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SHOCKING: 9 - You Need To See This

Tata semiconductor plant in Assam to begin production soon: CM Himanta Sarma

The Tata semiconductor plant in Assam is set to start production soon, according to Assam Chief Minister Himanta Biswa Sarma. It marks a critical step forward for the industrial sector of the state and supports the broader national framework for advanced semiconductor development.

The Economic Times

Govt's semicon sops 2.0 may top $10 billion: IESA prez

Govt's semicon sops 2.0 may top $10 billion: IESA prez

Industry stakeholders have informed the Ministry of Electronics and Information Technology (MeitY) of the need for higher incentives since global prices of memory, a key input, are expected to remain elevated for at least 18 months amid a supply shortage, Chandak said on the sideline of an industry event.

The Economic Times

Desi chip companies fear MNCs will dip into their DLI 2.0 treat

Desi chip companies fear MNCs will dip into their DLI 2.0 treat

India is planning the second phase of its semiconductor incentive scheme, DLI 2.0. Concerns are rising among domestic startups that allowing multinational corporations to join, even with minority stakes, could overshadow Indian firms. The government aims to balance foreign investment with domestic control to foster self-reliance in chip design.

The Economic Times

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US stocks today: Dow soars 600 pts, Nasdaq 1.5% as chip stocks rally eyeing Nvidia results, Iran peace deal hopes

Wall Street indexes jumped over 1% led by tech and semiconductor rally ahead of Nvidia earnings. Target fell on weak outlook. Airlines gained as oil dropped. Fed minutes signaled possible rate hike debate. Nasdaq S&P Dow Jones rose strongly as AI optimism offset inflation and geopolitical concerns sentiment rises

The Economic Times

Samsung narrowly avoids 18-day chip strike after last-minute wage deal with 48,000-worker union — tentative deal, subject to workers' vote, suspends billions of dollars worth of potential losses

Samsung Electronics has temporarily avoided a major 18-day strike at its South Korean semiconductor operations after reaching a tentative wage agreement with its 48,000-member union.

Tom’s Hardware

LRCX Overweight: How Lam Research Is Poised to Outperform the $149B WFE Market

Morgan Stanley has upgraded Lam Research to Overweight rating following a wafer fabrication equipment industry raise.

Samsung and SK Hynix employees are reportedly abandoning overseas training programs to nab up to $400,000 performance bonuses — online dating grades rise as female members 'seeking out SK hynix employees'

Samsung and SK Hynix employees are reportedly considering terminating overseas training programs to be eligible for performance bonuses as AI-driven semiconductor profits fuel record bonus projections worth hundreds of millions of won.

Tom’s Hardware

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Samsung's union puts off strike after reaching last-minute wage deal with management

Samsung Electronics' labor union says it'll hold off a planned strike and put a tentative wage deal with management to a vote

Chipmaker Analog Devices forecasts third-quarter revenue above estimates amid AI boom

Chipmaker Analog Devices forecasts third-quarter revenue above estimates amid AI boom

Chipmaker Analog Devices anticipates strong third-quarter revenue, exceeding market expectations. This surge is driven by increased demand for its power-management semiconductors and sensor components. The AI boom is fueling growth in data centers and automotive systems. The company also announced a significant acquisition to bolster its AI-focused portfolio. This positive…

The Economic Times

Behind the Numbers: Why Applied Materials’ Historic Q2 Results Justify New All-Time Highs

Applied Materials beat analyst estimates in its latest quarterly results following a historic bull run.

Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event

Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C

MEXC Reports Sharp Surge in TradFi Futures Trading Volume in April, Led by 1,600% Jump in INTC

VICTORIA, Seychelles, May 20, 2026 /PRNewswire/ -- Data from MEXC, a pioneer in 0-fee digital asset trading, shows that TradFi futures trading volume on the platform surged sharply in April. Among all sectors, AI semiconductor-related assets recorded the strongest month-over-month growth, with some exceeding 1,600%. This closely mirrored the rally…

No relief in memory prices visible over next 12-18 months, says IESA president

No relief in memory prices visible over next 12-18 months, says IESA president

Memory prices are set to rise for consumers. No major new production capacity is expected in the next 18 months. This will lead to higher costs for devices like smartphones. The ongoing West Asia crisis also impacts raw material availability for electronics. India Semiconductor Mission 2.0 aims to boost the…

The Economic Times

Tech leaders favoured by hedge funds last month: Hazeltree report

Tech leaders favoured by hedge funds last month: Hazeltree report

Hedge funds maintained their focus on companies with strong fundamentals in April, particularly in technology and semiconductors, as the S&P 500 saw a significant jump. Meta and another unnamed mega-cap stock experienced increased fund holdings, while Nvidia, despite a slight decline, remained a top semiconductor pick.

The Economic Times

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The Economic Times

Laurence Balanco flags 5% downside risk for Nifty amid global yield surge

Global financial markets are experiencing a risk-off shift driven by rising sovereign bond yields, impacting equities and commodities. Market strategist Laurence Balanco notes that bond yields, not oil, are now the primary risk signal, tightening liquidity and pressuring risk assets. This trend is particularly evident in technology and semiconductors, with…

Arteris Technology Adopted by Li Auto for Intelligent Vehicles

CAMPBELL, Calif., May 19, 2026 (GLOBE NEWSWIRE) -- Arteris, Inc. (Nasdaq: AIP), a leading provider of semiconductor technology for accelerating innovation in the AI era, today announced that its system IP technology has been deployed by Li Auto Inc., a leader in the China new energy vehicle (NEV) market. Arteris…

Keysight Technologies Q2 Earnings Call Highlights

Keysight Technologies (NYSE:KEYS) reported what executives described as the best quarter in the company’s history, with fiscal second-quarter orders surpassing $2 billion and revenue rising sharply across its communications and electronic industrial businesses. President and CEO Satish Dhanasekaran

Why This Analyst Thinks Texas Instruments Stock Is on the Path to $1 Trillion

While most are chasing flashy AI chipmakers, Stifel believes Texas Instruments could become the world’s first $1 trillion analog semiconductor stock.

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The Economic Times

Nvidia shares set for $350 billion price swing after earnings, options show

Nvidia's market value is expected to see a substantial swing following its earnings report. Options trading suggests investors remain optimistic about the AI giant. However, there is also a growing trend of hedging and profit-taking in the semiconductor sector. This indicates high expectations for Nvidia, as it leads the AI-driven…

Nvidia Is Moving Beyond LLMs to Superlearners, the Possible Precursor to AGI. What That Means for NVDA Stock.

By promoting research on the possible next phase of AI, Jensen Huang is ensuring Nvidia is best placed to power the future revolution.

Dear Analog Devices Stock Fans, Mark Your Calendars for May 20

Get set for a heady release as the company rides broad semiconductor tailwinds in industrial, communications, and AI infrastructure.

The Economic Times

US software stocks attempt a rebound as investors reassess AI risks

The beleaguered sector's rebound coincided with a slide in chipmakers, which began to cool off following a blistering rally ‌that took ⁠the Philadelphia ⁠SE Semiconductor Index to a record high earlier this month.

The Economic Times

US stock market crashes today: Dow Jones, S&P 500, and Nasdaq fall hard as bond yields hit 19-year high - Nvidia, Broadcom, AMD, and Amazon lead massive Wall Street selloff

US stock market crashes today as Dow Jones, S&P 500 and Nasdaq plunge. The Dow Jones Industrial Average dropped more than 237 points, while the S&P 500 and Nasdaq slid deeper into negative territory as technology and AI-linked stocks faced heavy selling pressure. A perfect storm of soaring Treasury yields,…

The Economic Times

India’s lost chip dream: The mysterious 1989 fire that may have cost the nation the AI race

India began semiconductor manufacturing before Taiwan Semiconductor Manufacturing Company. A fire in 1989 and policy neglect stalled progress. The Mohali facility now uses old technology for defense and space. The government plans to modernize it, aiming for advanced chip production. This effort seeks to revive India's chip dream.

The Economic Times

Analog Devices in talks to buy Empower Semiconductor for $1.5 billion: Bloomberg News

US chipmaker Analog Devices is nearing a deal to buy AI chip firm Empower Semiconductor. The acquisition is reportedly valued at around $1.5 billion. Empower Semiconductor makes power management chips for AI processors and data centres. This move comes amid strong investment in data centre infrastructure for generative AI. An…

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