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The Latest Breaking News from Semiconductor

Semiconductor plant in Assam likely to start production this fiscal, Union Minister Ashwini Vaishnaw says

Production at the Jagiroad semiconductor plant in Assam is set to begin this financial year. Union Minister of I&B and Electronics and IT, Ashwini Vaishnaw, confirmed the timeline after meeting with Assam Chief Minister Himanta Biswa Sarma. The facility, a Tata Semiconductor Assembly and Test Pvt Ltd project, will produce…

The Economic Times

Lam Research CEO Sees AI Fueling $140 Billion Chip Equipment Boom

Lam Research (NASDAQ:LRCX) President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment. Speaking at a Bernstein conference,

MarketBeat

Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech

Huawei's current Rotating Chairman thanked the United States for its export bans, which boosted the progress of China's semiconductor industry. He made the comment after unveiling the groundbreaking LogicFolding chip architecture, when reporters asked him how the company came up with the idea.

Tom’s Hardware

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India must fast-track chip self-reliance as import bill and security risks mount, says NITI Aayog

India must speed up its domestic chip manufacturing efforts. Self-reliance in semiconductors is crucial for the nation's economy and security. Global supply chains are shifting, creating a limited opportunity for India to become a key player. Developing this sector will lower costs for advanced technologies and safeguard defense programs. This…

The Economic Times

'Just imagine what could get done' — How this US startup is building a 'cheap' fab-in-a-box to do for microchips what IBM did for PCs

InchFab developed compact semiconductor fabrication systems using smaller wafers to reduce manufacturing costs, simplify workforce training, and support specialized industries.

TechRadar

'Our ability to achieve orbital AI at scale depends on our ability to access a sufficient number of AI chips, significantly more than are currently available to us': SpaceX admits that getting data centers in space may fall short due to a lack of chips

SpaceX admitted its orbital AI ambitions depend heavily upon scarce GPUs and uncertain semiconductor partnerships surrounding the TeraFab project.

TechRadar

SK Hynix Enters $1 Trillion Club As AI Chip Demand Reshapes Global Tech Industry

South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this week,.

International Business Times

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Shares Fall, Targets Rise—Markets and Analysts Diverge on Synopsys

Shares of chip-industry stalwart Synopsys continue to struggle. However, analysts expressed confidence after earnings, increasing their price targets.

MarketBeat

India should target to build $120-150 billion semiconductor value chain by 2035: NITI Aayog

India aims to build a USD 120-150 billion semiconductor value chain by 2035. This requires significant investment to develop domestic capabilities. The goal is strategic self-sufficiency and global indispensability. The government will commit one-third of the investment to de-risk projects. This initiative is crucial for technological sovereignty and national security.

The Economic Times

Marvell Technology Reports Strong FCF and Outlook - Could MRVL Move Higher?

Marvell Technology, the semiconductor chip maker, generated strong Q1 FCF and FCF margins, and hiked its FY 2028 revenue forecast. That could raise its FCF forecast and MRVL's price target by 23%.

Barchart

Is Applied Materials Stock Outperforming the Nasdaq?

Applied Materials has notably outperformed the Nasdaq Composite over the past year, and analysts are highly optimistic about the stock’s prospects.

Barchart

India's semiconductor push gets major boost with $3.3 bn Odisha deal with Intel & 3D Glass Solutions

Odisha, Intel and 3D Glass Solutions Inc. signed an agreement for a new advanced packaging glass core substrate manufacturing facility. This project, with an investment of $3.3 billion, will be located in the Bhubaneswar-Khurda region. The facility will produce advanced semiconductor components.

The Economic Times

A little-known semiconductor company just won an entrepreneur contest that previously honored Jensen Huang and Michael Dell

Also: All the news and watercooler chat from Fortune.

Fortune

Five industries benefiting from Europe's defence spending boom

After decades of treating military spending as someone else's problem, Europe is now writing very large defence cheques. Here are the industries set to benefit.

Euronews

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The Economic Times

Industry expects policy continuity, faster execution under Shivakumar in Karnataka

Executives from the technology, semiconductor and digital economy ecosystem said Karnataka’s long-standing strengths in talent, research and innovation are institutional in nature and unlikely to change with a leadership transition. At the same time, they said stable leadership and faster decision-making would help the state compete more effectively with others…

International Business Times UK

Elon Musk's SpaceX Will Buy Intel For $1 Trillion, Market Analysis Predicts

A $1T hypothetical SpaceX–Intel deal shows how owning chip factories could lock in AI power, underscoring semiconductors as tech's ultimate lever.

MarketBeat

Applied Materials Bets AI Boom Will Drive Logic, DRAM and Packaging Growth

Applied Materials (NASDAQ:AMAT) Chief Executive Officer Gary Dickerson said artificial intelligence is driving a multi-year expansion in semiconductor manufacturing demand, with the company positioned around the areas he described as the fastest-growing parts of wafer fab equipment spending. Speaki

TechRadar

The end of Moore's Law? Huawei unveils new chip architecture, which it hopes can help it cut the gap on Nvidia and TSMC

Huawei introduced Tau Scaling Law and LogicFolding architecture as potential alternatives to Moore’s Law and traditional semiconductor scaling limitations.

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International Business Times

Samsung AI Chip Workers Secure Massive Bonuses After Strike Threat In South Korea

Samsung Electronics workers in South Korea voted to approve a major compensation agreement tied to the company's booming AI semiconductor business after threatening to conduct a strike.

MarketBeat

Arteris Maps AI, Data Center and Chiplet Growth Path Toward $250M Revenue Goal

Arteris (NASDAQ:AIP) outlined its view of the semiconductor system IP market, its growth strategy and its exposure to AI, data center and chiplet design trends during a TD Cowen TMT conference session with analyst Josh Buchalter. The Arteris representative, identified by Buchalter as Charlie at the

MarketBeat

3 Stocks Rallying on Micron's Price Boost: Substance or Hype?

UBS raised its MU price target to $1,625, lifting semiconductor stocks broadly. These 3 stocks rallied in sympathy, but are the gains warranted?

Barchart

Nvidia CEO Jensen Huang Is Heading to Taiwan. Get Ready for Updates on an ‘AI Semiconductor Triangle Alliance.’

Investors may be nervous about Nvidia stock now, but all eyes are shifting to Taiwan, where CEO Jensen Huang could unveil fresh updates on the AI chip alliance powering the global AI boom.

Barchart

The AI Trade Is Getting Overcrowded. Here’s Why You Should Opt for the iShares Semiconductor ETF Instead.

The SOXX ETF offers a better exposure to artificial intelligence than a typical AI-themed ETF.

MarketBeat

AI’s Biggest Bottleneck Could Make These 2 Stocks Soar

Shifting to high-voltage power architectures makes analog semiconductor companies the ultimate gatekeepers for the booming artificial intelligence market.

Barchart

Is Broadcom Stock Outperforming the Dow?

As Broadcom has outperformed the Dow over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

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