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Samsung expects 780% quarterly operating profit jump on AI boomSamsung Electronics anticipates a remarkable surge in its third-quarter operating profit, fueled by soaring memory chip prices. With an est...- Taiwan says exports hit record in September on AI demandThe island is a powerhouse in the semiconductor sector, producing more than 90 percent of the world's most advanced chips used to train and...
- Global Market: TSMC third-quarter revenue jumps 50% as AI chip demand surgesTSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in advanced chips, while the chipmak...
- Elon Musk rules out wider TSMC role in Texas Terafab, says his companies will build and run facilityResponding to a post on X about ongoing discussions between TSMC and Musk over the chipmaking project, Musk said there should be no doubt t...
- Global Market: Japanese shares fall as AI stocks retreat after sharp rallyJapanese shares slipped on Wednesday as investors booked profits after a sharp recent rally, with technology and semiconductor stocks leadi...
- Local sourcing must for ISM 2.0 subsidy: MeitY tells chip companiesISM 2.0 was unveiled by MeitY last month. While no company has formally announced its application under the scheme, officials say they are ...
- How 90 Claude Opus 5.5 agents found a 27-year-old compound in 3 days to solve computing's heat problemMore than 90 Claude Opus 5.5 agents spent three days searching for materials that could enable cooler spin-based computing. They identified...
- Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demandAMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key supplier...
- It’s safety first for gas suppliers at Semicon IncSuppliers want detailed guidelines from the Petroleum and Explosives Safety Organisation (PESO), without which they believe commercial hubs...
- Samsung poised for historic $73.4 billion quarterly operating profit on memory demand surgeSamsung Electronics is expected to report a record quarterly profit due to increased demand for memory semiconductors. The anticipated oper...
- Semiconductor push, govt support driving EMS sector's growth, but valuation remains a concern: How 3 stocks with most buy calls are placedInvestor enthusiasm around the sector is visible in the performance of nine EMS stocks covered by multiple brokerages. The group has delive...
- Canon in talks with those engaged in key chip projects in India, plans local service centresCanon India President and CEO Toshiaki Nomura said the Japanese technology company has held discussions with key semiconductor manufacturer...
- Amazon seeks to offload $8 billion of Nvidia chips to investors, FT reportsAmazon is seeking to offload about $8 billion of advanced Nvidia chips to investors through a new vehicle to strengthen its balance sheet, ...
- Agrani in talks to raise Rs 800-850 crore from Samsung, 360 One, Peak XVThe Bengaluru-based company is also looking to apply for around Rs 120-130 crore under the government-backed Research, Development and Inno...
- Infineon opens $1.4 billion Thailand plant as country ramps up semiconductor pushThe project signifies Thailand's commitment to boosting semiconductor manufacturing and attracting investments of $18 billion by 2030. The ...
- Global Market: Japan’s Nikkei rises as AI stocks track US chip gainsJapan’s Nikkei rose 1.3% on Wednesday, led by AI and semiconductor stocks, while banking and shipping shares also advanced. SoftBank, Tokyo...
- Tata Electronics triples equity investment as iPhone, chip plans expandTata Electronics significantly increased capital investments and debt financing for Apple iPhone manufacturing and semiconductor initiative...
- Global AI trade could revive after recent pullback, JP Morgan saysThe recent pullback in the global AI trade has improved investor positioning, made valuations attractive and could spur a re-engagement, pa...
- Linde deepens its India semiconductor footprint, locks in Sanand land parcelThe US-German company has acquired a land parcel in Sanand, Gujarat, for establishing its second facility in the region to capitalise on th...
- Electronics demand, global supply shifts, policy support driving India's semiconductor play: BCG top execIndia is well placed to build a deeper semiconductor ecosystem as domestic electronics demand rises, government incentives expand and globa...
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