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The Latest Breaking News from Semiconductor

Global Markets: AI supply chain bets propel Asian hedge funds to stellar performance

Asia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related technologies. Strong demand for AI infrastructure, coupled with supply constraints, lifted regional markets and helped fund managers uncover opportunities across Asia’s expanding technology ecosystem.

The Economic Times

Anutin unveils chip hub vision

Prime Minister Anutin Charnvirakul has unveiled a plan to position Thailand as Asean's hub for advanced chip manufacturing, with the goal of producing "Made in Thailand" semiconductors by 2050.

Bangkok Post

Why Wall Street Loves Cadence Design Systems Stock Here

Wall Street is growing more bullish on Cadence as its latest Intel collaboration reinforces its position as a key enabler of next-generation semiconductors.

Barchart

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UK and Japan building ‘new era of co-operation’, says Starmer

The Prime Minister conducted meetings with Japanese prime minister Sanae Takaichi and business leaders in No 10.

Evening Standard

Semiconductor stocks just had their worst week since 2020 — but it wasn't all their fault

Semiconductor stocks have had a few rough days in a market that is also digesting tough news on other fronts.

TechRadar

Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.

Huang views the ongoing semiconductor selloff as a prime buying opportunity.

Barchart

ON Semiconductor Stock: Is ON Outperforming the Technology Sector?

After delivering stronger returns than the broader technology sector over the past year, ON Semiconductor continues to garner a moderately bullish outlook from analysts.

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DLI-backed chip companies call for government procurement support

Indian semiconductor startups are urging the government for stronger market access and intellectual property protection. They highlight the need for procurement support to foster growth and maintain domestic ownership. Existing schemes have boosted design capabilities, but incentives for electronics makers to adopt Indian chips are lacking. Founders emphasize that capital…

The Economic Times

The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush

The best semiconductor ETFs hold the chipmakers benefitting from historically high spending by artificial intelligence hyperscalers and data center builders.

Kiplinger

Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.

Jensen Huang’s “insanely profitable” comment underscored TSMC’s central role in the AI chip boom and strengthened investor confidence in its growth outlook.

Barchart

These 3 Semiconductor Stocks Just Got a Bullish Nod From Citi. Buy the Dip.

Citi highlighted Broadcom (AVGO), Texas Instruments (TXN), and Applied Materials (AMAT) as attractive buys following the recent semiconductor sector selloff triggered by Broadcom’s Q2 results.

Barchart

Google Explores Samsung Role In Next-Generation AI Chip As Demand Reshapes Global Semiconductor Supply Chain

Google is discussing plans with Samsung Electronics to manufacture part of its next-generation artificial intelligence chip, according to a new report.

International Business Times

China finds 99.9% pure quartz in Tibet that could reshape the global chip supply chain

In a discovery that could have significant consequences for the global semiconductor and clean energy supply chain, Chinese researchers have identified a major new source of high-purity quartz in Tibet, one that can be refined to a silica content exceeding 99.995 per cent. The find comes at a critical time:…

The Times of India

Kospi tanks 9% in just two sessions! What’s causing bloodbath in 2026’s top market?

South Korea’s KOSPI has plunged 9% in two sessions after a strong 2026 rally, as AI-driven semiconductor stocks face profit booking. Rising U.S. inflation, geopolitical tensions in West Asia and leveraged ETF volatility have intensified the sell-off, raising concerns that the AI-led rally may have outpaced fundamentals.

The Economic Times

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1 Intel Insider Just Sold Nearly 10% of His INTC Stock

Intel’s remarkable turnaround has fueled a massive rally, but a recent insider sale is giving investors a reason to look twice.

Barchart

Intel’s AI Foundry Dream Is Becoming Reality. What That Means for INTC Stock.

Intel's latest foundry momentum is fueling optimism that the company could become a major beneficiary of the expanding AI infrastructure buildout.

The Economic Times

Gujarat to introduce ‘Ultra Mega’ category in new industrial policy

Gujarat is introducing a new 'ultra mega' industry category. This requires at least Rs 10,000 crore investment and 3,000 jobs. The state is also adding more 'thrust sectors' like semiconductor ancillaries and drone manufacturing. Companies in this category can get up to 40% incentives on capital investment.

Tom’s Hardware

3D-printed nozzles could revolutionize drug and self-healing material manufacturing — MIT-developed triaxial electrospray design makes cleanroom fabrication optional

MIT's 3D-printed triaxial electrospray nozzles could revolutionize drug and self-healing material manufacturing. By using a relatively inexpensive resin printing approach, the new nozzle fabrication technique removes the need for a semiconductor-class cleanroom facility.

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International Business Times

Tech Rally Still Has Momentum Despite Chip Stock Pullback, Analysts Say

Recent turbulence in semiconductor stocks has done little to shake confidence in the broader technology trade that has driven markets higher over the past two years.

The Economic Times

India emerges as global tech partner under PM Modi's 12-yr tenure, exporting to US, China: Vaishnaw

India is now a trusted partner in technology value chains. Under Prime Minister Narendra Modi, the country exports electronics, including complex products, to nations like the US and China. Smartphone exports have become a major category. The government is focusing on semiconductor design and manufacturing equipment. Talent development in this…

The Economic Times

Kospi selloff resumes, tanks nearly 4% as AI unwinding continues; Iran war uncertainty dents mood

South Korean stocks fell sharply on Wednesday, with the benchmark KOSPI dropping up to 3.6%, as semiconductor shares resumed their decline and investor sentiment was hit by a U.S. strike on Iran. The selloff underscored concerns about the market's reliance on a handful of chipmakers that have powered this year's…

The Economic Times

SEZ import relief to fast track chip projects

India's semiconductor manufacturing sector is set for a major boost. New rules exempt imports for Special Economic Zones from quality checks. This will speed up the setup of chip fabrication plants and assembly units. Companies can now import necessary equipment and materials without delays. Compliance with Indian standards will only…

The Economic Times

Why did the Nasdaq 100 crash more than 550 points today? US stock market Dow Jones, S&P 500 and Nasdaq plunge into deep red as AI's biggest winners become the market's biggest losers

US stock market crash today: The Nasdaq just delivered a sharp reality check to Wall Street. On June 9, 2026, the tech-heavy Nasdaq Composite plunged 2.17%, losing more than 560 points as AI and semiconductor stocks extended their recent sell-off. The S&P 500 fell 1.22%, shedding over 90 points, while…

The Economic Times

Why is the US stock market crashing today? S&P 500 erases all gains and wipes out $1.3 trillion in 2 hours as Nasdaq and Dow turn sharply lower - Tech stocks and chip sector collapse

The US stock market crash today caught many investors off guard. Early gains quickly vanished as the S&P 500 erased more than $1.3 trillion in market value within just two hours. What began as a relief rally suddenly turned into a broad sell-off that dragged down the Nasdaq, Nvidia, Apple,…

Barchart

Jensen Huang Was in South Korea to Dominate the AI Ecosystem. Here Is Why You Should Buy Nvidia Stock Now.

Nvidia's CEO meeting with executives in South Korea suggests he is one step ahead of the competition when it comes to securing the right supply chains.

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