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The Latest Breaking News from Semiconductor

Intel becomes the first company to ship high-volume logic chips made with ASML's High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners

Intel is using ASML’s High-NA EUV tools to pattern select Panther Lake layers, marking the technology’s first use in high-volume logic production

Tom’s Hardware

Semicon 2.0 adopts complete semiconductor ecosystem approach for first time: HCL cofounder Ajai Chowdhry

India's Union Cabinet approved Semicon 2.0 and the Mobile Phone Manufacturing Scheme. These initiatives adopt a complete ecosystem approach for the semiconductor sector. The new schemes aim to strengthen India's electronics manufacturing capabilities significantly. Focus on design and R&D will build a self-reliant semiconductor ecosystem. Increased financial support demonstrates a…

The Economic Times

Semicon 2.0, PLI could create up to 20 lakh direct and indirect jobs: ICEA

The Union Cabinet's approval of the Semicon 2.0 programme and the Mobile Phone Manufacturing Scheme (MPMS) could generate up to 5 lakh direct jobs and around 15 lakh indirect jobs in the coming years, India Cellular and Electronics Association (ICEA) Chairman Pankaj Mohindroo said in an exclusive interaction with ANI.

The Economic Times

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Govt's revamped chip push; Emergent turns unicorn

The Union Cabinet has cleared the India Semiconductor Mission (ISM) 2.0 to boost domestic chip manufacturing. This and more in today's ETtech Top 5.

The Economic Times

These 10 Stocks Rallied as Producer Inflation Plunged: Here's Why

Three gold miners, two asset-management giants and a high-flying semiconductor were among the large-cap movers on the pre-market board following a cooler-than-expected producer inflation report on Wednesday.

Benzinga

SKHY Stock Is Attractive Amidst Sustained Demand and Significant Manufacturing Expansion

SK Hynix is experiencing volatility after its U.S. listing on Friday as South Korea-based investors take profits.

Barchart

Tower Semiconductor’s AI Rally Is Built on a Light-Speed Bet

Tower Semiconductor shares rose after it unveiled a $3 billion silicon photonics expansion in Japan, backed by a $1 billion government grant and $1.3 billion in 2027 customer contracts.

MarketBeat

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Cabinet approves India Semiconductor Mission 2.0; earmarks Rs 1.27 lakh crore for the project

The Union Cabinet approved India Semiconductor Mission 2.0 with significant funding. A Rs 62,500 crore Mobile Phone Manufacturing Scheme was also cleared. These initiatives aim to boost domestic electronics manufacturing capabilities. The approvals are part of seven key decisions worth over ₹2.19 lakh crore. These measures will strengthen India's global…

The Economic Times

Global Market: ASML raises 2026 outlook as AI boom drives strong earnings, plans capacity expansion

ASML raised its 2026 revenue guidance to €43-45 billion, up from €36-40 billion, after beating Q2 estimates on surging AI chipmaking demand, sending shares up 5.7% as the company plans a 30% capacity boost for its EUV systems over the next two years.

The Economic Times

US-China tech rivalry explained: Why the AI and chip war matters

The US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this ongoing rivalry. Export controls are intensifying the AI chip war between these nations. Global supply chains are being reshaped by this intense technological race. Other countries face opportunities and challenges…

The Economic Times

Dutch tech giant ASML posts gain in second-quarter profits

Dutch tech giant ASML, which makes cutting-edge machines to manufacture semiconductor chips, Wednesday posted a gain in second-quarter net profits compared with the same period in 2025. Europe's biggest tech firm by market value said net profits came in at 2.9 billion euros, compared with 2.3 billion in the second…

The Economic Times

Meet Anil Menon, NASA astronaut who will spend 8 months aboard space station: All about the Indian-origin doctor who once served in Afghanistan

Anil Menon NASA astronaut: Anil Menon, the first NASA astronaut of Malayali heritage, has reached the International Space Station (ISS) on his first space mission. Over the next eight months, he will conduct scientific experiments focused on human health, evaluate new medical technologies and support research into semiconductor manufacturing in…

The Economic Times

Global Market: SK Hynix jumps 13% as easing US inflation, AI memory optimism lift chip stocks

South Korean semiconductor shares experienced a significant surge on Wednesday. This rally was fueled by softer U.S. inflation data and renewed AI demand optimism. SK Hynix and Samsung Electronics saw substantial gains in early trading. Analysts foresee strong structural demand from AI applications supporting the memory market. Industry experts predict…

The Economic Times

Explained: Why South Korea's Kospi jumped 7% despite escalating Middle East tensions

South Korea's benchmark Kospi surged 7% on Wednesday, extending its rally for a second session as softer-than-expected US inflation data and Wall Street gains boosted risk appetite. Optimism over AI memory demand also lifted semiconductor stocks, with Samsung Electronics rising 8%, SK Hynix gaining over 13%, Hanmi Semiconductor soaring 25%,…

The Economic Times

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Barchart

A $5.7 Billion Reason to Buy Intel Stock Here

Intel is doubling down on its AI manufacturing ambitions with a $5.7 billion Ireland expansion, a move that could strengthen its turnaround story.

Barchart

How to Profit from the End of the AI Trade

If the AI trade collapses, you do not have to just sit back and take it. Trade it for profits with inverse ETFs.

The Economic Times

Global semiconductor manufacturing equipment sales to reach $165 billion in 2026: industry body

Total equipment sales are forecast to reach a record $229.5 billion by 2028, marking five consecutive years of growth due to AI-driven demand, SEMI said in its mid-year total semiconductor equipment forecast.

Tom’s Hardware

Intel invests $5.7 billion in Ireland fab — aims to boost output of Xeon 6, next-gen Xeon products built on Intel 3 process

Intel to modernize semiconductor production facility in Ireland in a bid to increase output of Xeon 6 and other Xeon products made using Intel 3 fabrication process.

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Barchart

How To Find Options Trades This Earnings Season

Earnings season is here and we’ve got the first batch of big name companies reporting earnings this week with Taiwan Semiconductor, JP Morgan Chase, Wells Fargo, Bank of America, Goldman Sachs and Unitedhealth Group all set to report.

Benzinga

Hedge Funds Snap Up US Semiconductor Stocks at Fastest Pace in 3.5 Years, bet Selloff Has 'Run Its Course'

Hedge funds snapped up U.S. semiconductor stocks at the fastest pace in at least three-and-a-half years last week, reversing course after two consecutive weeks of heavy selling as investors bet the sector’s recent pullback has run its course.

Benzinga

Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Rise on Better-Than-Expected CPI Data—Tower Semiconductor, Twin Vee, JPMorgan In Focus (UPDATED)

U.S. stock futures pared losses to advance on Tuesday, as the Nasdaq 100, Dow Jones and S&P 500 indices gained, following Monday’s lower close.

The Economic Times

Global Market: CXMT set for July 27 Shanghai debut in Asia's biggest IPO of 2026

China's leading memory chipmaker, CXMT, is set to debut on the Shanghai Stock Exchange on July 27 after launching a 29.5 billion yuan IPO, expected to be Asia's largest this year.

The Economic Times

China memory chipmaker CXMT sets July 27 listing for Asia's biggest IPO of 2026

ChangXin Memory Technologies plans a significant Shanghai Stock Exchange listing on July twenty-seventh. This initial public offering aims to raise nearly four point four billion dollars. The company is Asia's largest IPO this year and China's biggest semiconductor offering since two thousand twenty. CXMT, a leading DRAM chipmaker, seeks funds…

The Economic Times

Global Market: AI boom turns turbulent as South Korea stocks slide into bear market

South Korea's KOSPI has entered bear market territory after falling about 25% from its late-June record high, following a spectacular AI-driven rally. Reuters said the correction highlights risks from the market's heavy reliance on semiconductor stocks and leveraged retail trading.

The Economic Times

Global Market: South Korea targets AI-led growth, raises 2026 GDP forecast to five-year high; chip stocks in focus

South Korea has raised its 2026 GDP growth forecast to 3%, the fastest pace in five years, backed by an AI and semiconductor-led investment push. The government's plans to boost chip manufacturing, AI infrastructure and exports are expected to support technology stocks despite inflation and bond yield concerns.

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