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DARK SECRETS: 2 | Vintage Vibes

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

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.

MarketBeat

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.'

Tom’s Hardware

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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…

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.

The Economic Times

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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?

Barchart

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.

MarketBeat

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.

Barchart

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.

Tom’s Hardware

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.

The Economic Times

Taiwan says its companies plan to invest another $20 billion in US

Taiwanese firms plan additional twenty billion dollars investment in the United States. This significant investment is driven by increasing demand for artificial intelligence applications. The announcement came from Taiwan's economy minister at a trade show in Taipei. A visiting US official welcomed the news, highlighting shared supply chain commitments. These…

The Economic Times

This Popular Semiconductor ETF Has a Big Chip in Its Bull Case. How to Tell If It’s Broken Beyond Repair.

The semiconductor industry has clearly been the engine of global equity markets for the past several years, carrying broad indexes to repeated record highs. However, SOXX has a chart that screams “look at me now, don’t wait.”

Barchart

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Barchart

Nvidia Just Invested $3.5B in a Major Qualcomm Rival's AI Chips. Here's What Traders Need to Know.

CEO Jensen Huang called MediaTek ‘one of the world's great semiconductor companies.’

Tom’s Hardware

Chinese court freezes $318 million in Nexperia assets as Wingtech presses to regain control — Dutch chipmaker says seizures won't affect day-to-day operations

The total value of the frozen assets exceeds Wingtech’s entire first-half revenue, with the company reporting 1.51 billion yuan in H1 2026 sales, down more than 90% year over year.

Barchart

How Is Texas Instruments' Stock Performance Compared to Other Semiconductor Stocks?

Despite Texas Instruments' outperformance relative to its industry peers over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.

The Economic Times

Global Market: AI hardware demand powers Asia’s manufacturing growth in August

AI hardware demand helped sustain manufacturing growth across several Asian economies in August, with China, Japan and South Korea recording expansion. Strong semiconductor and technology exports supported factory activity, while Taiwan, Malaysia and the Philippines also grew. However, the prolonged Middle East conflict and rising costs pose risks to the…

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Barchart

Is Applied Materials Stock Outperforming the Dow?

As Applied Materials has outperformed relative to the Dow over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

Barchart

Dear Broadcom Stock Fans, Mark Your Calendars for August 31

Broadcom is kicking off its multiday VMware Explore event, with AI and enterprise growth hiding in plain sight.

The Economic Times

Semicon 2.0 takes shape; Zomato’s Hyderabad layoffs

The government has notified Semicon 2.0 to boost India’s semiconductor ecosystem. This and more in today's ETtech Top 5.

MarketBeat

Broadcom’s Earnings Test Comes With a Higher Bar After NVIDIA’s Blowout

Broadcom reports earnings Sept. 2, with investors watching revenue, EPS, AI chip sales, and FY2027 AI guidance after last quarter's guidance freeze sparked a stock drop.

MarketBeat

These 5 ETFs Have Raked in Cash This Year—What Do They All Have in Common?

AI-linked ETFs like DRAM, QQQ, QQQM, SOXX, and EWY drew massive 2026 inflows and gains tied to semiconductors and memory chips, but recent sell-offs highlight concentration risk.

Barchart

How Is QUALCOMM's Stock Performance Compared to Other Semiconductor Stocks?

Despite QUALCOMM's underperformance relative to its industry peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

The Economic Times

Government notifies Rs 1.27 lakh crore Semicon 2.0 scheme to boost chip ecosystem

The scheme has been divided into six segments covering designing of chips by Indian firms, setting up units for capital equipment required for chip production, semiconductor fabs, chip assembly, packaging and testing, etc. The scheme will aim to build resilient, trusted, and sovereign semiconductor technologies by focusing on designing, development,…

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