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The Latest Breaking News from Semiconductor

China, Chips, and Chaos: Where Smart Investors Are Putting Their Money Now

QCOM and AVGO offer a combination of resilience and innovation and are poised to drive long-term growth.

Barchart

Scott Bessent Warns TSMC's $40 Billion Arizona Fab May Only Meet 7% Of US Chip Demand — Blames Building Inspectors, Red Tape For Delays

Treasury Secretary Scott Bessent warned that Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) massive Arizona fabrication facility may produce just 7% of America’s semiconductor needs, highlighting regulatory obstacles hampering domestic chip production.

Benzinga

Intel CEO Says He's 'Making Hard But Necessary Decisions' As Chipmaker Announces Massive Layoffs, Project Cancellations

Intel Corporation (NASDAQ:INTC) is undertaking sweeping layoffs and global project cuts as part of a major overhaul aimed at restoring its competitive edge in the AI-dominated semiconductor landscape.

Benzinga

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Intel will cancel 14A and following nodes if it can't win a major external customer — move would cede leading-edge nodes to TSMC and Samsung

Intel admits that it may halt or cancel development of its 14A (1.4nm-class) process node — its first to use High-NA EUV — if it fails to secure a major external customer or meet key milestones, which would likely mean its exit from the leading-edge semiconductor race.

Tom’s Hardware

STMicroelectronics' Restructuring Fuels Loss, Eyes Strong Q3 Recovery

STMicroelectronics (NYSE:STM) reported its second-quarter 2025 results on Thursday, reflecting a mixed performance in a dynamic semiconductor market. While the company’s net revenues surpassed analyst expectations, profitability took a hit due to ongoing strategic restructuring and broader industry headwinds.

Benzinga

AMD CEO Highlights Higher Costs For US Made Chips As Supply Chain Strengthens

In a significant update for the semiconductor industry, Advanced Micro Devices (NASDAQ:AMD) CEO Lisa Su stated that chips produced for AMD by Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) in Arizona are more expensive than those made in Taiwan.

Benzinga

Sony's Chipset Unit Up For Sale To Fuel Entertainment Push

Sony Group (NYSE:SONY) stock is trading higher on Thursday following reports indicating its attempts to sell its cellular chipset unit, Sony Semiconductor Israel, as it shifts its strategic focus toward entertainment.

Benzinga

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Intel Stock Tries To Stay Relevant: Market Expert Asks 'Remember This Once Mighty Name' Ahead Of Q2 Earnings

Semiconductor giant Intel Corporation (NASDAQ:INTC) has lagged behind many of its peers for years, but could continue to outshine the sector in 2025 with a strong second-quarter earnings report on Thursday after the market close.

Benzinga

Semiconductor Stocks Gain As Trump's AI Action Plan Fuels Hopes of Major Chip Demand Surge

The White House has unveiled “Winning the AI Race: America’s AI Action Plan,” fulfilling President Trump’s January executive order to remove obstacles to U.S. leadership in artificial intelligence.

Benzinga

NXP Semiconductors Sees No Big Ramp In End Demand, Yet Analysts Raise Price Targets

Shares of NXP Semiconductors NV (NASDAQ:NXPI) tanked in early trading on Wednesday, despite the company reporting upbeat second-quarter results.

Benzinga

How Taiwan Is Betting Big On AI To Power Its Economy

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) saw its stock recover some losses on Wednesday after closing lower on Tuesday. This rebound comes as the company continues to benefit from robust demand for artificial intelligence (AI) technologies and Taiwan unveils ambitious plans to bolster its position as a global AI powerhouse.

Benzinga

Intel Stock Is in a ‘Catch-22’ Scenario. How Should You Play INTC Here?

Loop Capital initiates Intel stock at “Neutral” as the semiconductor firm is stuck in a “catch-22” situation. Wall Street at large remains bearish on INTC shares as well.

Barchart

Forget the Hype—TSMC Is the AI Stock That Actually Delivers

Taiwan Semiconductor stock's earnings show investors why the company is making, and could keep making, all-time high prices.

MarketBeat

Options Corner: This Statistical Signal Just Revealed A Mispricing For Marvell Technology

Circumstances don't look particularly appealing for semiconductor stocks, with a key projected focused on artificial intelligence getting off to a rocky start. Just six months after the announcement of the $500 billion Stargate initiative — a joint venture between OpenAI and SoftBank to bolster AI infrastructure in the U.S. —…

Benzinga

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Benzinga

Nvidia Stock Slides As $500B Stargate AI Venture Reportedly Stalls

Shares of NVIDIA Corp (NASDAQ:NVDA) and other semiconductor stocks are trading lower Tuesday amid investor concern over the future of a massive artificial intelligence project. Here’s what investors need to know.

Benzinga

Why This Analog Semiconductor Stock Is A Top Undervalued Pick

Following its second-quarter results reported on Monday, NXP Semiconductors (NASDAQ:NXPI) has seen its outlook reassessed by Wall Street analysts.

Benzinga

AMD Stock Is Sliding Tuesday: What's Driving The Action?

Shares of Advanced Micro Devices Inc (NASDAQ:AMD) are trading lower Tuesday afternoon, caught in a broader downturn affecting the semiconductor industry. Here’s what investors need to know.

Fortune

Places like Taiwan dominate chipmaking because they value 'high-quality' manufacturing, an ethos that 'doesn't exist in North America'

Nigel Toon, CEO of the UK chip firm Graphcore, said people miss is how a place's culture can drive advanced chipmaking.

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Benzinga

Elon Musk Says 'They Simply Don't' Have The Funding, Doubts Stargate AI

On Tuesday, major artificial intelligence (AI) chip manufacturers, including Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), and Qualcomm (NASDAQ:QCOM), traded lower.

Benzinga

Taiwan Semiconductor Plans Four New Fabs As AI Gold Rush Continues

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) plans to start construction on four new fabs later this year, targeting mass production of 2-nanometer chips by late 2028, according to Central Taiwan Science Park Bureau Director-General Hsu Maw-shin.

TechRadar

Could they be the next Arm? Space Forge innovative nursery-in-the-stars could spell new generations of super materials and yes, sky’s the limit

Budding British tech startup could help bring to life ultra-high quality semiconductors

Benzinga

Taiwan Semiconductor CFO Warns Of Margin Pressure, Prudent $42 Billion CapEx Plan

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock traded lower Friday after its Thursday gains following upbeat quarterly results.

Benzinga

Marvell Reshuffles Leadership As It Looks To Reignite Momentum, Rebuild Investor Confidence (CORRECTED)

Editors' note: Chris Koopmans's title has been updated to president.

Tom’s Hardware

Chinese state-sponsored cyberattacks target Taiwan semiconductor industry — security firm says motivation of three separate campaigns 'most likely espionage'

China-linked hackers are targeting Taiwan’s chipmakers and U.S. analysts with spear-phishing, Cobalt Strike, and custom malware. At least 15–20 organizations were hit since March, as Beijing seeks semiconductor self-sufficiency amid U.S. export controls.

Benzinga

Wedbush Analyst Says TSMC Blowout Earnings Confirm AI Demand Is 'Really, Really Strong' — Bullish Signal For Nvidia And Big Tech

On Thursday, Wedbush Securities' Matt Bryson said Taiwan Semiconductor Manufacturing Co.'s (NYSE:TSM) stellar second-quarter earnings leave little doubt that artificial intelligence (AI) demand remains red hot — a promising signal for Nvidia Corporation (NASDAQ:NVDA) and the broader tech sector.

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