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The Latest Breaking News from Semiconductor

Chinese competitor to AMD and Intel claims its 32-core processor is as powerful as a 2021 Intel Xeon 32-core 'Ice Lake' CPU; a 64-core version is expected to be launched in 2025

Loongson's 3C6000 series processors rival Intel Xeon chips, showcasing China's semiconductor progress.

TechRadar

Trump nominee favors ‘destroying TSMC’ fabs if China invades Taiwan — strategy designed to deprive China of key motivation to attack

The next U.S. Undersecretary of Defense for Policy is very likely to be Elbridge Colby, who is well known to favor the destruction of Taiwan’s chip fabs in the event of a Chinese invasion.

Tom’s Hardware

AMD vs. NVIDIA: The Better Semiconductor Bet for 2025

While most investors are still hung up on NVIDIA stock as their artificial intelligence play, AMD shares offer a much better setup.

MarketBeat

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ASML CEO says China is 10 to 15 years behind in chipmaking capabilities

Without EUV, Chinese semiconductor industry is over a decade behind Taiwan, U.S.

Tom’s Hardware

Taiwan struggles to reconcile climate ambitions and chip manufacturing

The island’s semiconductor industry represents one-quarter of GDP but is a major source of carbon emissions.

Al Jazeera

South Korea mulls creating 'KSMC' contract chipmaker to compete with TSMC, requires a $13.9 billion investment

South Korea wants to replicate Taiwan's success by establishing KSMC, a government-funded chipmaker.

Tom’s Hardware

How High Can the AI Boom Take This Semiconductor Stock in 2025?

Wall Street expects upside potential of 35% for this little-known company in the semiconductor space.

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U.S. gov't launches probe into ongoing China dominance of legacy semiconductor market amid concerns of Chinese vendors flooding the market

The new investigation is yet another escalation in the U.S. government's efforts to tighten its scrutiny of China’s semiconductor industry

Tom’s Hardware

Market Overreaction: 2 Stocks to Buy on the Way Down

Discover key insights into Nike's turnaround strategy and Synopsys' AI-driven growth, including challenges from market headwinds and geopolitical tensions.

MarketBeat

US Probes China Chip Industry On 'Anticompetitive' Concerns

The United States said Monday it is opening an investigation into China's policies for its semiconductor industry, over concerns that Beijing is turning to "extensive anticompetitive and non-market means" to undermine other economies.

International Business Times

From lab to life - atomic-scale memristors pave the way for brain-like AI and next-gen computing power

Research on atomically tunable memristors aims to advance neuromorphic computing.

TechRadar

Is It Time to Sell This Second-Fiddle AI Stock Before 2025?

Bank of America has cut its rating on AMD while lowering its price target.

Barchart

US Confirms Billions In Chips Funds To Samsung, Texas Instruments

President Joe Biden's administration said Friday that it has cemented deals for billions in funding to South Korean semiconductor giant Samsung Electronics and Texas Instruments to boost their chipmaking facilities in the United States.

International Business Times

Is ON Semiconductor Stock Underperforming the Dow?

ON Semiconductor has trailed behind the Dow index over the past three months, and analysts remain cautiously bullish about the stock's growth potential.

Barchart

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Barchart

Why This Underdog Semiconductor Stock Is Still a Top Pick at Bernstein

Qualcomm's strategic push into Edge AI and the IoT space positions it for long-term growth.

Barchart

Intel Stock: Turnaround Opportunity or Trap for 2025?

Intel is taking aggressive actions to reinvent itself in the highly competitive semiconductor landscape.

Tom’s Hardware

Rapidus is first Japanese company to install ASML's cutting-edge EUV machine — chipmaking tool for 2nm chips expected to be operational this year

Rapidus gets ASML's Twinscan NXE:3800E, almost completes its installation.

MarketBeat

Why Aehr Test Systems Could Be a Hidden AI Semiconductor Winner

Aehr Test Systems is a small-cap chip stock that may be getting to explode higher after it inked its first AI-related deal.

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The Guardian - US

US environmental agency fast-tracking new PFAS approvals for semiconductors

Hastened reviews of compounds as industry ramps up could increase pollution from likely toxic chemicals

Al Jazeera

As Trump 2.0 looms, Taiwan’s chip industry braces for upheaval

Trump’s return casts doubt on Joe Biden’s signature initiative providing billions in funding to semiconductor firms.

Investors Business Daily

Dow Jones Futures Rise After Fed Sell-Off; Tesla, Nvidia Bounce As Micron Dives

Futures rose after the stock market plunged Wednesday on the Fed rate outlook. Tesla is rebounding. Micron dived on guidance.

StockNews.com

3 Semiconductor Stocks Driving the Digital Revolution

As global industries become increasingly reliant on advanced computing and connectivity, semiconductor companies are well-positioned for sustained growth. Thus, investors could watch fundamentally solid semiconductor stocks NVIDIA Corp (NVDA), Broadcom (AVGO), and Taiwan Semiconductor (TSM). Keep reading….

MarketBeat

Trump’s China Tariffs Could Reshape These 2 Semiconductor Stocks

Learn how Taiwan Semi and ASML stocks could be affected by Trump’s proposed tariffs. Discover the potential market impacts on these semiconductor leaders.

Investors Business Daily

Taiwan Semiconductor Stock Doesn't Need To Break Out To Make Money

This option strategy let's you profit whether a stock breaks out or not while limiting your risk.

Tom’s Hardware

China developing critical chipmaking supply chains — photoresist ecosystem emerges for ArF and KrF lasers

Chinese photoresists are getting better, could eventually address advanced process technologies.

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