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UNCOVERED: 25 | History Defined

Amber Group eyes $2 billion revenue milestone soon; invests Rs 6,750 crore in UP projects

Amber Group is poised to reach USD 2 billion in revenue soon, fueled by robust growth in its consumer durables, electronics, and railway/defence sectors. The company recently broke ground on a significant Rs 6,785 crore manufacturing expansion in Jewar, Uttar Pradesh. This includes a crucial PCB and semiconductor substrate unit…

The Economic Times

ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.

The Economic Times

Wall Street Week Ahead: Jobs data, rate bets in focus as US stocks close solid first half

Upcoming jobs data could signal a strong U.S. economy, potentially leading to interest rate hikes and stock market jitters, especially for tech shares. While major indexes are set for a solid first half, recent volatility in semiconductor stocks highlights investor concerns about AI-driven profits and overheated markets. Inflation remains a…

The Economic Times

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West Asia conflict may delay India's chip projects

India's ambitious semiconductor projects, including Tata Electronics' Dholera fab, face potential delays due to the West Asia conflict. Logistical snags have disrupted the supply of crucial speciality gases, chemicals, and metals, leading to concerns about cost overruns and extended timelines. While some believe disruptions have eased, experts warn of significant…

The Economic Times

The $7 Billion Reason ON Semiconductor Stock Is Down Today

ON shares crashed as management announces a $7 billion acquisition of Synaptics. Here’s why the deal isn’t sitting well with ON stock investors.

Barchart

Goldman Sachs Predicts 3 Stocks to Benefit Most From $757B AI’s Capex Supercycle

These three stocks give investors three distinct ways to participate in one of the largest technology investment cycles of the decade.

Barchart

Need to de-risk single-point failures in global AI supply chains: US official

According to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply chains. The Pax Silica initiative promotes cooperative efforts in semiconductor fabrication and essential mineral processing. Acknowledging existing supply chain vulnerabilities, both nations are dedicated to reducing risks…

The Economic Times

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Samsung Eyes $648 Billion Mega Investment to Supercharge South Korea's AI and Chip Ambitions

Samsung plans to invest 1,000 trillion won in South Korea over the next decade, focusing on AI and semiconductor manufacturing, aiming to boost regional development beyond Seoul.

International Business Times UK

Japanese PM Sanae Takaichi to visit India next week for 16th annual summit with PM Modi

Japan's Prime Minister Sanae Takaichi embarks on a significant three-day visit to India from July 1-3 for the 16th India-Japan Annual Summit. This marks her first official trip to the nation. Discussions will focus on strengthening defense ties, supply-chain resilience, and collaboration in emerging technologies like AI and semiconductors. A…

The Economic Times

GIFT Nifty tumbles over 150 points as global sell-off in AI stocks rattles sentiment

GIFT Nifty signals a weak start for Indian markets after a sharp global sell-off led by declines in AI and semiconductor stocks across Asia. Profit booking, weak tech sentiment and mixed Wall Street cues weighed on markets, even as analysts maintain a positive near-term outlook for Nifty above key support…

The Economic Times

India-US hold roundtable to deepen AI, chips, critical minerals cooperation

India and the United States held a closed-door roundtable bringing together senior government officials and industry leaders to strengthen cooperation in artificial intelligence (AI), semiconductor supply chains and critical minerals, as both countries seek to deepen their strategic technology partnership.

The Economic Times

US Stock Market: Russell index revamp set to trigger massive trading as SpaceX joins benchmark

A massive $150 billion trading surge is expected Friday as FTSE Russell's indexes undergo their annual overhaul, now happening twice a year. This year sees SpaceX fast-tracked into the Russell 1000, while tech giants like Microsoft and Apple see shifts. AI's influence is clear, with semiconductor firms gaining prominence. This…

The Economic Times

The Third Wave of AI: Why It’s Time for Investors to Pivot From ‘Infrastructure’ to ‘Efficiency’

With the semiconductor sector showing signs of exhaustion and overvaluation, the AI investment playbook is fundamentally shifting. Investors must now pivot away from hardware builders to traditional firms leveraging AI to slash operational costs and drive margin expansion.

Barchart

Micron Just Overtook Tesla After Its Revenue Exploded 346% on AI Demand

Micron's record earnings show how the artificial intelligence boom is reshaping the semiconductor industry, turning a traditional memory chip maker into one of the biggest winners from the global AI infrastructure race.

International Business Times UK

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International Business Times UK

AI Memory Boom Backfires on Apple: Stock Drops Nearly 5% After Mac and iPad Price Hikes

Apple raised prices on Macs and iPads as memory costs surge, sending shares lower and raising concerns over AI-driven supply pressures.

Fortune

How one chip stock reversed the global tech selloff, exposed AI's 'memory tax' and made the case for an entire valuation regime change

Micron had a "drop the mic" quarter, Dan Ives said. Others called it a restructuring of how Wall Street will price the AI trade for years to come.

TechRadar

Solving semiconductors’ energy paradox: four areas fabs can target

To solve its growing energy paradox, the semiconductor industry needs a holistic four-step process: measure, replace, reduce, and engage.

The Economic Times

US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market value

Chip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualcomm. Micron's strong outlook for memory chips and Qualcomm's ambitious data center growth targets reignited investor confidence in the AI trade. This positive sentiment boosted rivals and equipment suppliers, signaling…

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The Economic Times

South Korea's Kospi surges 6% as chip stocks rebound. Here are two major triggers

South Korea’s KOSPI surged as much as 6% to an intraday high of 8,982, extending gains for a second straight session and recovering sharply from earlier losses. Trading was briefly halted after a 5% jump triggered a sidecar mechanism. The rally follows a steep 10% drop earlier in the week…

The Economic Times

India eyes chip investments at Pax Silica Summit

India is actively seeking semiconductor investments and multilateral funding at the Pax Silica summit in Washington D.C. The nation aims to leverage the US's $250 million seed fund to bolster its growing semiconductor manufacturing and design capabilities. This initiative is part of a broader global effort to diversify supply chains…

Barchart

Wall Street Says AI Is Slowing. Taiwan Semiconductor’s Latest Move Says Otherwise.

Despite a sharp AI stock selloff, TSM's reported 5% to 10% price hike on advanced chip production suggests demand remains strong. Companies don't pay more for scarce capacity if growth is fading.

Barchart

How Semiconductor Stocks Could Drop 50% From Here, And How This 1 ETF Could Win Big

This leveraged inverse ETF gives you a chance to bet on a 50% drop in semiconductor stocks.

MarketBeat

ASML’s Chip Dominance Runs Into New Silicon Boundaries

ASML stock fell as China export-control risks grew, but AI chip demand, Western fab spending and EUV dominance still support its long-term case.

Barchart

Why Applied Materials Just Got a New Street-High Price Target

Wells Fargo analysts believe AMAT has more room to run amid the ever-increasing demand for semiconductor equipment and AI infrastructure buildouts.

The Economic Times

How SK Hynix's bet on a niche memory chip made it more valuable than Samsung

SK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandwidth memory (HBM) chips. Initially viewed with doubt, this strategic pivot to a niche segment, particularly serving Nvidia's AI accelerators, has firmly established SK Hynix as a leader…

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