Semiconductor News & Analysis Feed

India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth.

A strike by South Korea's ready-mix concrete transport union is disrupting major semiconductor construction sites and raising concerns about wider industrial spillovers. If the stoppage continues, delays could spread beyond building projects and affect production schedules that matter to global technology supply chains and investors.

The pan-European Stoxx 600 index fell as investors monitored a global sell-off in chipmaking companies. The Stoxx 600 index ended the session 0.3% lower. The U.K.’s FTSE 100 rose almost 0.1%, outflanking major bourses in Paris, Frankfurt and Milan, which closed in the red. The sell-off in tech stocks that gripped U.S. and Asian markets on Thursday spread to Europe on Friday as investors retrea

By Merin Rebecca Thomas Published 05/29/26 AT 3:47 PM EDT Share on Facebook Share on LinkedIn Share on Reddit Share on Flipboard Share on Pocket SK Hynix has become a key supplier of high-bandwidth memory (HBM) chips used in AI accelerators, including products designed by Nvidia. GETTY IMAGES South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this w

Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech markets, the shift means access to manufacturing capacity, not just chip design, is becoming the main determinant of who can supply the next wave of AI hardware.

Arm EVP and Chief Commercial Officer Will Abbey visited QBit Semiconductor's Taiwan headquarters on May 27, signaling deeper cooperation that could shape future chip design for edge AI, physical AI, and quantum-computing cybersecurity. The visit highlights how platform alliances are increasingly influencing next-generation computing architectures for global technology markets.

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