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AI SEMICONDUCTOR DEMAND
UK's IQE swings to first-half profit and sees more AI data centre upsideBritish chip maker IQE reported a first-half profit, supported by strong AI demand. The company maintained its annual outlook, exceeding ea...- Global Market: South Korean stocks surge nearly 3% as AI chip optimism lifts Samsung, SK HynixSouth Korean shares surged nearly 3% on Monday, led by Samsung Electronics and SK Hynix, as optimism over sustained AI investment and stron...
- South Korea says chip investments under discussion with US amid tariff concernsThe presidential official was responding to a question about whether planned tariffs on chips flagged by U.S. Commerce Secretary Howard L...
- US Market: Tech stocks challenge Wall Street’s traditional bear market definitionThe traditional 20% threshold for defining a bear market is facing fresh scrutiny as highly volatile technology and semiconductor indexes r...
- Broadcom raises AI chip forecast as Big Tech keeps writing bigger checksThey have gained about 6% this year, significantly underperforming rivals and the broader semiconductor index, as AI spending concerns an...
- ISM 2.0 paradox: Tough IP rules might leave startups starving for global cashThe India Semiconductor Mission (ISM) 2.0 was notified on Monday. The domestic chip design industry welcomed the large, updated design-link...
- TSMC plans Kaohsiung site expansion to boost semiconductor testing efficiencyTSMC Vice President of Advanced Packaging Technology and Service Jun He said the company is working with Taiwan's Ministry of Economic Affa...
- Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...
- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
- Semicon 2.0, ECMS & MPMS together can build end-to-end electronics value chain: ELCINAThe recently launched MPMS, with an outlay of Rs 62,500 crore, can further create demand and scale for these domestic inputs by promoting m...
- Taiwan says its companies plan to invest another $20 billion in USTaiwanese firms plan additional twenty billion dollars investment in the United States. This significant investment is driven by increasing...
- Global Market: AI hardware demand powers Asia’s manufacturing growth in AugustAI hardware demand helped sustain manufacturing growth across several Asian economies in August, with China, Japan and South Korea recordin...
- Global Market: KOSPI gains as AI-driven chip demand lifts South Korean exportSouth Korean shares gained on Tuesday, with the KOSPI rising 0.33%, as stronger-than-expected exports and robust semiconductor demand linke...
- South Korea proposes record $597 billion 2027 budget to supercharge AI investmentIn its annual budget proposal, the budget ministry said the spending plan represented a 12.8% rise from 2026, marking the largest year-on...
- SK hynix open to US investment, sees memory shortage through 2030SK hynix CEO Kwak Noh-jung said SK hynix was looking globally for potential sites that could support its development and testing needs, cit...
- Semiconductor GCCs set to add 10,000 jobs in IndiaAbout 80% of the expected headcount growth will come from existing GCCs and 20% from new centres, said Pareekh Jain, chief executive of EII...
- SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facilityThe facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, accordi...
- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
- German-chipmaker Infineon to acquire C2i Semiconductor startupGerman semiconductor major Infineon Technologies will acquire Bengaluru-based power-management startup C2i Semiconductors to strengthen its...
- India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
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