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

ASML Is a Hidden Gem in This Technology Rally, a Catch Up Play

ASML stock hit a 52-week high after a 26% rally, boosted by 23% revenue growth, falling short interest, and bullish analyst upgrades tied to AI demand.

MarketBeat

'Much of the value creation in the semiconductor industry is occurring outside the EU' says EU member states, and they want a fresh plan to claw some chips back

It'll take some serious cash or pressure to bring semiconductor production back to Europe, as the US is currently finding out.

PC Gamer

Why Washington Wants Half Of America's Chips Made Locally

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) stock gained on Monday amid renewed geopolitical and supply chain discussions, as the United States intensifies its efforts to onshore semiconductor production.

Benzinga

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

EU pushes for Chips Act 2.0 investment as it looks set to miss global silicon production targets by a wide margin — seeks quadrupling of semiconductor investment as $50 billion initiative flounders

A Dutch coalition has brought together all EU member nations to revise the 2022 Chips Act to encourage greater investment in silicon manufacturing, with estimates suggesting it is on track to miss its 2030 target of 20% of global chip production in the EU by a wide margin.

Tom’s Hardware

Taiwan Semiconductor Shuts Down Rumors Of Intel Deal

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) reiterated last week that it has not discussed potential investments or partnerships with any company, ending rumours regarding Intel (NASDAQ: INTC) linkups.

Benzinga

US Commerce head notes China 'isn't even shy' about its goal to 'take' Taiwan, says US-Taiwan tariff deal coming soon — goal is to have 40% of chips made in America

Commerce Secretary Howard Lutnick said Saturday that a major semiconductor deal with Taiwan was coming “pretty soon,” signaling a potential breakthrough in U.S. efforts to shore up domestic chip production.

Tom’s Hardware

A $5 Billion Reason to Buy Marvell Stock Here

Marvell stock is gaining attention after the semiconductor firm authorized a massive $5 billion buyback alongside record AI-fueled revenue growth.

Barchart

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

What's Going On With Intel Shares Friday?

Intel Corporation (NASDAQ: INTC) shares are trading higher on Friday following reports suggesting President Donald Trump wants to curb dependence on foreign-made semiconductors and expand domestic manufacturing.

Benzinga

SEALSQ Teams With Quantix To Develop Spain's First Post-Quantum Semiconductor Personalization Hub

SEALSQ Corp (NASDAQ: LAES) has signed a definitive deal with Quantix Edge Security to create Spain's first post-quantum semiconductor personalization facility in the Region of Murcia.

Benzinga

Trump administration is reportedly planning to tariff US tech firms that don't source equal numbers of imported and American chips

How the US chip-making industry is supposed to ramp up to the scale required doesn't seem to be part of the plan.

PC Gamer

Trump's Chip Plan Could Mean Big Trouble For Apple And Dell

The Trump administration is preparing a sweeping plan to cut U.S. dependence on foreign-made semiconductors and expand domestic manufacturing.

Benzinga

Morgan Stanley Is Pounding the Table on this Chip Stock

This chip stock just got a big upgrade from Morgan Stanley, citing industry-wide improvement.

Barchart

This ETF Has Surged An Eye-Watering 470% — And It's Not Even Tech

While 2025 thus far has been all about headlines regarding AI stocks and semiconductor ETFs, one of the year’s most sensational performers comes from a category few would anticipate: gold miners.

Benzinga

Taiwan Semiconductor Unveils Ultra-Advanced Chip Tech

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) shares were trending on Thursday as the company showcased its new A14, or 1.4nm, logic process technology at its North America Technology Symposium in Santa Clara, California.

Benzinga

Get all your
news in one place.

100’s of premium titles.
One news app.

Benzinga

Taiwan Semiconductor Plans Ultra-Advanced Chips By 2028 With Massive Taichung Fab

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) stock trended on Wednesday following reports that the contract chipmaker plans to break ground on a new 1.4-nanometer fabrication plant in Taichung next quarter.

Benzinga

Forget Nvidia—Tepper Just Banked $57 Million On This Under-The-Radar AI Play

David Tepper, billionaire hedge fund manager at Appaloosa Management, is quietly reaping big rewards this summer. While Nvidia Corp (NASDAQ:NVDA) grabs headlines, Tepper's under-the-radar bet on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has surged nearly 25% in under three months, generating roughly $57 million in paper gains.

Benzinga

Move Over, Nvidia—Micron's Rally Just Rewired The AI ETF Playbook

Micron Technology Inc’s (NASDAQ:MU) fiscal Q4 profit beat on both the top and bottom line is placing the chipmaker under sharper focus for ETF investors seeking to catch the next wave of the semiconductor rally. The timing is especially noteworthy as investors in the industry’s bellwether, Nvidia Inc (NASDAQ:NVDA), look…

Benzinga

Micron CEO Says 'Trillions' Will Be Invested In AI, With Significant Portions 'Spent On Memory' As We Are The 'Only US-Based Manufacturer'

Semiconductor giant Micron Technology Inc. (NASDAQ:MU) is well-positioned for the AI infrastructure boom, as CEO Sanjay Mehrotra says the ongoing wave of investment stands to significantly benefit the memory market.

Get all your
news in one place.

100’s of premium titles.
One news app.

Benzinga

Forget Nvidia And Arm, These 3 Chip Stocks Are Flashing Bullish Signals

Three semiconductor stocks are capturing attention with powerful momentum gains just as the broader tech sector surges.

Benzinga

ON Semiconductor To Acquire Aura's Vcore Power Tech

ON Semiconductor (NASDAQ:ON) agreed to acquire Aura Semiconductor’s Vcore power technologies and related intellectual property (IP) licenses, strengthening its push into artificial intelligence data center power management.

Benzinga

Can MediaTek's New Chip Take On Qualcomm?

MediaTek, a key player in Taiwan’s mobile chip industry, has strategically launched its new Dimensity 9500 mobile processor, intensifying its competition with Qualcomm (NASDAQ:QCOM) in the race to power on-device agentic artificial intelligence.

Benzinga

Taiwan Semiconductor, MediaTek Discuss Plans To Develop Next-Gen Chips On US Soil

Taiwan mobile chip developer MediaTek is in talks with Taiwan Semiconductor Manufacturing Co (NYSE:TSM) to produce some of its chips on U.S. soil, Nikkei Asis reported on Monday.

Fortune

I’m the VC researcher who helped uncover Intel’s close ties to China. Its nationalization just exposes a corporate governance crisis

It wasn’t my plan to find myself embroiled in international intrigue involving semiconductors. I'm a VC who used to be the general counsel for a hockey team.

Benzinga

Former Intel Directors Call For Trump And Nvidia To Take Chip Giant Private: 'Hope Is Not A Strategy'

Four former Intel directors, including former U.S. Trade Representative Charlene Barshefsky and former FCC Chair Reed Hundt, are calling for Intel Corp. (NASDAQ:INTC) to go private as the company struggles to regain its footing in the global semiconductor market.

Fortune

It's time for Intel to go private, former board members say

After taking rival Nvidia into its major shareholders, it's time for the government to arrange for Intel to go completely private.

1 … 12 13 14 15

People

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

Organisations

Advanced Micro Devices

393 stories

Nvidia Corp

373 stories

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

Topics

Artificial Intelligence

Intellectual Property

Places

Fourteen days free

Download the app

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