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The Latest Breaking News from Semiconductor

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.

Bangkok Post

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.

Barchart

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.

Barchart

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

Barchart

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

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.

Barchart

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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.

MarketBeat

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.

MarketBeat

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

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…

The Economic Times

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.

Barchart

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.

Barchart

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Fortune

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.

Bangkok Post

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.

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Barchart

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.

Barchart

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…

Bangkok Post

Chips seen as next growth engine

The government has established the National Semiconductor Policy Committee to set the country’s strategy for the sector, with a target of attracting 2.5 trillion baht in investment to Thailand.

The Economic Times

Andhra Pradesh's Naidu pitches state as semiconductor hub to global chipmakers

Andhra Pradesh Chief Minister N Chandrababu Naidu is inviting global semiconductor firms to invest in the state. He highlighted Andhra Pradesh as a top investment destination in India. The Chief Minister mentioned a semiconductor manufacturing facility will be established in the Rayalaseema region. Discussions were held with Singapore-based semiconductor companies…

Barchart

Elon Musk Needs ASML for Terafab. You Don’t Need ASML Stock in Your Portfolio.

Elon Musk’s Terafab ambitions highlight ASML’s critical role in advanced chip manufacturing, but investors must decide whether the company’s strong AI-driven growth prospects still justify its elevated valuation.

Barchart

Why Experts Think Intel Should Raise Capital Right Now, and What It Means for INTC Stock

After a stunning AI-fueled comeback, Intel may have a chance to raise capital and supercharge its turnaround. But should shareholders be fine with the dilution?

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