Economic Times

Micron urges Indian firms to plan ahead as AI memory crunch set to deepen through 2028

A top Micron executive warns the global semiconductor memory shortage, fueled by the AI boom, is severe and could extend beyond 2028. Indian firms risk being unprepared due to price sensitivity and a reluctance to commit to long-term procurement contracts, despite the nation's push for sovereign AI infrastructure.

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