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UNBELIEVABLE: Semiconductor - The Untold Story

South Korean tech giants to build a $518 billion chipmaking hub to serve soaring AI demand

South Korean tech giants Samsung Electronics and SK Hynix plan to invest a combined $518 billion in a new computer chip manufacturing hub, capitalizing on surging artificial intelligence-driven demand

The Independent UK

South Korea to invest nearly $1.2 tn in chips, AI data centres

SEOUL - South Korea will invest nearly $1.2 trillion -- equivalent to more than two-thirds of its GDP -- in a new chip-building hub and AI data centres over several years, as it seeks to profit from soaring demand while developing previously neglected regions.

Bangkok Post

Europe depends on China. Here's where China still depends on Europe — more than you'd think

While Europe's dependence on China is widely recognized, China's reliance on the EU in key technologies is often overlooked. Despite its push for technological self-reliance, Beijing still depends on European capabilities in critical areas.

Euronews

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Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead

In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market

The Independent UK

South Korean president to unveil massive AI and chip investment drive

Lee will preside over the event, framed as a national "great leap" due to be unveiled around 0500 ‌GMT, his office ⁠said, with ⁠ministries covering industry, science, climate and transport set to outline policy support.

The Economic Times

5 AI Hardware Stocks Create a New ‘MANIA’ Trade That Replaces the Magnificent 7. Hedge Your Bets on the Hot Tickers with These 2 Leveraged ETFs.

Micron, AMD, Intel, Broadcom, and Nvidia are the new pop stars of the stock market.

Barchart

The Japan-India Summit: Strategy maturing into substance

Japan's Prime Minister Sanae Takaichi's visit to India signals a deepening economic partnership, focusing on resilient supply chains and high-tech manufacturing. The summit highlights a strong alignment between political will and commercial needs, aiming to redefine global supply chains. Discussions will center on semiconductor interdependence, energy security, and next-generation mobility,…

The Economic Times

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The hidden reason global capital is looking beyond India for future growth

Foreign investors are reallocating capital away from India towards markets like Taiwan and South Korea that offer stronger exposure to AI and semiconductor growth. The trend highlights India’s structural gaps in innovation, limited deep-tech opportunities in listed markets, and rising concerns over valuations amid moderating earnings and slowing capital inflows.

The Economic Times

Bank of America Just Gave Applied Materials Stock a New Street-High Price Target

Applied Materials is riding optimism about growing AI spending, as stronger semiconductor forecasts and Wall Street enthusiasm keep momentum intact.

Barchart

Qualcomm Stock Is Down 14.6% From Its High, But QCOM Faces Too Many Headwinds to Rush In and Buy the Dip

Qualcomm is transforming itself into a diversified AI and semiconductor powerhouse.

Barchart

Broadcom and OpenAI Just Unveiled the New Jalapeño AI Chip. What That Means for AVGO Stock.

As Broadcom takes another major step in the AI race with OpenAI's first custom AI chip, here's how investors should approach AVGO stock.

Barchart

A $2.7 Trillion Reason Intel Stock Just Got a New Street-High Price Target

Bank of America sees a $2.7 trillion semiconductor opportunity ahead, and that massive AI-driven growth forecast just helped Intel earn a new Street-high price target.

Barchart

Amber Group eyes $2 billion revenue milestone soon; invests Rs 6,750 crore in UP projects

Amber Group is poised to reach USD 2 billion in revenue soon, fueled by robust growth in its consumer durables, electronics, and railway/defence sectors. The company recently broke ground on a significant Rs 6,785 crore manufacturing expansion in Jewar, Uttar Pradesh. This includes a crucial PCB and semiconductor substrate unit…

The Economic Times

ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.

The Economic Times

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The Economic Times

Wall Street Week Ahead: Jobs data, rate bets in focus as US stocks close solid first half

Upcoming jobs data could signal a strong U.S. economy, potentially leading to interest rate hikes and stock market jitters, especially for tech shares. While major indexes are set for a solid first half, recent volatility in semiconductor stocks highlights investor concerns about AI-driven profits and overheated markets. Inflation remains a…

The Economic Times

West Asia conflict may delay India's chip projects

India's ambitious semiconductor projects, including Tata Electronics' Dholera fab, face potential delays due to the West Asia conflict. Logistical snags have disrupted the supply of crucial speciality gases, chemicals, and metals, leading to concerns about cost overruns and extended timelines. While some believe disruptions have eased, experts warn of significant…

Barchart

The $7 Billion Reason ON Semiconductor Stock Is Down Today

ON shares crashed as management announces a $7 billion acquisition of Synaptics. Here’s why the deal isn’t sitting well with ON stock investors.

Barchart

Goldman Sachs Predicts 3 Stocks to Benefit Most From $757B AI’s Capex Supercycle

These three stocks give investors three distinct ways to participate in one of the largest technology investment cycles of the decade.

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The Economic Times

Need to de-risk single-point failures in global AI supply chains: US official

According to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply chains. The Pax Silica initiative promotes cooperative efforts in semiconductor fabrication and essential mineral processing. Acknowledging existing supply chain vulnerabilities, both nations are dedicated to reducing risks…

International Business Times UK

Samsung Eyes $648 Billion Mega Investment to Supercharge South Korea's AI and Chip Ambitions

Samsung plans to invest 1,000 trillion won in South Korea over the next decade, focusing on AI and semiconductor manufacturing, aiming to boost regional development beyond Seoul.

The Economic Times

Japanese PM Sanae Takaichi to visit India next week for 16th annual summit with PM Modi

Japan's Prime Minister Sanae Takaichi embarks on a significant three-day visit to India from July 1-3 for the 16th India-Japan Annual Summit. This marks her first official trip to the nation. Discussions will focus on strengthening defense ties, supply-chain resilience, and collaboration in emerging technologies like AI and semiconductors. A…

The Economic Times

GIFT Nifty tumbles over 150 points as global sell-off in AI stocks rattles sentiment

GIFT Nifty signals a weak start for Indian markets after a sharp global sell-off led by declines in AI and semiconductor stocks across Asia. Profit booking, weak tech sentiment and mixed Wall Street cues weighed on markets, even as analysts maintain a positive near-term outlook for Nifty above key support…

The Economic Times

India-US hold roundtable to deepen AI, chips, critical minerals cooperation

India and the United States held a closed-door roundtable bringing together senior government officials and industry leaders to strengthen cooperation in artificial intelligence (AI), semiconductor supply chains and critical minerals, as both countries seek to deepen their strategic technology partnership.

The Economic Times

US Stock Market: Russell index revamp set to trigger massive trading as SpaceX joins benchmark

A massive $150 billion trading surge is expected Friday as FTSE Russell's indexes undergo their annual overhaul, now happening twice a year. This year sees SpaceX fast-tracked into the Russell 1000, while tech giants like Microsoft and Apple see shifts. AI's influence is clear, with semiconductor firms gaining prominence. This…

Barchart

The Third Wave of AI: Why It’s Time for Investors to Pivot From ‘Infrastructure’ to ‘Efficiency’

With the semiconductor sector showing signs of exhaustion and overvaluation, the AI investment playbook is fundamentally shifting. Investors must now pivot away from hardware builders to traditional firms leveraging AI to slash operational costs and drive margin expansion.

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