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The Latest Breaking News from Semiconductor

Musk hails $16.5bn Samsung deal to supply Tesla with AI chips

South Korean tech company will produce carmaker’s next-generation semiconductors at new plant in Texas

The Guardian - UK

Howard Lutnick Says Chip Import Probe Results Due In 2 Weeks As Trump Threatens New Tariffs To Force US Manufacturing Boom

On Sunday, Commerce Secretary Howard Lutnick said the U.S. will announce the results of its semiconductor import probe in two weeks.

Benzinga

Elon Musk Confirms Tesla As the Mystery Big-Tech That Signed $16.5 Billion Chip Contract With Samsung: 'I Will Walk The Line Personally' To Boost Progress (UPDATED)

Editor’s Note: This story has been updated to include the latest developments

Benzinga

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Trump's $550 Billion Japan Trade Deal Could Benefit Taiwanese Chip Giants Like TSMC's US Expansion—If It Aligns With Tokyo's Interests

On Saturday, Japan's top trade official said the country's new $550 billion investment package with the U.S. could help finance Taiwanese chipmakers like Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) as they build semiconductor plants in America.

Benzinga

The semiconductor industry is losing billions of dollars ever year because of this obscure little quirk

Semiconductor fabs may be losing hundreds of millions annually to poorly understood stochastic defects.

TechRadar

China, Chips, and Chaos: Where Smart Investors Are Putting Their Money Now

QCOM and AVGO offer a combination of resilience and innovation and are poised to drive long-term growth.

Barchart

Scott Bessent Warns TSMC's $40 Billion Arizona Fab May Only Meet 7% Of US Chip Demand — Blames Building Inspectors, Red Tape For Delays

Treasury Secretary Scott Bessent warned that Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) massive Arizona fabrication facility may produce just 7% of America’s semiconductor needs, highlighting regulatory obstacles hampering domestic chip production.

Benzinga

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Intel CEO Says He's 'Making Hard But Necessary Decisions' As Chipmaker Announces Massive Layoffs, Project Cancellations

Intel Corporation (NASDAQ:INTC) is undertaking sweeping layoffs and global project cuts as part of a major overhaul aimed at restoring its competitive edge in the AI-dominated semiconductor landscape.

Benzinga

Intel will cancel 14A and following nodes if it can't win a major external customer — move would cede leading-edge nodes to TSMC and Samsung

Intel admits that it may halt or cancel development of its 14A (1.4nm-class) process node — its first to use High-NA EUV — if it fails to secure a major external customer or meet key milestones, which would likely mean its exit from the leading-edge semiconductor race.

Tom’s Hardware

STMicroelectronics' Restructuring Fuels Loss, Eyes Strong Q3 Recovery

STMicroelectronics (NYSE:STM) reported its second-quarter 2025 results on Thursday, reflecting a mixed performance in a dynamic semiconductor market. While the company’s net revenues surpassed analyst expectations, profitability took a hit due to ongoing strategic restructuring and broader industry headwinds.

Benzinga

AMD CEO Highlights Higher Costs For US Made Chips As Supply Chain Strengthens

In a significant update for the semiconductor industry, Advanced Micro Devices (NASDAQ:AMD) CEO Lisa Su stated that chips produced for AMD by Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) in Arizona are more expensive than those made in Taiwan.

Benzinga

Sony's Chipset Unit Up For Sale To Fuel Entertainment Push

Sony Group (NYSE:SONY) stock is trading higher on Thursday following reports indicating its attempts to sell its cellular chipset unit, Sony Semiconductor Israel, as it shifts its strategic focus toward entertainment.

Benzinga

Intel Stock Tries To Stay Relevant: Market Expert Asks 'Remember This Once Mighty Name' Ahead Of Q2 Earnings

Semiconductor giant Intel Corporation (NASDAQ:INTC) has lagged behind many of its peers for years, but could continue to outshine the sector in 2025 with a strong second-quarter earnings report on Thursday after the market close.

Benzinga

Semiconductor Stocks Gain As Trump's AI Action Plan Fuels Hopes of Major Chip Demand Surge

The White House has unveiled “Winning the AI Race: America’s AI Action Plan,” fulfilling President Trump’s January executive order to remove obstacles to U.S. leadership in artificial intelligence.

Benzinga

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Benzinga

NXP Semiconductors Sees No Big Ramp In End Demand, Yet Analysts Raise Price Targets

Shares of NXP Semiconductors NV (NASDAQ:NXPI) tanked in early trading on Wednesday, despite the company reporting upbeat second-quarter results.

Benzinga

How Taiwan Is Betting Big On AI To Power Its Economy

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) saw its stock recover some losses on Wednesday after closing lower on Tuesday. This rebound comes as the company continues to benefit from robust demand for artificial intelligence (AI) technologies and Taiwan unveils ambitious plans to bolster its position as a global AI powerhouse.

Barchart

Intel Stock Is in a ‘Catch-22’ Scenario. How Should You Play INTC Here?

Loop Capital initiates Intel stock at “Neutral” as the semiconductor firm is stuck in a “catch-22” situation. Wall Street at large remains bearish on INTC shares as well.

MarketBeat

Forget the Hype—TSMC Is the AI Stock That Actually Delivers

Taiwan Semiconductor stock's earnings show investors why the company is making, and could keep making, all-time high prices.

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Benzinga

Options Corner: This Statistical Signal Just Revealed A Mispricing For Marvell Technology

Circumstances don't look particularly appealing for semiconductor stocks, with a key projected focused on artificial intelligence getting off to a rocky start. Just six months after the announcement of the $500 billion Stargate initiative — a joint venture between OpenAI and SoftBank to bolster AI infrastructure in the U.S. —…

Benzinga

Nvidia Stock Slides As $500B Stargate AI Venture Reportedly Stalls

Shares of NVIDIA Corp (NASDAQ:NVDA) and other semiconductor stocks are trading lower Tuesday amid investor concern over the future of a massive artificial intelligence project. Here’s what investors need to know.

Benzinga

Why This Analog Semiconductor Stock Is A Top Undervalued Pick

Following its second-quarter results reported on Monday, NXP Semiconductors (NASDAQ:NXPI) has seen its outlook reassessed by Wall Street analysts.

Benzinga

AMD Stock Is Sliding Tuesday: What's Driving The Action?

Shares of Advanced Micro Devices Inc (NASDAQ:AMD) are trading lower Tuesday afternoon, caught in a broader downturn affecting the semiconductor industry. Here’s what investors need to know.

Fortune

Places like Taiwan dominate chipmaking because they value 'high-quality' manufacturing, an ethos that 'doesn't exist in North America'

Nigel Toon, CEO of the UK chip firm Graphcore, said people miss is how a place's culture can drive advanced chipmaking.

Benzinga

Elon Musk Says 'They Simply Don't' Have The Funding, Doubts Stargate AI

On Tuesday, major artificial intelligence (AI) chip manufacturers, including Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), and Qualcomm (NASDAQ:QCOM), traded lower.

Benzinga

Taiwan Semiconductor Plans Four New Fabs As AI Gold Rush Continues

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) plans to start construction on four new fabs later this year, targeting mass production of 2-nanometer chips by late 2028, according to Central Taiwan Science Park Bureau Director-General Hsu Maw-shin.

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