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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.

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.

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

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.

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US to award GlobalFoundries $300 million to develop faster AI chip links

The award is part of President Donald Trump's effort to direct CHIPS Act research ‌funding toward ⁠critical ⁠semiconductor technologies as Washington seeks to strengthen its position in the global race with China.

The Economic Times

Nvidia partner ChipAgents raises $60 million to accelerate chip design with AI agents

Chip design startup ChipAgents has secured a significant $60 million funding round. This investment will accelerate their plans to speed up semiconductor design processes. The company utilizes AI agents to automate complex and lengthy chip development tasks. ChipAgents focuses on improving chip verification, ensuring intended functionality and bug detection. This…

The Economic Times

Micron Technology CEO Sold $37.2M of the Stock Days Before South Korea's KOSPI Crash

Micron Technology's stock fell sharply amid a semiconductor sell-off driven by AI spending concerns and Chinese competition, with CEO Sanjay Mehrotra selling shares before the decline.

International Business Times UK

Jim Cramer Slams 'SK Hijinx' as SKHY's Record Earnings Meet Brutal Stock Crash: 'We Will Rue the Day We Let This Monster Into Our Markets...'

CNBC host Jim Cramer has sounded the alarm on SK Hynix Inc. (NASDAQ:SKHY), labeling the South Korean memory giant a "Monster" that is destabilizing global markets as retail margin calls and leveraged gambling overshadow strong chip fundamentals during July’s severe semiconductor rout.

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

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

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

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.

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

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

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

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

Sony halts Kumamoto chip plant operations after Japan earthquake

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

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

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.

Dear Qualcomm Stock Fans, Mark Your Calendars for July 29

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.

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Amkor Has a Fresh Catalyst With a New Nvidia Deal. How to Play AMKR Stock Here.

Amkor just landed a $1.5 billion Nvidia partnership. So, should you buy, sell, or hold the stock now?

These 3 Stocks Have Soared in 2026—Can They Keep Climbing?

ArcBest, Kulicke & Soffa, and Cohu shares have surged 70% or more in 2026; here's how freight recovery, AI packaging, and chip testing trends could sustain their rallies.

The Economic Times

A machine made by China sends shockwaves in the chip industry

China has begun mass-producing its own lithography machines, challenging ASML's global dominance. This development marks a significant step towards Beijing's technological self-sufficiency goals. The move comes after years of US-led export controls on advanced chip technology. This breakthrough represents a milestone in China's semiconductor manufacturing capabilities.

International Business Times

China's Lithography Breakthrough Sends Chip Stocks Lower While Experts Question Impact

China's homegrown DUV lithography breakthrough sent chip stocks tumbling, but the country remains far behind in the lithography manufacturing techniques needed to compete effectively in the global AI race.

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Taiwan Semiconductor Has Unusual Call Options Activity - a High Covered Call Yield Play

Taiwan Semiconductor (TSM) is showing unusually heavy call option volume today. Investors are earning high covered call yields, over 3.4% for the next month, by selling out-of-the-money calls.

Amkor Just Crushed Earnings. Here’s Why Wall Street Still Punished AMKR Stock.

Amkor posted its strongest quarter ever, but cautious guidance stole the spotlight from its AI-driven growth.

Why semiconductors are powering today’s biggest investment themes

Artificial intelligence is driving demand for semiconductors, but the investment opportunity goes far beyond AI. Here's why chips are powering today's biggest investment themes.

Digital Camera World

Japan’s 7.1-magnitude earthquake hit a key region for camera sensor manufacturing as Sony, Fujifilm plants evacuate

An earthquake in Japan has caused several image sensor manufacturing centers to evacuate, including Sony, Fujifilm, and TSMC

In South Korea, teenagers are skipping college for semiconductor school—they’re landing six-figure Samsung jobs at 17 and bonuses of up to $400,000

At one South Korean vocational high school, 96.4% of graduates land jobs—with many headed to Samsung and earning six-figure paychecks without degrees.

International Business Times

China's DUV Chip Tool Push Shakes Markets. ASML's Dominance Faces Scrutiny, But Major Hurdles Remain

China has reportedly begun producing homegrown immersion DUV lithography machines, marking another step in its drive for semiconductor self-sufficiency as technology restrictions reshape the global chip industry.

Micron, Nvidia, AMD on Watch as Asia's Chip Selloff Sends Warning to Wall Street

The chip-stock bloodbath that started in Seoul overnight is crossing the Pacific — and Wall Street’s premarket screens are flashing red.

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