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The Latest Breaking News from Semiconductor

Chipmaking industry pushes back on U.S. Patent Office considering imposing annual fee based on assessed value — “tax on innovation” draws strong opposition from Semiconductor Industry Association

A proposal to change the USPTO's fee structure from fixed rates to a percentage basis is facing resistance from the semiconductor industry.

Tom’s Hardware

Nvidia CEO Jensen Huang Hails TSMC Wafer Backing Amid 'Very Strong' Demand For Blackwell Chips After Trump Bars Sales To 'Other People'

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang praised longtime partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) on Saturday, for its critical role in supporting the company's surging Blackwell AI chip production. This comes after U.S. President Donald Trump moved to restrict sales of the advanced processors abroad.

Benzinga

Elon Musk says building his own 'TeraFab' chip fab may be the only answer to Tesla's colossal AI semiconductor demand — Nvidia CEO Jensen Huang warns against 'extremely hard' challenge

Elon Musk said Tesla may need to build its own massive “TeraFab” chip plant to secure enough AI processors, a move that would make Tesla one of the world’s largest chipmakers, but experts like Nvidia’s Jensen Huang warn that creating a modern semiconductor process and fab is vastly more complex…

Tom’s Hardware

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TSMC, Samsung… And Maybe Intel? Why Tesla's Chip Strategy Is Trying To Cover Every Foundry

Elon Musk has a new problem — and it's not demand for Tesla Inc‘s (NASDAQ:TSLA) cars. It's the global shortage of silicon to power his next wave of AI ambitions. "How do we make enough chips?" he asked at Tesla's annual shareholder meeting, sounding less like a car CEO and…

Benzinga

The world is overly reliant on one US-located mine for critical chipmaking material, but China is working to break the stranglehold — China investing over $14 million in synthetic quartz manufacturing to diversify away from US dependency

High-purity quartz is crucial for semiconductor manufacturing, and you can only get it naturally from the mine in North Carolina.

Tom’s Hardware

Should You Buy Q Stock as Qnity Electronics Spins Off from DuPont?

Q started trading as the electronics company officially separated from DuPont de Nemours on Nov. 1

Barchart

What's Going On With Marvell Technology Stock Today?

Shares of Marvell Technology, Inc. (NASDAQ:MRVL) are rising Thursday following a news report about a potential sale of the semiconductor company.

Benzinga

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Chipmaker Nexperia said it halted China shipments on payment refusal

Dutch chipmaker Nexperia said it stopped sending wafers to its Chinese unit because of a payment refusal — the latest twist in Europe’s semiconductor standoff with Beijing.

Euronews

3 Cash-Rich Stocks With High Growth Potential Right Now

Discover three high free cash flow yield stocks—Salesforce, Applied Materials, and Gilead Sciences—offering stability and long-term growth potential

MarketBeat

Investors Flee AI Stocks as Asian Chipmakers Trigger Global Sell-Off

Global markets tumble as Asian chipmakers trigger a $500 billion sell-off in AI and semiconductor stocks, fuelling fears of an overheated tech bubble and renewed investor caution.

International Business Times UK

Electronics researchers have developed a new way to stack transistors in a die, to keep Moore's law alive for as long as possible

It's the semiconductor version of one potato, two potato.

PC Gamer

Quantum diamond scanner delivers non-invasive 3D imaging of semiconductors — EuQlid Qu-MRI could ‘save chip foundries billions of dollars’

EuQlid reveals a breakthrough diamond-based quantum sensing device for the non-invasive 3D imaging of semiconductors.

Tom’s Hardware

Nvidia is building an "AI Megafactory" for Samsung with 50,000 GPUs - could this be the start of a new AI dawn?

Samsung’s AI Megafactory aims to unify semiconductor, robotics, and digital twin systems, all powered by Nvidia GPUs.

TechRadar

China's Bold Move To Boost AI Competition - Cut Energy Costs for Homegrown Tech

Artificial intelligence chip companies including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Marvell Technology Inc (NASDAQ:MRVL), Advanced Micro Devices Inc (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Micron Technology Inc (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM), Intel Corp (NASDAQ:INTC) were under pressure on Tuesday.

Benzinga

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Benzinga

Amazon To Rally Around 24%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

PC Gamer

Technology IP firm files lawsuits against AMD for 'its extensive and unauthorized use of our semiconductor portfolio,' citing the move as a 'business highlight'

It might be TSMC's tech being used, but it's AMD that's getting the blame.

The Independent UK

China blames Netherlands for chip supply tensions amid Nexperia standoff

China's Commerce Ministry has blamed the Netherlands for what it called “chaos” in the semiconductor supply chain

Benzinga

AMD Hit With Two Lawsuits From Adeia Alleging Massive Patent Violations Ahead Of Q3 Earnings

U.S. tech licensing firm Adeia (NASDAQ:ADEA) has filed two lawsuits against Advanced Micro Devices (NASDAQ:AMD) in the Texas federal court, alleging the chip giant infringed on ten patents related to semiconductor innovations, ahead of its earnings.

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MarketBeat

Semiconductor Supercycle: Why Onsemi Stock Could Double as AI and EV Growth Accelerate

Onsemi is well-positioned for an AI-fueled supercycle as demand for power control and efficiency increases across all end markets.

Barchart

This AI Stock Is Cheaper Than AMD and Crushing It in Returns

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

Benzinga

Nasdaq Surges 1%; ON Semiconductor Posts Upbeat Q3 Earnings

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

Euronews

Nvidia’s most powerful chips will stay in the United States, Trump says

Nvidia’s most powerful semiconductors will be reserved for American AI companies, says US President Donald Trump.

Barchart

What Are Wall Street Analysts' Target Price for ON Semiconductor Stock?

ON Semiconductor has underperformed the broader market over the past year, but analysts continue to hold a cautiously optimistic outlook for the stock.

Barchart

Earnings, Manufacturing Data and Other Can't Miss Items this Week

Markets enter November following a strong finish to October, with U.S. stocks closing higher on Friday as the S&P 500, Nasdaq, and Dow all posted gains driven by impressive tech earnings and optimism around potential Federal Reserve rate cuts.

Tom’s Hardware

Researchers create superconducting germanium semiconductor material using standard chip-making techniques - prototype demonstrates millions of superconducting junctions on a 2-inch wafer

Researchers at NYU and the University of Queensland have demonstrated superconductivity in gallium-doped epitaxial germanium, fabricated using industry-standard semiconductor tools.

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