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The Latest Breaking News from Semiconductor

TSMC Legend Morris Chang Once Branded Former Intel CEO 'Rude' Over 'Taiwan Is Not A Stable Place' — Today, Intel Struggles In The AI Landscape

Intel Corp's (NASDAQ:INTC) relationship with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) soured years back — and it all traces back to comments that left TSMC's legendary founder unimpressed.

Benzinga

What's Going On With AMD Stock Tuesday?

Advanced Micro Devices (AMD) stock traded lower on Tuesday as rivals Arm Holdings (NASDAQ:ARM), Nvidia (NASDAQ:NVDA), and Intel (NASDAQ:INTC) made strategic moves to fortify their positions in the global semiconductor market.

Benzinga

US pursuing stake in struggling chipmaker Intel, commerce secretary says

Trump administration looking to convert funding from Chips Act into equity in the semiconductor manufacturer

The Guardian - US

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Nvidia's Upcoming Earnings Report Puts Direxion's NVDA-Focused Bull And Bear Funds In The Limelight

While semiconductor giant Nvidia Corp. (NASDAQ:NVDA) has easily ranked among the elite players in artificial intelligence, the company's upcoming second-quarter earnings report — scheduled for release on Aug. 27 after the closing bell — may arguably be its most consequential so far. As usual, expectations are sky-high thanks to Nvidia's…

Benzinga

Japan's SoftBank to take $2 billion stake in computer chip maker Intel

Japanese technology giant SoftBank Group says it plans to take a $2 billion stake in computer chip maker Intel as it deepens its involvement in U.S. semiconductor manufacturing in the United States

The Independent UK

SoftBank to buy $2 billion in Intel shares at $23 each — firm still owns majority share of Arm

SoftBank will invest $2 billion in Intel at $23 per share, a move seen as both a vote of confidence in Intel’s U.S. chipmaking comeback and a strategic bet on an undervalued semiconductor maker.

Tom’s Hardware

6 Undervalued Semiconductor And Software Stocks Flashing Strong Value Signals

While many investors chase high-growth stories, others hunt for value, seeking quality companies trading at a discount. For those investors, identifying potentially undervalued stocks is key. Here's a look at some software and semiconductor stocks that are flashing strong signals on value metrics.

Benzinga

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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

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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Benzinga

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.

Fortune

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.

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Barchart

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.

MarketBeat

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.

Benzinga

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.

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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