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The Latest Breaking News from Semiconductor

Micron Gives Stocks a $250 Billion AI Boost: Stock Market Today

Markets looked beyond the Middle East to the promise of the AI revolution, including more capex and another record-breaking IPO.

Micron Expanded U.S. AI Investments by $250 Billion. Its Stock Is Soaring

Micron Expanded U.S. AI Investments by $250 Billion. Its Stock Is Soaring

The stock has surged more than 250% in 2026 as demand for high-bandwidth memory and other AI-related semiconductor products continues to accelerate.

International Business Times

Here’s Why TSMC Investors Are Counting Down to July 16

Investors are looking for proof that AI chip demand remains as strong as ever. Taiwan Semiconductor's Q2 report could provide just that.

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Intel Stock Is ‘Too Good to Ignore’ as HSBC Sets a New Street-High Price Target

A Street-high $200 price target and bullish take on its foundry business are putting Intel's comeback firmly in the spotlight.

US stocks today: S&P 500, Nasdaq rises as chip stocks' gains offset Middle East jitters

Wall Street rose as chip stocks rallied, offsetting concerns over escalating US-Iran tensions. Gains in semiconductor firms, led by Micron and Applied Materials, lifted indexes, while Meta slipped on AI chip updates. Stable jobless claims supported sentiment, though volatility in AI-linked stocks and rate hike expectations kept markets cautious.

The Economic Times

Tata's Assam semiconductor plant to receive Rs 14,044 crore in government incentives

The Tata Group's new Assam semiconductor facility will receive significant government incentives. The Centre will provide Rs 10,255 crore, and Assam will add Rs 3,789 crore. This major electronics manufacturing investment is expected to create over 27,000 jobs. The Outsourced Semiconductor Assembly and Test plant will produce millions of chips…

The Economic Times

The Data Center Business in China Is Rapidly Evolving. AMD Stock Could Be Set to Lose.

The AI opportunity remains enormous, but China’s growing preference for domestic AI solutions could complicate AMD’s growth path. What should investors do now?

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Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process.

Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process.

Intel may have lost an 18-year veteran, but Wedbush believes the move could become an unexpected catalyst for INTC stock.

Meta to put AI chip into production in September as it looks to double computing capacity, memo shows

Meta to put AI chip into production in September as it looks to double computing capacity, memo shows

Meta Platforms plans to manufacture its own artificial intelligence chip starting September. This initiative aims to significantly increase the company's overall computing power by next year. The custom-designed chip, code-named Iris, is part of a multi-generation project. Meta is working with Broadcom and Taiwan Semiconductor Manufacturing Co for design and…

The Economic Times

Apple Commits Its Biggest U.S. Manufacturing Push Yet: What It Entails

Apple Commits Its Biggest U.S. Manufacturing Push Yet: What It Entails

Apple is deepening its investment in American chip manufacturing with a new multi-year agreement worth more than $30 billion with Broadcom, marking the largest U.S. manufacturing commitment in the company's history.

International Business Times

Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultimately Pays an Invisible Royalty'

Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultimately Pays an Invisible Royalty'

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) sits at the center of the artificial intelligence supply chain, making it one of the most important companies behind the industry’s rapid expansion, according to Futurum Equities chief market strategist Shay Boloor.

US semiconductor boom faces worker shortage amid race with China

US semiconductor boom faces worker shortage amid race with China

US China semiconductor race: A significant skilled worker shortage could delay new US semiconductor plant construction. This talent crunch threatens major investments by companies like TSMC and Samsung. By 2030, the gap could reach 157,000 workers, impacting manufacturing and engineering roles. Sustained government support and expanded education are recommended to…

The Economic Times

Nvidia's slide sends valuation back to pre-AI boom levels

Nvidia's slide sends valuation back to pre-AI boom levels

Nvidia's stock has experienced a substantial market value decline recently. This chipmaker's shares are now trading at their lowest valuation since early 2019. Investors are shifting their focus to memory and storage semiconductor manufacturers. Analysts are raising profit estimates for Nvidia's upcoming quarters. The company's consistent performance suggests it is…

The Economic Times

Qualcomm's Edge AI Push Could Fuel the Next Leg Higher for Semiconductor ETFs

For much of the AI boom, semiconductor ETFs have been driven by a handful of names led by Nvidia Corp (NASDAQ:NVDA). But Qualcomm’s growing role in edge AI is giving ETF investors another avenue to play the artificial intelligence theme as the industry expands beyond data centers.

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A Market Panic Just Discounted the AI Highway's Tollbooth

ASML shares fell more than 5% amid a KOSPI-driven margin cascade, but analysts are raising price targets, citing its lithography monopoly and a $190 billion chip capex cycle.

How Qualcomm's CIO is placing big bets on AI to support the chip company's diversification push

Qualcomm CIO Atilla Tinic says more internal usage of AI can support the semiconductor company's diversification efforts.

Broadcom’s $30 Billion Jackpot: Why Apple Admitting Defeat Makes This Stock an Automatic Buy

Broadcom's $30 billion Apple deal removes its biggest long-term risk while strengthening its AI growth strategy. The agreement gives investors greater confidence in the chipmaker's future earnings and cash flow.

Micron, Broadcom Just Got 25% Cheaper — And Chip Stocks Are 'Far From Bubble Territory', UBS Says

Micron Technology Inc. (NASDAQ:MU) and Broadcom Inc. (NASDAQ:AVGO) have pulled back roughly 25% from recent record highs, creating what UBS views as a more attractive entry point across semiconductor stocks.

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Stacking Chips: The Hidden Supply Shock Fueling Intel

Intel shares have rallied amid a server CPU supply shortage and 10%-15% price hikes, with HSBC setting a $200 target as Intel Foundry's 18A node hits production milestones ahead of July 23 earnings.

The Economic Times

Kospi enters bear market! What South Korea’s finance minister said after 20% crash

South Korea’s Kospi entered bear market territory after falling over 20% from its June peak, dragged down by a sharp selloff in semiconductor giants Samsung Electronics and SK Hynix. Finance Minister Koo Yun-cheol warned that heavy concentration in chip stocks is increasing market volatility. Despite the correction, Kospi remains the…

The Economic Times

Big Short fame Michael Burry is betting against Nvidia, AMD, Micron and other chipmakers. Is a massive AI crash coming?

Michael Burry, famed for predicting the 2008 financial crisis, has increased his bearish bets against AI-linked chipmakers through the iShares Semiconductor ETF. His move has reignited concerns over stretched semiconductor valuations, the sustainability of the AI rally, and the possibility of a sharp correction in technology stocks.

The Economic Times

Global Market: South Korea steps up market monitoring as chip-driven volatility rattles stocks

South Korean economic officials will closely monitor factors causing market volatility. Sharp swings in chip shares have unsettled investors and caused market fluctuations. Increased profit-taking and global AI expectations contributed to the heightened market volatility.

The Economic Times

Global Market: Samsung, SK Hynix rebound as bargain buying offsets AI chip selloff fears

Shares of Samsung Electronics and SK Hynix rebounded after an early sell-off as investors bought into the dip, supported by expectations of tight memory chip supply and optimism over AI demand. Analysts, however, cautioned that memory pricing growth could moderate later in 2026 despite favourable near-term industry fundamentals.

Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking'

Investor Ross Gerber said Tuesday that those selling semiconductor stocks were focusing on the short term, calling the recent pullback “a gift” for long-term investors ahead of South Korea’s chipmaker SK Hynix‘s $29 billion U.S. listing later this week.

Cathie Wood Doubles Down on SpaceX Bet Amid Dip in Stock, Keeps on Dumping AMD Stock

Cathie Wood-led Ark Invest made notable portfolio adjustments on Tuesday, emphasizing a shift toward private space exposure while trimming semiconductor holdings. The firm added to Space Exploration Technologies Corp (NASDAQ:SPCX) across multiple ETFs and reduced its position in Advanced Micro Devices Inc (NASDAQ:AMD) amid recent market weakness.

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