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DARK SECRETS: Semiconductor | Rare Historical Photos

United Microelectronics Sales Jump 30% in August. UMC Stock Has More Room to Run.

United Microelectronics posted a strong revenue jump following strong Q2 results.

Barchart

Why Broadcom Providing 2028 Guidance Is a Big Deal for AVGO Stock Bulls

Broadcom’s bold $230 billion 2028 AI revenue target is giving AVGO bulls a powerful new reason to stay bullish even as the stock faces near-term pressure.

Barchart

Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand

Analog Devices' strong fiscal Q3 results show growth beyond AI, with industrial and automotive revenue surging, a trend also benefiting diversified peer Microchip Technology.

MarketBeat

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

Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock

Intel raised enterprise CPU prices 10% and confirmed with ASML that its foundry has processed over one million wafers using High-NA EUV equipment, sending shares up nearly 10%.

MarketBeat

Global Market: South Korean shares surge as Samsung, SK Hynix rally on AI optimism

South Korean shares rose sharply on Wednesday, led by Samsung Electronics and SK Hynix as optimism over artificial intelligence supported semiconductor stocks. The KOSPI gained 1.44%, while the won strengthened against the US dollar and Korean government bond yields edged lower. Foreign investors, however, remained net sellers of South Korean…

The Economic Times

Global Market: Nikkei gains as AI, semiconductor stocks lift Japanese shares

Japan’s Nikkei rose 0.43% to 65,549.88, supported by renewed optimism in AI, semiconductor and data-centre demand despite Middle East tensions and higher oil prices. Strong manufacturer confidence and gains in technology stocks boosted sentiment, while a stronger yen and expectations of Bank of Japan rate hikes limited broader market advances.

The Economic Times

Global Market | China’s Trade Data: Auto, tech stocks in focus after export surge

China’s exports surged 25% year-on-year in August, supported by strong overseas demand for automobiles and high-tech goods, while the country’s trade surplus widened to $119.1 billion. Auto exports jumped 43% and semiconductor shipments soared nearly 130%, highlighting the strength of China’s manufacturing sector.

The Economic Times

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Global Market: Kospi extends winning streak to four sessions as Samsung, SK Hynix rally

South Korean stocks surged nearly 2%, with the Kospi reaching a three-week high, driven by semiconductor gains as concerns over AI investment demand eased. Samsung Electronics and SK Hynix rallied, while broader markets remained mixed. Foreign investors bought shares, the won strengthened, and second-quarter economic growth held steady at 0.6%.

The Economic Times

This Korea ETF Has Soared, But the Rally May Not Be Over

Korean equities have surged in 2025 on AI chip demand, with the Matthews Korea Active ETF (MKOR) up roughly 80% YTD, though volatility and a higher expense ratio set it apart from cheaper rivals like EWY.

MarketBeat

Global Market: China stocks range-bound as tech gains offset bank, insurance sector losses

Chinese stocks were largely range-bound on Monday as gains in technology shares offset losses in banks and insurers following Beijing’s $54 billion capital-injection plan. The Shanghai Composite slipped 0.2%, while the CSI300 gained 0.2%. Investors also monitored China-US relations, US rate expectations and semiconductor demand.

The Economic Times

Global Market: Japan’s Nikkei rallies on semiconductor strength as market volatility eases

Japan's Nikkei share average took a leap of over two percent on Monday, propelled by robust performance in chip-related stocks reflecting U.S. semiconductor advances. Investors demonstrated a healthier risk appetite, encouraged by steady bond yields and a firm yen. Both Advantest and Tokyo Electron saw an uptick of more than…

The Economic Times

Global Market: South Korean stocks surge nearly 3% as AI chip optimism lifts Samsung, SK Hynix

South Korean shares surged nearly 3% on Monday, led by Samsung Electronics and SK Hynix, as optimism over sustained AI investment and strong semiconductor demand lifted investor sentiment. Strong exports and a firmer won also supported the broader market, with foreign investors turning net buyers of South Korean equities.

The Economic Times

ASEAN can still hedge between America and China on AI. It needs to get its act together first

Can ASEAN members draw from both the Chinese and Western ecosystems in pursuit of their own interests?

Fortune

Global Market: Four US firms commit $2 billion investment in South Korea

Four U.S. companies have committed $2 billion in South Korea across semiconductors, advanced materials and renewable energy. Investments include semiconductor gases, chip equipment, advanced glass and a 3.2-GW offshore wind project. The commitments strengthen South Korea’s efforts to attract foreign investment and deepen economic cooperation with the United States.

The Economic Times

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MarketBeat

The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story

Broadcom beat earnings estimates and raised AI chip guidance, projecting $115 billion in FY2027 and $230 billion in FY2028 AI semiconductor sales as Anthropic and OpenAI grow as XPU customers.

Tom’s Hardware

Intel scraps 44-year-old 'Fellow' title for top scientists, changes 'standard of technical leadership' — technical luminaries must now deliver measurable business results, combine deep expertise with strategic vision and 'measurable tactical progress'

Intel gets rid of hundreds of vice presidents, replaces 'Fellows' with 'distinguished engineers,' changes 'standards of technical leadership.'

The Economic Times

From diamonds to defence: India, Belgium target 2x trade in 5 years

India and Belgium will work to double bilateral trade over the next five years. Cooperation will expand beyond traditional commerce into defence and clean energy sectors. Both nations seek to enhance collaboration in critical minerals and semiconductor technology. Belgium's expertise and India's scale offer complementary strengths for mutual growth. This…

The Economic Times

US Market: Tech stocks challenge Wall Street’s traditional bear market definition

The traditional 20% threshold for defining a bear market is facing fresh scrutiny as highly volatile technology and semiconductor indexes remain sharply higher for the year despite entering bear-market territory. The SOX and KOSPI have revived debate over whether factors such as volatility, duration and economic conditions should complement the…

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The Economic Times

Global Market: Japan’s Nikkei struggles for direction as chip stocks weigh, bond yields fall

Japan’s Nikkei traded in a narrow range as lower bond yields and softer oil prices offset weakness in semiconductor stocks following a drop in Broadcom shares. Energy stocks underperformed, while investors awaited Japan’s 30-year government bond auction for further cues on interest rates and technology stocks.

The Economic Times

Broadcom raises AI chip forecast as Big Tech keeps writing bigger checks

They have gained about 6% this ‌year, significantly underperforming ⁠rivals ⁠and the broader semiconductor index, as AI spending concerns and increased competition persist, including Marvell's recent custom chip deal with Google.

Barchart

How to Play SKHY Stock as SK hynix Looks to Build a New Plant in Japan

SK hynix could be laying the groundwork for its next growth phase with its potential Japan expansion. Is SKHY now a buy, sell, or hold?

MarketBeat

From High Dividend Growth to High Yield, These 3 Stocks Just Boosted Dividend Payouts

Lam Research, Altria and Intuit recently raised dividends, offering contrasting profiles in growth, yield and payout ratios across semiconductor, tobacco and software sectors.

Barchart

Is KLA Stock Outperforming the Dow?

KLA has outperformed the broader market over the past year, while analysts remain somewhat bullish on its future prospects.

Tom’s Hardware

China's EUV technology 'at a similar stage to ASML in 2004,' analyst claims — Beijing's semiconductor industry remains well behind Western rivals

Despite rumors, there is no evidence that Chinese makers of lithography tools can produce immersion lithography scanners in quantity.

The Economic Times

TSMC plans Kaohsiung site expansion to boost semiconductor testing efficiency

TSMC Vice President of Advanced Packaging Technology and Service Jun He said the company is working with Taiwan's Ministry of Economic Affairs and the Kaohsiung City government on the expansion, which is expected to boost validation efficiency by 25-50 per cent.

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