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The Latest Breaking News from Semiconductor

Micron Has Been on an Explosive 557% Run Higher. It’s Still 1 of the Cheapest Semiconductor Stocks to Buy Now.

Micron’s stock has gained 557% over the past year on AI demand for memory chips, but it’s still trading at a reasonable valuation.

Michael Burry Bets Against Red-Hot Chip Stocks — Says They 'Will Return To Earth'

Michael Burry Bets Against Red-Hot Chip Stocks — Says They 'Will Return To Earth'

Michael Burry recently bet against the semiconductor industry's rapid growth while disclosing new investments in undervalued software stocks.

International Business Times UK

As SOX Crosses 10,000 for the First Time, Atomera and GCT Semiconductor Are the 2 Top-Rated Chip Stocks to Buy Now

As SOX Crosses 10,000 for the First Time, Atomera and GCT Semiconductor Are the 2 Top-Rated Chip Stocks to Buy Now

Analysts reckon these two stocks could be an effective way to play the rally in semiconductors.

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Scientists create electronic devices that function reliably at extreme temperatures from 500 degrees Celcuis to absolute zero — advanced semiconductor material unlocks new possibilities in space tech and quantum computing

Scientists have demonstrated a new semiconductor material that can operate at extreme temperatures, from 500°C and down to -271.1°C.

Tom’s Hardware

Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel

Amazon’s chip business is scaling rapidly and approaching the size of top semiconductor firms, yet investors still largely value the company as a cloud and retail player.

Taiwan Semi’s Latest Breakthrough Isn’t Just Bad for ASML Stock, It Could Disrupt the Entire Chip Industry

Taiwan Semiconductor's A13 Process and N2U could sidestep ASML's $400 million High-NA machines, raising questions about the company's moat.

As Intel Triggers a Major Rally in Semiconductor Companies, DA Davidson Hikes Its AMD Stock Price Target by More Than 70%

Intel's surprising quarter has given one major analyst all the ammunition needed to completely rethink Advanced Micro's story.

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1 Top Semiconductor Stock Nobody Is Talking About

1 Top Semiconductor Stock Nobody Is Talking About

Lam stock is up 52% YTD, beating Nvidia, Alphabet, and Apple. Yet, it isn’t making headlines.

Intel Is Leading SanDisk Higher. Should You Chase SNDK Stock Today?

Intel Is Leading SanDisk Higher. Should You Chase SNDK Stock Today?

SanDisk stock rallies as Intel’s strong Q1 release boosts the entire semiconductor and storage sector. Options pricing suggests SNDK shares will rip higher after earnings on April 30.

AMD Stock Buy or Sell in 2026: AI Momentum Fuels Bullish Outlook Despite Valuation Risks

AMD Stock Buy or Sell in 2026: AI Momentum Fuels Bullish Outlook Despite Valuation Risks

Advanced Micro Devices Inc. shares have delivered strong gains in 2026, but the question of whether to buy, sell or hold the semiconductor giant remains a hot debate on Wall Street as the company rides the artificial intelligence wave while facing steep competition and elevated valuations.

International Business Times

NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative

NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative

NEO Semiconductor says its 3D X-DRAM passed proof-of-concept testing, using 3D NAND processes to target cheaper AI memory than HBM. The company has secured funding for development.

Tom’s Hardware

AMD Stock Just Hit Yet Another All-Time High. It Can Thank Intel for Making the CPU Relevant Again.

AMD Stock Just Hit Yet Another All-Time High. It Can Thank Intel for Making the CPU Relevant Again.

AMD stock just surged above $340 as Intel leads a broad-based rally in chip stocks.

STMicronelectronics Sends Industrial Chips Into Overdrive

STMicronelectronics Sends Industrial Chips Into Overdrive

STMicroelectronics is well-positioned for a global supercycle driven by AI and extending to all corners of the semiconductor ecosystem.

Texas Instruments Stock Soars Nearly 19% on Q1 Earnings Beat, Strong Data Center and Industrial Demand

Texas Instruments Stock Soars Nearly 19% on Q1 Earnings Beat, Strong Data Center and Industrial Demand

Texas Instruments Inc. shares skyrocketed more than 18% Thursday after the analog chip giant crushed Wall Street expectations for the first quarter and issued upbeat guidance fueled by surging demand from data centers and industrial customers.

International Business Times

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Broadcom Stock Is Trading at New All-Time Highs. Should You Buy Shares Here?

Riding a wave of AI-driven partnerships and improving market sentiment, Broadcom has climbed to record highs. Should you buy the stock now?

International Business Times

Samsung, SK Hynix and TSMC Battle for AI Chip Supremacy in Asia as 2026 Race Intensifies

As artificial intelligence demand drives the global semiconductor industry toward a trillion-dollar scale in 2026, three Asian powerhouses — Taiwan's TSMC, South Korea's Samsung Electronics and SK Hynix — are locked in a high-stakes contest that will largely determine who controls the critical infrastructure powering the AI revolution.

Making your own DRAM cells in a garden shed isn't the most practical solution to the RAMpocalypse, but it's still awesome to watch

It's about the struggle, right?

Tom’s Hardware

U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry

U.S. Commerce Secretary Howard Lutnick says Nvidia still hasn't sold a single H200 AI GPU to China, despite the ban being lifted four months ago. The Chinese government is making it difficult for Chinese companies to import Nvidia chips in a bid to support the country's own domestic semiconductor industry.

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The ‘ChatGPT Moment’ for Cadence Design Systems Might Just Have Arrived, Says Needham. Should You Buy CDNS Stock Now?

Cadence Design Systems may be on the verge of its “ChatGPT moment,” as agentic AI promises to revolutionize chip design. Is now the time to invest in this stock?

Mizuho Analysts Are Bullish on Custom Chips: Broadcom Could Have 87% Compound Annual Growth Rate Through 2028

Mizuho met with executives at an analyst presentation and believes that Broadcom's AI revenue will continue to grow.

Applied Materials Just Joined the Tesla Terafab Project. Does That Make AMAT Stock a Buy?

AMAT stock is riding the AI chip boom, and the Terafab project could mean upside if it actually turns into orders.

Why Stifel Just Raised Its AMD Stock Price Target by 14%

Stifel’s 14% price target hike on AMD signals rising Wall Street conviction that the chipmaker is poised to capitalize on accelerating AI-driven demand.

Investors Are Betting on a Major Short Squeeze in Navitas Semiconductor Stock

Navitas Semiconductor stock rallies amid retail enthusiasm for AI infrastructure. Here’s why investors should trim exposure to NVTS shares at current levels.

'We have no choice but to impose a severe punishment': Ex Samsung researcher sentenced to 7 years in prison for leaking DRAM tech to a Chinese competitor

The semiconductor process tech was reportedly deemed 'a core national technology' of South Korea.

Tom’s Hardware

Enthusiast builds his own RAM in garden shed cleanroom — fledgling array of memory cells groundwork for much larger future project

This is the ‘first time ever RAM has been made at home’ boasts a garden shed-based semiconductor maker.

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