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The Latest Breaking News from Semiconductor

AMD says its newest AI server is in full production, will ship in months

The Helios servers will contain AMD's latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan Semiconductor Manufacturing Co. During Su's keynote address at an event in San Francisco, OpenAI's top computing executive joined Su to say that the ChatGPT creator plans to…

The Economic Times

NVIDIA's Next Breakout? Market Veteran Sees Plenty of Fuel Left in the AI Leader

Market experts said NVIDIA Corp. (NASDAQ:NVDA) remains a core AI semiconductor holding, while peers such as Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU) and Sandisk Corp. (NASDAQ:SNDK) continue to trade around hyperscaler spending, memory demand and AI infrastructure momentum.

Benzinga

What to Expect From Applied Materials' Next Quarterly Earnings Report

Applied Materials is set to report its third-quarter results in August, and analysts expect a double-digit earnings increase.

Barchart

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Don’t Chase the Retail Investing Masses Back into Chip Stocks Just Yet

The chart tells me this is nothing more than a bounce, and definitely not a true market bottom.

Barchart

Global Market: CXMT's blockbuster IPO rewards Hefei's decade-long semiconductor investment

China's largest memory chipmaker, ChangXin Memory Technologies (CXMT), is set to debut on the Shanghai Stock Exchange after raising $8.6 billion in Asia's biggest IPO this year, highlighting the success of China's state-backed push to build domestic semiconductor champions and AI infrastructure.

The Economic Times

Global Market: European shares slip as tech stocks drag; ECB policy decision in focus

European shares slipped as weak semiconductor earnings and renewed concerns over AI spending weighed on technology stocks. Energy shares gained as Middle East tensions lifted oil prices, while investors awaited the ECB’s policy decision.

The Economic Times

Besi orders more than double as AI and hybrid bonding tech drive demand

Besi's quarterly orders more than doubled, fueled by AI and hybrid bonding technology. The company saw increased customer adoption of its advanced chip packaging solutions. Demand for AI applications continues to drive growth in data centers. Besi anticipates revenue growth between ten and fifteen percent. This strong performance aligns with…

The Economic Times

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Three Bengaluru techies are building quantum computer that can function at room temperature: No cooling to near absolute zero required

A Bengaluru startup founded by three former Texas Instruments engineers has built a commercial quantum computer that operates at room temperature, rather than needing to cool to temperatures colder than outer space. They earlier built and sold a semiconductor IP company to automation giant Synopsys.

The Economic Times

Global Market: Chinese stocks slip as AI, chip shares extend correction; defensive sectors offer support

Chinese stocks declined on Thursday as AI and semiconductor shares extended their correction amid profit booking in expensive technology names. Defensive sectors including banking, rare earths and gold stocks limited losses, while Hong Kong markets outperformed with gains in Tencent and broader technology shares despite lingering geopolitical concerns.

The Economic Times

India's auto parts industry to clock 10% annual growth on semiconductor, defence, EV push: Goldman Sachs

India's auto parts sector will grow ten percent annually through fiscal year thirty. Diversification into semiconductors and defence will fuel this expansion. EBITDA is projected to increase fifteen percent compounded annually. Global supply chain shifts offer new opportunities for Indian manufacturers. Revenue is expected to reach over one hundred twenty-four…

The Economic Times

Global Market: South Korea's Q2 GDP beats estimates on chip exports; semiconductor stocks in focus

South Korea's GDP expanded 0.6% in the second quarter. Robust semiconductor exports offset weakness in construction investment, reinforcing optimism for the technology sector. The Bank of Korea expects annual growth around three percent this year. Further interest rate hikes are anticipated due to elevated inflation and growth. This data supports…

The Economic Times

Musk leaves door open to Tesla-SpaceX merger

Elon Musk has suggested a possible merger between Tesla and SpaceX, citing increasing overlap. Investors now believe a combination of these companies is highly probable within years. Tesla already supplies batteries and manufacturing technologies for SpaceX projects. The companies are also jointly developing a semiconductor manufacturing facility for AI chips.…

The Economic Times

Japan rising: Building on AI and semiconductor leadership

The investment story of the first half of 2026 was straightforward: either an investor owned semiconductor stocks (but not just any semiconductor stocks) or they did not. If one held too little exposure or the wrong names, one simply stood no chance of keeping pace with the market.

Bangkok Post

Taiwan Semi Is Raising Wafer Manufacturing Prices. Why That’s Good News for TSM Stock.

As demand for AI chips continues to surge, TSMC is leveraging its pricing power to drive stronger margins and support long-term growth.

Barchart

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MarketBeat

A Boring Dividend Growth Strategy Becomes a Solid Defensive Play

Aflac, Caterpillar, and Texas Instruments offer stable dividend growth with long increase streaks, solid yields, and diverse exposure to insurance, industrials, and AI-linked semiconductor demand.

Benzinga

Intel Q2 Preview: Stock Hammers Nvidia with 7x Returns Since Dow Swap — Will Earnings Fuel Further Gains?

Semiconductor giant Intel Corporation (NASDAQ:INTC) looks to continue its recent winning streak when the company reports second-quarter financial results Thursday after market close.

Barchart

Taiwan Semiconductor Just Doubled Down on the AI Megatrend. Why TSMC Still Has Room to Run.

TSMC beat earnings estimates, raised its full-year outlook, and reinforced confidence in the long-term AI boom.

The Economic Times

Global Market: Chinese tech firms raise over $27 billion in Hong Kong to fuel AI, chip expansion

Chinese technology firms are actively raising substantial funds in Hong Kong. These companies are financing growth in artificial intelligence and semiconductor sectors. Advanced manufacturing and autonomous driving firms also tapped capital markets. This fundraising wave highlights investor confidence in Chinese tech innovation. Major deals are still anticipated in the coming…

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Benzinga

Stock Market: Will S&P 500 Open Up or Down Today?

The S&P 500 rallied on Tuesday as strong corporate earnings and a rebound in semiconductor stocks lifted equities. However, Polymarket traders are betting the benchmark index will open lower on Wednesday as rising oil prices and renewed inflation concerns cloud the outlook.

The Economic Times

Global Market: South Korea's Kospi jumps 6% as AI chipmakers lead broad market rebound

South Korean stocks surged on Wednesday, with the KOSPI jumping over 6% as semiconductor heavyweights led a broad-based rally. Renewed optimism around artificial intelligence stocks, strong foreign buying and gains in automakers and battery makers lifted sentiment, while investors awaited earnings from major global technology companies.

The Economic Times

Global Market: Chinese stocks advance on AI, chip rally; Hong Kong shares slip

Chinese mainland stocks advanced, led by gains in AI, semiconductor and metal shares, while Hong Kong equities declined as investors booked profits in technology stocks despite optimism over China's long-term earnings outlook.

The Economic Times

Paras Defence arm to set up ₹6,200 crore semiconductor packaging facility in Madhya Pradesh

Paras Semiconductors is set to invest ₹6,200 crore in the construction of a cutting-edge semiconductor packaging facility in Madhya Pradesh. This initiative follows the signing of a significant memorandum of understanding and aims to elevate India's semiconductor industry through advanced outsourced assembly and testing operations, catering to evolving technological demands.

The Economic Times

Japan's exports and imports grow as yen weakens

Japan recorded a trade deficit in June, totaling 406.9 billion yen. Higher oil import prices and a weak yen contributed to this deficit. Exports rose nineteen percent, driven by semiconductor shipments to various nations. Imports also gained twenty-five percent, with oil imports from the U.S. surging significantly. This marks the…

Benzinga

SK Hynix Dismisses Intel Ohio Buyout Report: 'We Have No Plans for an Acquisition' (UPDATED)

Editor’s Note: This story has been updated to include a response from an Intel spokesperson.

Barchart

Intel Stock Just Got a Stunning Price Target Hike Ahead of Earnings. How to Play INTC From Here.

Susquehanna raised its target on INTC stock ahead of July 23 earnings, citing stronger server demand even as Wall Street remains divided on Intel.

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