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The Latest Breaking News from Semiconductor

Riot Platforms: A $311M AMD Deal Changes the HPC Game

Riot Platforms advances its infrastructure strategy by securing a major power lease with semiconductor giant AMD to host high-performance computing workloads.

MarketBeat

‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand. Here’s the $56 Billion ‘Disaster’ Taiwan Semi Wants to Avoid in 2026.

As TSMC ramps up spending, this article explores why CEO C.C. Wei is closely monitoring AI demand and the $56 billion ‘disaster’ the company is determined to avoid in 2026.

Barchart

Trump's 25 Percent Tariff on Chip Imports Is Really an Export Tax

The order imposes duties on China-bound AI chips if chipmakers don't invest in American semiconductor fabrication.

Reason

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Short Squeeze Season: Is Super Micro Ready to Fly?

A surge in Super Micro Computer stock highlights a potential turnaround as Taiwan Semiconductor confirms insatiable demand for artificial intelligence.

MarketBeat

Tesla Goes All-In on Chipmaking As Musk Backs Dojo3—Can It Beat Nvidia on Value?

Tesla revives its Dojo3 supercomputer with the AI5 chip, aiming to rival Nvidia on value with cost-effective AI performance; executives and consumers watch if this gamble pays off.

International Business Times

Tesla Goes All-In on Chipmaking as Musk Backs Dojo3—Can It Beat Nvidia on Value?

Tesla revives its Dojo3 supercomputer with the AI5 chip, aiming to rival Nvidia on value with cost-effective AI performance; executives and consumers watch if this gamble pays off.

International Business Times UK

I saw 2 next-gen 3D TVs without glasses that use a new tech that changes everything — here’s how it works

3D movies without all the downsides? Finally, I might watch Avatar at home

TechRadar

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As Trump Hits AMD MI325X Chips with a 25% Tariff, How Should You Play AMD Stock?

President Donald Trump announced that AMD and Nvidia will face 25% tariffs on certain chip imports.

Barchart

Ignore the China Drama and Buy Applied Materials Stock

One analyst has a clear message for Applied Materials stock with a rating upgrade.

Barchart

A new semiconductor tariff is here. But the newest tariff may actually be GOOD news for American photographers

A new 25% tariff on imported semiconductors is now in effect, but the import tax does not affect consumer electronics as originally threatened

Digital Camera World

The $56 Billion Draft: Follow TSMC’s CapEx Stream

A capital injection into the semiconductor supply chain creates guaranteed revenue for the companies building the infrastructure of the digital economy.

MarketBeat

Wells Fargo Can’t Get Enough of These 2 Semiconductor Stocks

Wells Fargo is kicking off 2026 with two massive price target increases that are ahead of the consensus and point to further growth in the semiconductor industry.

Barchart

Here's What to Expect From Applied Materials' Next Earnings Report

Applied Materials is set to report its first-quarter results soon, and analysts expect a single-digit earnings decrease.

Barchart

U.S. slashes Taiwan tariffs in new semiconductor trade deal — Washington to reduce tariffs to 15% in exchange for $500 billion stateside manufacturing investment

The U.S. and Taiwan trade deal will reduce tariffs to 15% from 20%. It will also pour $250 billion in direct investments in U.S. chip manufacturing, as well as another $250 billion in credit guarantees to Taiwanese tech companies

Tom’s Hardware

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International Business Times UK

Trump's Taiwan Trade Deal: How a Tiny Island Is Teaching the US How to Build World-Class Industrial Parks Again

Trump signs a $250 billion Taiwan trade deal, boosting US industrial parks, semiconductors, and AI investment.

Barchart

Nasdaq Futures Climb on AI Optimism

March Nasdaq 100 E-Mini futures (NQH26) are trending up +0.59% this morning, signaling that a tech rally fueled by strong earnings from Taiwan Semiconductor Manufacturing Co., which revived optimism around AI, looks set to continue.

MarketBeat

TSMC's Strong Guidance Supports the Stock's Hot Start to 2026

TSMC shares are continuing their ascent in 2026. The company's Jan. 15 earnings release revealed solid beats and guidance that strongly surpassed expectations.

Kiplinger

Dow Adds 292 Points as Goldman, Nvidia Soar: Stock Market Today

Taiwan Semiconductor's strong earnings sparked a rally in tech stocks on Thursday, while Goldman Sachs' earnings boosted financials.

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Barchart

Morgan Stanley Says Chip Sales Weakened in November. What Does That Mean for Nvidia Stock?

November semiconductor sales showed some month-to-month softness, but NVDA remains supported by strong AI-driven demand and resilient data center fundamentals.

Barchart

Taiwan Semi Stock Moves Into Overbought Territory on Earnings Pop, But Is There Still a Case for Buying TSMC Here?

TSMC stock inches higher as the semiconductor behemoth reports market-beating Q4 earnings. A Counterpoint Research analyst explains what will drive TSM shares higher in 2026.

Barchart

Taiwan Semi Stock Just Hit a New All-Time High But AI Fears Remain

Taiwan Semiconductor (TSM) shares are trading at new all-time highs. Shares are up nearly 70% over the past 52 weeks. TSM maintains a 100% technical “Buy” opinion from Barchart. The stock hit new highs Thursday after Taiwan Semi reported record profit in its fourth-quarter earnings. Today’s Featured Stock Valued at...

Euronews

World’s biggest chipmaker TSMC doubles down on AI, sees profit lift

A surge in AI-driven demand has pushed TSMC’s profits and investment plans higher, reinforcing its position as one of the world’s most advanced semiconductor producers.

Barchart

Stocks Climb Before the Open as TSMC Reignites AI Optimism, U.S. Economic Data and Earnings in Focus

March S&P 500 E-Mini futures (ESH26) are up +0.37%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.74% this morning after Taiwan Semiconductor Manufacturing Co. renewed confidence in the sustainability of AI demand.

MarketBeat

Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks

Analysts at big banks are bullish on Broadcom in 2026. At least three have named the stock a "top pick" for the new year.

Barchart

President Donald Trump Says, “The United States Government Is Proud to Be a Shareholder of Intel.” Should You?

Trump’s endorsement of Intel has ignited a powerful stock rally. Should you follow this bold bet?

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