Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

UNCOVERED: 16 - The Untold Story

TSMC posts 77% profit jump for Q2, surging past market expectations

Taiwan Semiconductor Manufacturing Company reported a record profit surge. This growth was fueled by strong demand for advanced artificial intelligence chips. The company's net profit climbed significantly, exceeding market expectations. Analysts anticipate TSMC will raise its full-year revenue growth outlook. Future capital spending will indicate management's confidence in AI demand…

The Economic Times

Dixon Tech shares surge 7% on Rs 1.9 lakh crore phone manufacturing push. Buy, sell or hold the stock?

Dixon Technologies shares surged after the Union Cabinet approved the Rs 1.27 lakh crore second phase of the India Semiconductor Mission and a Rs 62,500 crore Mobile Phone Manufacturing Scheme. The government is expected to issue administrative notifications for both schemes within the next two weeks.

The Economic Times

Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growth

Taiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intelligence infrastructure continues to fuel advanced semiconductor orders. Analysts anticipate a significant year-on-year jump in net profit for the April-June quarter. This sustained momentum underscores the ongoing strength in AI-driven semiconductor demand. TSMC's…

The Economic Times

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

Global Market Today: Asian equities drop led by Kospi, oil extends gain

Asian stocks declined as semiconductor shares faced renewed selling pressure. Crude oil prices climbed higher due to fresh strikes in the Middle East. Government bonds in Australia and New Zealand opened higher after US inflation data. Traders reduced expectations for Federal Reserve interest rate increases this year. Investors assess if…

The Economic Times

India, EU strengthen strategic partnership at 3rd TTC; announce cooperation in AI, semiconductors, clean technologies

The European Union and India on Wednesday reaffirmed their commitment to strengthen strategic cooperation in trade, technology and security at the third meeting of the India-EU Trade and Technology Council (TTC), with both sides agreeing to deepen collaboration in artificial intelligence, semiconductors, quantum technologies, clean energy and resilient supply chains.

The Economic Times

With a Technology Shift, Margin Expansion Will Trigger Further Upside for UMC Stock

UMC starts silicon photonics mass production in Singapore.

Barchart

Taiwan Semiconductor Manufacturing Q2 Preview: Analysts Expect Record Revenue, Could Stock Hit New All-Time Highs?

Taiwan Semiconductor Manufacturing (NYSE:TSM) looks to hit new all-time highs with a strong earnings report Thursday before market open.

Benzinga

Read news from The Economist, FT, and more,
with one subscription

Applied Materials CEO Just Reinforced the AI Investment Thesis. How to Play AMAT Stock Here.

Applied Materials shares jumped after management signaled AI-driven semiconductor spending could remain elevated for years, reinforcing the company's multiyear growth outlook.

Barchart

India can import capital, but not sovereignty; controlling silicon critical for future: ESSCI CEO

India's shift towards semiconductor manufacturing represents a crucial strategy for asserting national autonomy. By fostering local chip production, the nation is laying the groundwork for a safe, self-sufficient future. The government has initiated substantial funding to bolster the semiconductor mission, targeting the attraction of considerable investments and the generation of…

The Economic Times

Intel becomes the first company to ship high-volume logic chips made with ASML's High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners

Intel is using ASML’s High-NA EUV tools to pattern select Panther Lake layers, marking the technology’s first use in high-volume logic production

Tom’s Hardware

Semicon 2.0 adopts complete semiconductor ecosystem approach for first time: HCL cofounder Ajai Chowdhry

India's Union Cabinet approved Semicon 2.0 and the Mobile Phone Manufacturing Scheme. These initiatives adopt a complete ecosystem approach for the semiconductor sector. The new schemes aim to strengthen India's electronics manufacturing capabilities significantly. Focus on design and R&D will build a self-reliant semiconductor ecosystem. Increased financial support demonstrates a…

The Economic Times

Semicon 2.0, PLI could create up to 20 lakh direct and indirect jobs: ICEA

The Union Cabinet's approval of the Semicon 2.0 programme and the Mobile Phone Manufacturing Scheme (MPMS) could generate up to 5 lakh direct jobs and around 15 lakh indirect jobs in the coming years, India Cellular and Electronics Association (ICEA) Chairman Pankaj Mohindroo said in an exclusive interaction with ANI.

The Economic Times

Govt's revamped chip push; Emergent turns unicorn

The Union Cabinet has cleared the India Semiconductor Mission (ISM) 2.0 to boost domestic chip manufacturing. This and more in today's ETtech Top 5.

The Economic Times

These 10 Stocks Rallied as Producer Inflation Plunged: Here's Why

Three gold miners, two asset-management giants and a high-flying semiconductor were among the large-cap movers on the pre-market board following a cooler-than-expected producer inflation report on Wednesday.

Benzinga

Get all your
news in one place.

100's of premium titles.
One news app.

Barchart

SKHY Stock Is Attractive Amidst Sustained Demand and Significant Manufacturing Expansion

SK Hynix is experiencing volatility after its U.S. listing on Friday as South Korea-based investors take profits.

MarketBeat

Tower Semiconductor’s AI Rally Is Built on a Light-Speed Bet

Tower Semiconductor shares rose after it unveiled a $3 billion silicon photonics expansion in Japan, backed by a $1 billion government grant and $1.3 billion in 2027 customer contracts.

The Economic Times

Cabinet approves India Semiconductor Mission 2.0; earmarks Rs 1.27 lakh crore for the project

The Union Cabinet approved India Semiconductor Mission 2.0 with significant funding. A Rs 62,500 crore Mobile Phone Manufacturing Scheme was also cleared. These initiatives aim to boost domestic electronics manufacturing capabilities. The approvals are part of seven key decisions worth over ₹2.19 lakh crore. These measures will strengthen India's global…

The Economic Times

Global Market: ASML raises 2026 outlook as AI boom drives strong earnings, plans capacity expansion

ASML raised its 2026 revenue guidance to €43-45 billion, up from €36-40 billion, after beating Q2 estimates on surging AI chipmaking demand, sending shares up 5.7% as the company plans a 30% capacity boost for its EUV systems over the next two years.

Get all your
news in one place.

100's of premium titles.
One news app.

The Economic Times

US-China tech rivalry explained: Why the AI and chip war matters

The US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this ongoing rivalry. Export controls are intensifying the AI chip war between these nations. Global supply chains are being reshaped by this intense technological race. Other countries face opportunities and challenges…

The Economic Times

Dutch tech giant ASML posts gain in second-quarter profits

Dutch tech giant ASML, which makes cutting-edge machines to manufacture semiconductor chips, Wednesday posted a gain in second-quarter net profits compared with the same period in 2025. Europe's biggest tech firm by market value said net profits came in at 2.9 billion euros, compared with 2.3 billion in the second…

The Economic Times

Meet Anil Menon, NASA astronaut who will spend 8 months aboard space station: All about the Indian-origin doctor who once served in Afghanistan

Anil Menon NASA astronaut: Anil Menon, the first NASA astronaut of Malayali heritage, has reached the International Space Station (ISS) on his first space mission. Over the next eight months, he will conduct scientific experiments focused on human health, evaluate new medical technologies and support research into semiconductor manufacturing in…

The Economic Times

Global Market: SK Hynix jumps 13% as easing US inflation, AI memory optimism lift chip stocks

South Korean semiconductor shares experienced a significant surge on Wednesday. This rally was fueled by softer U.S. inflation data and renewed AI demand optimism. SK Hynix and Samsung Electronics saw substantial gains in early trading. Analysts foresee strong structural demand from AI applications supporting the memory market. Industry experts predict…

The Economic Times

Explained: Why South Korea's Kospi jumped 7% despite escalating Middle East tensions

South Korea's benchmark Kospi surged 7% on Wednesday, extending its rally for a second session as softer-than-expected US inflation data and Wall Street gains boosted risk appetite. Optimism over AI memory demand also lifted semiconductor stocks, with Samsung Electronics rising 8%, SK Hynix gaining over 13%, Hanmi Semiconductor soaring 25%,…

Barchart

A $5.7 Billion Reason to Buy Intel Stock Here

Intel is doubling down on its AI manufacturing ambitions with a $5.7 billion Ireland expansion, a move that could strengthen its turnaround story.

Barchart

How to Profit from the End of the AI Trade

If the AI trade collapses, you do not have to just sit back and take it. Trade it for profits with inverse ETFs.

1 … 15 16 17 18

People

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

Organisations

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.