Semiconductor – SRK Analytics

Telangana Accuses Central Government of Bias in $10 Billion Semiconductor Incentive Allocation

HYDERABAD, India — Telangana IT Minister D Sridhar Babu publicly accused the Indian central government of providing "step-motherly treatment" toward the southern state's semiconductor manufacturing proposals, igniting a political dispute…

Prasenjit Bhowmik July 25, 2026

Emerging Market

Apple and Nvidia Battle for Market Supremacy as Investors Rethink AI Expenditures

Apple and Nvidia clash for Wall Street dominance as cautious investors begin to question the massive spending and profitability timeline of the AI boom.

Prasenjit Bhowmik July 19, 2026

Business Insights

TSMC Projects AI Megatrend Growth with Unprecedented Spending and Revenue Outlook

Discover how TSMC is fueling the global AI boom with massive new spending and revenue forecasts that signal unprecedented demand through 2027.

Prasenjit Bhowmik July 16, 2026

Business Insights

ASML Boosts Full-Year Outlook as AI Demand and Intel’s High NA Adoption Accelerate

Dutch semiconductor equipment giant ASML Holding NV raised its full-year sales outlook on Wednesday from its headquarters in Veldhoven, Netherlands, as surging global investment in artificial intelligence hardware drives unprecedented…

Prasenjit Bhowmik July 15, 2026

Economy

South Korea Upgrades 2026 Growth and Inflation Forecasts Amid Global Semiconductor Boom

The South Korean Ministry of Economy and Finance announced on Tuesday in Seoul that it has upwardly revised its 2026 economic growth and inflation forecasts. This strategic adjustment reflects an…

Prasenjit Bhowmik July 14, 2026

Market

AI Chip Fever Returns: SK Hynix Shares Surge 13% in Blockbuster $26.5 Billion Nasdaq Debut

South Korean semiconductor powerhouse SK Hynix electrified Wall Street this week as its shares surged 13% following a blockbuster $26.5 billion listing on the Nasdaq. The triumphant market debut signals…

Prasenjit Bhowmik July 11, 2026

Market

Asian Markets Surge as Semiconductor Stocks Lead Rebound Despite Geopolitical Friction

Market Rebound Amid Regional VolatilityAsian stock markets staged a powerful recovery during Tuesday's trading session, with South Korea's Kospi index jumping 3% at the opening bell. This surge follows a…

Prasenjit Bhowmik July 9, 2026

Business Insights

Mindgrove and Prama Forge Strategic Partnership to Accelerate Vision Chip Commercialization

Indian deep-tech startup Mindgrove Technologies has officially signed a Memorandum of Understanding (MoU) with Prama India to facilitate the joint development and commercial deployment of its proprietary vision processing chips.…

Prasenjit Bhowmik June 29, 2026