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INSANE: 17 | Vintage Vibes

Global semiconductor manufacturing equipment sales to reach $165 billion in 2026: industry body

Total equipment sales are forecast to reach a record $229.5 billion by 2028, marking five consecutive years of growth due to AI-driven demand, SEMI said in its mid-year total semiconductor equipment forecast.

The Economic Times

Intel invests $5.7 billion in Ireland fab — aims to boost output of Xeon 6, next-gen Xeon products built on Intel 3 process

Intel invests $5.7 billion in Ireland fab — aims to boost output of Xeon 6, next-gen Xeon products built on Intel 3 process

Intel to modernize semiconductor production facility in Ireland in a bid to increase output of Xeon 6 and other Xeon products made using Intel 3 fabrication process.

Tom’s Hardware

How To Find Options Trades This Earnings Season

How To Find Options Trades This Earnings Season

Earnings season is here and we’ve got the first batch of big name companies reporting earnings this week with Taiwan Semiconductor, JP Morgan Chase, Wells Fargo, Bank of America, Goldman Sachs and Unitedhealth Group all set to report.

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Hedge Funds Snap Up US Semiconductor Stocks at Fastest Pace in 3.5 Years, bet Selloff Has 'Run Its Course'

Hedge funds snapped up U.S. semiconductor stocks at the fastest pace in at least three-and-a-half years last week, reversing course after two consecutive weeks of heavy selling as investors bet the sector’s recent pullback has run its course.

Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Rise on Better-Than-Expected CPI Data—Tower Semiconductor, Twin Vee, JPMorgan In Focus (UPDATED)

U.S. stock futures pared losses to advance on Tuesday, as the Nasdaq 100, Dow Jones and S&P 500 indices gained, following Monday’s lower close.

Global Market: CXMT set for July 27 Shanghai debut in Asia's biggest IPO of 2026

China's leading memory chipmaker, CXMT, is set to debut on the Shanghai Stock Exchange on July 27 after launching a 29.5 billion yuan IPO, expected to be Asia's largest this year.

The Economic Times

China memory chipmaker CXMT sets July 27 listing for Asia's biggest IPO of 2026

ChangXin Memory Technologies plans a significant Shanghai Stock Exchange listing on July twenty-seventh. This initial public offering aims to raise nearly four point four billion dollars. The company is Asia's largest IPO this year and China's biggest semiconductor offering since two thousand twenty. CXMT, a leading DRAM chipmaker, seeks funds…

The Economic Times

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Global Market: AI boom turns turbulent as South Korea stocks slide into bear market

Global Market: AI boom turns turbulent as South Korea stocks slide into bear market

South Korea's KOSPI has entered bear market territory after falling about 25% from its late-June record high, following a spectacular AI-driven rally. Reuters said the correction highlights risks from the market's heavy reliance on semiconductor stocks and leveraged retail trading.

The Economic Times

Global Market: South Korea targets AI-led growth, raises 2026 GDP forecast to five-year high; chip stocks in focus

Global Market: South Korea targets AI-led growth, raises 2026 GDP forecast to five-year high; chip stocks in focus

South Korea has raised its 2026 GDP growth forecast to 3%, the fastest pace in five years, backed by an AI and semiconductor-led investment push. The government's plans to boost chip manufacturing, AI infrastructure and exports are expected to support technology stocks despite inflation and bond yield concerns.

The Economic Times

PM's China trip aims to boost tech investment

PM's China trip aims to boost tech investment

Prime Minister Anutin Charnvirakul is set to embark on a crucial visit to China later this week, aiming to strengthen economic ties and attract investment in Thailand's future industries, notably semiconductors, artificial intelligence (AI), and electric vehicles.

SK Hynix's Record Drop Jolts AI Chip Rally After Nasdaq Debut

SK Hynix's Record Drop Jolts AI Chip Rally After Nasdaq Debut

SK Hynix suffered its biggest-ever drop after its Nasdaq debut as investors reassessed AI chip valuations despite strong demand.

International Business Times UK

From Best ETF Debut Ever to Bear Market: DRAM’s Wild Ride as Micron And AI Memory Stocks Tumbled

From Best ETF Debut Ever to Bear Market: DRAM’s Wild Ride as Micron And AI Memory Stocks Tumbled

One of 2026’s biggest ETF success stories has taken a dramatic turn. The Roundhill Memory ETF (BATS:DRAM), which became the fastest-growing ETF debut on record after amassing more than $20 billion in assets within weeks of its April launch, has now entered bear-market territory. The fund has tumbled nearly 30%…

Applied Materials: The Picks-and-Shovels Play in an AI Era Will Continue to Trend Higher

Applied Materials: The Picks-and-Shovels Play in an AI Era Will Continue to Trend Higher

Stifel says Applied Materials will continue to take advantage of a lengthy demand cycle for AI.

Applied Materials Shows Huge Unusual Put Options Activity - a Bullish Signal

Applied Materials Shows Huge Unusual Put Options Activity - a Bullish Signal

Applied Materials, a semiconductor chip equipment and software maker, is showing highly unusual out-of-the-money put options activity today. AMAT stock is off its highs. This could be bullish ahead of earnings.

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Ahead of Taiwan Semiconductor Earnings, Here's What Barchart Data Says Comes Next for TSM Stock

Taiwan Semiconductor stock is inching lower ahead of Q2 earnings on July 16, and options data suggests further pressure lies ahead.

China's Helium Ban Could Reshape the AI Supply Chain

China, Russia, and Qatar export curbs have triggered a global helium shortage critical to chip fabrication, pushing prices higher and boosting suppliers like Linde PLC.

The Economic Times

SK Hynix US-listed shares slip nearly 8% as Nasdaq debut euphoria cools

SK Hynix’s US-listed shares fell nearly 8% after a strong Nasdaq debut, as investors booked profits in AI-linked chip stocks. The decline triggered broader weakness across global semiconductor stocks, with sharp losses in Seoul and the US, reflecting growing concerns over valuations and sustainability of AI-driven demand.

International Business Times

Tech Executives Say AI Demand Remains Strong as Businesses Shift. 'Tokenmaxxing' Has Given Way To 'Valuemaxxing'

Leaders in the AI industry argue that investors are becoming more strategic about where they deploy AI and how they measure its return on investment after recent volatility in semiconductor stocks.

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Investors Grapple with an Extraordinary Memory Chip Boom

The historically cyclical memory chip market is in the middle of a sustained global sales boom. Will there ever be a bust?

International Business Times

TSMC's AI Boom Keeps Breaking Records. Chip Demand Shows Little Sign Of Slowing.

TSMC's latest revenue figures add to evidence that investment in AI infrastructure continues to drive growth across the global semiconductor industry.

Here's What to Expect From ON Semiconductor’s Next Earnings Report

ON Semiconductor will report its second-quarter earnings soon, and Wall Street expects its profitability to improve by double digits.

The Economic Times

Samsung, SK hynix, Micron ramp up capacity as demand for AI infrastructure outpaces supply

Global memory chipmakers are expanding production capacity to meet AI demand. Samsung, SK Hynix, and Micron are investing billions in new facilities. These companies aim to secure supply for high-bandwidth and DRAM chips. Industry experts anticipate continued tight supplies for several years ahead. Capacity growth will determine memory makers' future…

Option Volatility And Earnings Report For July 13 - 17

Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.

TSMC's June sales drive revenue surge of 68% ahead of earnings report

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 35.6% increase in revenue during the first-half of 2026, and of 68% in June, highlighting continued strong demand for AI chips ahead of the firm's full second-quarter earnings report later this week.

The Economic Times

Spain's Submer Group to invest $2 billion in semiconductor industry in Madhya Pradesh

Spain's Submer Group announced a significant USD 2 billion investment in Madhya Pradesh. This substantial investment will foster growth within the region's semiconductor industry. The initiative is expected to generate approximately 5,000 direct employment opportunities for local residents. Land for a data center project was swiftly allotted within six days.

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