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HISTORICAL FACTS: 4 - The Untold Story

Poland teams up with Foxconn to build EVs: PM Tusk

Poland's government will partner with Taiwan's Foxconn to build electric cars. The venture aims to produce 400,000 electric SUVs each year. These vehicles will be sold exclusively in Europe. The Polish government is investing significantly in this project. Foxconn will also establish a semiconductor plant in Poland. This move aims…

The Economic Times

Chips seen as next growth engine

The government has established the National Semiconductor Policy Committee to set the country’s strategy for the sector, with a target of attracting 2.5 trillion baht in investment to Thailand.

Bangkok Post

Andhra Pradesh's Naidu pitches state as semiconductor hub to global chipmakers

Andhra Pradesh Chief Minister N Chandrababu Naidu is inviting global semiconductor firms to invest in the state. He highlighted Andhra Pradesh as a top investment destination in India. The Chief Minister mentioned a semiconductor manufacturing facility will be established in the Rayalaseema region. Discussions were held with Singapore-based semiconductor companies…

The Economic Times

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Elon Musk Needs ASML for Terafab. You Don’t Need ASML Stock in Your Portfolio.

Elon Musk’s Terafab ambitions highlight ASML’s critical role in advanced chip manufacturing, but investors must decide whether the company’s strong AI-driven growth prospects still justify its elevated valuation.

Barchart

Why Experts Think Intel Should Raise Capital Right Now, and What It Means for INTC Stock

After a stunning AI-fueled comeback, Intel may have a chance to raise capital and supercharge its turnaround. But should shareholders be fine with the dilution?

Barchart

What Maruti-Suzuki can teach India-Japan

The Maruti-Suzuki collaboration brought global manufacturing to India, democratising transportation and boosting the middle class. This partnership provided advanced Japanese technology and developed India's industrial capabilities. It created a world-class auto ecosystem. Maruti-Suzuki's success offers a blueprint for future India-Japan collaborations, like in the semiconductor industry.

The Economic Times

UK and Japan seal landmark deal worth £18bn as Starmer and Takaichi hail ‘new era’ in relations

Investment deal is expected to create thousands of new jobs in Britain

The Independent UK

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Global Markets: AI supply chain bets propel Asian hedge funds to stellar performance

Asia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related technologies. Strong demand for AI infrastructure, coupled with supply constraints, lifted regional markets and helped fund managers uncover opportunities across Asia’s expanding technology ecosystem.

The Economic Times

Anutin unveils chip hub vision

Prime Minister Anutin Charnvirakul has unveiled a plan to position Thailand as Asean's hub for advanced chip manufacturing, with the goal of producing "Made in Thailand" semiconductors by 2050.

Bangkok Post

Why Wall Street Loves Cadence Design Systems Stock Here

Wall Street is growing more bullish on Cadence as its latest Intel collaboration reinforces its position as a key enabler of next-generation semiconductors.

Barchart

UK and Japan building ‘new era of co-operation’, says Starmer

The Prime Minister conducted meetings with Japanese prime minister Sanae Takaichi and business leaders in No 10.

Evening Standard

Semiconductor stocks just had their worst week since 2020 — but it wasn't all their fault

Semiconductor stocks have had a few rough days in a market that is also digesting tough news on other fronts.

TechRadar

Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.

Huang views the ongoing semiconductor selloff as a prime buying opportunity.

Barchart

ON Semiconductor Stock: Is ON Outperforming the Technology Sector?

After delivering stronger returns than the broader technology sector over the past year, ON Semiconductor continues to garner a moderately bullish outlook from analysts.

Barchart

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The Economic Times

DLI-backed chip companies call for government procurement support

Indian semiconductor startups are urging the government for stronger market access and intellectual property protection. They highlight the need for procurement support to foster growth and maintain domestic ownership. Existing schemes have boosted design capabilities, but incentives for electronics makers to adopt Indian chips are lacking. Founders emphasize that capital…

Kiplinger

The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush

The best semiconductor ETFs hold the chipmakers benefitting from historically high spending by artificial intelligence hyperscalers and data center builders.

Barchart

Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.

Jensen Huang’s “insanely profitable” comment underscored TSMC’s central role in the AI chip boom and strengthened investor confidence in its growth outlook.

Barchart

These 3 Semiconductor Stocks Just Got a Bullish Nod From Citi. Buy the Dip.

Citi highlighted Broadcom (AVGO), Texas Instruments (TXN), and Applied Materials (AMAT) as attractive buys following the recent semiconductor sector selloff triggered by Broadcom’s Q2 results.

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International Business Times

Google Explores Samsung Role In Next-Generation AI Chip As Demand Reshapes Global Semiconductor Supply Chain

Google is discussing plans with Samsung Electronics to manufacture part of its next-generation artificial intelligence chip, according to a new report.

The Times of India

China finds 99.9% pure quartz in Tibet that could reshape the global chip supply chain

In a discovery that could have significant consequences for the global semiconductor and clean energy supply chain, Chinese researchers have identified a major new source of high-purity quartz in Tibet, one that can be refined to a silica content exceeding 99.995 per cent. The find comes at a critical time:…

The Economic Times

Kospi tanks 9% in just two sessions! What’s causing bloodbath in 2026’s top market?

South Korea’s KOSPI has plunged 9% in two sessions after a strong 2026 rally, as AI-driven semiconductor stocks face profit booking. Rising U.S. inflation, geopolitical tensions in West Asia and leveraged ETF volatility have intensified the sell-off, raising concerns that the AI-led rally may have outpaced fundamentals.

Barchart

1 Intel Insider Just Sold Nearly 10% of His INTC Stock

Intel’s remarkable turnaround has fueled a massive rally, but a recent insider sale is giving investors a reason to look twice.

Barchart

Intel’s AI Foundry Dream Is Becoming Reality. What That Means for INTC Stock.

Intel's latest foundry momentum is fueling optimism that the company could become a major beneficiary of the expanding AI infrastructure buildout.

The Economic Times

Gujarat to introduce ‘Ultra Mega’ category in new industrial policy

Gujarat is introducing a new 'ultra mega' industry category. This requires at least Rs 10,000 crore investment and 3,000 jobs. The state is also adding more 'thrust sectors' like semiconductor ancillaries and drone manufacturing. Companies in this category can get up to 40% incentives on capital investment.

Tom’s Hardware

3D-printed nozzles could revolutionize drug and self-healing material manufacturing — MIT-developed triaxial electrospray design makes cleanroom fabrication optional

MIT's 3D-printed triaxial electrospray nozzles could revolutionize drug and self-healing material manufacturing. By using a relatively inexpensive resin printing approach, the new nozzle fabrication technique removes the need for a semiconductor-class cleanroom facility.

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