AMDs Revenue Surges While Navitas Faces Declining Sales Amid AI-Driven Market Shift

Advanced Micro Devices (NASDAQ:AMD) has posted a steady rise in quarterly revenue over the past eight quarters, reaching...

IBMs Sales Warning Highlights AI-Driven Shift in Tech Spending

IBM’s latest earnings report has sent shockwaves through the market, with the company’s shares plummeting 25 %—the...

Bank of America Analyst Says AI-Driven Semiconductor Boom Is Still in Early Stages

On July 6, Bank of America Securities senior semiconductor analyst Vivek Arya told CNBC that the surge in demand for chi...

Samsung Forecasts 19-Fold Profit Surge as AI Memory Chip Demand Soars

Samsung Electronics Co. has issued a bold forecast that could reshape expectations for the chip industry. On Tuesday, th...

Michael Burry Warns of AI Bubble, Highlights Semiconductor Valuation Concerns

On May 24, 2026, investor Michael Burry took to X to sharpen his long‑standing critique of the artificial‑intelligen...

AMD Prepares AI Summit to Spotlight MI Series Chips and Helios Server Platform

Advanced Micro Devices (AMD) will host an artificial‑intelligence summit on July 22‑23, a move that analysts say cou...

Yardeni: Fed Influence Diminished, AI Fatigue Drives Tech Rotation

In a recent ET Now interview, Yardeni Research strategist Ed Yardeni argued that the Federal Reserve’s policy stance n...

Samsung and SK Hynix Commit $518 B to Southwest South Korea Chip Hub

South Korean tech giants Samsung Electronics and SK Hynix announced on Monday that they will invest a combined 800 trill...

South Korean President to Announce $649 Billion Mega-Projects Focused on Honam Semiconductor Cluster

On Monday, President Lee Jae‑Myung will unveil a trio of public‑private initiatives that together promise a staggeri...

Broadcom Forecasts AI Chip Revenue to Exceed $100 B by 2027, CEO Emphasizes Focus on Networking Gear

On June 5, 2026, Broadcom Inc. (NASDAQ: AVGO) told Bloomberg Tech that its AI‑chip division will surpass $100 billion ...

Qualcomm to Acquire AI Startup Modular for Nearly $4 B, Expanding Cross-Chip AI Software

On June 24, Qualcomm Incorporated (NASDAQ:QCOM) announced it would acquire AI‑software startup Modular in an all‑sto...

Arm Holdings Posts Record FY2026 Results and Launches AGI CPU Amid Market Volatility

Arm Holdings plc (NASDAQ: ARM) announced record financial results for fiscal year 2026 and unveiled its first in‑house...

Australian AI-Focused Stocks Offer Exposure to Semiconductors, Defence and Space Themes

Artificial intelligence has become the headline story of the decade, but the forces that fuel its growth extend beyond l...

South Korean Semiconductor ETFs Rebalance Amid Samsung Electro-Mechanics Surge

On June 21 2026, the Korea Exchange announced that several major semiconductor‑focused exchange‑traded funds (ETFs) ...

Philippines Accelerates Semiconductor and AI Investment Push, Highlights Texas Instruments and Pax Silica Initiative

The Philippine government announced a new push to fast‑track projects and incentives aimed at attracting semiconductor...

Asian Hedge Funds Post Triple-Digit Gains on AI-Driven Rally in 2026

TSMC Accelerates Capacity Expansion as Insider Buying and Analyst Optimism Surge

TSMC is accelerating its fabrication and packaging build‑out to keep pace with surging demand for AI‑centric chips. ...

AI Stock Retreat Highlights Growing Concerns Over Valuations and Long-Term Returns

Last Friday’s market swing sent the technology‑heavy Nasdaq Composite down 4.2 percent, while the broader S&P 500 sl...