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The Latest Breaking News from Semiconductor

Broadcom Q2 Earnings Call Highlights

Broadcom (NASDAQ:AVGO) reported record fiscal second-quarter 2026 revenue and issued a sharply higher outlook for the current quarter, as President and CEO Hock Tan said demand for the company’s artificial intelligence semiconductors remains “simply insatiable.” On the earnings call, Tan said total

Huawei's chairman officially thanks the US government 'for enabling' China's 'semiconductor industry chain to truly grow'

Huawei's chairman officially thanks the US government 'for enabling' China's 'semiconductor industry chain to truly grow'

Huawei chairman links US sanctions to accelerated development of China’s semiconductor chain, citing forced internal innovation and industry collaboration growth

The SOXX ETF Recently Hit 10,000, but There's a Semiconductor Split Lurking Under the Hood

The SOXX ETF Recently Hit 10,000, but There's a Semiconductor Split Lurking Under the Hood

SOXX recently crossed the 10,000 mark for the first time. But at the same time, the underlying stocks in SOXX have an internal rift. Some semiconductor stocks have gone parabolic, while others are much flatter.

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Texas Instruments Is a Major Winner of the AI Power Bottleneck, Investors Just Aren’t Seeing It Yet

The company solves the power bottleneck from the inside rather than from the outside, a fact many seem to be ignoring.

Korean tech workers splash cash on luxury brands after bumper bonus payouts — luxury goods sales rocket nearly 150% in Gyeonggi Province semiconductor belt

South Korean media has noted a surge in spending on luxury goods following big bonus payouts to semiconductor workers.

Tom’s Hardware

Phemex Expands TradFi Offering Beyond 70 Assets, Bringing Global Equities to 24/7 Crypto Markets

APIA, Samoa, June 3, 2026 /PRNewswire/ -- Phemex, a user-first crypto exchange, expands its TradFi ecosystem to 73 active assets. It includes the recent addition of several high-performance contracts, ranging from healthcare leaders Eli Lilly (LLY) and Novo Nordisk (NVO) to global semiconductor and technology powerhouses like Samsung (SAMSUNG) and…

S&P Futures Muted as Fresh U.S.-Iran Hostilities Lift Oil and Bond Yields, ADP Jobs Report and Broadcom Earnings on Tap

June S&P 500 E-Mini futures (ESM26) are trending down -0.05% this morning as oil prices and bond yields climbed after the U.S. and Iran exchanged heavy fire in the Persian Gulf.

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Air Liquide announces milestone investment in South Korea to support SK hynix's advanced AI memory chip project

PARIS and SEOUL, South Korea, June 3, 2026 /PRNewswire/ -- Air Liquide has signed a major long-term contract with SK hynix, a global leader in memory semiconductors. The Group will bring its pioneering solutions to SK hynix's massive industrial project dedicated to advanced packaging of HBM (High-Bandwidth Memory), the backbone…

Global Market: Japan's Nikkei surges past 68,000 for first time as AI stocks lead rally

Global Market: Japan's Nikkei surges past 68,000 for first time as AI stocks lead rally

Japan's benchmark Nikkei surged past the 68,000 mark for the first time, rising 2.2% to a record 68,203.79, as strong gains in AI and semiconductor-related stocks outweighed concerns over escalating Middle East tensions. The broader Topix index also gained 1.5%, supported by optimism around AI-driven demand and positive cues from…

The Economic Times

Quobly secures €115 million Series A to bring silicon-based quantum computers to market

GRENOBLE, France, June 3, 2026 /PRNewswire/ -- Quobly, a French quantum computing company, today announced the closing of a €115 million Series A financing to accelerate the industrialization of its silicon-based quantum computers and bring its first commercial product to market by the end of 2026. The round is led…

Taiwan Market Cap Reaches New High as TWSE Showcases AI Strengths at COMPUTEX

TAIPEI, June 3, 2026 /PRNewswire/ -- Taiwan's market capitalization surpassed the US$5 trillion mark at the end of May 2026, reaching a historic high and reinforcing the market's position among the world's leading exchanges. The milestone reflects the accelerating momentum across Taiwan's capital markets, which is driven by the AI-led…

Ambarella Bets on Edge AI as Auto Sales Head for Record and Hanwha Deal Builds

Ambarella (NASDAQ:AMBA) Chief Executive Officer Fermi Wang said the company’s edge AI opportunity is built around a broad silicon roadmap and a mature software stack that can help customers move quickly from application development to products. Speaking with BofA semiconductor analyst Vivek Arya at

US stocks today: US stocks end modestly higher as AI zeal overcomes Middle East jitters

US stocks today: US stocks end modestly higher as AI zeal overcomes Middle East jitters

US stocks ended mixed as AI-driven optimism supported markets but was offset by rising geopolitical tensions and oil prices. Small-cap and semiconductor stocks gained, while software lagged. Alphabet’s massive AI funding plan and Marvell’s rally highlighted ongoing AI momentum, even as inflation fears and rate hike concerns kept investors cautious.

The Economic Times

Marvell Shares Jump Almost 30% After Nvidia CEO Jensen Huang Calls Chipmaker The 'Next Trillion-Dollar Company'

Marvell Shares Jump Almost 30% After Nvidia CEO Jensen Huang Calls Chipmaker The 'Next Trillion-Dollar Company'

Marvell Technology shares jumped more than 20% on Tuesday after Nvidia Chief Executive Jensen Huang described the semiconductor company as the "next trillion-dollar company."

International Business Times

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The economic windfall of AI chips

Investors are piling into South Korea and Taiwan for semiconductor stocks, but the AI boom isn't just fattening profits at North Asia's chip champions. It is powering a broader economic resurgence, driven by stronger household consumption, rising investment and widening tax coffers.

Intel targets India for a new $3.3 billion factory that will make the base substrates for its next generation of chips

Glass more than half full.

The Economic Times

South Korea, Taiwan leapfrog India, but the race was lost decades ago

South Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems from decades of strategic state investment and industrial policy, creating market leaders like Samsung, SK Hynix, and TSMC. India, despite recent efforts, faces a long road to catch up…

The Economic Times

Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowess

South Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India faces headwinds from a weakening rupee and lack of AI exposure. Despite current challenges, Morgan Stanley remains optimistic about India's long-term growth prospects, citing improving earnings and macro support.

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The Economic Times

Chip Camp looks to build talent for India’s next-gen semicon engineers

Founded by Sanchit Kulkarni and Himanshi Sonava, it makes hardware engineering accessible through free resources, mentorship, and practical projects.

The Economic Times

India's semiconductor startups see investor interest building

Indian semiconductor startups are experiencing a surge in investor interest, raising $92 million in the first five months of 2026, a significant jump from the previous year. Government initiatives like the Design-Linked Incentive (DLI) scheme are credited with de-risking early-stage investments and fostering ecosystem development, leading to more companies entering…

The Economic Times

Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seems

As India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the leadership landscape is evolving. At present, the semiconductor and hardware arenas are thriving, eagerly responding to the financial backing from AI mega-corporations.

The Economic Times

India's brain-gain moment may be starting with a crack in the American dream

As green card backlogs, visa uncertainty and layoffs reshape the American dream, India is emerging as a stronger destination for globally experienced professionals. Experts say GCCs, AI, semiconductors and product firms could absorb returning talent, though compensation gaps and ecosystem challenges remain.

The Economic Times

US Stock Market: Jobs data, AI earnings to test Wall Street rally amid inflation risks loom

Investors are closely watching the U.S. jobs report and Broadcom's earnings this week amid concerns that persistent inflation and potential interest rate hikes could derail the strong equity rally. While AI enthusiasm fueled recent gains, economic data and Fed policy expectations remain key drivers for market direction.

The Economic Times

Samsung, LG shares rally ahead of Nvidia CEO meetings with Korean executives

South Korean tech giants Samsung Electronics and LG Electronics saw their shares surge on Monday. Hopes for AI and robotics collaborations with Nvidia CEO Jensen Huang fueled the rally. South Korea's semiconductor exports also hit a record high in June, driven by the AI boom. Huang's upcoming visit to meet…

The Economic Times

AI bubble debate gets real as chip stocks rally

Chipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving prices up significantly. Companies like Micron, SK Hynix, and Samsung Electronics are seeing massive gains. Investors are watching closely, weighing the potential for sustained growth against the industry's historical…

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