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THE TRUTH ABOUT: 4 | History Defined

Air Liquide announces milestone investment in South Korea to support SK hynix's advanced AI memory chip project

PARIS and SEOUL, South Korea, June 3, 2026 /PRNewswire/ -- Air Liquide has signed a major long-term contract with SK hynix, a global leader in memory semiconductors. The Group will bring its pioneering solutions to SK hynix's massive industrial project dedicated to advanced packaging of HBM (High-Bandwidth Memory), the backbone…

Global Market: Japan's Nikkei surges past 68,000 for first time as AI stocks lead rally

Global Market: Japan's Nikkei surges past 68,000 for first time as AI stocks lead rally

Japan's benchmark Nikkei surged past the 68,000 mark for the first time, rising 2.2% to a record 68,203.79, as strong gains in AI and semiconductor-related stocks outweighed concerns over escalating Middle East tensions. The broader Topix index also gained 1.5%, supported by optimism around AI-driven demand and positive cues from…

The Economic Times

Quobly secures €115 million Series A to bring silicon-based quantum computers to market

GRENOBLE, France, June 3, 2026 /PRNewswire/ -- Quobly, a French quantum computing company, today announced the closing of a €115 million Series A financing to accelerate the industrialization of its silicon-based quantum computers and bring its first commercial product to market by the end of 2026. The round is led…

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Taiwan Market Cap Reaches New High as TWSE Showcases AI Strengths at COMPUTEX

TAIPEI, June 3, 2026 /PRNewswire/ -- Taiwan's market capitalization surpassed the US$5 trillion mark at the end of May 2026, reaching a historic high and reinforcing the market's position among the world's leading exchanges. The milestone reflects the accelerating momentum across Taiwan's capital markets, which is driven by the AI-led…

Ambarella Bets on Edge AI as Auto Sales Head for Record and Hanwha Deal Builds

Ambarella (NASDAQ:AMBA) Chief Executive Officer Fermi Wang said the company’s edge AI opportunity is built around a broad silicon roadmap and a mature software stack that can help customers move quickly from application development to products. Speaking with BofA semiconductor analyst Vivek Arya at

US stocks today: US stocks end modestly higher as AI zeal overcomes Middle East jitters

US stocks ended mixed as AI-driven optimism supported markets but was offset by rising geopolitical tensions and oil prices. Small-cap and semiconductor stocks gained, while software lagged. Alphabet’s massive AI funding plan and Marvell’s rally highlighted ongoing AI momentum, even as inflation fears and rate hike concerns kept investors cautious.

The Economic Times

Marvell Shares Jump Almost 30% After Nvidia CEO Jensen Huang Calls Chipmaker The 'Next Trillion-Dollar Company'

Marvell Technology shares jumped more than 20% on Tuesday after Nvidia Chief Executive Jensen Huang described the semiconductor company as the "next trillion-dollar company."

International Business Times

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The economic windfall of AI chips

The economic windfall of AI chips

Investors are piling into South Korea and Taiwan for semiconductor stocks, but the AI boom isn't just fattening profits at North Asia's chip champions. It is powering a broader economic resurgence, driven by stronger household consumption, rising investment and widening tax coffers.

Intel targets India for a new $3.3 billion factory that will make the base substrates for its next generation of chips

Intel targets India for a new $3.3 billion factory that will make the base substrates for its next generation of chips

Glass more than half full.

South Korea, Taiwan leapfrog India, but the race was lost decades ago

South Korea, Taiwan leapfrog India, but the race was lost decades ago

South Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems from decades of strategic state investment and industrial policy, creating market leaders like Samsung, SK Hynix, and TSMC. India, despite recent efforts, faces a long road to catch up…

The Economic Times

Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowess

Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowess

South Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India faces headwinds from a weakening rupee and lack of AI exposure. Despite current challenges, Morgan Stanley remains optimistic about India's long-term growth prospects, citing improving earnings and macro support.

The Economic Times

Chip Camp looks to build talent for India’s next-gen semicon engineers

Chip Camp looks to build talent for India’s next-gen semicon engineers

Founded by Sanchit Kulkarni and Himanshi Sonava, it makes hardware engineering accessible through free resources, mentorship, and practical projects.

The Economic Times

India's semiconductor startups see investor interest building

India's semiconductor startups see investor interest building

Indian semiconductor startups are experiencing a surge in investor interest, raising $92 million in the first five months of 2026, a significant jump from the previous year. Government initiatives like the Design-Linked Incentive (DLI) scheme are credited with de-risking early-stage investments and fostering ecosystem development, leading to more companies entering…

The Economic Times

Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seems

Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seems

As India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the leadership landscape is evolving. At present, the semiconductor and hardware arenas are thriving, eagerly responding to the financial backing from AI mega-corporations.

The Economic Times

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The Economic Times

India's brain-gain moment may be starting with a crack in the American dream

As green card backlogs, visa uncertainty and layoffs reshape the American dream, India is emerging as a stronger destination for globally experienced professionals. Experts say GCCs, AI, semiconductors and product firms could absorb returning talent, though compensation gaps and ecosystem challenges remain.

The Economic Times

US Stock Market: Jobs data, AI earnings to test Wall Street rally amid inflation risks loom

Investors are closely watching the U.S. jobs report and Broadcom's earnings this week amid concerns that persistent inflation and potential interest rate hikes could derail the strong equity rally. While AI enthusiasm fueled recent gains, economic data and Fed policy expectations remain key drivers for market direction.

The Economic Times

Samsung, LG shares rally ahead of Nvidia CEO meetings with Korean executives

South Korean tech giants Samsung Electronics and LG Electronics saw their shares surge on Monday. Hopes for AI and robotics collaborations with Nvidia CEO Jensen Huang fueled the rally. South Korea's semiconductor exports also hit a record high in June, driven by the AI boom. Huang's upcoming visit to meet…

The Economic Times

India's chip startups cross from prototype to production

Indian semiconductor startups like Netrasemi, Mindgrove, and Agnit are nearing commercial production, with some already running customer pilots and aiming for large-scale output by late 2027. Government incentives are accelerating this progress, but worsening global supply chain pressures, particularly from China, are creating significant production challenges and extending delivery timelines.

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The Economic Times

AI bubble debate gets real as chip stocks rally

Chipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving prices up significantly. Companies like Micron, SK Hynix, and Samsung Electronics are seeing massive gains. Investors are watching closely, weighing the potential for sustained growth against the industry's historical…

Jobs Data, Tech Earnings and Other Key Things to Watch this Week

Markets face a big week focused almost entirely on labor market assessment as comprehensive employment data builds toward Friday's May jobs report at 8:30am that will provide crucial insights into whether the labor market is stabilizing or continuing to deteriorate.

NXP Semiconductors Turns More Optimistic as Auto Demand and Data Center Sales Improve

NXP Semiconductors (NASDAQ:NXPI) is seeing a more constructive demand environment than it did several months ago, particularly in automotive, Executive Vice President of Investor Relations Jeff Palmer said at TD Cowen’s Technology, Media & Telecom Conference. Speaking with TD Cowen semiconducto

5 Best Growth Stocks for the Next 10 Years

These 5 long-term growth stocks could benefit from AI, cybersecurity, GLP-1 drugs, and fintech trends over the next decade

The Economic Times

Semiconductor plant in Assam likely to start production this fiscal, Union Minister Ashwini Vaishnaw says

Production at the Jagiroad semiconductor plant in Assam is set to begin this financial year. Union Minister of I&B and Electronics and IT, Ashwini Vaishnaw, confirmed the timeline after meeting with Assam Chief Minister Himanta Biswa Sarma. The facility, a Tata Semiconductor Assembly and Test Pvt Ltd project, will produce…

Lam Research CEO Sees AI Fueling $140 Billion Chip Equipment Boom

Lam Research (NASDAQ:LRCX) President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment. Speaking at a Bernstein conference,

Tom’s Hardware

Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech

Huawei's current Rotating Chairman thanked the United States for its export bans, which boosted the progress of China's semiconductor industry. He made the comment after unveiling the groundbreaking LogicFolding chip architecture, when reporters asked him how the company came up with the idea.

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