INSANE: 20 - The Real Truth

India doubles down on strategic manufacturing--from semiconductors to hydrogen trains: Finmin Report

India is accelerating a broad-based industrial strategy that spans semiconductors, electronics, commercial space, green mobility, rare earths, shipbuilding and coal gasification, signalling a coordinated push to reduce import dependence, strengthen domestic manufacturing and build resilient supply chains amid an increasingly uncertain global environment.

The Economic Times · Jul 31

South Korea’s Kospi rockets 17% after massive 3-day selloff. What’s behind the surge?

The KOSPI was up 17% at 6,549 points after tumbling nearly 17% over the previous three sessions, marking one of its steepest weekly declines, as fears of mounting competition from Chinese memory chipmakers triggered heavy selling across semiconductor stocks.

The Economic Times · Jul 31

Samsung Says The AI Chip Boom Isn't Slowing. It Expects Supply To Stay Tight Until 2028

Samsung's latest results suggest the global race to build AI infrastructure is creating a longer-lasting memory shortage than many expected, with major cloud providers locking in multi-year supply agreements.

International Business Times · Jul 30

These 2 ETFs Let You 2X Chip Stocks No Matter Which Direction They Head Next

These ETFs may not be the best way to bet on chip stocks, but for traders, they are tools worth considering.

Barchart · Jul 30

Semiconductor ETF SOXX Eyes Worst Month Since 2001: 5 Shocking Charts To Watch

The semiconductor trade is facing its worst reckoning in decades. The industry that led the market all year has lost more value in 30 days than in any month since 2001.

Benzinga · Jul 30

Samsung AI demand drives record chip earnings amid foundry and mobile hurdles

Samsung's semiconductor business achieved record second-quarter performance driven by AI server memory demand. However, its foundry operations continue to trail Taiwan Semiconductor Manufacturing Co. while mobile unit faces rising component costs. The foundry division shows signs of improvement with increased demand for AI-related products and advanced process nodes. Samsung's mobile…

The Economic Times · Jul 30

RIR Power Electronics ignites India's SiC revolution after successful NSE debut

RIR Power Electronics debuted on the NSE, enhancing its market presence. The company is significantly investing in Silicon Carbide manufacturing in Odisha. This strategic move supports India's semiconductor self-reliance goals. Construction of the cleanroom facility is complete, with production targeted for FY2027. RIR also secured its first international order for…

The Economic Times · Jul 30

Samsung sees chip shortage extending to 2028, touts long-term supply deals

Samsung Electronics announced a significant chip profit increase and new supply agreements. The company expects global chip shortages to worsen and continue until 2028. These multi-year deals are with major data center operators worldwide. Samsung's semiconductor unit saw a substantial operating profit surge in the second quarter. This performance highlights…

The Economic Times · Jul 30

India's electronics, semiconductor production target to unlock major manufacturing opportunities: DPIIT Secy

As India is targeting a sharp expansion in electronics and semiconductor manufacturing, with annual production target of USD 500 billion by 2030 and USD 5.3-8 trillion by 2047, the country is expected to unlock significant manufacturing opportunities, said Amardeep Singh Bhatia, Secretary, Department for Promotion of Industry and Internal Trade…

The Economic Times · Jul 30

SK Hynix Slump Marks 'Short-Term Bottom' in AI Stocks Fueled by Forced Liquidations, Says Dan Niles

Tech investor Dan Niles says the severe drop in SK Hynix Inc. (NASDAQ:SKHY) shares and the broader semiconductor sector represents a “short-term bottom” for artificial intelligence (AI) stocks, attributing the violent selloff to “forced liquidations” rather than a fundamental industry crash.

Benzinga · Jul 30