Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

The Latest Breaking News from Semiconductor

US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rally

The U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watching for signs that demand for AI chips remains robust, which could sustain the market's upward trend. This report is vital as technology stocks trade at high valuations, and strong guidance…

The Economic Times

As new tech shines, market takes rest on old cushions: Devina Mehra

As new tech shines, market takes rest on old cushions: Devina Mehra

Forget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks like transportation surging. While semiconductors are booming due to AI investments, history warns of their cyclical nature. Investors should look beyond popular narratives, as market themes constantly…

The Economic Times

Tighten up hub plan

Tighten up hub plan

Thailand's ambition to become an Asean semiconductor hub deserves serious attention. The aspiration was unveiled last week when Prime Minister Anutin Charnvirakul announced a goal for Thailand to produce semiconductors domestically by 2050. A national committee, known as the "semiconductor board", will drive the development of the semiconductor and advanced…

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Why TSMC Doesn’t Even Need to Win the AI Race

TSMC's biggest strength may be that its customers are also its competitors.

Firms organise for digital tech shift

Thailand's energy companies are moving aggressively into the digital technology tier, positioning themselves as key players in the country's emerging data centre and semiconductor industries.

Hormuz Status, MU Earnings and Other Key Things to Watch this Week

Thursday delivers an economic data convergence with Q1 GDP revision, May Core PCE, durable goods orders, and initial jobless claims all at 8:30am, providing comprehensive economic assessment. The week features critical semiconductor earnings from Micron (MU) Wednesday and FedEx (FDX) Tuesday testing chip demand and logistics health.

Applied Materials Is Now More Expensive Than Its Dot-Com Era Peak. AI Demand Justifies the AMAT Stock Valuation.

Applied Materials is trading at a higher valuation than its late-1990s dot-com era peak as investors price in its central role in AI chip manufacturing.

inkl

Read news from The Economist, FT, and more,
with one subscription

Rare ASML Special Edition Monopoly board unearthed in social media trade — enthusiast swaps 2007 employee gift for High-NA EUV Lego kit

Rare ASML Special Edition Monopoly board unearthed in social media trade — enthusiast swaps 2007 employee gift for High-NA EUV Lego kit

We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.

Tom’s Hardware

Amkor Soared on a Taiwan Semi Deal. How to Play AMKR Stock Here.

Amkor Soared on a Taiwan Semi Deal. How to Play AMKR Stock Here.

Amkor Technology has ignited a powerful rally after securing a transformative 10-year TSMC partnership. What should be your move now?

Intel hires former SK hynix chief Lee Seok-hee to lead advanced packaging

Intel hires former SK hynix chief Lee Seok-hee to lead advanced packaging

Intel has appointed former SK hynix and SK On CEO Lee Seok-hee as a senior vice president in its foundry business. Lee will lead advanced packaging and system integration efforts, a crucial area for Intel's push into next-generation AI systems. His extensive experience in high-scale technology and manufacturing is expected…

The Economic Times

Unusual Options Activity Flags UMC, ASX and QXO Ahead of July Expiration

Unusual Options Activity Flags UMC, ASX and QXO Ahead of July Expiration

Thursday's options volume surged to 75 million contracts, with calls dominating. Standout July 17 trades hit semiconductor names UMC and ASX amid 2026 rallies, while QXO drew heavy speculative call buying and possible covered call action.

Aehr Spikes on New Order, But Has Stock Gotten Ahead of Itself?

Aehr Spikes on New Order, But Has Stock Gotten Ahead of Itself?

Aehr Test Systems is one of the market's hottest stocks, but even after a new order announcement, investors should stay aware of valuation risk.

VMware: Broadcom's Second Biggest Business Set to Accelerate

VMware: Broadcom's Second Biggest Business Set to Accelerate

Broadcom's AI chip business is growing at an extraordinarily fast pace, but another large part of the company's business is getting ready to accelerate.

In 1916, a metallurgist accidentally dipped his pen into molten metal; it led to a crystal-growing technique that powers the modern semiconductor industry

In 1916, a metallurgist accidentally dipped his pen into molten metal; it led to a crystal-growing technique that powers the modern semiconductor industry

In 1916, a Polish metallurgist inadvertently dipped his pen into molten metal, leading to a groundbreaking revelation. This serendipitous moment resulted in the formation of a crystal filament, which later became the Czochralski method—integral to modern electronics. This technique is now essential for producing most silicon crystals utilized in semiconductors,…

The Economic Times

Get all your
news in one place.

100's of premium titles.
One news app.

The Economic Times

US stocks: US market's indexes advance with boost from chips, Iran optimism

U.S. stock indexes rose Thursday, led by semiconductor shares and easing inflation fears, despite anticipated Federal Reserve interest rate hikes. Intel surged to a record high after President Trump announced a deal for U.S.-based chip design and manufacturing. Oil prices slid as the U.S. and Iran extended an interim agreement,…

The Economic Times

TSMC, Amkor sign 10-year deal to boost advanced chip packaging in US

Taiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip packaging and testing capabilities within the United States. The collaboration aims to strengthen the semiconductor supply chain in Arizona. This move supports growing demand for AI and high-performance computing technologies. It ensures…

JPMorgan Analysts Say Broadcom Stock Is a 'Buy.' What to Know.

JPMorgan issued a largely bullish note on Broadcom stock. Here’s why analyst Harlan Sur recommends buying AVGO shares at current levels.

Aehr Test Systems (AEHR) Stock Spikes on New Production Order

AEHR stock rallies as management announces a new production order. Here’s how you should play Aehr shares at current levels.

Get all your
news in one place.

100's of premium titles.
One news app.

Inside Europe's most innovative companies 2026

From semiconductors powering the AI boom to 360-year-old manufacturers adapting to the green economy,  here are the organizations driving the European economy forward.

The Economic Times

Tata Electronics onboards Malaysian cleanroom specialist IAQ Group for Dholera fab

Tata Electronics has partnered with Malaysian cleanroom specialist IAQ Group for its upcoming semiconductor fab in Dholera. This collaboration aims to ensure the facility meets stringent cleanroom standards, a critical factor for semiconductor manufacturing. IAQ Group's expertise will be crucial for timely execution and de-risking the cleanroom readiness bottleneck.

FTI says chip sector needs more than investment

Thailand cannot rely solely on foreign investment if it wants to develop the semiconductor industry as a new engine to drive long-term economic growth, says the Federation of Thai Industries (FTI).

The Economic Times

India’s electronics output hits ₹13 lakh crore; Vaishnaw eyes No. 2 export spot

India's electronics production has reached Rs 13 lakh crore. The nation aims to make electronics the second largest export category. Two semiconductor plants are already operational. Two more chip plants will begin full commercial production this year. This growth is driven by smartphone exports, with Apple being a major contributor.

Why Citi Keeps Pounding the Table on Texas Instruments Stock

Citi sees Texas Instruments as a prime AI infrastructure beneficiary, raising its price target to $345 as the chipmaker positions itself to gain market share.

Dear Teradyne Stock Fans, Mark Your Calendars for June 22

Teradyne will be joining the Nasdaq 100 ahead of market open on June 22.

The Economic Times

Poland teams up with Foxconn to build EVs: PM Tusk

Poland's government will partner with Taiwan's Foxconn to build electric cars. The venture aims to produce 400,000 electric SUVs each year. These vehicles will be sold exclusively in Europe. The Polish government is investing significantly in this project. Foxconn will also establish a semiconductor plant in Poland. This move aims…

1 2 3 4 5

People

197,826 stories

Anutin Charnvirakul

Ashwini Vaishnaw

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Organisations

US Federal Reserve

Intel Corporation

inkl

Read news from The Economist, FT, and more,
with one subscription

Topics

Foreign Investment

Places

389,049 stories

The United States

the Strait of Hormuz

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.

Download on the AppStore

Get it on Google Play