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The Latest Breaking News from Semiconductor

Global Market: Chinese AI and chip stocks rally after Huawei signals major tech leap

Chinese semiconductor stocks surged in Hong Kong following Huawei's announcement of a potential 1.4nm chip breakthrough using "LogicFolding" technology by 2031. This development aims to narrow the gap with global leaders and bolster China's AI ambitions amid US restrictions. While promising, the technology's commercial viability remains to be seen, with…

The Economic Times

Taiwan overtakes India as world's 5th largest stock market

Taiwan's stock market has now surpassed India's in value. This shift is largely due to a strong performance by Taiwan Semiconductor Manufacturing Co. The island's market capitalization reached $4.95 trillion. India's market value stands at $4.92 trillion. This development highlights the significant impact of artificial intelligence on global markets and…

The Economic Times

ISDN's IDI Dynamics debuts high-speed laser marker for semiconductor assembly and test (OSAT)

SINGAPORE, May 26, 2026 /PRNewswire/ -- IDI Dynamics, a subsidiary of ISDN Holdings Limited (SGX: I07 / 1656.HK), has launched its next generation High-speed Laser Marker for semiconductor chip packages, with a dual value proposition of delivering 2.5x higher marking speed and occupying 22% less physical footprint.

AAP

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VCs eye deeptech fund launches to leverage RDI capital

Sector-agnostic VC firms Kalaari Capital and Blue Ashva Capital are among those exploring new deeptech-focussed vehicles amid rising investor appetite around areas such as spacetech, semiconductors, robotics and energy transition, people aware of the matter told ET.

The Economic Times

Intel CEO Touts Balance Sheet Progress, Foundry Gains and AI CPU Demand

Intel (NASDAQ:INTC) Chief Executive Officer Lip-Bu Tan said the company has made progress on strengthening its balance sheet, improving execution and rebuilding customer trust, while acknowledging that its foundry ambitions remain a long-term effort. Speaking with J.P. Morgan semiconductor analyst

MarketBeat

Huawei Claims Chip Design Breakthrough As US-China Tech Rivalry Intensifies

The announcement comes as global chipmakers race toward sub-2-nanometer technology amid escalating US-China technology restrictions and rising AI demand.

International Business Times

Billionaire Philippe Laffont Is Betting Big on ASML Stock as UBS Declares It the ‘Top Chip Stock’ in Europe

Laffont shows high hopes that the next big AI winner could be ASML, the company powering the world’s most advanced chip production, while UBS remains bullish.

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Huawei touts new chipmaking technology to sidestep US restrictions

Chinese tech giant Huawei said on Monday it had developed a new way of making semiconductors that could get around its US-enforced lack of access to the most advanced chipmaking equipment. Huawei has been at the centre of a geopolitical standoff in recent years after Washington warned its equipment could…

The Economic Times

A $10 Billion Reason to Buy AMD Stock Now

AMD’s rally continues as AI demand, cloud spending, and a major Taiwan expansion reinforce its position in the semiconductor boom.

Barchart

Cyient Semiconductors Announces Strategic Financing with Edelweiss at ~ USD 500 Mn. Equity Valuation

HYDERABAD, India, May 25, 2026 /PRNewswire/ -- Cyient Semiconductors today announced a strategic financing transaction with funds managed by EAAA India Alternatives Ltd ("Edelweiss") and affiliated co-investors. The transaction includes an equity investment of approximately USD 10 Mn (INR 100 Crores) at a post-money equity valuation of USD ~500 Mn…

AAP

She got $400 million and a dream; now she's the woman who defied America's tech blockade - who is China's 'Chip Queen'?

She was handed $400 million and one impossible mission — make Huawei independent from foreign chips. Years later, He Tingbo emerged as China’s powerful “Chip Queen,” leading the company through brutal US sanctions and America’s tech blockade. From building Kirin processors to driving Huawei’s AI future, her rise has become…

The Economic Times

Short Sellers Aren’t Relenting Against Qualcomm. The Chipmaker Needs to Quickly Deliver on Its AI Pivot for Bulls to Win.

Wall Street’s bears still have Qualcomm in their crosshairs. Now the chipmaker’s AI gamble needs to deliver fast because hype alone is no longer moving the market.

Barchart

Huawei's 'chip queen' etches her name in China's tech folklore

He Tingbo, Huawei's "chip queen", spearheads the company's semiconductor innovation. Facing U.S. sanctions, Huawei is developing new chip technologies. He Tingbo introduced the Tau Scaling Law, focusing on transmission speeds. This effort aims for self-reliance and continued technological advancement for China.

The Economic Times

Huawei proposes new path for chip development amid US sanctions

Huawei aims for advanced chip design by 2031. The company is developing a new 'Tau Scaling Law' to improve chip performance. This innovation could bypass US sanctions restricting access to cutting-edge semiconductor technology. Huawei's upcoming Kirin chips will feature a related 'LogicFolding' architecture. The company has already produced hundreds of…

The Economic Times

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The Economic Times

Tata Electronics plans to start chip packaging at upcoming Assam unit

While the Tata Group company has already initiated small-scale shipments from its first commercial OSAT facility in Vemagal, Karnataka, the strategic pivot to the greenfield high-volume manufacturing unit in Jagiroad, Assam is aimed at building trust among global clients about the company’s capabilities while ensuring immediate scalability to meet surging…

Barchart

Intel Just Launched Its SuperClaw AI Tool. INTC Stock Is Finally Back from the Dead.

Intel just launched a new AI tool called SuperClaw. Already surging 483% this year, will the rise continue?

Barchart

GDP, Earnings and Other Key Things to Watch this Week

Markets enter the final week of May with a holiday-shortened trading schedule following Memorial Day Monday closure, compressing important economic data and high-profile earnings into four sessions.

MarketBeat

GlobalFoundries Eyes AI, Data Center Growth as It Targets 40% Margins

GlobalFoundries (NASDAQ:GFS) Chief Financial Officer Sam Franklin said the company is positioning itself around data center demand, physical AI, silicon photonics, supply-chain diversification and custom silicon as it looks to expand revenue and margins over the next several years. Speaking with JP

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Broadcom’s AI Packaging Bet Gets Bigger. Wall Street Is Betting on More Upside for AVGO Stock.

Broadcom joining Applied Materials’ EPIC platform adds another layer to the AI infrastructure story, as advanced packaging becomes more critical for custom accelerators, networking chips, and next-generation compute systems.

The Economic Times

Exports in high growth trajectory during May: Piyush Goyal

India's exports are growing strongly in May, continuing April's pace. Foreign direct investment has reached an all-time high. The nation is seen as a preferred investment destination. The government is supporting farmers and introducing economic growth initiatives. A significant achievement is the upcoming semiconductor plant in Gujarat.

Barchart

Short Sellers Keep Placing Their Bets Against Micron Stock. Why They Think MU Will Stumble Soon.

Even as Micron rides the AI memory boom to historic highs, short sellers are piling in bearish bets, wagering the semiconductor rally may be overheating.

The Economic Times

'10 major Indian semiconductor units to make global mark soon': PM Modi says 'complete supply chain' being created

Prime Minister Modi emphasised that heavy capital investments in core manufacturing and engineering sectors are generating millions of high-quality job opportunities for the nation's youth.

The Economic Times

USTR Greer sees no immediate chip tariffs but says protection important for sector

USTR Jamieson Greer announced no immediate semiconductor tariffs are planned. He emphasised the importance of duties to encourage domestic chip manufacturing. Greer indicated that any protective measures would be carefully timed and appropriately scaled. This comes as the US aims to reduce reliance on foreign chip supply chains. Micron Technology…

Barchart

Is Wall Street Bullish or Bearish on Lam Research Stock?

As Lam Research has outperformed the broader market over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Barchart

Why UBS Says ASML Is the Best Bet Among European Chip Stocks

UBS analysts think ASML is the best semiconductor pick in Europe for several reasons.

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