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The Latest Breaking News from Semiconductor

Legendary Investor Stanley Druckenmiller Made Huge AI And Chipmaker Bets In Q2 — Here's What He Knows That You Don't

Legendary macro investor Stanley Druckenmiller made significant shifts in his portfolio in the second quarter, establishing major new positions in artificial intelligence and semiconductor leaders, rotating into large-cap banks, and placing a broadly bullish bet on the U.S. stock market, according to the latest 13F filing for his Duquesne Family…

Benzinga

Nvidia, AMD See 'Special Treatment' From Trump As Chip Supply Chain Faces New Disruptions

In a move that could potentially disrupt the global semiconductor supply chain, President Donald Trump has allowed Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) to export AI processors to China.

Benzinga

Trump mulls a 300% tariff on chips — levies coming within two weeks as Section 232 investigation nears completion

Trump’s floated plan for semiconductor tariffs as high as 300% has rattled the tech industry.

Tom’s Hardware

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Taiwan Semiconductor's Fading Hot Streak Raises Stakes For Direxion's TSM-Focused Bull, Bear Funds

As the world's largest pure-play foundry, Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) — often abbreviated as TSMC — plays a critical role in the global semiconductor value chain. Late last year, International Data Corp stated that the company could expand its market share in the foundry industry to 36% by the…

Benzinga

Days after Intel CEO meets with Trump, the federal government is reportedly negotiating a stake in the chips champion

Trump has called Intel CEO Lip-Bu Tan both “highly conflicted” and possessing “an amazing story.”

Fortune

Applied Materials' Knee-Jerk Sell-Off Is Your Signal to Buy

Applied Materials' August pullback is an attractive entry point for long-term investors interested in cash flow, share buybacks, dividends, and return growth.

MarketBeat

Samsung Invests In Japan Facility To Take On Taiwan Semiconductor In Chip Packaging

Samsung Electronics (OTC:SSNLF) earmarked 25 billion yen ($170 million) to establish an advanced chip packaging RD center in Yokohama, Japan, intensifying its competition with Taiwan Semiconductor Manufacturing Co (NYSE:TSM) in the packaging market.

Benzinga

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Kevin O'Leary Says Nvidia, AMD Still Win Under Trump China Plan Despite 15% 'Form Of Blackmail' Levy

Media personality and entrepreneur Kevin O’Leary says President Donald Trump‘s deal allowing NVIDIA Corp (NASDAQ:NVDA) and Advanced Micro Devices Inc (NASDAQ:AMD) to sell semiconductor chips in China under a government revenue-sharing plan is mutually beneficial.

Benzinga

Philippe Laffont's Coatue Management Adds Oracle, Ups Nvidia, Broadcom Stake In Q2

Hedge fund billionaire Philippe Laffont upped his bets on the AI trade in 2025’s second quarter, buying up shares of semiconductor and cloud companies.

Benzinga

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.

Benzinga

AMD’s billionaire CEO says AI is overwhelming right now—but she disagrees with former Google exec who predicts the tech will be a job-killer

As AI wipes the job market for Gen Z, AMD CEO Lisa Su insists she’s still hiring at the $300 billion semiconductor company—and believes humanity will not be outpaced by AI.

Fortune

Sure, Nvidia’s (NVDA) Hot But Bargain-Hunting Investors Should Consider This Overlooked Semiconductor Name

Wall Street is much like counting cards in blackjack and NVDA stock isn’t always going to give you a strong hand. Instead, tech investors may look into this under-the-radar play.

Barchart

3 Companies That Will Profit From Trump's Semiconductor Tariffs

With President Trump’s recent announcement of a 100% tariff on imported semiconductors, these three American chipmakers are poised to profit.

MarketBeat

China's E-Town Claims Applied Materials Poached Staff, Misused Proprietary Chip Tech

Beijing E-Town Semiconductor Technology Co. sued Applied Materials, Inc. (NASDAQ:AMAT), a U.S. chip-equipment supplier, in the Beijing Intellectual Property Court, accusing the latter of stealing trade secrets.

Benzinga

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Barchart

Nvidia Is the ‘Most Efficient’ Magnificent 7 Stock. Is NVDA Still a Buy Here?

Nvidia leads the “Magnificent 7” in operational efficiency, boasting a near-60% operating margin and reinforcing its dominance in high-margin AI and semiconductor markets.

Fortune

AMD CEO won’t offer $100 million salaries to poach talent like Mark Zuckerberg. She says it’s more important staff don’t feel like ‘a cog in the wheel’

Lisa Su, CEO of $284 billion semiconductor titan AMD, is in agreement with Anthropic leader Dario Amodei that nine-figure pay packages can’t buy innovation or loyalty.

MarketBeat

Data Centers in Demand—This REIT Owns a Whole Portfolio

Data center demand may drive further attention to semiconductor names and others in the AI field, though the real upside is in this REIT.

Benzinga

Taiwan Semiconductor Streamlines Legacy Fabs As AI Chip Demand Surges

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) will shut down its 6-inch wafer manufacturing business over the next two years and consolidate its 8-inch wafer production capacity to boost efficiency, the company said Tuesday.

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Benzinga

ETF Investors Face Crosswinds: China Hits Chips, US Spares Gold

ETF investors are facing a new combination of policy risk and reprieve this week as US–China tensions overflow into the semiconductor and precious metals markets.

Barchart

NXP Semiconductors Stock: Analyst Estimates & Ratings

NXP Semiconductors has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

Benzinga

Tower Semiconductor Teams Up With AIStorm On New High-Speed AI Chip

Tower Semiconductor Ltd. (NASDAQ:TSEM) on Tuesday said it is teaming up with AIStorm to launch a high-speed imaging chip that brings slow-motion analysis to the masses.

MarketBeat

Taiwan Semiconductor Stock: Own It, Don't Trade It

Taiwan Semiconductor stock has yet to price in this massive development, despite trading at new highs, investors shouldn't sell.

International Business Times

Trump Says Nvidia To Give US Cut Of China Chip Sales

President Donald Trump on Monday confirmed reports that semiconductor giant Nvidia would pay the United States 15 percent of its revenues from sales of certain artificial intelligence chips to China.

Barchart

Broadcom Hits New High: Is AVGO Stock Still a Buy?

Broadcom’s growth shows no signs of slowing down, with strong performance across both its AI semiconductor and infrastructure software businesses setting the stage for continued momentum.

Benzinga

TJX, Taiwan Semiconductor Manufacturing, Wynn Resorts And More On CNBC's 'Final Trades'

On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, said Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ended July higher by 36% year-to-date. The company also reported a revenue growth of 26% year-over-year for July, he noted.

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Stanley Druckenmiller

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