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The Latest Breaking News from Semiconductor

AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says

Morgan Stanley has recommended a strategic pivot in market investments, directing attention from semiconductor stocks to AI-based giants such as Alphabet and Amazon. This shift is fueled by expectations of reduced rate hikes and a decline in oil prices, which favor sectors like consumer discretionary, transport, and biotech. As major…

The Economic Times

Analysts Just Raised Price Targets On These 3 Semiconductor Equipment Stocks

Analysts Just Raised Price Targets On These 3 Semiconductor Equipment Stocks

Susquehanna raised its WFE market forecast to $250 billion by 2028, lifting price targets on AEIS, LRCX, and KLAC as AI-driven demand fuels the semiconductor equipment sector.

Michael Burry Rejects Claims He Was Wrong on Nvidia, Tesla and Housing Bets

Michael Burry Rejects Claims He Was Wrong on Nvidia, Tesla and Housing Bets

The ‘Big Short’ Investor Michael Burry on Sunday disputed claims that several of his past market calls, including ones on Nvidia Corp. (NASDAQ:NVDA), Tesla Inc. (NASDAQ:TSLA) and another U.S. housing market crash, had proved wrong after an X account challenged his investing record.

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Dan Niles Sees Apple Winning China Memory Exemption, Calls AI Chip Selloff a 'Speed Bump' as Nvidia's Vera Rubin Fuels Long-Term Demand

Tech investor Dan Niles on Sunday said that the recent pullback in AI semiconductor stocks is a temporary setback rather than the end of the artificial intelligence rally, arguing that long-term demand remains intact despite growing investor concerns.

South Korea's SK Hynix slides over 5% ahead of $29 billion Wall Street debut

South Korea's SK Hynix is poised for a massive US listing, aiming to raise around $29 billion to capitalize on booming AI demand. Despite a 5% dip on Monday, the chipmaker's shares have soared this year, driven by its crucial role in supplying AI systems. This blockbuster offering, set to…

The Economic Times

US Stock Market: Fed minutes, corporate earnings to set the tone for Wall Street this week

Investors will focus on the U.S. Federal Reserve's meeting minutes and the start of the second-quarter earnings season this week to gauge the outlook for interest rates and the sustainability of the recent U.S. stock market rally. While technology stocks, especially semiconductors, have driven market gains, investors are also watching…

The Economic Times

Michael Burry Says Tech Stocks in a 'Blowoff Top', Expands Nasdaq and Semiconductor ETF Bear Bets

Michael Burry expanded bearish bets on Nasdaq and semiconductor ETFs, arguing AI-era valuations are outrunning business fundamentals

International Business Times UK

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How India and Japan are preparing for the AI economy

How India and Japan are preparing for the AI economy

India and Japan are forging a deep economic security partnership, moving beyond traditional aid and investment. The recent summit highlights collaboration in AI, semiconductors, and critical minerals, aiming to build resilient supply chains and boost India's manufacturing. This strategic alliance, focusing on hardware and talent exchange, positions Northeast India as…

The Economic Times

The S&P 500’s Best Quarter Since 2020 Produced Big Winners And Losers. Here’s Where to Look Now for Q3 Profits.

The S&P 500’s Best Quarter Since 2020 Produced Big Winners And Losers. Here’s Where to Look Now for Q3 Profits.

After a second quarter that saw the index rally around 15%, following a first quarter in which it lost more than 4%, the playing field has been left with a scattered group of winners and losers.

PM Modi shares video of young employees recounting proud journey at semiconductor unit

PM Modi shares video of young employees recounting proud journey at semiconductor unit

Prime Minister Narendra Modi shared a video highlighting young employees at Gujarat's new semiconductor facility, many from humble backgrounds, who have found self-reliance and pride through their work. These individuals, including women from rural areas, spoke of their transformative journeys, with some even receiving international training. The PM emphasized the…

The Economic Times

Dear Taiwan Semi Stock Fans, Mark Your Calendars for July 16

Dear Taiwan Semi Stock Fans, Mark Your Calendars for July 16

Investors will watch closely for Taiwan Semiconductor's Q2 earnings print coming up in mid-July.

From Pax Silica to Japan: Mapping India's AI Partnerships in 2026

From Pax Silica to Japan: Mapping India's AI Partnerships in 2026

The first major global engagement in 2026 came in February, when India joined the Pax Silica initiative, a multilateral framework focussed on AI and semiconductor cooperation. As part of the initiative, India also signed the India–US AI Opportunity Partnership. The declaration outlines cooperation on trusted AI ecosystems, resilient semiconductor supply…

The Economic Times

Jim Keller's startup is building a factory to mass-produce small semiconductor fabs —Atomic Semi rebrands as 'Fab2' underlining intended role as a 'fab fab'

Jim Keller's startup is building a factory to mass-produce small semiconductor fabs —Atomic Semi rebrands as 'Fab2' underlining intended role as a 'fab fab'

Atomic Semi, the semiconductor tooling startup founded by chip architect Jim Keller and DIY fabrication pioneer Sam Zeloof, has rebranded as Fab2.

Tom’s Hardware

South Korea plans future fund backed by semiconductor tax windfall

South Korea plans future fund backed by semiconductor tax windfall

South Korea is establishing a "Future Response Fund" from semiconductor boom tax revenues. This fund will fuel major national projects, boost growth engines, and support younger generations. The initiative aims to tackle economic polarization and solidify the nation's global standing. President Lee Jae-myung's administration envisions this as a cornerstone for…

The Economic Times

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The Economic Times

'India's semiconductors era': Ashwini Vaishnaw as CG Semi plant starts commercial production

India has entered a new semiconductor era with commercial production commencing at CG SEMI's OSAT facility in Sanand, Gujarat. This marks the country's third semiconductor unit to begin production, a significant step towards a developed India. The Rs 7,600 crore project, a partnership with Japan's Renesas Electronics, is set to…

The Economic Times

CG Power targets 16 million chips a day as India ships first semiconductors: Executive VC

India's semiconductor sector is rapidly advancing, with CG Power dispatching its first chips from Sanand, marking a significant step towards global competitiveness. The company aims to produce 16 million chips daily within two years, supported by a joint venture with Japanese and Thai partners. This development signifies India's growing presence…

The Economic Times

PM Modi uses meme line 'Sun rahe ho na Vinod' in his speech, has audience in splits

Prime Minister Narendra Modi delighted the audience in Sanand, Gujarat, by referencing the popular meme "Sun rahe ho na Vinod" during his speech. He inaugurated a semiconductor facility, highlighting India's entry into the global supply chain. CG Power Chairman Vellayan Subbiah also shared Gujarati proverbs, emphasizing ambitious goals and the…

The Economic Times

Mumbai-Ahmedabad Bullet Train project 80% complete, first section to open in 2027: Ashwini Vaishnaw

The Surat to Bilimora section of India's first bullet train is projected to debut in 2027, representing a substantial milestone in the nearly finished Mumbai-Ahmedabad corridor. Union Minister Ashwini Vaishnaw also launched the third semiconductor factory in the nation today, alongside five crucial infrastructure developments designed to boost Ahmedabad’s urban…

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The Economic Times

PM Modi to inaugurate Jodhpur airport terminal, Barmer refinery today

Prime Minister Narendra Modi's upcoming visit to Rajasthan will mark the inauguration of a new Jodhpur Airport terminal and the Pachpadra refinery-cum-petrochemical complex, significant development projects for the state. Meanwhile, in Gujarat, the Prime Minister will inaugurate a semiconductor assembly and test facility in Sanand, a major step for India's…

Applied Materials Stock May Not Be as Expensive as It Seems Even After Record Rally

Applied Materials' stock has surged to fresh all-time highs after record earnings and a new Street-high $900 price target, highlighting growing confidence in the AI semiconductor equipment cycle.

Applied Materials Stock Remains Attractive as Growth Accelerates

Susquehanna just gave a Street-high price target of $900 to Applied Materials stock.

What to Expect From NXP Semiconductors’ Q2 2026 Earnings Report

NXP Semiconductors is approaching its quarterly report with expectations running high and investors looking for another impressive showing.

Michael Burry Is Shorting Micron as a 'Destroyer Of Capital' Despite Trump's Praises and a 241% Rally— Here's Why

Michael Burry, the famous “Big Short” investor, has initiated a new short position against semiconductor giant Micron Technology Inc. (NASDAQ:MU), declaring the artificial intelligence darling a structural “destroyer of capital” caught in a highly psychological market bubble.

The Economic Times

PM Modi to visit Rajasthan, Gujarat on Saturday

Prime Minister Narendra Modi is set to inaugurate India's first integrated refinery-cum-petrochemical complex in Rajasthan and a semiconductor assembly facility in Gujarat. The Rajasthan visit includes launching a new Jodhpur Airport terminal, modified UDAN scheme, and several rail and road projects, alongside dedicating solar power plants. The Gujarat inauguration marks…

The Economic Times

Sumitomo Chemical shares soar 11%, record biggest single-day surge in nearly 2 years. Here’s why

Sumitomo Chemical India shares surged around 11% as heavy volumes and a major development at its Japanese parent’s Korean subsidiary lifted sentiment. Dongwoo Fine-Chem’s joint venture with Samsung Electro-Mechanics for glass core substrates boosted optimism around next-generation semiconductor packaging demand. The stock hit a fresh high amid strong trading activity.

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