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The Latest Breaking News from Semiconductor

Are Wall Street Analysts Bullish on KLA Corporation Stock?

KLA Corporation has outpaced the S&P 500 Index over the past year, yet analysts remain fairly bullish about the stock’s prospects.

Barchart

The Best AI Stock to Buy Now for Less Than $500

This semiconductor company remains deeply embedded in the AI supply chain.

Barchart

Most advanced countries in the world ranked: From South Korea’s high digital adoption to Denmark’s pharmaceutical innovation

The most technologically developed countries in the world are ranked based on their degree of digitalisation, access to the internet, mobile phone usage, investment in research and development, and the overall technological competitiveness of the state. Among the top countries to be considered for the year 2026 are those with…

The Times of India

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Samsung union to start vote on tentative wage deal

Samsung labour union members will vote on a tentative wage deal this week. This agreement averted a major strike at the South Korean chip giant. The provisional deal was reached following government-mediated talks. The semiconductor division will receive a new bonus pool equivalent to 10.5% of operating profit. This is…

The Economic Times

Axion Semiconductor Acquires Moov Technologies

GREENWOOD VILLAGE, Colo., May 22, 2026 /PRNewswire/ -- Axion Semiconductor, a semiconductor platform company focused on supply chain operations and services, announced it has acquired Moov Technologies, an Austin, Texas-based semiconductor equipment marketplace and asset management platform serving customers in more than 55 countries. The acquisition expands Axion Semiconductor's operating…

AAP

Amkor Technology Targets $11B Revenue by 2030 on AI Packaging, Arizona Ramp

Amkor Technology (NASDAQ:AMKR) outlined a multi-year growth strategy centered on advanced semiconductor packaging, saying the technology has moved from a back-end manufacturing step to a critical part of system performance, integration and supply-chain design. During the company presentation, execu

MarketBeat

Silicon Shake-Up: The AI Trade Is Moving Beyond NVIDIA

Institutional capital is aggressively rotating out of saturated mega-cap technology companies and into undervalued foundational semiconductor equities.

MarketBeat

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EU forced to exempt banned Chinese chipmaker after auto industry warns of supply crisis — European car factories warn of imminent supply chain collapse

The European Commission is preparing to propose a temporary exemption for a Chinese semiconductor manufacturer from the EU's 20th Russia sanctions package.

Tom’s Hardware

Samsung reportedly set to distribute up to $26.6 billion to staff in AI-driven semiconductor bonuses after last-minute union deal — average payouts could approach $400,000 per chip employee

Samsung Electronics is reportedly preparing to distribute up to 40 trillion won ($26.6 billion) in semiconductor employee bonuses after reaching a last-minute labor agreement. The proposed deal ties payouts to AI-driven chip profits and could see average employee bonuses approach $400,000.

Tom’s Hardware

ARM’s Growth Catalysts Outweigh Concerns Related to Antitrust Investigation

Arm faces a new antitrust investigation in the U.S. over its dominant position in semiconductor licensing.

Barchart

Samsung chip employees to get average $338,000 bonus under strike deal

Samsung chip workers will get big bonuses. An agreement was reached to avoid a strike. Employees in the semiconductor division will share profits. This deal could give them about 509 million won each. Samsung's chip business is booming due to AI. Shareholders are opposing the bonus plan. Legal action is…

The Economic Times

ASML CEO says Elon Musk is 'very serious' about TeraFab chipmaking megaproject, confirms direct talks — Musk targets $119 billion Texas semiconductor facility

ASML CEO Christophe Fouquet said on Wednesday that he has spoken directly with Elon Musk about the TeraFab semiconductor project.

Tom’s Hardware

Technological sovereignty is not about isolation, EU digital chief says

Henna Virkkunen says tech sovereignty means cutting risky dependencies and boosting European capacity in areas from semiconductor supply chains to cloud services.

Euronews

Taiwan-focused mutual funds soar 200% in a year. Experts warn against FOMO investing

Mutual fund investors are exploring international and thematic schemes, with some delivering up to 200% returns. Technology and semiconductor funds, especially those with Taiwan exposure, have seen significant gains. Experts suggest starting global diversification with broader US funds. While past performance is strong, future returns may vary.

The Economic Times

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The Economic Times

Tata semiconductor plant in Assam to begin production soon: CM Himanta Sarma

The Tata semiconductor plant in Assam is set to start production soon, according to Assam Chief Minister Himanta Biswa Sarma. It marks a critical step forward for the industrial sector of the state and supports the broader national framework for advanced semiconductor development.

The Economic Times

Desi chip companies fear MNCs will dip into their DLI 2.0 treat

India is planning the second phase of its semiconductor incentive scheme, DLI 2.0. Concerns are rising among domestic startups that allowing multinational corporations to join, even with minority stakes, could overshadow Indian firms. The government aims to balance foreign investment with domestic control to foster self-reliance in chip design.

The Economic Times

Govt's semicon sops 2.0 may top $10 billion: IESA prez

Industry stakeholders have informed the Ministry of Electronics and Information Technology (MeitY) of the need for higher incentives since global prices of memory, a key input, are expected to remain elevated for at least 18 months amid a supply shortage, Chandak said on the sideline of an industry event.

The Economic Times

US stocks today: Dow soars 600 pts, Nasdaq 1.5% as chip stocks rally eyeing Nvidia results, Iran peace deal hopes

Wall Street indexes jumped over 1% led by tech and semiconductor rally ahead of Nvidia earnings. Target fell on weak outlook. Airlines gained as oil dropped. Fed minutes signaled possible rate hike debate. Nasdaq S&P Dow Jones rose strongly as AI optimism offset inflation and geopolitical concerns sentiment rises

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Tom’s Hardware

Samsung narrowly avoids 18-day chip strike after last-minute wage deal with 48,000-worker union — tentative deal, subject to workers' vote, suspends billions of dollars worth of potential losses

Samsung Electronics has temporarily avoided a major 18-day strike at its South Korean semiconductor operations after reaching a tentative wage agreement with its 48,000-member union.

Barchart

LRCX Overweight: How Lam Research Is Poised to Outperform the $149B WFE Market

Morgan Stanley has upgraded Lam Research to Overweight rating following a wafer fabrication equipment industry raise.

Tom’s Hardware

Samsung and SK Hynix employees are reportedly abandoning overseas training programs to nab up to $400,000 performance bonuses — online dating grades rise as female members 'seeking out SK hynix employees'

Samsung and SK Hynix employees are reportedly considering terminating overseas training programs to be eligible for performance bonuses as AI-driven semiconductor profits fuel record bonus projections worth hundreds of millions of won.

AAP

Samsung's union puts off strike after reaching last-minute wage deal with management

Samsung Electronics' labor union says it'll hold off a planned strike and put a tentative wage deal with management to a vote

The Economic Times

Chipmaker Analog Devices forecasts third-quarter revenue above estimates amid AI boom

Chipmaker Analog Devices anticipates strong third-quarter revenue, exceeding market expectations. This surge is driven by increased demand for its power-management semiconductors and sensor components. The AI boom is fueling growth in data centers and automotive systems. The company also announced a significant acquisition to bolster its AI-focused portfolio. This positive…

Barchart

Behind the Numbers: Why Applied Materials’ Historic Q2 Results Justify New All-Time Highs

Applied Materials beat analyst estimates in its latest quarterly results following a historic bull run.

MarketBeat

Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event

Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C

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