The Latest Breaking News from Semiconductor

With this under-the-radar chip stock up 16% in 2025, it is worth investor attention here.

The U.S. has revoked the authorizations that allowed Samsung (OTC:SSNLF) and SK Hynix to receive American semiconductor manufacturing equipment in China.

Markets enter a critical week following Friday's tech sector volatility that was triggered by concerns over China's semiconductor ambitions, particularly reports that Alibaba is developing its own AI chip.

Alibaba Group Holding Ltd. (NYSE:BABA) is reportedly working on a new artificial intelligence chip aimed at reducing China's reliance on U.S. semiconductor giant Nvidia Corp. (NASDAQ:NVDA), but prominent investor Ross Gerber dismissed the move as "laughable."

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 several popular stocks, from e-commerce to semiconductors.

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) shares were in focus on Friday after key clients Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) reported strong quarterly earnings powered by AI chip demand.

Broadcom has outpaced its semiconductor peers over the past year, and Wall Street analysts hold a strongly bullish view of the company’s future growth prospects.

Although several innovators tied to the explosive artificial-intelligence ecosystem swung higher on Thursday, Microchip Technology Inc (NASDAQ:MCHP) represented a conspicuous laggard. What appears to have dragged down the semiconductor firm — which specializes in microcontrollers used in industrial, automotive and embedded systems — is investor anxiety related to management's tepid…

Apple Inc (NASDAQ:AAPL) isn't just building the iPhone 18—it's creating a moat. By reportedly securing nearly half of Taiwan Semiconductor Manufacturing Co Ltd's (NYSE:TSM) initial 2nm chip production capacity, Apple has locked in supply for its flagship device while also erecting a "firewall" against President Donald Trump's proposed 100% tariffs…

NVIDIA's new earnings results show a new path higher for Taiwan Semiconductor stock, as demand is quickly outpacing production supply.

Lam Research has outpaced the broader market over the past year, and Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.