EXPLAINED: 6 | Vintage Vibes

India's new industrial revolution takes shape across space, chips, data centres and solar

The government has backed the push through measures including opening the space sector to private companies, tax incentives for data centres, large production-linked schemes for semiconductors, electronics and solar, localisation requirements and purchases of GPUs.

The Economic Times · Sep 10

United Microelectronics Sales Jump 30% in August. UMC Stock Has More Room to Run.

United Microelectronics posted a strong revenue jump following strong Q2 results.

Barchart · Sep 9

Why Broadcom Providing 2028 Guidance Is a Big Deal for AVGO Stock Bulls

Broadcom’s bold $230 billion 2028 AI revenue target is giving AVGO bulls a powerful new reason to stay bullish even as the stock faces near-term pressure.

Barchart · Sep 9

Global Market | China’s Trade Data: Auto, tech stocks in focus after export surge

China’s exports surged 25% year-on-year in August, supported by strong overseas demand for automobiles and high-tech goods, while the country’s trade surplus widened to $119.1 billion. Auto exports jumped 43% and semiconductor shipments soared nearly 130%, highlighting the strength of China’s manufacturing sector.

The Economic Times · Sep 8

Global Market: Kospi extends winning streak to four sessions as Samsung, SK Hynix rally

South Korean stocks surged nearly 2%, with the Kospi reaching a three-week high, driven by semiconductor gains as concerns over AI investment demand eased. Samsung Electronics and SK Hynix rallied, while broader markets remained mixed. Foreign investors bought shares, the won strengthened, and second-quarter economic growth held steady at 0.6%.

The Economic Times · Sep 8

This Korea ETF Has Soared, But the Rally May Not Be Over

Korean equities have surged in 2025 on AI chip demand, with the Matthews Korea Active ETF (MKOR) up roughly 80% YTD, though volatility and a higher expense ratio set it apart from cheaper rivals like EWY.

MarketBeat · Sep 7

Global Market: China stocks range-bound as tech gains offset bank, insurance sector losses

Chinese stocks were largely range-bound on Monday as gains in technology shares offset losses in banks and insurers following Beijing’s $54 billion capital-injection plan. The Shanghai Composite slipped 0.2%, while the CSI300 gained 0.2%. Investors also monitored China-US relations, US rate expectations and semiconductor demand.

The Economic Times · Sep 7

Global Market: Japan’s Nikkei rallies on semiconductor strength as market volatility eases

Japan's Nikkei share average took a leap of over two percent on Monday, propelled by robust performance in chip-related stocks reflecting U.S. semiconductor advances. Investors demonstrated a healthier risk appetite, encouraged by steady bond yields and a firm yen. Both Advantest and Tokyo Electron saw an uptick of more than…

The Economic Times · Sep 7

Global Market: South Korean stocks surge nearly 3% as AI chip optimism lifts Samsung, SK Hynix

South Korean shares surged nearly 3% on Monday, led by Samsung Electronics and SK Hynix, as optimism over sustained AI investment and strong semiconductor demand lifted investor sentiment. Strong exports and a firmer won also supported the broader market, with foreign investors turning net buyers of South Korean equities.

The Economic Times · Sep 7

ASEAN can still hedge between America and China on AI. It needs to get its act together first

Can ASEAN members draw from both the Chinese and Western ecosystems in pursuit of their own interests?

Fortune · Sep 6