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The Latest Breaking News from Semiconductor

Taiwan Semiconductor Shuts Down Rumors Of Intel Deal

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) reiterated last week that it has not discussed potential investments or partnerships with any company, ending rumours regarding Intel (NASDAQ: INTC) linkups.

Benzinga

US Commerce head notes China 'isn't even shy' about its goal to 'take' Taiwan, says US-Taiwan tariff deal coming soon — goal is to have 40% of chips made in America

Commerce Secretary Howard Lutnick said Saturday that a major semiconductor deal with Taiwan was coming “pretty soon,” signaling a potential breakthrough in U.S. efforts to shore up domestic chip production.

Tom’s Hardware

A $5 Billion Reason to Buy Marvell Stock Here

Marvell stock is gaining attention after the semiconductor firm authorized a massive $5 billion buyback alongside record AI-fueled revenue growth.

Barchart

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Intel Stock Rises As Trump Steps Up Efforts To Reshore Chip Manufacturing

The Trump administration might mandate an equal ratio of domestically manufactured semiconductors to imported chips. Intel stock rose on the news.

Investors Business Daily

Trump administration is reportedly planning to tariff US tech firms that don't source equal numbers of imported and American chips

How the US chip-making industry is supposed to ramp up to the scale required doesn't seem to be part of the plan.

PC Gamer

Trump's Chip Plan Could Mean Big Trouble For Apple And Dell

The Trump administration is preparing a sweeping plan to cut U.S. dependence on foreign-made semiconductors and expand domestic manufacturing.

Benzinga

Morgan Stanley Is Pounding the Table on this Chip Stock

This chip stock just got a big upgrade from Morgan Stanley, citing industry-wide improvement.

Barchart

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This ETF Has Surged An Eye-Watering 470% — And It's Not Even Tech

While 2025 thus far has been all about headlines regarding AI stocks and semiconductor ETFs, one of the year’s most sensational performers comes from a category few would anticipate: gold miners.

Benzinga

Taiwan Semiconductor Unveils Ultra-Advanced Chip Tech

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) shares were trending on Thursday as the company showcased its new A14, or 1.4nm, logic process technology at its North America Technology Symposium in Santa Clara, California.

Benzinga

Move Over, Nvidia—Micron's Rally Just Rewired The AI ETF Playbook

Micron Technology Inc’s (NASDAQ:MU) fiscal Q4 profit beat on both the top and bottom line is placing the chipmaker under sharper focus for ETF investors seeking to catch the next wave of the semiconductor rally. The timing is especially noteworthy as investors in the industry’s bellwether, Nvidia Inc (NASDAQ:NVDA), look…

Benzinga

Forget Nvidia And Arm, These 3 Chip Stocks Are Flashing Bullish Signals

Three semiconductor stocks are capturing attention with powerful momentum gains just as the broader tech sector surges.

Benzinga

ON Semiconductor To Acquire Aura's Vcore Power Tech

ON Semiconductor (NASDAQ:ON) agreed to acquire Aura Semiconductor’s Vcore power technologies and related intellectual property (IP) licenses, strengthening its push into artificial intelligence data center power management.

Benzinga

I’m the VC researcher who helped uncover Intel’s close ties to China. Its nationalization just exposes a corporate governance crisis

It wasn’t my plan to find myself embroiled in international intrigue involving semiconductors. I'm a VC who used to be the general counsel for a hockey team.

Fortune

Former Intel Directors Call For Trump And Nvidia To Take Chip Giant Private: 'Hope Is Not A Strategy'

Four former Intel directors, including former U.S. Trade Representative Charlene Barshefsky and former FCC Chair Reed Hundt, are calling for Intel Corp. (NASDAQ:INTC) to go private as the company struggles to regain its footing in the global semiconductor market.

Benzinga

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Fortune

It's time for Intel to go private, former board members say

After taking rival Nvidia into its major shareholders, it's time for the government to arrange for Intel to go completely private.

Benzinga

Nvidia Is The Winner In Intel Partnership: Analyst Says Deal Widens 'Customer Base'

A semiconductor partnership between NVIDIA Corporation (NASDAQ:NVDA) and Intel Corp (NASDAQ:INTC) could benefit both companies, but one analyst sees a clear winner in the tie-up.

Benzinga

TSMC Confirms Chiayi Plant On Track Debunking Rumors

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reaffirmed Thursday that construction of its second advanced packaging plant in Chiayi County remains on schedule, countering reports that the project had been suspended and its equipment diverted to the U.S.

Benzinga

Quantum Tech Meets AI Chips — Global X's New ETF Goes All In

Global X is planning to expand its lineup of technology offerings with the filing for the launch of the Global X AI Semiconductor Quantum ETF, as per a Securities and Exchange Commission filing on Tuesday.

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Barchart

Nvidia’s $5B Boost Sends Intel Skyrocketing, But Should You Buy INTC Stock Here?

Nvidia bought Intel stock at $23.28 per share, but INTC is set to open well above NVDA CEO Jensen Huang’s entry price.

Benzinga

MediaTek Adopts Taiwan Semiconductor 2nm Breakthrough For Flagship Chip

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world’s leading contract chipmaker, is enabling its long-term partner, MediaTek, to adopt its most advanced 2-nanometer (nm) process for an upcoming flagship system-on-a-chip (SoC). This collaboration underscores a major technological leap for both companies.

Benzinga

Broadcom's $120B AI Bet: Can Hock Tan Outpace Nvidia With Next-Gen Chips?

Broadcom Inc (NASDAQ:AVGO) is no longer content to trail in NVIDIA Corp.'s (NASDAQ:NVDA) shadow. Armed with a $120 billion AI revenue target by 2030 — and CEO Hock Tan whose bonus depends on hitting it — the semiconductor giant is positioning itself to challenge Nvidia's dominance.

Tom’s Hardware

Alibaba’s AI chip goes head-to-head with Nvidia H20 in state-backed benchmark demo

Alibaba’s semiconductor unit, T-Head, has reportedly developed a new AI processor that it claims matches the performance of Nvidia's H20 — the GPU built specifically for the Chinese market.

Barchart

This Tech Stock Just Hit Another All-Time High

Lam Research (LRCX) is a leading semiconductor equipment supplier, showing strong technical momentum and consistent price appreciation. LRCX maintains a 100% “Buy” rating from Barchart. Shares have gained 58% over the past year. Fundamentals remain robust with projected revenue and earnings growth, a wide economic moat, and strong analyst and...

MarketBeat

This Stock Quietly Benefits From Oracle and NVIDIA’s AI Surge

Oracle's new earnings breakout suggests that Taiwan Semiconductor should follow suit as the root provider of this new infrastructure growth.

Benzinga

China Bans Nvidia Chip Purchases For Major Tech Firms: NVDA Stock Falls In Wednesday Pre-Market

China has banned its leading technology companies from procuring Nvidia Corporation (NASDAQ:NVDA)’s artificial intelligence (AI) chips. During Wednesday’s pre-market trading session, Nvidia stock fell nearly 1.5%.

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