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FORGOTTEN HISTORY: 31 | History Defined

India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar Sinha

India is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector has corrected, market veteran Punita Kumar Sinha believes value is emerging, with domestic themes and earnings growth offering long-term potential despite near-term challenges.

The Economic Times

Beyond Nvidia: Europe's best-performing AI stocks of 2026

Beyond Nvidia: Europe's best-performing AI stocks of 2026

Europe may not have a Nvidia of its own, but it has become home to some of the world's best-performing AI stocks. Companies supplying the infrastructure behind artificial intelligence — from lasers and optical chips to testing equipment and servers — have delivered gains of up to 2,200% in 2026.

SEMI Reports Global Semiconductor Equipment Billings Increased 14% Year-Over-Year in Q1 2026

MILPITAS, Calif., June 5, 2026 /PRNewswire/ -- SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report that global semiconductor equipment billings increased 14% year-over-year to US$36.55 billion in the first quarter of 2026.…

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Broadcom Can't Cap Dow's 874-Point Bounce: Stock Market Today

Technology was one of only two sectors not to close higher on Thursday, and it was basically all about one semiconductor stock.

Navitas Semiconductor Stock Is a High-Risk, High-Reward Buy on News of an Nvidia Partnership

Navitas stock pops 20% after Nvidia partnership announcement at the COMPUTEX 2026.

ASML Stock Is Hot, But Please Don’t Go Too Overweight on Chip Stocks

ASML Holdings (ASML) is a global leader in advanced semiconductor manufacturing systems, recently reaching an all-time high of $1,743.27. ASML demonstrates robust technical momentum. Shares are up 133% over the past 52 weeks. Despite strong performance, some analysts consider ASML overvalued and suggest diversification via ETFs like the iShares Semiconductor...

Broadcom Stock Drops After Earnings. Buy the AVGO Dip.

Investors punished Broadcom after management didn’t raise its long-term AI revenue forecast. But the company's AI business continues to grow at an extraordinary pace.

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As AI Semiconductor Revenue Swells, AVGO Stock is Destined to Trend Higher

As AI Semiconductor Revenue Swells, AVGO Stock is Destined to Trend Higher

Broadcom delivered Q2 earnings beat and provided an optimistic Q3 guidance.

Elon Musk's SpaceX secures 100% property tax exemption for planned $55 billion Terafab semiconductor factory in Texas — county approves 35-year deal worth hundreds of millions despite resident backlash

Elon Musk's SpaceX secures 100% property tax exemption for planned $55 billion Terafab semiconductor factory in Texas — county approves 35-year deal worth hundreds of millions despite resident backlash

SpaceX has secured a 35-year, 100% property tax abatement for its proposed $55 billion TeraFAB semiconductor facility in Texas. Elon Musk argues the exemption is essential to compete with global chipmakers, while residents raise concerns over transparency, infrastructure, and environmental impacts.

Tom’s Hardware

Micron and MetAI Advance Fab Twin Development on NVIDIA Omniverse to Enable Physical AI

TAIPEI, June 4, 2026 /PRNewswire/ -- MetAI, together with Micron, has developed simulation-ready (SimReady) fab twins on NVIDIA Omniverse libraries, establishing a scalable foundation for digital twin simulation and future AI-driven automation in semiconductor manufacturing. The collaboration leverages MetAI's MetGen platform and focuses on transforming fragmented fab building engineering data…

TSMC reports $54.55 billion profit in 2025 as AI-driven chip demand boosts earnings

TSMC reports $54.55 billion profit in 2025 as AI-driven chip demand boosts earnings

Taiwan Semiconductor Manufacturing Company, TSMC, announced impressive 2025 financial results. The chipmaker achieved over 120 billion US dollars in revenue and 54 billion US dollars in net income. This strong performance reflects the growing global demand for advanced semiconductor chips. Technologies like artificial intelligence and high-performance computing are driving this…

The Economic Times

Can Europe Catch Up To The US And China In AI? New EU Plan Seeks Answers

Can Europe Catch Up To The US And China In AI? New EU Plan Seeks Answers

The European Union has launched a major initiative aimed at strengthening its domestic technology industry and reducing reliance on foreign suppliers.

International Business Times

Nasdaq Futures Plunge as Broadcom Sinks on Disappointing AI Chip Sales Forecast

Nasdaq Futures Plunge as Broadcom Sinks on Disappointing AI Chip Sales Forecast

June Nasdaq 100 E-Mini futures (NQM26) are trending down -1.12% this morning as a disappointing forecast from Broadcom led investors to hit pause on the AI trade.

AI giant Broadcom sheds $300bn in market value as outlook misses sky-high expectations

AI giant Broadcom sheds $300bn in market value as outlook misses sky-high expectations

The American chipmaker Broadcom reported a 48% revenue surge and AI semiconductor sales up 143%, but it disappointed investors by not raising its long-term sales target, sending shares tumbling more than 12% in after-hours trading.

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TWSE and Industry Partners Highlight Taiwan's Central Role in the Global AI and Semiconductor Race at COMPUTEX 2026

TAIPEI, June 4, 2026 /PRNewswire/ -- At COMPUTEX 2026, the Taiwan Stock Exchange (TWSE) hosted two media briefings highlighting how Taiwan's capital markets are underpinning global advances in AI, semiconductors and next-generation computing infrastructure. Bringing together TWSE executives and listed companies, the sessions reinforced TWSE's role in the...

The Economic Times

Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecks

Nvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collaboration with Taiwan Semiconductor Manufacturing Co. (TSMC), as the U.S. tech giant seeks to address data transmission and power consumption challenges in AI data centres, according to a report by Focus Taiwan.

Why This Modi-Trump Meeting Could Change More Than Trade

The world is watching France. Not because of a major conflict or economic crisis, but because two of the world's most influential leaders may soon find themselves in the same room. Prime Minister Narendra Modi and US President Donald Trump have not met in person since February 2025. Since then,…

How Is NXP Semiconductors' Stock Performance Compared to Other Semiconductors Stocks?

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

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Advanced Energy Industries Sees Semiconductor, Data Center Strength as Margins Climb

Advanced Energy Industries (NASDAQ:AEIS) executives said the company is seeing broad-based strength across its semiconductor, data center and industrial and medical end markets, while also pointing to improving margins and additional manufacturing capacity expected to come online later this year. S

Broadcom Q2 Earnings Call Highlights

Broadcom (NASDAQ:AVGO) reported record fiscal second-quarter 2026 revenue and issued a sharply higher outlook for the current quarter, as President and CEO Hock Tan said demand for the company’s artificial intelligence semiconductors remains “simply insatiable.” On the earnings call, Tan said total

Huawei's chairman officially thanks the US government 'for enabling' China's 'semiconductor industry chain to truly grow'

Huawei chairman links US sanctions to accelerated development of China’s semiconductor chain, citing forced internal innovation and industry collaboration growth

The SOXX ETF Recently Hit 10,000, but There's a Semiconductor Split Lurking Under the Hood

SOXX recently crossed the 10,000 mark for the first time. But at the same time, the underlying stocks in SOXX have an internal rift. Some semiconductor stocks have gone parabolic, while others are much flatter.

Texas Instruments Is a Major Winner of the AI Power Bottleneck, Investors Just Aren’t Seeing It Yet

The company solves the power bottleneck from the inside rather than from the outside, a fact many seem to be ignoring.

Tom’s Hardware

Korean tech workers splash cash on luxury brands after bumper bonus payouts — luxury goods sales rocket nearly 150% in Gyeonggi Province semiconductor belt

South Korean media has noted a surge in spending on luxury goods following big bonus payouts to semiconductor workers.

Phemex Expands TradFi Offering Beyond 70 Assets, Bringing Global Equities to 24/7 Crypto Markets

APIA, Samoa, June 3, 2026 /PRNewswire/ -- Phemex, a user-first crypto exchange, expands its TradFi ecosystem to 73 active assets. It includes the recent addition of several high-performance contracts, ranging from healthcare leaders Eli Lilly (LLY) and Novo Nordisk (NVO) to global semiconductor and technology powerhouses like Samsung (SAMSUNG) and…

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