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The Latest Breaking News from Semiconductor

Nvidia's Jensen Huang Downplays Trump's National Security Concern, Says China Has 'Plenty' Of Its Own AI Chips: 'Foolish To Underestimate'

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.

Benzinga

Qualcomm Is Becoming an AI Company. That Means Earnings on November 5 Could Supercharge QCOM Stock.

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.

Barchart

$14B Japanese Facility Signals TSMC's Bold AI Strategy

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.

MarketBeat

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Another Chip Shortage Could Disrupt The Auto Industry

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

InsideEVs

American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV — X-ray lithography system has potential to surpass ASML's EUV scanners

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…

Tom’s Hardware

Nexperia conflict spills overseas as it halts exports to China — German automotive manufacturers slow production due to semiconductor shortages from Dutch chipmaker

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.

Tom’s Hardware

Do Wall Street Analysts Like Microchip Technology Stock?

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

Barchart

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Nvidia's $5 Trillion Milestone Turns These AI ETFs Into Hot Trades

NVIDIA Corp.‘s (NASDAQ:NVDA) market cap just did what no company in history has: crossed the $5 trillion threshold, and ETF investors are racing to catch the wave.

Benzinga

After Q3 Beat, Chip Giant Cadence Eyes AI's Horizon 2: Robots

Leading chip stock Cadence just posted a strong Q3. Although this didn't excite markets, Cadence's long-term opportunities in robots, cars, and drones should.

MarketBeat

U.S. and China agree on one-year tariff truce, including semiconductor and rare earth breakthroughs — future of Nvidia AI chip sales to the nation remains murky

President Trump and Xi Jinping have agreed a one-year tariff truce.

Tom’s Hardware

NXP Semiconductors Set to Break Out as AI and Analyst Support Surge

NXP Semiconductor's stock price is on track to rebound and advance to a new all-time high, driven by improving end markets and the return of growth.

MarketBeat

NXP, Maker Of Chips For Your Car, Posts Strongest Growth In Years—But Wall Street Is Not Convinced

NXP Semiconductors NV (NASDAQ:NXPI) delivered its strongest quarterly growth since 2021, supported by improvements across all regions and end markets.

Benzinga

United Microelectronics Exec Says Growth On Track Despite Margins Cooling Off

Taiwan-based United Microelectronics Corporation (NYSE:UMC), a prominent global semiconductor foundry, reported fiscal third-quarter results on Wednesday.

Benzinga

Meet The New Chip Maker Aiming To Outrun TSMC And ASML

Silicon Valley heavyweights, including Peter Thiel’s Founders Fund, General Catalyst, and Valor Equity Partners, have poured over $100 million into San Francisco chip startup Substrate.

Benzinga

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Euronews

Nvidia shares jump on Blackwell chip talk ahead of Trump-Xi meeting

Tensions between the US and China have hindered semiconductor trade between the two nations, although an easing of restrictions may soon be on the cards.

Benzinga

Qualcomm's Big AI Bet Could Finally Shake Its Smartphone Dependence

Qualcomm Inc. (NASDAQ:QCOM) is making its boldest move yet beyond smartphones, unveiling new AI accelerator chips that mark its entry into the fast-growing data center market, a pivotal step to diversify revenue and challenge Nvidia's dominance in the AI computing race.

Tom’s Hardware

TMSC-led semiconductor association begs Taiwan government for clean, green energy, warning of unprecedented 'power siege' — as demand skyrockets, fabs are struggling to keep up with power needs

Taiwan Semiconductor Industry Association pressures the government for plentiful and green energy

Benzinga

Intel Boss Vows To Fix Years Of Bureaucracy And Mismanagement

Intel Corp (NASDAQ:INTC) CEO Lip-Bu Tan said he is working to refocus the company on engineering excellence after years of complacency and mismanagement weakened its leadership in the semiconductor industry.

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Benzinga

Taiwan Semiconductor Expands In Japan With New $14 Billion Chip Factory

Taiwan Semiconductor Manufacturing Co. Ltd.’s (NYSE:TSM) Japan arm, Japan Advanced Semiconductor Manufacturing (JASM), has signed an agreement with the government of Kikuyō Town in Kumamoto Prefecture to build its second wafer fabrication plant, which marks the start of construction.

Benzinga

NXP Semiconductors Reports Q3 Earnings: 'Broad-Based Sequential Improvement Across All Regions And End Markets'

NXP Semiconductors N.V. (NASDAQ:NXPI) reported financial results for the third quarter after the market close on Monday. Here’s a look at the key details from the Dutch semiconductor company’s report.

Barchart

1 Outstanding Growth Stock to Buy and Hold Over the Next Decade

This leading semiconductor supplier is quietly advancing behind the scenes.

Barchart

Lam Research Corp's Strong FCF Margins From AI-Related Chip Equipment Sales Shows LRCX Stock is Cheap

Lam Research Corp generated a strong 30% FCF margin on semiconductor equipment sales in its latest quarter. That could portend well for LCRX stock, which could be 19% too cheap based on its FCF margins and analysts' revenue estimates.

Benzinga

Taiwan Didn't Steal US Chip Jobs, It Helped Create Them, Says Tech Insider

Contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stands at the heart of global chip production, symbolizing Taiwan's transformation into what many now call a "chip island."

Barchart

NVIDIA's Quarterly Earnings Preview: What You Need to Know

Semiconductor giant NVIDIA is gearing up to release its Q3 results in the upcoming month, and analysts expect a massive double-digit surge in earnings.

Caixin Global

Cover Story: U.S. and Chinese Chipmakers Tread Different Paths in AI Gold Rush

As U.S. tech giants pursue compute-heavy infrastructure, China bets on power in numbers with homegrown innovation and modular design

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