semiconductors

Arm Holdings forecast third-quarter revenue of $1.54 billion, only slightly above estimates, and shares fell as investors wanted a bigger payoff from AI.

Memory chip stocks extended losses after Qualcomm reported a 26% drop in handset sales, with Micron, Sandisk and SK hynix all falling in overnight trade.

Marvell Lumentum deal values Lumentum at about $115 billion in an all-stock merger aimed at AI data centre optical connectivity and future growth.

ISIG summit gathers chip leaders in New Delhi on 3-4 November to weigh advanced packaging, power electronics and India's place in chip supply chains.

Intel shares fell about 29% on Friday after weak fourth-quarter guidance, dragging the Nasdaq down 2.86% in its largest one-day fall since June.

HCLTech Rapidus will run 2nm chip design centres in Bengaluru and Hubli, with process design kits due in fiscal 2026 ahead of mass production in 2027.

SK Hynix profit reached a record 83.33 trillion won as AI memory demand lifted revenue 328%, sending Micron shares up 5.9% and chip stocks higher.

Marvell Lumentum deal talks reported by Bloomberg would unite a $221 billion chip designer with an $83 billion optics supplier for AI data centers.

Samsung Electronics posted third quarter operating profit of 107.44 trillion won on revenue of 195.25 trillion won, a fourth straight quarterly record.

Indian smartphones designed and made in India arrive by 23 October 2028, Ashwini Vaishnaw announced, calling it India's Apple and Samsung moment.