The Latest Breaking News from Semiconductor

While daily stock price moves tend to dominate headlines, shifts in fundamental ranking scores can often tell a deeper story about a company's trajectory. This week, Benzinga's proprietary Growth, Value, Quality and Momentum data revealed major swings among household names, from electric vehicles to pharmaceuticals and financials.

Three lesser-known disruptors in the semiconductor industry provide crucial services in high-demand markets, but they are often overlooked by investors.

Taiwan Semiconductor may benefit substantially from the new stakes being bought in Intel stock, as wafer equipment demand is set to go higher.

Nvidia (NASDAQ:NVDA) CEO Jensen Huang praised Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) and suggested that investing in the company would be a wise move.

The idea of Washington owning a chunk of Intel Corp (NASDAQ:INTC) sounds like satire—yet reports suggest the Trump administration is considering converting CHIPS Act grants into equity, potentially making the U.S. government the chipmaker's largest shareholder. Add SoftBank circling with a $2 billion check for Intel's foundry ambitions, and suddenly…

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.

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.

GE Aerospace (NYSE:GE) advanced its portfolio this summer with a propulsion partnership with Kratos Defense Security Solutions (NYSE:KTOS), a new labor agreement with IAM-represented workers, and a semiconductor collaboration with Axcelis Technologies (NASDAQ:ACLS).

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.

Micron Technology (NASDAQ:MU) stock is trending on Wednesday as reports surfaced that the U.S. government is weighing taking equity stakes in leading chipmakers like Samsung Electronics (OTC:SSNLF), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), and Micron in exchange for CHIPS and Science Act subsidies.

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.