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The Latest Breaking News from Semiconductor

Big Short fame Michael Burry is betting against Nvidia, AMD, Micron and other chipmakers. Is a massive AI crash coming?

Michael Burry, famed for predicting the 2008 financial crisis, has increased his bearish bets against AI-linked chipmakers through the iShares Semiconductor ETF. His move has reignited concerns over stretched semiconductor valuations, the sustainability of the AI rally, and the possibility of a sharp correction in technology stocks.

The Economic Times

Global Market: South Korea steps up market monitoring as chip-driven volatility rattles stocks

Global Market: South Korea steps up market monitoring as chip-driven volatility rattles stocks

South Korean economic officials will closely monitor factors causing market volatility. Sharp swings in chip shares have unsettled investors and caused market fluctuations. Increased profit-taking and global AI expectations contributed to the heightened market volatility.

The Economic Times

Global Market: Samsung, SK Hynix rebound as bargain buying offsets AI chip selloff fears

Global Market: Samsung, SK Hynix rebound as bargain buying offsets AI chip selloff fears

Shares of Samsung Electronics and SK Hynix rebounded after an early sell-off as investors bought into the dip, supported by expectations of tight memory chip supply and optimism over AI demand. Analysts, however, cautioned that memory pricing growth could moderate later in 2026 despite favourable near-term industry fundamentals.

The Economic Times

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Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking'

Investor Ross Gerber said Tuesday that those selling semiconductor stocks were focusing on the short term, calling the recent pullback “a gift” for long-term investors ahead of South Korea’s chipmaker SK Hynix‘s $29 billion U.S. listing later this week.

Cathie Wood Doubles Down on SpaceX Bet Amid Dip in Stock, Keeps on Dumping AMD Stock

Cathie Wood-led Ark Invest made notable portfolio adjustments on Tuesday, emphasizing a shift toward private space exposure while trimming semiconductor holdings. The firm added to Space Exploration Technologies Corp (NASDAQ:SPCX) across multiple ETFs and reduced its position in Advanced Micro Devices Inc (NASDAQ:AMD) amid recent market weakness.

HSBC Just Issued Wall Street’s Boldest Call on Intel Stock

HSBC's Street-high $200 price target highlights growing confidence that Intel's AI server CPUs and foundry business could drive earnings well beyond current consensus.

Apple and Broadcom Forge a Decade-Long Silicon Fortress

Apple and Broadcom extended their chip and wireless component partnership through 2031, covering Apple's Baltra AI server chips, sending Broadcom shares up roughly 6% and securing a stable revenue base.

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The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity

The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity

A KOSPI-driven margin cascade triggered trading halts and dragged down U.S. chip stocks like NVIDIA, Broadcom, TSMC and ASML, despite unchanged semiconductor fundamentals.

3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers

3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers

Fabrinet, MACOM, and Credo posted strong AI-driven revenue growth and earn solid analyst Buy ratings, positioning them as overlooked plays within the semiconductor supply chain.

Samsung Posted 1,800% Profit Surge. But AI Spending Fears Sent Shares Tumbling Anyway

Samsung Posted 1,800% Profit Surge. But AI Spending Fears Sent Shares Tumbling Anyway

Samsung Electronics delivered one of the strongest quarters in its history, posting a more than 1,800% year-over-year jump in operating profit. However, its stock tumbled on the trading session.

International Business Times

Micron, Intel shares crash up to 8% as Samsung fails to calm concerns over AI

Micron, Intel shares crash up to 8% as Samsung fails to calm concerns over AI

Global semiconductor stocks fell sharply as Micron and Intel dropped up to 8%, tracking weakness in Asian peers despite strong Samsung earnings. Investors are reassessing valuations after a strong AI-led rally, while concerns over custom chip development and future demand are making markets more selective towards AI-linked semiconductor companies.

The Economic Times

India's semiconductor push faces execution challenges, over 90% chip equipment still imported: Report

India's semiconductor push faces execution challenges, over 90% chip equipment still imported: Report

While India is building domestic capabilities in chip fabrication, packaging and testing, execution remains its biggest challenge due to heavy dependence on imported equipment and supply chain gaps, according to a report by Equirus Securities.

The Economic Times

India's Semicon 2.0: Government expands incentives for semiconductor ecosystem beyond fabrication

India's Semicon 2.0: Government expands incentives for semiconductor ecosystem beyond fabrication

India is finalizing Semicon 2.0, expanding incentives beyond chip fabrication. This new phase will support the entire semiconductor value chain. It will also strengthen incentives for chip design startups and material suppliers. Building a domestic supply chain is central to India's semiconductor strategy. This initiative aims to reduce import dependence…

The Economic Times

Explained: Why did Samsung shares crash 10% even after tech giant forecast 19x jump in profit

Explained: Why did Samsung shares crash 10% even after tech giant forecast 19x jump in profit

Samsung Electronics shares plunged 10% despite forecasting a 19-fold jump in second-quarter profit, as investors worried the AI-driven memory chip boom may be peaking. Analysts said strong earnings were already priced in, while concerns over slowing AI infrastructure spending triggered a sharp sell-off across semiconductor stocks.

The Economic Times

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The Economic Times

Stronger India-Japan MSME collaboration can boost electronics, software exports: ESC India

The bilateral partnership can unlock opportunities for MSMEs in AI, electronics, software exports, and semiconductors, says Gurmeet Singh, Executive Director of ESC India.

The Economic Times

US Stock Market | Hedge funds extend selloff in tech hardware stocks ahead of earnings: Goldman Sachs

US hedge funds cut exposure to technology hardware stocks for a fourth straight week ahead of the earnings season, amid weakness in semiconductor shares and concerns over AI-related spending. They also trimmed holdings in industrials and consumer discretionary stocks while increasing allocations to index funds, ETFs and defensive sectors.

Samsung expects 1,800% operating profit leap on AI boom

SEOUL - South Korean technology giant Samsung Electronics forecast Tuesday a massive 19-fold jump in second-quarter operating profit from a year earlier, buoyed by sustained AI-driven demand for memory chips.

The Economic Times

Kospi plunges 8% as AI investors fear rally is overblown; trading halted for 20 mins

South Korea's Kospi index experienced a significant 8% drop, led by chip stocks. Investors questioned the sustainability of record earnings driven by artificial intelligence demand. Samsung Electronics and SK Hynix, major index components, saw substantial declines. Other sectors like battery and shipbuilding also faced considerable losses. Foreign investors continued to…

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Intel-Backed Syntiant, Maker of AI Chips for Earbuds and Cars, Files for IPO on Nasdaq

Syntiant Corp, an artificial intelligence software and semiconductor company, filed for a U.S. initial public offering on Monday, joining a growing list of AI companies seeking to tap public markets amid strong investor demand for the sector.

Which Semiconductor ETF Is Winning The AI Race In 2026?

The artificial intelligence race has made semiconductors the stock market’s best-performing industry in 2026, but not every ETF has benefited equally.

International Business Times

SK Hynix Is Seeking To Capitalize The AI Boom Through One of The Biggest Tech Listings Ever

South Korean memory chip giant SK Hynix is taking its artificial intelligence success story directly to Wall Street, launching a massive $28.07 billion American depositary receipt (ADR) offering.

Skyworks Solutions Has Unusual Put Options Volume Today - A Short-Put Play

Skyworks Solutions is seeing unusually high put option volume today, as reported by Barchart. This could provide a unique short-put play for value investors in this analog semiconductor stock.

Chip Rally Ignites Nasdaq 100 Rebound Ahead of SK Hynix's US Listing: Stock Market Today

A powerful rebound in semiconductor stocks lifted Wall Street on Monday, driving the tech-heavy Nasdaq 100 sharply higher, as investors dumped defensive corners of the market in a broad risk-on rotation.

International Business Times UK

'AI Narrative May Die a Death by a Thousand Cuts': Michael Burry's Memory Chip Bet Gains Credibility

Michael Burry warns of an AI stock bubble, citing unsustainable valuations and investor FOMO. He predicts a gradual decline in AI spending rather than a sudden bubble burst.

The Economic Times

SK Hynix's $28 billion US IPO to test its $1 trillion AI rally. Here's how

SK Hynix has launched a US share sale targeting about $28 billion through a Nasdaq listing, capitalising on AI-driven investor demand. The proceeds will fund semiconductor expansion, while the offering tests global appetite for high-growth AI infrastructure and chip companies.

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