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BIZARRE: 10 - What They Never Told You

Broadcom’s AI Revenue Is Taking Off. Back Up the Truck on AVGO Stock Now.

Broadcom has visibility toward generating more than $100 billion in annual AI chip revenue by 2027, indicating significant acceleration in top-line growth.

AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap club

AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap club

The global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging demand for AI memory chips, supply shortages and massive data centre investments have sparked strong rallies across Asian and US technology and semiconductor stocks.

The Economic Times

Samsung chip workers vote to accept $340,000 average bonus, ending months-long strike threat — resentment over deal has slowed down Samsung foundry division

Samsung chip workers vote to accept $340,000 average bonus, ending months-long strike threat — resentment over deal has slowed down Samsung foundry division

The agreement allocates 10.5% of Samsung's semiconductor division operating profit as stock-based bonuses.

Tom’s Hardware

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AI rally: SK Hynix, Micron Technology join trillion-dollar club; Taiwan bourse overtakes India in market value

The AI boom is fueling a surge in chipmakers like SK Hynix, Samsung, and Micron, pushing them into the $1 trillion market-cap club. This global tech rally has propelled Taiwan past India in market value, highlighting the dominance of AI-driven semiconductor giants.

The Economic Times

SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boom

SK Hynix has crossed the $1 trillion market value mark. This milestone follows similar achievements by rivals Samsung Electronics and Micron Technology. The surge is driven by strong demand for AI memory chips. This has boosted South Korea's KOSPI index to record highs. Investors are showing significant interest in semiconductor…

The Economic Times

Global Market Update: South Korea's KOSPI hits record as SK Hynix joins $1 trillion club after Samsung, Micron

South Korea's KOSPI index reached an all-time high as SK Hynix joined Samsung Electronics and Micron Technology in the $1 trillion market capitalization club. This surge, driven by strong demand for AI memory chips, saw SK Hynix shares jump 11.1%, contributing significantly to the KOSPI's impressive year-to-date performance.

The Economic Times

Nvidia CEO Jensen Huang Says US Chip Restrictions Helped Chinese AI Companies Grow

Nvidia CEO Jensen Huang claims US export restrictions on semiconductors have accelerated China's AI industry growth, allowing companies like Huawei to fill the market gap left by Nvidia.

International Business Times UK

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Samsung plans $1.5 billion chip testing plant in Vietnam, document shows

Samsung plans $1.5 billion chip testing plant in Vietnam, document shows

Samsung Electronics is investing $1.5 billion in Vietnam to build a new semiconductor testing plant, set to begin operations in November 2027. This expansion aims to address the global shortage of DRAM and NAND memory chips, exacerbated by surging AI demand.

The Economic Times

KLA Flags Stronger Chip Equipment Demand, Rare 2027 Visibility at JPMorgan Conference

KLA (NASDAQ:KLAC) is seeing stronger momentum across semiconductor equipment markets than it expected earlier in the year, with demand improving across leading-edge logic, memory and advanced packaging, Chief Financial Officer Bren Higgins said at J.P. Morgan’s 54th annual Global Technology, Media a

First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock market

First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock market

A global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas investors pulling nearly $24 billion from Indian equities this year. Fueled by the AI boom and a sharp rally in Taiwan Semiconductor Manufacturing Company, Taiwan has overtaken India as the…

The Economic Times

Global Market: Chinese AI and chip stocks rally after Huawei signals major tech leap

Global Market: Chinese AI and chip stocks rally after Huawei signals major tech leap

Chinese semiconductor stocks surged in Hong Kong following Huawei's announcement of a potential 1.4nm chip breakthrough using "LogicFolding" technology by 2031. This development aims to narrow the gap with global leaders and bolster China's AI ambitions amid US restrictions. While promising, the technology's commercial viability remains to be seen, with…

The Economic Times

Taiwan overtakes India as world's 5th largest stock market

Taiwan overtakes India as world's 5th largest stock market

Taiwan's stock market has now surpassed India's in value. This shift is largely due to a strong performance by Taiwan Semiconductor Manufacturing Co. The island's market capitalization reached $4.95 trillion. India's market value stands at $4.92 trillion. This development highlights the significant impact of artificial intelligence on global markets and…

The Economic Times

ISDN's IDI Dynamics debuts high-speed laser marker for semiconductor assembly and test (OSAT)

SINGAPORE, May 26, 2026 /PRNewswire/ -- IDI Dynamics, a subsidiary of ISDN Holdings Limited (SGX: I07 / 1656.HK), has launched its next generation High-speed Laser Marker for semiconductor chip packages, with a dual value proposition of delivering 2.5x higher marking speed and occupying 22% less physical footprint.

VCs eye deeptech fund launches to leverage RDI capital

VCs eye deeptech fund launches to leverage RDI capital

Sector-agnostic VC firms Kalaari Capital and Blue Ashva Capital are among those exploring new deeptech-focussed vehicles amid rising investor appetite around areas such as spacetech, semiconductors, robotics and energy transition, people aware of the matter told ET.

The Economic Times

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Intel CEO Touts Balance Sheet Progress, Foundry Gains and AI CPU Demand

Intel (NASDAQ:INTC) Chief Executive Officer Lip-Bu Tan said the company has made progress on strengthening its balance sheet, improving execution and rebuilding customer trust, while acknowledging that its foundry ambitions remain a long-term effort. Speaking with J.P. Morgan semiconductor analyst

International Business Times

Huawei Claims Chip Design Breakthrough As US-China Tech Rivalry Intensifies

The announcement comes as global chipmakers race toward sub-2-nanometer technology amid escalating US-China technology restrictions and rising AI demand.

Billionaire Philippe Laffont Is Betting Big on ASML Stock as UBS Declares It the ‘Top Chip Stock’ in Europe

Laffont shows high hopes that the next big AI winner could be ASML, the company powering the world’s most advanced chip production, while UBS remains bullish.

The Economic Times

Huawei touts new chipmaking technology to sidestep US restrictions

Chinese tech giant Huawei said on Monday it had developed a new way of making semiconductors that could get around its US-enforced lack of access to the most advanced chipmaking equipment. Huawei has been at the centre of a geopolitical standoff in recent years after Washington warned its equipment could…

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A $10 Billion Reason to Buy AMD Stock Now

AMD’s rally continues as AI demand, cloud spending, and a major Taiwan expansion reinforce its position in the semiconductor boom.

Cyient Semiconductors Announces Strategic Financing with Edelweiss at ~ USD 500 Mn. Equity Valuation

HYDERABAD, India, May 25, 2026 /PRNewswire/ -- Cyient Semiconductors today announced a strategic financing transaction with funds managed by EAAA India Alternatives Ltd ("Edelweiss") and affiliated co-investors. The transaction includes an equity investment of approximately USD 10 Mn (INR 100 Crores) at a post-money equity valuation of USD ~500 Mn…

The Economic Times

She got $400 million and a dream; now she's the woman who defied America's tech blockade - who is China's 'Chip Queen'?

She was handed $400 million and one impossible mission — make Huawei independent from foreign chips. Years later, He Tingbo emerged as China’s powerful “Chip Queen,” leading the company through brutal US sanctions and America’s tech blockade. From building Kirin processors to driving Huawei’s AI future, her rise has become…

Short Sellers Aren’t Relenting Against Qualcomm. The Chipmaker Needs to Quickly Deliver on Its AI Pivot for Bulls to Win.

Wall Street’s bears still have Qualcomm in their crosshairs. Now the chipmaker’s AI gamble needs to deliver fast because hype alone is no longer moving the market.

The Economic Times

Huawei's 'chip queen' etches her name in China's tech folklore

He Tingbo, Huawei's "chip queen", spearheads the company's semiconductor innovation. Facing U.S. sanctions, Huawei is developing new chip technologies. He Tingbo introduced the Tau Scaling Law, focusing on transmission speeds. This effort aims for self-reliance and continued technological advancement for China.

The Economic Times

Huawei proposes new path for chip development amid US sanctions

Huawei aims for advanced chip design by 2031. The company is developing a new 'Tau Scaling Law' to improve chip performance. This innovation could bypass US sanctions restricting access to cutting-edge semiconductor technology. Huawei's upcoming Kirin chips will feature a related 'LogicFolding' architecture. The company has already produced hundreds of…

The Economic Times

Tata Electronics plans to start chip packaging at upcoming Assam unit

While the Tata Group company has already initiated small-scale shipments from its first commercial OSAT facility in Vemagal, Karnataka, the strategic pivot to the greenfield high-volume manufacturing unit in Jagiroad, Assam is aimed at building trust among global clients about the company’s capabilities while ensuring immediate scalability to meet surging…

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