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The Latest Breaking News from Semiconductor

The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chips

DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure and data centres. The bank expects AI spending, sovereign AI investments and rising power demand to create new investment opportunities while reshaping portfolio allocation amid geopolitical risks and persistent…

The Economic Times

India's chip dreams get a Rs 1.25 lakh crore push with Semiconductor Mission 2.0

India is significantly boosting its semiconductor ambitions with a Rs 1.25 lakh crore allocation for India Semiconductor Mission 2.0, a substantial increase from its predecessor. This move signals a deep commitment to establishing India as a global chip-making hub, focusing on equipment, materials, indigenous designs, and resilient supply chains.

The Economic Times

Global Markets: S.Korean shares log best quarter in nearly 30 years on chipmaker rally

South Korean stocks celebrated their best quarter in almost three decades, driven by a phenomenal surge in chipmakers. The KOSPI index soared, with tech giants Samsung Electronics and SK Hynix posting impressive gains, fueled by a new government strategy for semiconductor and AI investments. Despite some volatility, the market's performance…

The Economic Times

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US Stock Market: Economic resilience collides with expensive valuations on Wall Street

The US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of lofty valuations, especially in the AI sector, as tech giants increasingly rely on debt for expansion. While chipmakers surge, the 'Magnificent Seven' face headwinds, creating market volatility despite…

The Economic Times

US Stock Market: Rising equity financing costs cast shadow over Wall Street's rally

US stock markets are facing a new hurdle as borrowing costs for financing equity positions surge. Record demand for leveraged investments and derivatives activity are straining bank capacity, pushing up financing expenses. This trend, particularly concentrated in tech and semiconductor stocks, raises questions about the sustainability of the current rally,…

The Economic Times

Dow Jones hits record above 52,000 as Alphabet debuts in index, S&P 500 climbs and Nasdaq jumps over 2% as tech stocks lead Wall Street rally - here's how US stock market performed today (June 29)

S&P 500, Dow Jones and Nasdaq today June 29: The US stock market started the shortened trading week with solid gains as the Dow Jones closed above 52,000 for the first time. The S&P 500 and Nasdaq also advanced, supported by strong technology stocks led by Alphabet and semiconductor companies.

The Economic Times

IBM Introduces the World’s First Sub-1 Nanometer Chip to Push Past AI Limits. What That Means for IBM Stock.

IBM just unveiled the world's first sub-1nm chip packing 100 billion transistors, delivering up to 50% more performance, and enabling a decade of future scaling.

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Samsung, SK Group To Unveil Investment Plan Worth Hundreds Of Billions To Boost AI And Chip Production

South Korea is accelerating investments in semiconductors and artificial intelligence as governments worldwide race to secure critical technology supply chains amid geopolitical tensions and growing competition.

International Business Times

South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support

President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.

Tom’s Hardware

South Korea announces $1 trillion semiconductor and AI ‘megaprojects’ plan

Samsung stocks drop by four per cent despite major AI and semiconductor investment

The Independent UK

South Korean tech giants to build a $518 billion chipmaking hub to serve soaring AI demand

South Korean tech giants Samsung Electronics and SK Hynix plan to invest a combined $518 billion in a new computer chip manufacturing hub, capitalizing on surging artificial intelligence-driven demand

The Independent UK

South Korea to invest nearly $1.2 trillion in chips, AI data centres

SEOUL - South Korea will invest nearly US$1.2 trillion -- equivalent to more than two-thirds of its GDP -- in a new chip-building hub and AI data centres over several years, as it seeks to profit from soaring demand while developing previously neglected regions.

Bangkok Post

Europe depends on China. Here's where China still depends on Europe — more than you'd think

While Europe's dependence on China is widely recognized, China's reliance on the EU in key technologies is often overlooked. Despite its push for technological self-reliance, Beijing still depends on European capabilities in critical areas.

Euronews

Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead

In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market

The Independent UK

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The Economic Times

South Korean president to unveil massive AI and chip investment drive

Lee will preside over the event, framed as a national "great leap" due to be unveiled around 0500 ‌GMT, his office ⁠said, with ⁠ministries covering industry, science, climate and transport set to outline policy support.

Barchart

5 AI Hardware Stocks Create a New ‘MANIA’ Trade That Replaces the Magnificent 7. Hedge Your Bets on the Hot Tickers with These 2 Leveraged ETFs.

Micron, AMD, Intel, Broadcom, and Nvidia are the new pop stars of the stock market.

The Economic Times

The Japan-India Summit: Strategy maturing into substance

Japan's Prime Minister Sanae Takaichi's visit to India signals a deepening economic partnership, focusing on resilient supply chains and high-tech manufacturing. The summit highlights a strong alignment between political will and commercial needs, aiming to redefine global supply chains. Discussions will center on semiconductor interdependence, energy security, and next-generation mobility,…

The Economic Times

The hidden reason global capital is looking beyond India for future growth

Foreign investors are reallocating capital away from India towards markets like Taiwan and South Korea that offer stronger exposure to AI and semiconductor growth. The trend highlights India’s structural gaps in innovation, limited deep-tech opportunities in listed markets, and rising concerns over valuations amid moderating earnings and slowing capital inflows.

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Barchart

Bank of America Just Gave Applied Materials Stock a New Street-High Price Target

Applied Materials is riding optimism about growing AI spending, as stronger semiconductor forecasts and Wall Street enthusiasm keep momentum intact.

Barchart

Qualcomm Stock Is Down 14.6% From Its High, But QCOM Faces Too Many Headwinds to Rush In and Buy the Dip

Qualcomm is transforming itself into a diversified AI and semiconductor powerhouse.

Barchart

Broadcom and OpenAI Just Unveiled the New Jalapeño AI Chip. What That Means for AVGO Stock.

As Broadcom takes another major step in the AI race with OpenAI's first custom AI chip, here's how investors should approach AVGO stock.

Barchart

A $2.7 Trillion Reason Intel Stock Just Got a New Street-High Price Target

Bank of America sees a $2.7 trillion semiconductor opportunity ahead, and that massive AI-driven growth forecast just helped Intel earn a new Street-high price target.

The Economic Times

Amber Group eyes $2 billion revenue milestone soon; invests Rs 6,750 crore in UP projects

Amber Group is poised to reach USD 2 billion in revenue soon, fueled by robust growth in its consumer durables, electronics, and railway/defence sectors. The company recently broke ground on a significant Rs 6,785 crore manufacturing expansion in Jewar, Uttar Pradesh. This includes a crucial PCB and semiconductor substrate unit…

The Economic Times

ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.

The Economic Times

Wall Street Week Ahead: Jobs data, rate bets in focus as US stocks close solid first half

Upcoming jobs data could signal a strong U.S. economy, potentially leading to interest rate hikes and stock market jitters, especially for tech shares. While major indexes are set for a solid first half, recent volatility in semiconductor stocks highlights investor concerns about AI-driven profits and overheated markets. Inflation remains a…

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