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The Latest Breaking News from SEMI

Meta is building AI data centers in tents and isn't slowing down — Zuckerberg reveals plans for 'several multi-GW clusters,' including one called Hyperion that's almost as big as Manhattan

Meta is building data centers and building them fast. Using on-site power generation, lightweight building materials, and billions of dollars, Meta is looking to scale up its AI infrastructure as quickly as possible.

Tom’s Hardware

AI boom drives explosive demand for leading-edge process nodes — 7nm and below nodes set to expand by 69% in three years

Surging adoption of AI, next-generation technologies is driving semiconductor makers to expand 7nm and more advanced production capacity by 69% through 2028.

Tom’s Hardware

Semiconductor industry faces critical talent crisis — one million additional skilled workers needed by 2030

The semiconductor industry is experiencing strong growth and soaring demand, but a worsening shortage of engineers, managers, and technical talent threatens to undermine its ability to grow further.

Tom’s Hardware

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EU preps Chips Act 2.0 to strengthen semiconductor industry after original program reportedly flopped

Chipmakers and producers of chipmaking tools call EU for the second round of European Chips Act funding.

Tom’s Hardware

Tesla Semi Fleet Traveled Nearly 5 Million Miles, One Has 250,000 Miles On The Clock

While the American truck can only be specced with seats for now, Tesla reportedly designed it to be easily converted into a sleeper cab.

InsideEVs

China leads in chipmaking equipment spending

China has spent more than South Korea, Taiwan and the US combined when it comes to chipmaking equipment.

TechRadar

Chinese companies spend $26 billion on advanced chipmaking machinery investment

Ahead of possible new U.S. export regulations, Chinese chipmakers increase purchases of semiconductor fab tools.

Tom’s Hardware

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2 Big Reasons The Semiconductor Stocks Are Poised For a Pop-And the Best Way To Play It

Be like Buffett and Be Greedy When Others Are Fearful with an option strategy on semiconductor stocks like NVDA that make up the Semiconductor ETF (SMH).

StockNews.com

Global chip materials market declined in 2023 — China is the only country to experience growth

The global semiconductor materials market contracted to $66.7 billion in 2023.

Tom’s Hardware

Semiconductor Industry: Key Considerations For Investors

Explore the dynamic semiconductor industry, its challenges, and growth potential for investors. Stay informed to benefit from ongoing innovation.

Top News

3 Chip Stocks to Gaining Altitude

After challenging conditions in 2023, the semiconductor industry is poised to bounce back this year, driven by resurgent demand from various industries, coupled with government backing. Hence, investors could consider buying chip stocks Trio-Tech (TRT), ASE Technology (ASX), and Applied Materials (AMAT), which are experiencing upward momentum. Read more….

StockNews.com

NVDA vs. TSM - Analyzing the Better Market Positions

Amid the semiconductor industry's flourishing momentum driven by resurging demand, heightened technological integration, and increased financial injections, which of the two stocks, NVIDIA Corporation (NVDA) or Taiwan Semiconductor (TSM), will seize superior market positioning and yield greater profits? Read more to find out….

StockNews.com

Semiconductor group says China chipmaking sanctions should be the 'last resort,' cautions EU against further restrictions

SEMI Europe calls for clear and unified export control rules, international partnerships, simplified investments and ongoing dialog with European legislators.

Tom’s Hardware

3 Semiconductor Stocks Building Strong Portfolios for Long-Term Investors

The semiconductor industry is well-poised to witness robust expansion, propelled by rising end-use chip demand, rapid advances in technology, and government support. Given the industry’s bright prospects, long-term investors could construct strong portfolios by buying quality chip stocks ChipMOS Technologies (IMOS), STMicroelectronics (STM), and Applied Materials (AMAT). Read on….

StockNews.com

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StockNews.com

3 Semiconductor Stocks You Need in Your March Investments

The surge in semiconductor demand, coupled with ongoing innovation and government initiatives, positions the semiconductor industry for substantial growth and technological advancement in the coming years. Hence, it might be prudent to invest in fundamentally solid semiconductor stocks Taiwan Semiconductor Manufacturing (TSM), ASE Technology Holding (ASX), and United Microelectronics (UMC).…

StockNews.com

What Lies Ahead for NVDA and TSM in the Chip Landscape in 2024

Following last year’s slowdown, the semiconductor industry is positioned to witness a solid rebound in 2024, fueled by resurgent market demand, the rising popularity of technologies like generative AI and HPC, and growing government incentives. So, let’s analyze what lies ahead for NVIDIA (NVDA) and Taiwan Semiconductor Manufacturing (TSM) in…

StockNews.com

3 Semiconductor Stocks for Weekly 2024 Profits

After a challenging 2023, the semiconductor industry is well-poised to rebound this year, driven by the recovery in end-use demand for chips, technological advancements, and government initiatives. Given the industry tailwinds, investing in quality chip stocks Everspin Technologies (MRAM), Nikon (NINOY), and Cirrus Logic (CRUS) could be wise for weekly…

StockNews.com

Semiconductor Stock 2024 Insights: Top 3 Picks to Buy

The semiconductor industry’s outlook for 2024 appears optimistic due to resurgent market demand and government funding and other incentives. Given the industry’s tailwinds, it could be wise to buy quality chip stocks Photronics (PLAB), United Microelectronics (UMC), and Applied Materials (AMAT) for substantial gains. Continue reading….

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Investors Business Daily

China Chip-Gear Buying Could Hit The Brakes In 2024

Semiconductor equipment spending got a big boost in 2023 from Chinese chipmakers, but that tailwind is likely to end in 2024.

StockNews.com

3 Semiconductor Stocks to Fuel Year-End Success

Increased demand for high-performance servers, inventory stabilization, and ongoing technology integration are driving immense growth in the semiconductor industry. Thus, investing in STMicroelectronics (STM), Everspin Technologies (MRAM), and ChipMOS TECHNOLOGIES (IMOS) for year-end gains could be wise. Read on….

InsideEVs

Could The Semi-Trike Be The Ultimate Urban Cargo Hauler?

Civilized Cycles has unveiled its newest concept, the Semi-Trike, designed to haul up to 750 pounds of cargo with ease.

Investors Business Daily

Paccar Earnings Jump 59% But Tesla Semi Rival Offers Dull Outlook

The strong Paccar earnings report was offset by the truck maker's Class 8 truck outlook. Paccar stock popped.

StockNews.com

Evaluating 3 Semiconductor Stocks Set to Make Potential Gains

The growth of the semiconductor industry is anticipated to be bolstered by growing consumer desire for electronic equipment, the introduction of cutting-edge technologies, and government support. Given this backdrop, quality semiconductor stocks NXP Semiconductors (NXPI), Applied Materials (AMAT), and Everspin Technologies (MRAM) could be solid buys now. Read on….

Zenger

Jay Leno Amazed By Power Of Tesla Semi In ‘Jay Leno’s Garage’ Episode

Comedian tows Tesla Semi with Tesla Semi, hails it as a revolution in trucking.

StockNews.com

Elevate Your Investing Skills With These 3 Buy-Worthy Semiconductor Stocks

The semiconductor industry stands primed for sustained expansion, owing to the progressive incorporation of chips in diverse sectors and significant government support. Therefore, investors seeking to capitalize on the industry tailwinds could consider investing in quality semiconductor stocks Photronics, Inc. (PLAB), Diodes Incorporated (DIOD), and Infineon Technologies AG (IFNNY). Read…

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