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SEMICONDUCTOR MARKET REPORT
US stocks: US market's indexes advance with boost from chips, Iran optimismU.S. stock indexes rose Thursday, led by semiconductor shares and easing inflation fears, despite anticipated Federal Reserve interest rate...- Silicon Valley chiefs discuss gigawatts & guardrails at G7Here’s everything you need to know about what was discussed at Wednesday’s working lunch among tech executives and global leaders.
- L’Oréal acquires Innovist in big D2C deal; Dhan’s FY26 profit shrinksL’Oréal has bought Innovist to claw back momentum in India’s hyper-competitive beauty market. This and more in today’s ETtech Top 5.
- US stocks: US market advances as Iran deal optimism offsets hawkish Fed; Intel soarsWall Street's major indexes saw gains on Thursday, with technology shares spearheading the advance. Optimism surrounding a potential Middle...
- Retail investors’ bond rush; Rapido’s angels exitHappy Thursday! Retail participation in corporate bonds is surging as platforms ramp up awareness efforts. This and more in today’s ETtech ...
- ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defenceSome auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...
- Nvidia supplier SK Hynix ships samples of next-generation chips to major customersThe next-generation 12-layer HBM4E chip reaches speeds of up to 16 gigabits per second per pin and offers over 20% better power efficienc...
- We cannot let AI frontier models fall into hands of authoritarian regimes: French President Emmanuel MacronArtificial intelligence frontier models must not be allowed to fall into the hands of authoritarian regimes, but democracies must co-ope...
- G7 leaders vow closer ties on AI as they hash out 'trusted partners' schemeG7 leaders are coordinating on advanced AI risks and opportunities. They are discussing a "trusted partners" scheme to grant non-US nations...
- EU chases tech independence but gaps remainEurope wants more homegrown tech to cut its dependencies on the United States and China, but the EU warned Wednesday the bloc has more work...
- US Stock Market: Wells Fargo raises S&P 500 target on stronger earnings outlook, easing macro risksWells Fargo has raised its year-end 2026 target for the S&P 500 to 7,950 from 7,300, implying a potential upside of about 5% from current l...
- Global Markets: Japan exports extend growth streak despite Middle East supply disruptionsJapan's exports saw a significant rise in May, fueled by a weaker yen and robust demand for semiconductors. This growth outpaced expectatio...
- Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
- Kospi jumps 6% as US-Iran peace deal triggers super surge; index up over 100% YTDSouth Korean stocks jumped 6% on Monday as easing geopolitical tensions lifted global risk sentiment after the US and Iran reached an initi...
- Nasdaq-100 drops Cognizant, adds AI-focused firms Astera, CoreWeave in quarterly reshuffleCognizant Technology Solutions will be removed from the Nasdaq-100 index on June 22 after more than two decades. The reshuffle sees AI-focu...
- Why is the US stock market crashing today? S&P 500 erases all gains and wipes out $1.3 trillion in 2 hours as Nasdaq and Dow turn sharply lower - Tech stocks and chip sector collapseThe US stock market crash today caught many investors off guard. Early gains quickly vanished as the S&P 500 erased more than $1.3 trillion...
- Why is the US stock market rallying big today? Dow Jones, S&P 500 and Nasdaq surge on AI boom — Nvidia and Intel jump as Nasdaq significantly outperformed both the Dow and S&PUS Stock Market Rallies Monday as Tech Leads Rebound After Friday's Selloff: The Dow Jones Industrial Average climbed above 51,000. The S&P...
- Tech stocks dive as Fed bets rattle AI rallyAsian markets are experiencing a significant downturn. High-flying semiconductor stocks are bearing the brunt of the selloff. This follows ...
- China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
- Chip slump erases $1.3 trillion in stock market valueThe PHLX's combined loss of 12% over two sessions shows investors are becoming more concerned about pricey, high-flying tech stocks just as...
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