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SEMICONDUCTOR INDUSTRY TRENDS
What Companies that Excel at Strategic Foresight Do DifferentlyCompanies that excel at strategic foresight are able to systematically track both predictable future events and true unknowns across short-...- Dixon Tech shares down 30% from 52-week high. Can these 3 triggers reignite the rally for 79 lakh shareholdersDixon Technologies shares may see a rally after recent declines from their peak. Government approval for the Vivo joint venture is a signif...
- ASML to offer employees €20,000 retention bonus for staying in 2027-2030The company confirmed the plan, first reported in Eindhovens Dagblad, on Monday in an emailed statement.
- Ahead of Market: 10 things that will decide stock market action on TuesdayIndian markets ended lower as escalating Iran-US tensions and rising crude prices weighed on sentiment. Analysts expect geopolitical risks,...
- AI-driven chip boom fuels 47% surge in entry-level semiconductor hiring in South KoreaJobKorea said Monday that entry-level hiring in South Korea's semiconductor industry surged in the first half of the year, reflecting robus...
- Global Market: European shares dip as oil surge fuels inflation fears ahead of ECB meetingEuropean shares dipped slightly as oil prices climbed due to escalating US-Iran tensions. This surge revived inflation concerns and impacte...
- US Stock Market: Earnings season gathers pace as AI heavyweights, chipmakers take centre stageUS corporate earnings season is set to accelerate this week with key tech giants announcing their results for this quarter. Investors antic...
- Will Sensex, Nifty extend gains on Monday? Q1 earnings, global tech selloff among 6 factors to steer D-St this weekDalal Street ended the week on a strong note, with the Sensex and Nifty gaining over 1% on Friday. Investors will track six key market trig...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
- US Stock Market: Wall Street investment banking revival gains momentum as IPOs, M&A fuel deal boomWall Street's investment banking recovery is gathering momentum, driven by a rebound in IPOs, M&A deals and corporate debt issuance. The si...
- Can America lag China in the AI race? A new threat is cropping upThe pause on data center construction in New York reveals a significant conflict between the accelerating demand for AI and the limitations...
- Explained: Why South Korea's Kospi jumped 7% despite escalating Middle East tensionsSouth Korea's benchmark Kospi surged 7% on Wednesday, extending its rally for a second session as softer-than-expected US inflation data an...
- US stocks today: US stocks end lower as Iran tensions dampen risk appetite; chipmakers dropTech stocks dragged Wall Street lower as escalating US Iran tensions and a renewed blockade lifted oil prices and dented risk appetite. Nas...
- Stocks priced for ‘sunshine and rainbows’ now face earnings testWall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for disappoin...
- Morgan Stanley warns AI chip rally may be running out of steamMorgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI ...
- Global Market: Sovereign wealth funds pivot to strategic investments as AI takes centre stageSovereign wealth funds are increasingly prioritising national strategic goals over pure financial returns, with artificial intelligence and...
- South Korea's Kospi jumps 5%, exits bear market. What lies ahead for world's best performing stock market of 2026?South Korea's Kospi index saw a significant jump on Friday, extending recent gains after a substantial crash. The benchmark index officiall...
- Kospi enters bear market! What South Korea’s finance minister said after 20% crashSouth Korea’s Kospi entered bear market territory after falling over 20% from its June peak, dragged down by a sharp selloff in semiconduct...
- South Korea's Kospi enters bear market, plunges 20% from peak. What's spooking investors?South Korea's Kospi index entered bear market territory, plunging 20% from its peak. Heavyweight Samsung Electronics saw its share price fa...
- Global Market: Japan's Topix rises on oil price drop, Nikkei weighed down by techJapanese stocks saw a positive start to the week, with the Topix index extending its winning streak to six sessions, buoyed by falling oil ...
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