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The Latest Breaking News from Semiconductor

Ex-AMD fab GlobalFoundries has been fined $500K after admitting it shipped $17,000,000 worth of product to a company associated with China's military industrial complex

The CHIPS-funded manufacturer takes a significant slap on the wrist.

PC Gamer

Sam Altman believes AGI is "achievable with current hardware" — but it could absurdly require "$7 trillion and many years to build 36 semiconductor plants and additional data centers"

In a recent Reddit AMA (ask me anything) session, OpenAI CEO Sam Altman and other top executives discussed intricate details about the company's future and upcoming products and services.

Windows Central

US Fines Chipmaker $500,000 For Selling To Blacklisted Chinese Company

GlobalFoundries sent SJ Semiconductor 74 shipments worth $17.1 million without seeking a license, the Commerce Department said.

International Business Times

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TSMC rumored to receive High NA EUV machines from ASML this year

TSMC is set to receive its first shipment of ASML's High NA EUV machine later this year.

Tom’s Hardware

GlobalFoundries fined $500,000 for restricted chip exports to Chinese firm on U.S. entity list — chipmaker shipped $17 million worth of silicon wafers to China’s SJ Semiconductor

GlobalFoundries is said to have shipped 74 orders, totaling $17.1 million, to SJ Semiconductor, a SMIC affiliate, without obtaining the required license.

Tom’s Hardware

Harris slams House speaker for suggesting GOP would probably try to cut federal semiconductor aid

Kamala Harris is criticizing House Speaker Mike Johnson for suggesting that Republicans would probably try to cut government subsidies for semiconductor manufacturing

The Independent UK

Nvidia replaces Intel on the Dow index in AI-driven shift for semiconductor industry

Nvidia is replacing Intel on the Dow Jones Industrial Average, ending a 25-year-run for a pioneering semiconductor company that has fallen behind as Nvidia cornered the market for chips that run artificial intelligence systems

The Independent UK

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Mike Johnson Totally Reverses Himself On Killing Federal Backing Of Semiconductor Industry If Trump Wins

Instead he aims to just strip out regulations and environmental requirements, he noted in a statement

International Business Times

House Speaker Backtracks On Potential Repeal Of CHIPS Act

House Speaker Mike Johnson's comments on the CHIPS Act and its implications for semiconductor manufacturing in the US spark controversy and political debate.

Top News

Samsung reports 'major' progress in supply deal for AI chips

Samsung Electronics has reported progress on a major supply deal for artificial intelligence-focused chips, aiming to reassure investors following a slowdown in semiconductor profits during the last quarter

The Independent UK

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The Independent UK

New York semiconductor site picked for $825 million in funding

U.S. Sen. Chuck Schumer says a semiconductor research facility in upstate New York will be getting $825 million in funding as one of three national technology centers

Barchart

These 3 Semiconductor Stocks Are Analyst Favorites

As the demand for semiconductors continues to climb, thanks to AI, here are three analyst-approved chip stocks poised to lead the charge.

PC Gamer

AMD's Dr. Lisa Su predicts AI GPU market will grow to $500 billion by 2028 or 'roughly equivalent to annual sales for the entire semiconductor industry in 2023'

Please feed some of that back into gaming GPUs, Dr. Su.

Tom’s Hardware

Chinese mineral restrictions spur Australia to scavenge waste for new sources of chipmaking materials — country turns to mining waste for rare earths

Australian scientists are developing techniques to extract rare earth metals crucial to semiconductor manufacturing more efficiently from mining waste.

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Reason

Exempting Favored Industries is the Wrong Way to Fix NEPA

The Building Chips in America Act shields CHIPS-subsidized firms from the National Environmental Policy Act.

Investors Business Daily

Stocks With Rising Relative Strength: NXP Semiconductors

A Relative Strength Rating upgrade for NXP Semiconductors shows improving technical performance. Will it continue?

Barchart

Why Taiwan Semiconductor Stock is Still a Buy

Taiwan Semiconductor, the world’s largest dedicated contract chip manufacturer with over a 60% market share, recently reported outstanding results that pushed its stock to a record high. TSM reported a 54% year-on-year jump in net profit to $10.1 billion for Q3, exceeding its forecast from just three months ago. It…

StockNews.com

3 Semiconductor Stocks to Buy for the AI and 5G Boom

As AI and 5G networks expand rapidly, semiconductor companies are positioned to lead the next wave of technological innovation. Therefore, investors could consider adding shares of semiconductor stocks, such as Amkor Technology (AMKR), Taiwan Semiconductor (TSM), and QUALCOMM (QCOM) to their portfolios. Read on….

The Independent UK

China confirms arrest of South Korean man on suspicion of espionage

Former Samsung Electronics employee allegedly leaked semiconductor data to his country

TechRadar

Apple and Samsung are not going to buy Intel. Please be serious.

Intel isn't going anywhere. The US government will make sure of that.

Barchart

This Semiconductor Stock is Soaring 6% After Hours, Here’s Why

CDNS stock rallies late after a Q3 earnings beat.

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