The Latest Breaking News from Semiconductor

Synopsys Just Solved a Bottleneck You Didn’t Even Know Existed

Synopsys is using AI partnerships with Nvidia, AMD, Microsoft, and Intel to automate one of chip design’s biggest bottlenecks, strengthening its position at the center of the AI semiconductor ecosystem.

Barchart · Jul 29

Broadcom Just Signed a $200 Billion AI Agreement. It Solves the Company’s Biggest Problem.

Broadcom’s projected $200 billion Samsung partnership is less about size and more about securing the AI chip supply chain for years to come.

Barchart · Jul 29

Broadcom’s $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become

Broadcom and Samsung signed a five-year, $200 billion deal for memory chips, including HBM, and potential advanced packaging collaboration to support Broadcom's AI accelerator growth.

MarketBeat · Jul 29

India's mobile phone exports jump 165-fold in a decade to Rs 2.59 lakh crore: Govt

India's mobile phone exports have surged significantly over the past decade. Mobile phone production has also expanded dramatically, reflecting strong manufacturing growth. Overall electronics production and exports have seen substantial increases as well. The government is implementing policies to strengthen the semiconductor manufacturing ecosystem. These initiatives aim to build a…

The Economic Times · Jul 29

KOSPI Sinks Over 12% in Worst Two-Day Drop Ever as AI Chip Sell-Off Deepens After SK Hynix Misses Expectations

South Korea’s benchmark KOSPI index plummeted another nearly 6% on Wednesday, extending a brutal semiconductor sector selloff that was aided by SK Hynix Inc.‘s (NASDAQ:SKHY) profit miss, despite record-breaking second-quarter financial results. The index has slipped over 33% in July and posted the worst two-day fall in history.

Benzinga · Jul 29

Global Market: China stocks slip as AI-linked selloff deepens; Hong Kong gains on internet shares

Chinese stocks fell Wednesday as artificial intelligence shares faced selling pressure. Hong Kong shares outperformed, driven by strong gains in internet platform companies. Investors shifted funds away from technology hardware into traditional sectors like real estate. New United States trade restrictions targeting Chinese robots also weighed on sentiment. This rotation…

The Economic Times · Jul 29

AI race redraws Asian air cargo, replacing ecommerce as growth engine

Global air cargo networks are shifting towards AI chip manufacturing hubs. Cross-border ecommerce shipments are declining due to new import rules. Korean Air reports AI cargo now drives its main growth engine. Airlines are adapting to handle delicate and high-value AI hardware. Strong cargo demand is expected to continue through…

The Economic Times · Jul 29

Sony halts Kumamoto chip plant operations after Japan earthquake

Sony Semiconductor Solutions' Kumamoto facility operations remain suspended following a powerful earthquake. The company halted production immediately after the tremor struck the region on July 28. Damage assessments to the building and manufacturing lines are currently underway. Other Sony technology centers in Nagasaki, Oita, and Kagoshima reported no significant damage.

The Economic Times · Jul 29

TSMC and Tencent break into the top 100 of the Fortune Global 500 list, as Asia rides the AI boom

Here's who's rising, and who's debuting, from Asia on this year's Global 500, Fortune's ranking of the world's largest companies by revenue.

Fortune · Jul 28

Dear Qualcomm Stock Fans, Mark Your Calendars for July 29

Qualcomm heads into its July 29 earnings report facing lowered expectations, but investors will be watching closely for updates on AI, data center expansion, and smartphone demand.

Barchart · Jul 28