Technology

New data shows electronics manufacturing is heavily concentrated in Asia, with just four countries accounting for 80.5% of global hardware production capacity.

Micron, AMD and six other tech names have held Strong Buy Quant Ratings for over 60 days as AI investment, data-center expansion and chip demand keep the sector in focus.

Seoul will let AI researchers skip military service for lab work starting 2027, while President Lee Jae-myung pushes to double semiconductor capacity. Here’s what it means for AI-hardware investors.

Nearly all 62 members of the Congressional Black Caucus back AI regulation legislation as concerns mount over data centers and tech industry oversight.

SEMI CEO Ajit Manocha says chips now rank third globally in profitability as India’s semiconductor demand is projected to hit $100-110 billion by 2030.

Tata Electronics CEO Randhir Thakur says India’s semiconductor roadmap is strong under Semicon 2.0, as the company’s $14 billion fab and packaging projects in Gujarat and Assam progress on schedule with 450 suppliers and 16 new MoUs.

Micron plans a multi-fold scale-up of its Sanand, Gujarat chip facility as PM Modi urges semiconductor CEOs to back India’s next growth phase.

NXP (NASDAQ: NXPI) CEO Rafael Sotomayor outlines a strategy centered on physical AI and edge devices, with data-center connectivity emerging as a key growth driver.

Amazon CEO Andy Jassy says semiconductor sales tied to AI data-center buildout could keep climbing for years, with Nvidia and Broadcom named top beneficiaries.

Samsung Electronics and SK Hynix are seeing semiconductor inventories fall below a 10-day supply, a shortage signal that could ripple through electronics pricing and tech stocks worldwide.