The Latest Breaking News from Semiconductor

While AMD’s prospects remain strong, other semiconductor players are offering better value.

U.S. stocks traded higher this morning, with the Nasdaq Composite gaining 1% on Monday.

On Friday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang downplayed U.S. national security concerns over selling advanced AI chips to China, arguing that the country already has a strong semiconductor ecosystem and that collaboration benefits both nations.

Qualcomm is reshaping itself from a mobile-chip maker into a key player in AI and edge computing, and with the current valuation still trailing its peers, the stock looks increasingly attractive for investors seeking exposure to the next phase of semiconductor growth.

TSMC's second Japanese factory is a strategic move to meet AI demand, expand capacity, and fortify its position as the indispensable leader in semiconductors.

We also discuss why BYD’s profits are shrinking and how Volvo turned back on its EV promises.

A U.S. startup is developing a compact particle-accelerator-based X-ray lithography system that could surpass ASML's EUV scanners in resolution and cut wafer costs tenfold by the end of the decade, but its plan to build its own fabs rather than sell tools means it must reinvent the entire semiconductor production…

The fallout of the Nexperia ownership scuffle between the Dutch government and Chinese business interests is spilling overseas, with German automotive parts suppliers slowly reducing production due to semiconductor shortages. Meanwhile, Nexperia's Dutch facilities have now blocked exports to its Chinese facilities.

Semiconductor developer Microchip Technology has notably underperformed the broader market over the past year, yet analysts remain optimistic about the stock’s prospects.