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BIZARRE: 12 - What They Never Told You

Chipmaker CXMT vaults to top of China's valuation with 466% surge in Shanghai debut

China's leading memory chipmaker CXMT became the most valuable company in the mainland after soaring 500 percent on its market debut Monday, underscoring the impact of AI-driven demand on the semiconductor sector. The firm's shares rocketed more than 500 percent by mid-morning, taking its market capitalisation to 3.5 trillion yuan…

The Economic Times

China memory chipmaker CXMT set for Shanghai debut after Asia's biggest IPO

China memory chipmaker CXMT set for Shanghai debut after Asia's biggest IPO

At the IPO price, CXMT is valued at about 579 billion yuan ($85.5 billion) before the possible exercise of the over-allotment option, making it one of China's largest listed semiconductor companies. The company's IPO is the biggest mainland Chinese semiconductor offering on record, surpassing SMIC's $7.5 billion Shanghai share sale…

The Economic Times

Zeiss expands German site that caps ASML's EUV scanner output — first new building opens four years after Oberkochen site groundbreaking

Zeiss expands German site that caps ASML's EUV scanner output — first new building opens four years after Oberkochen site groundbreaking

Zeiss Semiconductor Manufacturing Technology is adding around 25,000 square meters of production and production-adjacent space at Oberkochen in southern Germany.

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No Matter Who Wins the Smartphone and AI Chip Races, ARM Stock Still Benefits

Arm now leads x86 in AI servers and collects royalties from every chipmaker, including the ones it competes with.

Texas Instruments vs. Qualcomm: One Pays Out 94% of Earnings. The Better Dividend Chip Stock Is Clear.

Texas Instruments and Qualcomm offer different paths to AI growth and dividend income, but which chip stock gives investors the better setup?

Intel Posts Fastest Revenue Growth in Nearly 15 Years on AI Boom. But The Stock Still Fell

Intel just delivered its strongest quarterly revenue growth in nearly 15 years, but the stock still fell on Friday.

International Business Times

Intel's $90 Billion Wipeout Sparks 20% Crash In These ETFs

Intel Corp. (NASDAQ:INTC) delivered another painful reminder, after Tesla Inc.’s (NASDAQ:TSLA) rout, of the risks of leveraged single-stock ETFs.

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TSMC Just Flexed Its Cash and Raised the Stakes in America After Record AI-Driven Earnings

TSMC Just Flexed Its Cash and Raised the Stakes in America After Record AI-Driven Earnings

TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.

Japanese companies making toilets, glass fibre and seasonings, not AI chips, are among the AI boom's biggest winners

Japanese companies making toilets, glass fibre and seasonings, not AI chips, are among the AI boom's biggest winners

Artificial intelligence has fuelled a global race to build faster chips, larger data centres and more powerful computing systems, propelling companies like Nvidia into the spotlight. Yet some of the biggest beneficiaries of the AI revolution are businesses that few people would associate with cutting-edge technology. In Japan, manufacturers known…

The Times of India

AMD says its newest AI server is in full production, will ship in months

AMD says its newest AI server is in full production, will ship in months

The Helios servers will contain AMD's latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan Semiconductor Manufacturing Co. During Su's keynote address at an event in San Francisco, OpenAI's top computing executive joined Su to say that the ChatGPT creator plans to…

The Economic Times

NVIDIA's Next Breakout? Market Veteran Sees Plenty of Fuel Left in the AI Leader

NVIDIA's Next Breakout? Market Veteran Sees Plenty of Fuel Left in the AI Leader

Market experts said NVIDIA Corp. (NASDAQ:NVDA) remains a core AI semiconductor holding, while peers such as Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU) and Sandisk Corp. (NASDAQ:SNDK) continue to trade around hyperscaler spending, memory demand and AI infrastructure momentum.

What to Expect From Applied Materials' Next Quarterly Earnings Report

What to Expect From Applied Materials' Next Quarterly Earnings Report

Applied Materials is set to report its third-quarter results in August, and analysts expect a double-digit earnings increase.

Don’t Chase the Retail Investing Masses Back into Chip Stocks Just Yet

Don’t Chase the Retail Investing Masses Back into Chip Stocks Just Yet

The chart tells me this is nothing more than a bounce, and definitely not a true market bottom.

Global Market: CXMT's blockbuster IPO rewards Hefei's decade-long semiconductor investment

Global Market: CXMT's blockbuster IPO rewards Hefei's decade-long semiconductor investment

China's largest memory chipmaker, ChangXin Memory Technologies (CXMT), is set to debut on the Shanghai Stock Exchange after raising $8.6 billion in Asia's biggest IPO this year, highlighting the success of China's state-backed push to build domestic semiconductor champions and AI infrastructure.

The Economic Times

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The Economic Times

Global Market: European shares slip as tech stocks drag; ECB policy decision in focus

European shares slipped as weak semiconductor earnings and renewed concerns over AI spending weighed on technology stocks. Energy shares gained as Middle East tensions lifted oil prices, while investors awaited the ECB’s policy decision.

The Economic Times

Besi orders more than double as AI and hybrid bonding tech drive demand

Besi's quarterly orders more than doubled, fueled by AI and hybrid bonding technology. The company saw increased customer adoption of its advanced chip packaging solutions. Demand for AI applications continues to drive growth in data centers. Besi anticipates revenue growth between ten and fifteen percent. This strong performance aligns with…

The Economic Times

Three Bengaluru techies are building quantum computer that can function at room temperature: No cooling to near absolute zero required

A Bengaluru startup founded by three former Texas Instruments engineers has built a commercial quantum computer that operates at room temperature, rather than needing to cool to temperatures colder than outer space. They earlier built and sold a semiconductor IP company to automation giant Synopsys.

The Economic Times

Global Market: Chinese stocks slip as AI, chip shares extend correction; defensive sectors offer support

Chinese stocks declined on Thursday as AI and semiconductor shares extended their correction amid profit booking in expensive technology names. Defensive sectors including banking, rare earths and gold stocks limited losses, while Hong Kong markets outperformed with gains in Tencent and broader technology shares despite lingering geopolitical concerns.

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The Economic Times

India's auto parts industry to clock 10% annual growth on semiconductor, defence, EV push: Goldman Sachs

India's auto parts sector will grow ten percent annually through fiscal year thirty. Diversification into semiconductors and defence will fuel this expansion. EBITDA is projected to increase fifteen percent compounded annually. Global supply chain shifts offer new opportunities for Indian manufacturers. Revenue is expected to reach over one hundred twenty-four…

The Economic Times

Global Market: South Korea's Q2 GDP beats estimates on chip exports; semiconductor stocks in focus

South Korea's GDP expanded 0.6% in the second quarter. Robust semiconductor exports offset weakness in construction investment, reinforcing optimism for the technology sector. The Bank of Korea expects annual growth around three percent this year. Further interest rate hikes are anticipated due to elevated inflation and growth. This data supports…

The Economic Times

Musk leaves door open to Tesla-SpaceX merger

Elon Musk has suggested a possible merger between Tesla and SpaceX, citing increasing overlap. Investors now believe a combination of these companies is highly probable within years. Tesla already supplies batteries and manufacturing technologies for SpaceX projects. The companies are also jointly developing a semiconductor manufacturing facility for AI chips.…

Japan rising: Building on AI and semiconductor leadership

The investment story of the first half of 2026 was straightforward: either an investor owned semiconductor stocks (but not just any semiconductor stocks) or they did not. If one held too little exposure or the wrong names, one simply stood no chance of keeping pace with the market.

Taiwan Semi Is Raising Wafer Manufacturing Prices. Why That’s Good News for TSM Stock.

As demand for AI chips continues to surge, TSMC is leveraging its pricing power to drive stronger margins and support long-term growth.

A Boring Dividend Growth Strategy Becomes a Solid Defensive Play

Aflac, Caterpillar, and Texas Instruments offer stable dividend growth with long increase streaks, solid yields, and diverse exposure to insurance, industrials, and AI-linked semiconductor demand.

Intel Q2 Preview: Stock Hammers Nvidia with 7x Returns Since Dow Swap — Will Earnings Fuel Further Gains?

Semiconductor giant Intel Corporation (NASDAQ:INTC) looks to continue its recent winning streak when the company reports second-quarter financial results Thursday after market close.

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