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The Latest Breaking News from Semiconductor

A $1.5 Trillion Reason to Buy Taiwan Semi Stock Here

Taiwan Semiconductor has raised its global 2030 chip market forecast to $1.5 trillion from $1 trillion.

ASML to equip India’s first commercial chip fab — $11 billion Dholera project targets 50,000 wafers a month

ASML to equip India’s first commercial chip fab — $11 billion Dholera project targets 50,000 wafers a month

ASML and Tata Electronics have signed a memorandum of understanding to deploy ASML's equipment at India's first fab.

Tom’s Hardware

Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes

Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes

Samsung hit a $1 trillion market cap this month, driven by an AI-fueled memory chip shortage expected to continue amid until at least 2027.

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Taiwan declares itself 'sovereign and independent' after Trump questions US defense commitment — comments come after Trump said he opposes Taiwan independence

The statement came hours after President Donald Trump told Fox News he opposes Taiwan pursuing formal independence.

Tom’s Hardware

A 45,000-person labor strike at Samsung's memory chip plants could throw a wrench into the AI boom

India and Netherlands ink 17 pacts, elevate ties to strategic partnership

India and the Netherlands have forged a strategic partnership, signing 17 agreements to enhance collaboration. Discussions focused on defense, critical minerals, and global trade disruptions. Both nations emphasized freedom of navigation and a peaceful Indo-Pacific. Cooperation will expand in green hydrogen, semiconductors, and defense manufacturing. Bilateral trade and investment are…

The Economic Times

Why PM Modi Wants India to Host the Olympics

India is no longer dreaming small. During his visit to the Netherlands, Prime Minister Narendra Modi revealed four ambitions that could completely reshape India’s future. From hosting the Olympics to building semiconductor chips inside the country, the message was clear India wants to become a global powerhouse. But what surprised…

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AXT Turned the AI Data Center Boom Into an 8,436% 1-Year Return

AXT Turned the AI Data Center Boom Into an 8,436% 1-Year Return

AI infrastructure spending is reshaping the semiconductor supply chain in unexpected ways. AXT emerged as one of the market’s top performers by supplying materials essential to modern data centers.

What Is Broadcom? The Unknown Company Building the AI Chips Powering Google, Anthropic, OpenAI and Meta

Broadcom (AVGO) is the company building custom AI chips for Google, Anthropic, OpenAI and Meta. With $100 billion in AI chip revenue targeted for 2027 and a $73 billion backlog, here's everything you need to know about the most powerful tech company most people have never heard of.

International Business Times

TSMC's Japan unit fab swings to profit in Q1

TSMC's Japan unit fab swings to profit in Q1

The subsidiary of Taiwan Semiconductor Manufacturing Co (TSMC) in Kumamoto, Japan, turned a profit in the first quarter of this year, marking the first time the first fab of the unit become profitable since mass production started at the end of 2024, according to a report by Focus Taiwan.

The Economic Times

Tata Electronics, ASML join hands for semiconductor manufacturing in India

Tata Electronics, ASML join hands for semiconductor manufacturing in India

Tata Electronics and ASML are joining forces to establish chip manufacturing in India. This partnership will support Tata Electronics' new semiconductor Fab in Dholera, Gujarat. ASML's advanced lithography tools will be deployed. The collaboration aims to accelerate local talent training and build a resilient supply chain.

The Economic Times

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

Intel may be mounting an impressive comeback, but AMD and Arm are still taking share in the AI-driven server CPU race.

Modi in Netherlands: One firm holds the key to India's chip ambition

Modi in Netherlands: One firm holds the key to India's chip ambition

Prime Minister Modi's visit to the Netherlands highlights India's critical reliance on ASML, the sole provider of advanced lithography machines, for its ambitious semiconductor manufacturing goals. This Dutch company's technology is indispensable for India's multi-billion-dollar chip project, underscoring ASML's pivotal role in India's pursuit of silicon sovereignty amidst global tech…

The Economic Times

Institutional investors flocked to establish new stakes in semiconductor firms in first quarter

Institutional investors flocked to establish new stakes in semiconductor firms in first quarter

Institutional investors actively bought shares in semiconductor companies such as Micron and Intel during the first quarter. This move positioned them to benefit from a significant market rally. Demand for memory chips, fueled by AI development, drove substantial gains. Investors also showed interest in AI infrastructure and data center companies.…

The Economic Times

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The Economic Times

Arm Holdings to face US antitrust probe over chip tech: Report

The US Federal Trade Commission is investigating Arm Holdings. The probe focuses on Arm's licensing of its chip technology. Regulators want to know if Arm is illegally monopolizing parts of the semiconductor market. This scrutiny is part of global attention on Arm's business practices. Arm faces similar investigations in other…

Valens Semiconductor Q1 Earnings Call Highlights

Valens Semiconductor (NYSE:VLN) reported first-quarter 2026 revenue above its guidance range and reaffirmed its full-year outlook, while executives pointed to continued adoption of newer audio/video chips and progress in automotive connectivity standards. Chief Executive Officer Yoram Salinger said

The Economic Times

Nvidia, Boeing stocks crash even after Trump-China summit deal headlines: Why are stocks collapsing and what does today’s sharp US stock market selloff reveal about China trade tensions?

Nvidia and Boeing stocks crashed on May 15, 2026, falling 3.83% and 2.86% respectively, even as Trump announced major China deals. Beijing never formally confirmed the Boeing 200-plane order. Nvidia's H200 chip clearance has no Chinese approval yet. Jensen Huang stayed in Beijing after the delegation left. The PHLX Semiconductor…

3 AI Data Center Stocks Worth Watching for Capital Rotation

As AI infrastructure investment shifts beyond semiconductors, data center companies like Applied Digital, IREN, and CoreWeave are emerging as potential beneficiaries.

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Aeluma's Post-Earnings Dip Creates a Buying Opportunity

Aeluma is in a position to disrupt the semiconductor industry, as it has an advanced technique for compound semiconductors the industry needs.

Tom’s Hardware

Samsung starts winding down chip production six days before planned 18-day strike — company enters 'emergency management mode,' daily losses could hit $2 billion

Samsung Electronics has reportedly begun throttling semiconductor output by cutting new wafer input and placing lithography, etching, and cleaning equipment on standby.

The Economic Times

Kospi Crash Explained: Why South Korea's red-hot stock market tumbled 6% after record rally

South Korea's stock market saw a dramatic fall on Friday. This happened after a massive rally pushed valuations to extreme levels. The market's dependence on a few AI chip companies became clear. Samsung Electronics and SK Hynix, key players, experienced significant drops. This led to a broad index decline. Global…

The Economic Times

Samsung shares crash 9% as labour strike raises fears of $20 billion profit hit

Samsung Electronics shares fell sharply on Friday as an escalating labour dispute and a looming 18-day strike raised fears of major disruption to chip production and deliveries. With JPMorgan estimating up to $21 billion in potential profit impact, investor anxiety has surged amid intensifying union demands and rising pressure on…

The Economic Times

Korean chipmakers face critical trade-offs over China exports post Trump-Xi talks

Korea's chip industry faces a dilemma as US-China talks on tech exports and rare earths unfold. While potential sales in China beckon, manufacturers worry about aiding rivals' advancement, especially concerning critical EUV lithography equipment. Easing tensions could boost Korean exports, but advanced tech access remains a key concern.

The Economic Times

Global Market: China chip rally sparks valuation bubble fears among investors

Chinese chip companies are seeing high stock valuations. This surge is fueled by China's drive for technological self-reliance. However, recent earnings reports have raised concerns about potential market bubbles. Investors are closely watching developments and the broader semiconductor market trends.

Applied Materials Q2 Earnings Call Highlights

Applied Materials (NASDAQ:AMAT) reported record fiscal second-quarter revenue and earnings, with executives saying accelerating demand for artificial intelligence infrastructure is reshaping semiconductor equipment spending toward areas where the company holds leading positions. President and CEO G

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