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The Latest Breaking News from Semiconductor

GlobalFoundries Eyes AI, Data Center Growth as It Targets 40% Margins

GlobalFoundries (NASDAQ:GFS) Chief Financial Officer Sam Franklin said the company is positioning itself around data center demand, physical AI, silicon photonics, supply-chain diversification and custom silicon as it looks to expand revenue and margins over the next several years. Speaking with JP

MarketBeat

Broadcom’s AI Packaging Bet Gets Bigger. Wall Street Is Betting on More Upside for AVGO Stock.

Broadcom joining Applied Materials’ EPIC platform adds another layer to the AI infrastructure story, as advanced packaging becomes more critical for custom accelerators, networking chips, and next-generation compute systems.

Barchart

Exports in high growth trajectory during May: Piyush Goyal

India's exports are growing strongly in May, continuing April's pace. Foreign direct investment has reached an all-time high. The nation is seen as a preferred investment destination. The government is supporting farmers and introducing economic growth initiatives. A significant achievement is the upcoming semiconductor plant in Gujarat.

The Economic Times

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Short Sellers Keep Placing Their Bets Against Micron Stock. Why They Think MU Will Stumble Soon.

Even as Micron rides the AI memory boom to historic highs, short sellers are piling in bearish bets, wagering the semiconductor rally may be overheating.

Barchart

'10 major Indian semiconductor units to make global mark soon': PM Modi says 'complete supply chain' being created

Prime Minister Modi emphasised that heavy capital investments in core manufacturing and engineering sectors are generating millions of high-quality job opportunities for the nation's youth.

The Economic Times

USTR Greer sees no immediate chip tariffs but says protection important for sector

USTR Jamieson Greer announced no immediate semiconductor tariffs are planned. He emphasised the importance of duties to encourage domestic chip manufacturing. Greer indicated that any protective measures would be carefully timed and appropriately scaled. This comes as the US aims to reduce reliance on foreign chip supply chains. Micron Technology…

The Economic Times

Is Wall Street Bullish or Bearish on Lam Research Stock?

As Lam Research has outperformed the broader market over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Barchart

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Why UBS Says ASML Is the Best Bet Among European Chip Stocks

UBS analysts think ASML is the best semiconductor pick in Europe for several reasons.

Barchart

Are Wall Street Analysts Bullish on KLA Corporation Stock?

KLA Corporation has outpaced the S&P 500 Index over the past year, yet analysts remain fairly bullish about the stock’s prospects.

Barchart

The Best AI Stock to Buy Now for Less Than $500

This semiconductor company remains deeply embedded in the AI supply chain.

Barchart

Most advanced countries in the world ranked: From South Korea’s high digital adoption to Denmark’s pharmaceutical innovation

The most technologically developed countries in the world are ranked based on their degree of digitalisation, access to the internet, mobile phone usage, investment in research and development, and the overall technological competitiveness of the state. Among the top countries to be considered for the year 2026 are those with…

The Times of India

Samsung union to start vote on tentative wage deal

Samsung labour union members will vote on a tentative wage deal this week. This agreement averted a major strike at the South Korean chip giant. The provisional deal was reached following government-mediated talks. The semiconductor division will receive a new bonus pool equivalent to 10.5% of operating profit. This is…

The Economic Times

Axion Semiconductor Acquires Moov Technologies

GREENWOOD VILLAGE, Colo., May 22, 2026 /PRNewswire/ -- Axion Semiconductor, a semiconductor platform company focused on supply chain operations and services, announced it has acquired Moov Technologies, an Austin, Texas-based semiconductor equipment marketplace and asset management platform serving customers in more than 55 countries. The acquisition expands Axion Semiconductor's operating…

AAP

Amkor Technology Targets $11B Revenue by 2030 on AI Packaging, Arizona Ramp

Amkor Technology (NASDAQ:AMKR) outlined a multi-year growth strategy centered on advanced semiconductor packaging, saying the technology has moved from a back-end manufacturing step to a critical part of system performance, integration and supply-chain design. During the company presentation, execu

MarketBeat

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MarketBeat

Silicon Shake-Up: The AI Trade Is Moving Beyond NVIDIA

Institutional capital is aggressively rotating out of saturated mega-cap technology companies and into undervalued foundational semiconductor equities.

Tom’s Hardware

EU forced to exempt banned Chinese chipmaker after auto industry warns of supply crisis — European car factories warn of imminent supply chain collapse

The European Commission is preparing to propose a temporary exemption for a Chinese semiconductor manufacturer from the EU's 20th Russia sanctions package.

Tom’s Hardware

Samsung reportedly set to distribute up to $26.6 billion to staff in AI-driven semiconductor bonuses after last-minute union deal — average payouts could approach $400,000 per chip employee

Samsung Electronics is reportedly preparing to distribute up to 40 trillion won ($26.6 billion) in semiconductor employee bonuses after reaching a last-minute labor agreement. The proposed deal ties payouts to AI-driven chip profits and could see average employee bonuses approach $400,000.

Barchart

ARM’s Growth Catalysts Outweigh Concerns Related to Antitrust Investigation

Arm faces a new antitrust investigation in the U.S. over its dominant position in semiconductor licensing.

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The Economic Times

Samsung chip employees to get average $338,000 bonus under strike deal

Samsung chip workers will get big bonuses. An agreement was reached to avoid a strike. Employees in the semiconductor division will share profits. This deal could give them about 509 million won each. Samsung's chip business is booming due to AI. Shareholders are opposing the bonus plan. Legal action is…

Tom’s Hardware

ASML CEO says Elon Musk is 'very serious' about TeraFab chipmaking megaproject, confirms direct talks — Musk targets $119 billion Texas semiconductor facility

ASML CEO Christophe Fouquet said on Wednesday that he has spoken directly with Elon Musk about the TeraFab semiconductor project.

Euronews

Technological sovereignty is not about isolation, EU digital chief says

Henna Virkkunen says tech sovereignty means cutting risky dependencies and boosting European capacity in areas from semiconductor supply chains to cloud services.

The Economic Times

Taiwan-focused mutual funds soar 200% in a year. Experts warn against FOMO investing

Mutual fund investors are exploring international and thematic schemes, with some delivering up to 200% returns. Technology and semiconductor funds, especially those with Taiwan exposure, have seen significant gains. Experts suggest starting global diversification with broader US funds. While past performance is strong, future returns may vary.

The Economic Times

Tata semiconductor plant in Assam to begin production soon: CM Himanta Sarma

The Tata semiconductor plant in Assam is set to start production soon, according to Assam Chief Minister Himanta Biswa Sarma. It marks a critical step forward for the industrial sector of the state and supports the broader national framework for advanced semiconductor development.

The Economic Times

Govt's semicon sops 2.0 may top $10 billion: IESA prez

Industry stakeholders have informed the Ministry of Electronics and Information Technology (MeitY) of the need for higher incentives since global prices of memory, a key input, are expected to remain elevated for at least 18 months amid a supply shortage, Chandak said on the sideline of an industry event.

The Economic Times

Desi chip companies fear MNCs will dip into their DLI 2.0 treat

India is planning the second phase of its semiconductor incentive scheme, DLI 2.0. Concerns are rising among domestic startups that allowing multinational corporations to join, even with minority stakes, could overshadow Indian firms. The government aims to balance foreign investment with domestic control to foster self-reliance in chip design.

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