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The Latest Breaking News from Semiconductor

Intel Becomes Plan B for the Semiconductor Industry. Here's How That's a Winning Strategy

Intel is rising sharply after reports the chipmaker may have secured new orders that add to its growing hyperscaler partner list. If true, Intel could become the semiconductor industry's preferred backup supplier.

Barchart

Samsung Electronics considers building chip packaging plant

Samsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor packaging facility. This move aims to boost its capabilities in a crucial area of the AI chip supply chain. The investment is expected to be revealed soon. This development signals Samsung's…

The Economic Times

This Hidden Growth Story in Taiwan Semi Could Cause TSM Stock to Skyrocket

TSMC's 2nm process node is progressing well and may not yet be priced into its future earnings.

Barchart

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AI Chip Rally Leaves Asia's Fund Managers Struggling To Keep Pace

The dominance of Taiwan and South Korean chipmakers has intensified concentration risks across Asian equity markets and altered how professional investors build portfolios.

International Business Times

Oxford Instruments H2 Earnings Call Highlights

Oxford Instruments (LON:OXIG) said it delivered a stronger second half after a difficult start to the year, as improving demand from commercial semiconductor customers helped offset weaker academic markets and geopolitical uncertainty. Chief Executive Richard Tyson told investors the company was “r

MarketBeat

Assam CM Himanta Biswa Sarma meets 'Team Europe' delegation to boost trade, investment linkages

Assam Chief Minister Himanta Biswa Sarma met the "Team Europe" EU delegation to boost trade and investment. The two-day visit focuses on sectors like green energy, pharmaceuticals, and semiconductors, highlighted by touring a new chip plant and launching a "Blue Valley Cluster" to link Indian and European markets.

The Economic Times

Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bulls

Global capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opportunity for India. Foreign investors may return to Indian markets, which are seen as a diversified domestic-economy-led alternative. This shift could lead to an explosive rally for Indian stocks.

The Economic Times

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Kospi surges 5% after 15% rout in 3 sessions. What’s fuelling 2026’s top market?

South Korean technology stocks rebounded sharply on Tuesday as investors returned to AI-linked shares after a steep three-day selloff that had pushed the KOSPI down more than 15%. Semiconductor stocks led the recovery, with SK Hynix jumping 8%, Samsung Electronics rising 4%.

The Economic Times

Infineon taps CDIL, Kaynes to strengthen India chip collab

German chipmaker Infineon Technologies is expanding its engagement with India's semiconductor manufacturing ecosystem by partnering with CDIL and Kaynes Semicon. The company is transferring packaging expertise and plans to procure packaged components from these Indian firms, supporting the nation's ambition to localize chip production.

The Economic Times

Chip startup AGNIT sets up GaN testing lab at IISc with Rs 3 crore investment

Indian semiconductor startup AGNIT Semiconductors has established a new GaN testing laboratory at IISc Bengaluru. This facility, built with a Rs 3 crore investment, will accelerate the commercialization of indigenous technologies. AGNIT aims to enhance validation and reliability testing for GaN chips used in defence and telecom.

The Economic Times

Nasdaq Leads as Chip Stocks Bounce: Stock Market Today

Semiconductor stocks rebounded sharply on Monday, with Intel and Micron leading chipmakers higher.

Kiplinger

Chinese startup claims photonic chip production without DUV lithography, says nanoimprint process cuts costs by 90% — 8-inch wafers produced without conventional optical lithography

Chinese startup Prinano claims it produced 8-inch photonic chip wafers without DUV lithography, using nanoimprint technology that cuts costs by 90%.

Tom’s Hardware

Why is the US stock market rallying big today? Dow Jones, S&P 500 and Nasdaq surge on AI boom — Nvidia and Intel jump as Nasdaq significantly outperformed both the Dow and S&P

US Stock Market Rallies Monday as Tech Leads Rebound After Friday's Selloff: The Dow Jones Industrial Average climbed above 51,000. The S&P 500 advanced nearly 1%. The Nasdaq gained more than 1.5%, leading the rebound. Intel soared 11% on a major Google AI chip order, while Nvidia and Micron climbed…

The Economic Times

Investors Are Punishing Broadcom Stock After Earnings. They’re Missing a 200% Spike in Semiconductor Revenue Ahead.

While Broadcom's post-earnings selloff has dominated the headlines, its forecast for over 200% AI chip revenue growth may be the bigger story investors are missing.

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The Economic Times

Comparing India with Taiwan, South Korea on semiconductors not very accurate: Union minister Vaishnaw

India is rapidly advancing in semiconductor manufacturing and AI adoption. Union Minister Ashwini Vaishnaw highlighted significant progress in the country's semiconductor mission, with commercial production already underway. The upcoming Semicon 2.0 program will prioritize chip design. India's electronics sector has seen substantial growth, creating numerous jobs and boosting exports. Global…

The Economic Times

World's most advanced chips, including Nvidia chips, being designed in India: Union minister Ashwini Vaishnaw

India is now designing advanced semiconductor chips for global leaders like Nvidia and Intel. Over 300 universities are teaching chip design. India aims to become a major semiconductor design and manufacturing hub. The nation is focusing on the entire ecosystem, including manufacturing machines and chemicals. This strategic push is attracting…

The Economic Times

US stocks today: US market gains as semiconductor stocks rebound, Middle East tensions ease

Major Wall Street indexes saw a strong rebound. This recovery was driven by gains in chip stocks. Signs of de-escalation in Middle East tensions also provided support. The Dow Jones, S&P 500, and Nasdaq Composite all registered gains at the opening bell.

The Economic Times

Tech stocks dive as Fed bets rattle AI rally

Asian markets are experiencing a significant downturn. High-flying semiconductor stocks are bearing the brunt of the selloff. This follows a sharp fall in U.S. markets after strong jobs data increased the likelihood of a rate hike. Investors are moving away from top-performing bets. Market participants suggest this is a healthy…

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The Economic Times

Kospi ends 8% lower as chip rout deepens; Samsung, SK Hynix crash up to 10%

South Korea's KOSPI index experienced a significant selloff, plunging 8.23% as investors cashed in on the AI rally, revealing the market's heavy reliance on semiconductor stocks. This sharp reversal, exacerbated by geopolitical tensions, saw major chipmakers like Samsung and SK Hynix tumble, highlighting the index's concentration risk.

The Economic Times

India can win in AI deployment despite lagging in advanced chips: Neelkanth Mishra

India can create significant economic value by deploying artificial intelligence to solve real-world problems in healthcare, education, and banking. While behind in AI and chip manufacturing, the nation is making progress. Future plans aim for advanced chip production. Investment in research and deep technology is crucial for growth.

MarketBeat

Bruker Signals Growth Pivot as Semiconductor and Overseas Orders Gain Steam

Bruker (NASDAQ:BRKR) is seeing stronger order momentum across several end markets, with semiconductor metrology, non-U.S. academic and government customers, and parts of its diagnostics business helping offset continued weakness in U.S. academic funding, a company representative said at a Jefferies

The Economic Times

China's chipmakers emerge as rising force in AI memory market: Report

The report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memory Technologies (CXMT), are advancing their IPO plans at a time when demand for AI-related memory chips is surging globally.

The Economic Times

S&P 500 could end 9-week winning streak, Dow and Nasdaq fall - here are reasons why US stock market is down today June 5

S&P 500, Dow and Nasdaq down today: Wall Street ended the week in the red as a robust US jobs report fueled fears of prolonged high interest rates. Tech stocks, especially semiconductors, bore the brunt of the sell-off. Investors are now seeking refuge in defensive sectors, while global shipping and…

The Economic Times

Bitcoin's star fades, as investors flock to lustre of AI and megacap IPOs

After more than a decade, Bitcoin finds itself in a downturn unlike any spring we've seen before. Its value has plummeted as AI stocks surge, and with fresh market listings on the horizon, investors are reallocating their resources. Many are choosing to withdraw from Bitcoin ETFs, shifting their focus to…

MarketBeat

Navitas: NVIDIA’s AI Power Broker?

Navitas Semiconductor solves severe thermal bottlenecks in artificial intelligence server racks by fundamentally transforming power delivery architecture.

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