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RARE PHOTOS: 8 - The Real Truth

Global Market: Japan's Nikkei slips 2% as tech selloff offsets gains in broader market

Japan's Nikkei 225 fell nearly 2% on Thursday as a global technology selloff weighed on heavyweight semiconductor stocks, overshadowing gains across much of the broader market. While weakness in AI-linked shares dragged the benchmark lower, lower crude oil prices and strength in non-technology sectors helped limit losses in the broader…

The Economic Times

The measurement challenge behind the shift to GaN in high-frequency semiconductors

The measurement challenge behind the shift to GaN in high-frequency semiconductors

As the RF industry shifts to GaN, advanced measurement becomes the ultimate tool for competitive advantage.

Infineon hits revenue record: AI data centres drive growth

Infineon hits revenue record: AI data centres drive growth

Once the problem child of the chip industry, Infineon has reinvented itself. Its semiconductors are now key components for electric cars, data centres and the energy transition.

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Global Market: China stocks hit one-week high as chip rally offsets optical module slump

Chinese equities climbed to a one-week high, led by semiconductor stocks, while Hong Kong shares edged higher. Improving global risk sentiment amid easing Middle East tensions also supported markets. Chip stocks gained after reports that Samsung Electronics and SK Hynix are evaluating Chinese chipmaking equipment to reduce exposure to potential…

The Economic Times

Are Wall Street Analysts Bullish on Texas Instruments Stock?

Despite Texas Instruments trailing the semiconductor industry’s returns, it has outpaced the S&P 500 Index. That performance, coupled with its long-term growth story, has kept analysts moderately bullish on the stock.

South Korea’s Kospi climbs 5%, extending two-day rebound: 3 reasons fueling the rally after July selloff

South Korea's KOSPI surged over 5% on Wednesday, extending its two-day recovery to 7% following a heavy July selloff. The rally was fueled by record highs on Wall Street led by AI earnings, easing oil prices amid US-Iran peace deal talks, and strong fundamental demand for semiconductor giants like Samsung.

The Economic Times

Semiconductors Just Posted Their Best Four-Day Rally Since March 2020. These Five Stocks Led the Charge

Just days after suffering their worst monthly decline in nearly 24 years, semiconductor stocks have staged one of the strongest rebounds in history.

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US weighs polysilicon price floor, tariffs to counter China in solar and chips

US weighs polysilicon price floor, tariffs to counter China in solar and chips

The Trump administration plans price floors and tariffs on polysilicon imports. This move aims to protect domestic factories and compete with China's ambitions. The decision impacts solar panel and semiconductor manufacturing supply chains significantly. Importers investing in US production may offset associated trade protection costs. China criticizes the trade investigation,…

The Economic Times

AMD vs. ARM: AMD Is Winning Today, But Arm May Be Building Something Even Bigger

AMD vs. ARM: AMD Is Winning Today, But Arm May Be Building Something Even Bigger

AMD is grabbing server share from Intel now, while Arm bets its power-efficient chips will reshape AI computing long-term. Two very different threats.

Intel vs. TSMC: Intel Is Winning an AI Battle Against TSMC That Few Investors Are Watching

Intel vs. TSMC: Intel Is Winning an AI Battle Against TSMC That Few Investors Are Watching

TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap.

ON Semiconductor's CEO Says AI Demand Got Priority Over Automotive Customers— and Wall Street Loved It as Stock Jumps 7% in Premarket Tuesday

ON Semiconductor's CEO Says AI Demand Got Priority Over Automotive Customers— and Wall Street Loved It as Stock Jumps 7% in Premarket Tuesday

ON Semiconductor Corp. (NASDAQ:ON) said surging demand from artificial intelligence data centers prompted the company to prioritize shipments to that market over automotive and industrial customers during the second quarter, as AI infrastructure demand rapidly reshapes the semiconductor industry.

Global Market: China stocks rebound on AI, chip rally; Hong Kong shares slip

Global Market: China stocks rebound on AI, chip rally; Hong Kong shares slip

Chinese stocks rebounded on Tuesday, led by gains in AI and semiconductor shares, as renewed optimism over the sector and a global technology rally lifted sentiment. While mainland markets advanced, Hong Kong shares slipped despite gains in Alibaba, with investors also weighing slower manufacturing growth and broader regional market trends.

The Economic Times

Global Market: South Korean shares slip nearly 2% as AI spending worries overshadow softer inflation

Global Market: South Korean shares slip nearly 2% as AI spending worries overshadow softer inflation

South Korean shares fell nearly 2% on Tuesday as renewed concerns over AI-related spending and heavy selling in semiconductor stocks overshadowed softer-than-expected inflation. Samsung Electronics and SK Hynix led losses, while easing consumer prices and foreign investor buying failed to lift overall market sentiment.

The Economic Times

TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Taiwan Semiconductor insiders bought nearly $800,000 in shares since early July as analysts raise price targets and Buy ratings following the company's Q2 earnings report.

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Semiconductor ETF SOXX’s Worst Month Since 2002: 'A Significant Discount,' Ed Yardeni Says

A monthly loss last recorded during the dot-com unwind has returned to the semiconductor complex, and it arrived while the sector’s earnings estimates were still rising.

International Business Times

Nvidia CEO Predicts a Massive AI Infrastructure Boom. Skilled Trade Workers Could See Six Figure Opportunities.

The rapid construction of data centers, semiconductor facilities, and AI factories is already reshaping labor demand, with companies competing for workers capable of building and maintaining these highly specialized facilities.

Morgan Stanley's Latest AI Call Could Spark a Comeback in Momentum ETFs. Time to Buy the Dip?

The momentum trade has taken a painful hit in recent weeks, but Morgan Stanley believes the worst may be over. This view could put momentum-focused ETFs back on investors’ radar.

Bearish Pressure Is Building Around These 3 Stocks

Hims & Hers Health and QXO face heavy short interest amid dilution and loss concerns, while KLA has slid nearly 40% since June as AI-driven chip spending fears grip semiconductor stocks.

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The Economic Times

China steps up protection for chip designs in revised regulations

China is beefing up its defenses for homegrown chip designs. New regulations are being rolled out to offer stronger legal protection, aiming to safeguard intellectual property and encourage domestic innovation in the crucial semiconductor industry. This move signals a significant effort to bolster its technological self-sufficiency.

The Economic Times

Global investors rebuild positions in South Korean stocks after volatile July

Global investors are returning to South Korean equities after a sharp leverage-driven selloff, with renewed buying in semiconductor stocks such as Samsung Electronics and SK Hynix. While volatility persists, easing deleveraging, lower short interest and resilient AI-driven chip demand are improving sentiment toward the country's technology-heavy stock market.

The Economic Times

Global Market: China stocks slide as global AI selloff hits chipmakers; Alibaba rallies on new AI model

Chinese equities declined on Monday as a global selloff in AI-linked stocks weighed on semiconductor shares, while Hong Kong's technology sector outperformed after Alibaba unveiled its latest AI model. Investors also remained cautious after fresh data showed China's manufacturing activity expanded at its slowest pace in four months.

CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’

Experts say shortages are forcing companies to explore Chinese chip supplies, yet adoption is still likely to be selective and politically contested.

The Economic Times

In 1971, one tiny chip invented by an Italian American Physicist started the technology revolution behind today's AI, phones and PCs

The Federico Faggin story begins with a chip smaller than a fingernail but powerful enough to reshape modern life. In 1971, the Intel 4004 became the world's first commercial microprocessor, launching today's computer age. Hidden inside its circuits are Faggin's tiny "F.F." initials, a lasting mark of engineering history. His…

Consumer Tech (July 27-31): AI Boom Drives Tech Earnings As Apple, Amazon Lead Markets & More

Senators from across the aisle have reportedly sent a letter to Apple Inc. (NASDAQ:AAPL) CEO Tim Cook, urging the company to refrain from using memory chips from ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC) in its devices, even if the products are meant solely for the Chinese…

The Economic Times

India has 12 semiconductor units with $20 billion investment, Semicon 2.0 to drive next phase: Vaishnaw

India's semiconductor manufacturing ecosystem is entering its next phase with 12 semiconductor units involving around $20 billion in investment, three of which have already started manufacturing chips, Union Minister for Electronics and Information Technology Ashwini Vaishnaw said.

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