The Latest Breaking News from Semiconductor

US Stock Market: AI boom and consumer spending trends take center stage as earnings season nears key test

S&P 500 and NASDAQ Composite are heading into a crucial week near record highs, with investors focused on two key themes — the AI-driven market rally and the strength of U.S. consumer spending amid sticky inflation. Earnings from NVIDIA and major retailers like Walmart, Home Depot, Target and TJX Companies…

The Economic Times · May 18

Why Global Tech Giants Are Suddenly Choosing India

For years, countries competed to attract global companies. Now, India is speaking differently. During his visit to The Hague, Narendra Modi made a bold statement in front of top Dutch CEOs: “No country in the world can match India’s speed.” It was not just a political line. It was a…

MyLifeXP · May 18

Micron urges Indian firms to plan ahead as AI memory crunch set to deepen through 2028

A top Micron executive warns the global semiconductor memory shortage, fueled by the AI boom, is severe and could extend beyond 2028. Indian firms risk being unprepared due to price sensitivity and a reluctance to commit to long-term procurement contracts, despite the nation's push for sovereign AI infrastructure.

The Economic Times · May 18

A 45,000-person labor strike at Samsung's memory chip plants could throw a wrench into the AI boom

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Fortune · May 17

India and Netherlands ink 17 pacts, elevate ties to strategic partnership

India and the Netherlands have forged a strategic partnership, signing 17 agreements to enhance collaboration. Discussions focused on defense, critical minerals, and global trade disruptions. Both nations emphasized freedom of navigation and a peaceful Indo-Pacific. Cooperation will expand in green hydrogen, semiconductors, and defense manufacturing. Bilateral trade and investment are…

The Economic Times · May 17

Why PM Modi Wants India to Host the Olympics

India is no longer dreaming small. During his visit to the Netherlands, Prime Minister Narendra Modi revealed four ambitions that could completely reshape India’s future. From hosting the Olympics to building semiconductor chips inside the country, the message was clear India wants to become a global powerhouse. But what surprised…

MyLifeXP · May 17

AXT Turned the AI Data Center Boom Into an 8,436% 1-Year Return

AI infrastructure spending is reshaping the semiconductor supply chain in unexpected ways. AXT emerged as one of the market’s top performers by supplying materials essential to modern data centers.

Barchart · May 16

What Is Broadcom? The Unknown Company Building the AI Chips Powering Google, Anthropic, OpenAI and Meta

Broadcom (AVGO) is the company building custom AI chips for Google, Anthropic, OpenAI and Meta. With $100 billion in AI chip revenue targeted for 2027 and a $73 billion backlog, here's everything you need to know about the most powerful tech company most people have never heard of.

International Business Times · May 16

TSMC's Japan unit fab swings to profit in Q1

The subsidiary of Taiwan Semiconductor Manufacturing Co (TSMC) in Kumamoto, Japan, turned a profit in the first quarter of this year, marking the first time the first fab of the unit become profitable since mass production started at the end of 2024, according to a report by Focus Taiwan.

The Economic Times · May 16

Tata Electronics, ASML join hands for semiconductor manufacturing in India

Tata Electronics and ASML are joining forces to establish chip manufacturing in India. This partnership will support Tata Electronics' new semiconductor Fab in Dholera, Gujarat. ASML's advanced lithography tools will be deployed. The collaboration aims to accelerate local talent training and build a resilient supply chain.

The Economic Times · May 16