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THE TRUTH ABOUT: 4 | History Defined

Dear Semtech Stock Fans, Mark Your Calendars for August 25

SMTC stock hasn’t had the smoothest run lately, but August 25 may bring some answers as Semtech prepares to report its quarterly earnings.

Barchart

Marvell Takes a Shot a Broadcom's Throne With Google Deal

Broadcom shares have fallen over 10% as Marvell's new custom chip deal with Google raises competition concerns, putting focus on Broadcom's upcoming AI semiconductor guidance.

MarketBeat

Why the China-Led Weakness in NXP Semiconductors Stock Could Open Doors for Speculators

Although a demand slowdown in the East Asia market poses risks for NXPI stock, there’s a quantitative silver lining to consider.

Barchart

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India's semiconductor market seen reaching $155 billion by CY31, share of global consumption to rise to 9%: Report

India's semiconductor market is projected to reach USD 155 billion by CY31, implying a compound annual growth rate (CAGR) of 20 per cent and taking the country's share of global semiconductor consumption to roughly 9 per cent by 2031, according to a report by Kotak Mahindra Mutual Fund.

The Economic Times

National Space Day: From Chandrayaan-3 to Aditya-L1, how Indian chips are powering its space missions

Made-in-India semiconductor chips are now powering key Indian space missions. These domestically manufactured components support lunar and solar exploration efforts. Specialized chips from Mohali's Semiconductor Laboratory are used in Chandrayaan-3 and Aditya-L1. Indigenous processors are also integrated into satellite launch vehicles for onboard computing. This growing capability strengthens India's technological…

The Economic Times

Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2

Dan Loeb's Third Point exits Broadcom ahead of second-quarter results as the stock has surged in 2026.

Barchart

SK hynix Triggers $28B Defense Against Tech Selloff

SK hynix authorized a record $28.6 billion share buyback and cancellation program after a tech selloff, backed by a $49.7 billion net cash position and rising Wall Street price targets.

MarketBeat

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Micron commits $10 billion to new US-based Research Labs — Boise hub to target post-DRAM and NAND technologies and packaging

Micron's Research Labs to bring together the company's own research with research by customers, partners, universities, startups, and government organizations to develop pre-competitive IP for next-generation memory technologies.

Tom’s Hardware

Global Market: KOSPI gains on chip boost; foreigners turn net buyers

South Korean shares rose on Friday, led by gains in Samsung Electronics and SK Hynix after U.S. semiconductor stocks advanced, though the KOSPI remained on track for a weekly decline. Foreign investor inflows and a stronger won supported sentiment, while broader market weakness and rising bond yields kept investors cautious…

The Economic Times

Paul Tudor Jones Just Liquidated His Entire Stake in Applied Materials Stock. I Don’t Think He’s 100% Bearish on AI Though… Yet

Paul Tudor Jones has a growing put position and a now-liquidated common stock position in Applied Materials. Is he bearish on AI?

Barchart

SOXL IV Just Hit 123%. These 2 Options Strategies That Pay You for the Risk.

SOXL's implied volatility just hit 123%, making it one of the market's riskiest ETFs to hold outright. Here's how a bear call spread lets you collect income from that volatility instead, with defined risk.

Barchart

India may lose $270 bn manufacturing GDP by 2035, $1 tn by 2047 without frontier tech: Report

India could miss a USD 5.1 trillion manufacturing GDP by 2047. Advanced manufacturing and frontier technologies are key to unlocking this potential. AI, automation, and digitisation will drive significant growth. India lags behind the US and China in deep-tech and semiconductor leadership. Adopting new technologies can add USD 1.1 trillion…

The Economic Times

Worked 8-hour shifts at Intel, then studied after work: How this IIT Delhi engineer cracked ISRO recruitment with AIR 7 for Scientist 'A'

Hemant Kumar Bhukar transitioned from Intel engineer to ISRO scientist after diligent preparation. He secured All India Rank 7 for Scientist 'A' while working full-time. Bhukar's journey highlights dedication and leveraging prior experience for new goals. His success inspires students from rural backgrounds towards science careers. This achievement brought pride…

The Economic Times

Global Market: Japan shares rally as US debt buybacks ease bond market concerns

Japan’s Nikkei rose 1% to 65,982.49 as falling global bond yields improved investor sentiment and revived risk appetite. U.S. Treasury plans to double long-duration debt buybacks helped ease borrowing-cost pressures. Gains broadened beyond AI and semiconductor stocks, led by Sumitomo Metal Mining, Sumitomo Pharma and Kansai Electric Power, while technology-related…

The Economic Times

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Benzinga

Samsung Tumbled Nearly 8% in Seoul Even as AI Demand Drives Chip Prices Up To 15%

Samsung Electronics raised prices for some advanced chipmaking services by up to 15% for new orders, as surging AI demand fills key production lines and pushes customers toward alternatives to capacity-constrained Taiwan Semiconductor Manufacturing Co. (NYSE:TSM).

Benzinga

Taiwan Semiconductor’s AI Bottleneck Hands Samsung a Powerful Pricing Opportunity

Samsung Electronics Co. Ltd. (OTC:SSNLF) is using stronger AI-chip demand, tighter industry capacity, and improving manufacturing performance to raise prices and strengthen the economics of its foundry business as it works to narrow the gap with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM).

The Economic Times

Global Market: Chinese stocks slide as semiconductor and robotics shares tumble

Chinese stocks tumbled on Wednesday as semiconductor and robotics shares came under heavy selling pressure, with weak corporate earnings and concerns over the broader economy weighing on sentiment. The CSI300 fell 2.4%, while the Shanghai Composite dropped 2%. Hong Kong shares edged higher. Meanwhile, humanoid robot maker Unitree surged nearly…

The Economic Times

US housing market weakens as AI boom drives factory output

US housing activity weakened sharply in July, with single-family homebuilding hitting a more than three-and-a-half-year low as high mortgage rates and economic uncertainty weighed on demand. In contrast, factory output rose, supported by strong AI-related investment and demand for high-tech equipment and semiconductor production.

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The Economic Times

Global Market: Japan shares slide as chip stocks tumble on global tech rout

Japan’s Nikkei plunged 2.97%, tracking Wall Street’s technology sell-off as rising global bond yields and renewed Middle East uncertainty dampened risk appetite. Semiconductor stocks led declines, with Kioxia and Furukawa Electric falling over 10%. SoftBank also dropped sharply, while Mercari, Shiseido and Otsuka Holdings gained despite the broad market decline.

The Economic Times

Global Market: Samsung, SK Hynix lead KOSPI rout amid global risk-off mood

Kospi plunged 4.65% as rising global bond yields and Middle East tensions triggered heavy selling in semiconductor shares. Samsung Electronics and SK Hynix led losses, while foreign investors sold 1.47 trillion won. Despite the sharp decline, the Kospi remains up 55.43% in 2026, underscoring strong year-to-date gains.

Benzinga

SK Hynix Stock Drops 7.82% in Seoul as KOSPI Suffers Brutal Rout: Brent Above $90, Trump Rules Out Iran Talks

Asian stocks traded sharply lower at the time of writing, led by a more than 5% drop in South Korea’s KOSPI, while semiconductor heavyweights SK Hynix Inc. – ADR (NASDAQ:SKHY) and Samsung Electronics (OTC:SSNLF) also declined sharply.

The Economic Times

Global Market Today: Asian equities decline as chip selloff extends

Asian stock markets witnessed a downturn as semiconductor shares plummeted sharply. The rise in bond yields and escalating oil prices contributed to a bearish market sentiment. Investors pulled away from growth stocks, driven by concerns over inflation and mounting debts. Additionally, geopolitical unrest heightened market pressures, with the ongoing tensions…

The Economic Times

US stocks: Tech selloff weighs down Wall Street as bond yields climb

Wall Street faced a downturn as escalating tensions in the Middle East triggered a surge in bond yields. A steep decline was particularly evident in technology stocks, with semiconductors taking the brunt of the losses. Investors pivoted from growth-focused sectors to safer bets like healthcare. Additionally, oil prices rose amidst…

Barchart

CEO Lip-Bu Tan Just Bought Another 105,000 Shares of Intel Stock

As CEO Lip-Bu Tan buys another 105,000 shares, his growing bet on Intel adds fresh confidence to the chipmaker’s turnaround story.

PC Gamer

The memory crisis led me down a rabbit hole into nations forming rival factions to secure the flow of computer chips and AI, with names that wouldn't sound out of place in a Command & Conquer reboot

Will you do your part for the Pax Silica or swear allegiance to WAICO?

1 … 3 4 5 6

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