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EXPLAINED: 5 | Rare Historical Photos

Applied Material Falls Despite Posting Above-Average Q3 Results. Why, and What to Do With AMAT Stock Now.

Shares made a downmove as some investors remain wary of high expectations.

TSMC’s Insider Buying Wave Comes With a Bigger AI Question for Investors

TSMC’s Insider Buying Wave Comes With a Bigger AI Question for Investors

Taiwan Semiconductor insiders are ramping up open-market share purchases as strong Q2 guidance, 2nm demand, and AI-driven analyst upgrades support a bullish outlook for TSM stock.

Five Questions About SpaceX’s Computer Chip Ambitions

Five Questions About SpaceX’s Computer Chip Ambitions

SpaceX plans to build the largest chip manufacturing facility in the world. Here are some key questions about Terafab.

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Why There Might Be a Case for Taiwan Semiconductor Stock at $450 in September

Although TSM stock has struggled since the end of June, quantitative dynamics may point to a possible upswing next month.

Is SiTime the Best AI Stock You've Never Heard Of?

SiTime's strong Q2 2026 earnings beat highlight rising AI infrastructure demand for enabling technologies, also lifting comparable niche semiconductor firms FormFactor and Cognex.

Global Market: AI investment story shifts from spending to picking the winners

The AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and neocloud providers remain key beneficiaries, but investors increasingly prioritise profitability, valuations and infrastructure control. As computing capacity expands, companies with strong balance sheets, customer relationships and diversified technology ecosystems may capture the biggest…

The Economic Times

Global Market: China, Hong Kong stocks rise as chipmakers rally on strong earnings

Chinese and Hong Kong equities advanced, led by technology and semiconductor stocks following strong corporate earnings, while consumer and liquor stocks weakened. Investors remained focused on key economic data for clues on domestic demand and the broader health of China’s economy.

The Economic Times

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US Stock Market: Tiger Global trims big tech bets, adds AMD and SpaceX in Q2

US Stock Market: Tiger Global trims big tech bets, adds AMD and SpaceX in Q2

Tiger Global reshuffled its tech portfolio in Q2, cutting stakes in Alphabet, Nvidia, Microsoft, Amazon, Meta, Broadcom and TSMC while exiting Netflix. The fund more than doubled its Intel holding and initiated positions in AMD and SpaceX, signalling a shift toward semiconductor exposure and emerging technology opportunities, according to filings.

The Economic Times

TSMC’s Arizona Operations Poised for Bigger Profit This Year as Advanced Chip Demand Accelerates: Report

TSMC’s Arizona Operations Poised for Bigger Profit This Year as Advanced Chip Demand Accelerates: Report

Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) Arizona operations are reportedly on track for a sharp profit increase this year as strong demand for advanced AI chips accelerates the company’s U.S. expansion.

PM Modi's Independence Day address: BJP hails 'Viksit Bharat' roadmap, Amit Shah outlines 'Saptadhara'

PM Modi's Independence Day address: BJP hails 'Viksit Bharat' roadmap, Amit Shah outlines 'Saptadhara'

The BJP praised PM Modi’s Independence Day address as a comprehensive roadmap for ‘Viksit Bharat 2047’, focusing on self-reliance, youth empowerment, technology, defence, manufacturing and energy security. Senior leaders highlighted his ‘Saptadhara’ vision, AI training for youth, expansion of nuclear power and semiconductors, and the government’s efforts to combat drugs…

The Economic Times

US to tell partners they must pick sides in AI race with China

US to tell partners they must pick sides in AI race with China

The US is preparing to ask countries to choose between its Pax Silica AI framework and China’s competing initiative, Reuters reported. Washington wants participating nations to align on AI, semiconductors and critical-mineral supply chains amid intensifying technology competition with Beijing.

The Economic Times

PM Modi Independence Day 2026 announcements: AI training for 1 crore youth, free coaching, 7 new semiconductor plants & more

PM Modi Independence Day 2026 announcements: AI training for 1 crore youth, free coaching, 7 new semiconductor plants & more

Prime Minister Narendra Modi introduced a series of transformative initiatives aimed at shaping India's future growth. He pledged that one crore youth will receive AI skill training in the coming year. Additionally, free online coaching will be available for students preparing for various exams. Plans include a revamped Civil Defence…

The Economic Times

Five to eight more semiconductor plants to come up in eight years: PM Modi

Five to eight more semiconductor plants to come up in eight years: PM Modi

Addressing the nation from the ramparts of the historic Red Fort on the 80th Independence Day, the prime minister said India's semiconductor journey reflects its growing technological self-reliance. Recognising the strategic importance of chips, the prime minister said India has taken decisive steps towards self-reliance in semiconductors.

The Economic Times

5 AI Stocks with Strong Growth to Buy on the Rebound

5 AI Stocks with Strong Growth to Buy on the Rebound

Markets have been choppy over the last few weeks, but the AI rally appears to be building momentum again as several major stocks bounce off key technical levels.

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Sony and TSMC’s $4.7 Billion Venture Is About More Than Camera Sensors

TSMC and Sony signed a $4.69 billion deal to build a CMOS image sensor plant in Kumamoto, Japan, targeting 2029 production and backed by Japanese government subsidies.

The Economic Times

Samsung hires two AI experts to boost AI adoption in chip business

The South Korean electronics giant is increasingly utilising AI across its semiconductor business to shorten development cycles, improve manufacturing efficiency and raise productivity amid intensifying competition in advanced chips.

Nvidia's Next-Gen Feynman AI Platform Is Ramping Up, Forcing TSMC to Race Ahead: Report

Nvidia Corp (NASDAQ:NVDA) is reportedly accelerating development of its next-generation Feynman AI platform, pushing Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) to fast-track advanced chipmaking and packaging capacity ahead of its expected 2028 launch.

The Economic Times

Independence Day 2026: The 79-year journey of a nation from charkha to chips

Independence Day: Story of India's technological rise now focuses on indigenous manufacturing and ambitious future goals. Digital public infrastructure and affordable smartphones fueled this significant technological evolution. Production linked incentive schemes drive electronics and semiconductor manufacturing growth. India aims to build, own, and export future technologies.

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Asian Market Circuit Breakers Hit Stocks, Not AI Demand

Asian market halts and currency-driven sell-offs can drag down NVIDIA, Micron, Advantest, Arm, and IBM despite steady AI and semiconductor demand, creating potential valuation opportunities.

Chip Stocks Power S&P 500 to Record Highs, SanDisk Soars 15%: Stock Market Today

The S&P 500 cleared 7,800 points for the first time ever on Thursday after a second consecutive soft inflation print all but shut the door on a September rate hike, with semiconductors doing the heavy lifting.

This Obscure ETF Soared 1,750% on Hormuz Crisis: What Happens Next?

Forget artificial intelligence, semiconductors and leveraged tech bets. One of the most extraordinary ETF rallies of 2026 is coming from a corner of the market most investors rarely think about: crude oil tanker freight.

The Economic Times

AI hardware finds new ground in Kochi through SFO Technologies and Smart IOPs

In a groundbreaking partnership, SFO Technologies and Smart IOPS are set to revolutionize AI data storage solutions through specialized hardware manufacturing. By embedding state-of-the-art controller technology into high-performance SSDs, this collaboration exemplifies India's growing tech prowess. The initiative not only enhances the semiconductor industry domestically but also fortifies India's role…

The Economic Times

Chandrasekaran's successor at Tatas will have to start off with a three-way, Rs 29,000-cr tightrope walk

The new chairman of Tata Sons faces a myriad of financial hurdles and strategic choices. Air India’s transformation hinges on hefty investments and a defined route to profitability. Meanwhile, the semiconductor initiative from Tata Electronics calls for both time and sustained financial support. The third big issue involves Tata Digital’s…

The Economic Times

Global Market: Japanese stocks rise as chip rally lifts Topix to record high

Japanese equities gained on Thursday, with the Topix hitting a record high and extending its seven-session winning streak. The Nikkei rose 1.6%, led by semiconductor stocks tracking US peers. Strong corporate earnings outlooks also supported sentiment, while financial stocks advanced. Investors remained encouraged by improved profit forecasts across Topix companies.

Stock Market Today: Nasdaq 100 Rises on Strong AI Earnings, Benign Inflation

A wall of blowout artificial intelligence infrastructure earnings pushed semiconductor and optical networking stocks sharply higher on Wednesday, dragging the Nasdaq 100 higher.

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