The Latest Breaking News from Semiconductor

One of Britain’s oldest industrial manufacturers has become the latest major listed company to say it is leaving the stock market.

Dutch tech giant ASML, which sells cutting-edge machines to make semiconductor chips, reported a drop in annual net profits Wednesday, as geopolitical headwinds and the emergence of Chinese AI start-up DeepSeek disrupt the sector.

Fujifilm, one of a few makers of EUV photoresists, will expand capacities in the U.S., Japan, and South Korea as Intel, TSMC, Samsung, and SK hynix ramp up production.

BOE, a leading Chinese manufacturer of LCD and OLED displays, is considering making glass core substrates for next-gen domestic chips.

The Indian Minister for Railways, Communications, Electronics, and Information Technology announced that the first chip will arrive in the second half of 2025

Edge AI chipmakers like Ambarella and Lattice Semiconductor are poised for growth as edge computing becomes essential for real-time applications.

Sales of China-based makers of chipmaking tools AMEC, Naura, and ACM Research expect record sales in 2024 amid curbs for Western companies to supply to China.

The AI hardware industry is well-positioned for growth thanks to the growing adoption of cutting-edge technologies, which have revolutionized how computers process data. Amid this backdrop, it could be wise to buy AI hardware stocks, such as Broadcom (AVGO), QUALCOMM (QCOM), and International Business Machines (IBM). Continue reading….

ONON, RDDT, and AVGO are three stocks from three different sectors, all poised for breakouts, reflecting broader market strength.