Get all your news in one place.

100’s of premium titles.
One app.

Get all your news in one place.

100’s of premium titles. One news app.

The Latest Breaking News from Semiconductor

Taiwan Semiconductor Faces New Challenge As US Mulls Equity Stake Tied To CHIPS Act Subsidies

Semiconductor giant Taiwan Semiconductor Manufacturing Co (NYSE:TSM) faces a new challenge as U.S. officials explore taking equity stakes in chipmakers receiving CHIPS Act support, a strategy that Taiwan’s economic minister described Thursday as needing additional scrutiny before approval.

Benzinga

Analog Devices and an AI-Driven Semiconductor Supercycle

Analog Devices is well-positioned to benefit from a long-term supercycle powered by AI, and the analysts are pushing the stock price to new highs.

MarketBeat

SoftBank + Uncle Sam? What Intel's Twin Boosts Could Mean For Semiconductor ETFs

Embattled tech behemoth Intel Corp (NASDAQ:INTC) received not one but two lifelines. Earlier on Monday, Japanese investment behemoth SoftBank (OTC:SFTBF) (OTC:SFTBY) announced that it would acquire a $2 billion stake in the struggling chipmaker, purchasing shares at $23 each.

Benzinga

From analysis to the latest developments in health,
read the most diverse news in one place.

US government pushes for 10% Intel stake amid US-China chip war

The Trump administration is moving to convert billions in CHIPS Act subsidies into a 10% equity stake in Intel. The first-of-its-kind deal would make Washington the company’s largest shareholder and signal a new era of direct government ownership in Silicon Valley.

Euronews

2 Powerful Forces Now Back Intel's Turnaround

Intel's turnaround is now backed by a strategic SoftBank investment and potential U.S. government stake, making it a key national technology asset.

MarketBeat

Taiwan Semiconductor's Arizona Unit Turns Profitable For First Time

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) posted its first profit from its Arizona unit, bearing testimony to its moat even as Samsung (OTC:SSNLF) and Intel (NASDAQ:INTC) step up efforts to chip away at its dominance.

Benzinga

Tower Semiconductor Shows Market Leadership With Jump To 82 RS Rating

A Relative Strength Rating upgrade for Tower Semiconductor shows improving technical performance.

Investors Business Daily

Read news from The Economist, FT, and more,
with one subscription

How will Trump’s semiconductor tariffs affect the global chip industry?

The US president has threatened to impose a tariff of up to 300 percent on imports of semiconductors.

Al Jazeera

Palantir, AMD, Oracle, Viking And Nvidia: Why These 5 Stocks Are On Investors' Radars Today

U.S. stock indices closed mixed on Tuesday, with the Dow Jones Industrial Average edging up 0.02% to 44,922.27. The SP 500 slipped 0.6% to 6,411.37, while the Nasdaq saw a steeper drop, tumbling nearly 1.5% to 21,314.95.These are the top stocks that gained the attention of retail traders and investors…

Benzinga

TSMC Legend Morris Chang Once Branded Former Intel CEO 'Rude' Over 'Taiwan Is Not A Stable Place' — Today, Intel Struggles In The AI Landscape

Intel Corp's (NASDAQ:INTC) relationship with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) soured years back — and it all traces back to comments that left TSMC's legendary founder unimpressed.

Benzinga

What's Going On With AMD Stock Tuesday?

Advanced Micro Devices (AMD) stock traded lower on Tuesday as rivals Arm Holdings (NASDAQ:ARM), Nvidia (NASDAQ:NVDA), and Intel (NASDAQ:INTC) made strategic moves to fortify their positions in the global semiconductor market.

Benzinga

US pursuing stake in struggling chipmaker Intel, commerce secretary says

Trump administration looking to convert funding from Chips Act into equity in the semiconductor manufacturer

The Guardian - US

Nvidia's Upcoming Earnings Report Puts Direxion's NVDA-Focused Bull And Bear Funds In The Limelight

While semiconductor giant Nvidia Corp. (NASDAQ:NVDA) has easily ranked among the elite players in artificial intelligence, the company's upcoming second-quarter earnings report — scheduled for release on Aug. 27 after the closing bell — may arguably be its most consequential so far. As usual, expectations are sky-high thanks to Nvidia's…

Benzinga

Japan's SoftBank to take $2 billion stake in computer chip maker Intel

Japanese technology giant SoftBank Group says it plans to take a $2 billion stake in computer chip maker Intel as it deepens its involvement in U.S. semiconductor manufacturing in the United States

The Independent UK

Get all your
news in one place.

100’s of premium titles.
One news app.

Tom’s Hardware

SoftBank to buy $2 billion in Intel shares at $23 each — firm still owns majority share of Arm

SoftBank will invest $2 billion in Intel at $23 per share, a move seen as both a vote of confidence in Intel’s U.S. chipmaking comeback and a strategic bet on an undervalued semiconductor maker.

Investors Business Daily

Nvidia Breaks Key Level As AI Trade Loses Luster, Earnings Loom. Is Nvidia A Buy Or Sell?

Nvidia has undercut its 21-day moving average.

Benzinga

6 Undervalued Semiconductor And Software Stocks Flashing Strong Value Signals

While many investors chase high-growth stories, others hunt for value, seeking quality companies trading at a discount. For those investors, identifying potentially undervalued stocks is key. Here's a look at some software and semiconductor stocks that are flashing strong signals on value metrics.

Benzinga

Legendary Investor Stanley Druckenmiller Made Huge AI And Chipmaker Bets In Q2 — Here's What He Knows That You Don't

Legendary macro investor Stanley Druckenmiller made significant shifts in his portfolio in the second quarter, establishing major new positions in artificial intelligence and semiconductor leaders, rotating into large-cap banks, and placing a broadly bullish bet on the U.S. stock market, according to the latest 13F filing for his Duquesne Family…

Get all your
news in one place.

100’s of premium titles.
One news app.

Investors Business Daily

Stocks Generating Improved Relative Strength: Tower Semiconductor

Tower Semiconductor shows improving price performance, earning an upgrade to its IBD Relative Strength Rating

Tom’s Hardware

Trump mulls a 300% tariff on chips — levies coming within two weeks as Section 232 investigation nears completion

Trump’s floated plan for semiconductor tariffs as high as 300% has rattled the tech industry.

Benzinga

Taiwan Semiconductor's Fading Hot Streak Raises Stakes For Direxion's TSM-Focused Bull, Bear Funds

As the world's largest pure-play foundry, Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) — often abbreviated as TSMC — plays a critical role in the global semiconductor value chain. Late last year, International Data Corp stated that the company could expand its market share in the foundry industry to 36% by the…

Investors Business Daily

Trump Wants To Make Intel Great Again. What That Means For TSMC.

President Donald Trump signaled that he wants to buck up Intel to better compete with TSMC for U.S. chipmaking business.

Fortune

Days after Intel CEO meets with Trump, the federal government is reportedly negotiating a stake in the chips champion

Trump has called Intel CEO Lip-Bu Tan both “highly conflicted” and possessing “an amazing story.”

MarketBeat

Applied Materials' Knee-Jerk Sell-Off Is Your Signal to Buy

Applied Materials' August pullback is an attractive entry point for long-term investors interested in cash flow, share buybacks, dividends, and return growth.

Benzinga

Samsung Invests In Japan Facility To Take On Taiwan Semiconductor In Chip Packaging

Samsung Electronics (OTC:SSNLF) earmarked 25 billion yen ($170 million) to establish an advanced chip packaging RD center in Yokohama, Japan, intensifying its competition with Taiwan Semiconductor Manufacturing Co (NYSE:TSM) in the packaging market.

1 2 3 4 5

People

Stanley Druckenmiller

21 stories

James Schneider

16 stories

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

Read news from The Economist, FT, and more,
with one subscription

Topics

Crypto

8,258 stories

Artificial Intelligence

Dow Jones Industrial Average

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.