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The Latest Breaking News from Semiconductor

China developing critical chipmaking supply chains — photoresist ecosystem emerges for ArF and KrF lasers

Chinese photoresists are getting better, could eventually address advanced process technologies.

Tom’s Hardware

Critical metals for electronic components and gadgets jump in price, as China's trade restrictions with the US begin to bite

Gallium, germanium, and antimony are all vital to the semiconductor industry.

PC Gamer

Broadcom’s Stellar Outlook Sparks Hopes for a Semi Sector Rally

The semi ETF (SMH) has reclaimed key technical levels and is approaching significant resistance, signaling a potential breakout as investor sentiment improves.

MarketBeat

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Is Micron Stock a Buy, Sell, or Hold Before December 18?

With Micron Technology's Q1 earnings release on the horizon, should investors grab a slice of the shares or let the earnings guide the next move?

Barchart

Deutsche Bank Says These 2 Semiconductor Stocks Are Top Buys in 2025, Here's Why

This article highlights two semiconductor stocks that Deutsche Bank recommends as top buys for 2025.

Barchart

2 Semiconductor Stocks That Could Break Out in 2025

These two semiconductor manufacturing equipment stocks could have a big 2025. One is a massive industry leader, while the other is an up-and-coming player.

MarketBeat

Stocks Showing Improved Relative Strength: Lattice Semiconductor

A Relative Strength Rating upgrade for Lattice Semiconductor shows improving technical performance. Will it continue?

Investors Business Daily

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China launches new compact radiation detection chip for semiconductor self-reliance

CNNC starts mass production of a radiation detection chip, capable of measuring X-ray and gamma radiation from 100 nSv/h to 10 mSv/h.

TechRadar

Taiwan Prepares For Uncertain Future Under Trump's Second Term

Taiwan navigates uncertainties in US relations under Trump's second term, focusing on defense, economy, and semiconductor industry challenges.

Top News

US government to restrict investments in China's high-tech sectors to safeguard national security

As tensions escalate between the U.S. and China, new investment restrictions target critical technologies like AI and semiconductors.

TechRadar

S&P 500 Banking Giant Leads Five Stocks To Watch Amid Market Rally

Goldman Sachs and Fortinet are among the stocks investors should keep tabs on as the stock market rally holds up.

Investors Business Daily

Texas Instruments: The Old-School Tech Titan Still Delivering

Texas Instruments offers a compelling blend of steady dividend growth and strong fundamentals but carries inherent semiconductor market risks.

MarketBeat

Taiwan Semiconductor, IBD Stock Of The Day, Gets Broadcom Boost

Taiwan Semiconductor is the IBD Stock Of The Day as the world's leading chip foundry benefits from producing artificial intelligence chips for all the major players.

Investors Business Daily

Broadcom surges 20%, hits $1 trillion valuation on AI boom

Broadcom's AI revenue grew 220% to $12.2 billion this past quarter, pushing semiconductor revenue to a record $30.1 billion.

Fortune

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The Conversation

Western self-sufficiency in computer chips is just not going to happen

American microchip giant Intel is looking for a new CEO following Pat Gelsinger’s shock resignation. This represents more than just a corporate shake-up. It’s the end of an era in which one company could totally control a strategically vital American technology.

MarketBeat

ASML Holding: A Correction That Might Signal Opportunity

ASML, a semiconductor industry leader, is down 35% from its 52-week highs; however, the stock is beginning to show early signs of recovery.

Barchart

Bank of America Is Losing Faith in This AI Semiconductor Stock. Should You Sell?

This semiconductor stock has taken a tumble after a flying start to the year, and was just hit with a downgrade from analysts at BofA.

PC Gamer

Pat Gelsinger rallies against claims some chipmakers are struggling to produce good wafers: anyone using yields as a % 'doesn't understand semiconductor yield'

It's all about the defect density.

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news in one place.

100’s of premium titles.
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MarketBeat

The Great CPU Race: AMD and Intel Battle for Dominance

The semiconductor industry's future hinges on the rivalry between AMD and Intel, with both companies pursuing distinct strategies to secure market dominance.

Barchart

NXP Semiconductors Stock: Is NXPI Underperforming the Technology Sector?

Despite NXP Semiconductors' underperforming relative to the technology sector, Wall Street analysts remain moderately optimistic about the stock’s prospects.

Barchart

3 Standout Growth Stocks to Buy Now, According to JPMorgan

These three stocks of companies with strong financials are poised to benefit from trends in AI, renewable energy, and cybersecurity.

Investors Business Daily

Dow Jones Futures: CPI Inflation Due As Palantir, Nvidia Bounce

Google broke out Tuesday as Tesla races. But Palantir, AppLovin and most growth stocks fell. CPI inflation data is on tap.

International Business Times

US Firms Up $6.2 Bn Micron Funding To Boost Chipmaking

US President Joe Biden's administration finalized nearly $6.2 billion in funding for Micron Technology on Tuesday, firming up a deal to boost domestic semiconductor production before Donald Trump returns to the White House.

MarketBeat

Semiconductor Giant Synopsys Slides 14% — Time to Take Notice

Synopsys hasn't been a great investment in 2024. However, with long-term tailwinds in tact, that could change in 2025 and beyond.

Barchart

Qualcomm vs. Taiwan Semiconductor: Which Is the Better Chip Stock to Buy?

Both semiconductor companies reported robust growth in the most recent quarter, but one of them is the better buy for the long haul.

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