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INSANE: 2 - The Real Truth

India eyes chip investments at Pax Silica Summit

India is actively seeking semiconductor investments and multilateral funding at the Pax Silica summit in Washington D.C. The nation aims to leverage the US's $250 million seed fund to bolster its growing semiconductor manufacturing and design capabilities. This initiative is part of a broader global effort to diversify supply chains…

The Economic Times

Wall Street Says AI Is Slowing. Taiwan Semiconductor’s Latest Move Says Otherwise.

Despite a sharp AI stock selloff, TSM's reported 5% to 10% price hike on advanced chip production suggests demand remains strong. Companies don't pay more for scarce capacity if growth is fading.

Barchart

How Semiconductor Stocks Could Drop 50% From Here, And How This 1 ETF Could Win Big

This leveraged inverse ETF gives you a chance to bet on a 50% drop in semiconductor stocks.

Barchart

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ASML’s Chip Dominance Runs Into New Silicon Boundaries

ASML stock fell as China export-control risks grew, but AI chip demand, Western fab spending and EUV dominance still support its long-term case.

MarketBeat

Why Applied Materials Just Got a New Street-High Price Target

Wells Fargo analysts believe AMAT has more room to run amid the ever-increasing demand for semiconductor equipment and AI infrastructure buildouts.

Barchart

How SK Hynix's bet on a niche memory chip made it more valuable than Samsung

SK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandwidth memory (HBM) chips. Initially viewed with doubt, this strategic pivot to a niche segment, particularly serving Nvidia's AI accelerators, has firmly established SK Hynix as a leader…

The Economic Times

Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul Chadha

South Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correction rather than an end to the rally. Concerns linger over leveraged ETFs, with market watchers focusing on major tech firms' AI capital expenditure. While India shows near-term strength due to…

The Economic Times

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Oil, AI and chips: The new resource race redrawing markets and nations

The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of global economic prowess, akin to oil in previous centuries. With nations such as Taiwan and South Korea emerging through powerhouses like TSMC and Samsung, the future prosperity relies heavily…

The Economic Times

Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market value

SK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Backed by early investment and Nvidia demand, the company transformed from a struggling memory maker into a global semiconductor leader.

The Economic Times

Global Markets: MSCI keeps South Korea in emerging-market index, cites market accessibility hurdles

South Korea remains in the emerging-market category as MSCI cites persistent foreign exchange market accessibility issues. Despite ongoing reforms, including plans for round-the-clock trading, the index provider requires more time to assess their impact. While the country's benchmark KOSPI has seen remarkable gains, driven by AI-related semiconductor stocks, its market…

The Economic Times

US Stock: S&P, Nasdaq end lower on semiconductor selloff as AI spending concerns mount

Indian markets mirrored global trends as major indices, including the Nasdaq and S&P 500, closed at over a week's low on Tuesday. Semiconductor stocks experienced significant declines, fueled by investor concerns over debt-fueled AI spending and anticipation of a more hawkish stance from the U.S. Federal Reserve. Traders are now…

The Economic Times

Lam Research Stock Just Got a New Street-High Price Target. NAND Equipment Demand Can Take LRCX Higher.

Lam Research is in focus as Citi’s $450 price target highlights the company’s potential from surging NAND demand.

Barchart

Amkor Technology Is a ‘Picks-and-Shovels’ Winner Up 327% as AI Chip Stocks Lead the Way

Amkor Technology (AMKR) is the world’s largest independent provider of semiconductor packaging and test services. Shares are trading near all-time highs and have significant momentum. AMKR has surged 327% over the past year, with strong technical buy signals. Despite technical strength, major analysts are split on valuation. Today’s Featured Stock...

Barchart

How Intel Is Packaging the Future of American Chips

Intel is undergoing a massive transformation into a premier domestic foundry powerhouse driven by heavy government backing and advanced chip packaging.

MarketBeat

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The Economic Times

US Stocks | AI chip slump extends on Wall St as SanDisk sinks 12%, Micron drops 9% and AMD falls 5%

Wall Street witnessed a significant downturn in semiconductor stocks Tuesday, impacting major AI beneficiaries. Memory chipmakers like SanDisk and Micron saw substantial drops as investors re-evaluated high valuations amid escalating AI spending. This correction, also affecting broader tech, signals growing caution about the speed of returns from massive AI investments,…

MarketBeat

Micron’s Sudden Plunge May Be an AI Buying Chance

Micron Technology secures an artificial intelligence partnership with Anthropic to drive future growth and solidify its foundational memory leadership.

The Economic Times

Nasdaq 100 set to shed over $1 trillion as tech selloff deepens; SpaceX slides

Technology stocks came under heavy selling pressure on Tuesday, putting the Nasdaq 100 on track to lose more than $1 trillion in market value. SpaceX slipped below a $2 trillion valuation for the first time since its IPO, while chipmakers and AI-linked megacaps extended losses amid valuation and rate concerns.

The Economic Times

Japan's Nikkei slides to one-week low as profit-taking hits tech stocks

Japan's Nikkei index tumbled to a one-week low after a streak of all-time high gains, as investors decided to cash in on profits. The pullback was broad-based, primarily driven by declining AI and semiconductor stocks that had previously led the surge. Analysts warn the market was overheating, hinting at an…

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The Economic Times

Global Market: Standard Chartered bullish on Asia ex-Japan equities, sees strong AI-led growth

Standard Chartered upgraded Asia ex-Japan equities to overweight, expecting the region to post the strongest earnings growth globally in 2026 and 2027, supported by AI investment and semiconductors. It prefers Taiwan, China and India, while maintaining a positive view on US equities, bonds and gold.

The Economic Times

US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloff

Wall Street’s AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate sufficient returns. While hyperscalers such as Alphabet, Amazon, Meta and Microsoft declined sharply, semiconductor and data storage firms including Micron continued gaining on strong AI hardware demand expectations.

The Economic Times

3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bells

Two Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentration poses significant risk. In contrast, India's market offers diversification across sectors like BFSI, consumption, and infrastructure, presenting a potentially more resilient investment opportunity. Experts highlight India's growing AI infrastructure…

The Economic Times

Software-hardware loop fuelling all new AI super cycle

While energy and cooling challenges persist, a lot more hardware requirements are expected to emerge, Synopsys CIO Sriram Sitaraman told ET. While energy and cooling pose challenges, innovation is anticipated to overcome these. Enterprises are also seeing productivity boosts from AI in repetitive tasks, shifting towards efficient model usage and…

Barchart

Lam Research Stock Is Up 114% So Far in 2026. This AI Infrastructure Stock Is Far From Finished.

Lam has already had a huge run, yet the AI spending cycle driving its growth may still be accelerating.

International Business Times UK

What Is SK Hynix? The Little-Known Tech Giant That Just Knocked Samsung Off Its Throne

SK Hynix has overtaken Samsung to become South Korea's most valuable company, driven by its dominance in AI memory chips, marking a huge shift in the semiconductor industry.

The Economic Times

SK Hynix overtakes Samsung to become South Korea's most valuable company

SK Hynix has surged past Samsung Electronics to become South Korea's most valuable company, driven by its dominance in high-bandwidth memory (HBM) chips crucial for AI systems. This remarkable turnaround, from near collapse two decades ago to a market leader, highlights the transformative impact of the AI boom on the…

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