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The Latest Breaking News from Semiconductor

Global Market: China chip rally sparks valuation bubble fears among investors

Chinese chip companies are seeing high stock valuations. This surge is fueled by China's drive for technological self-reliance. However, recent earnings reports have raised concerns about potential market bubbles. Investors are closely watching developments and the broader semiconductor market trends.

The Economic Times

Applied Materials Q2 Earnings Call Highlights

Applied Materials (NASDAQ:AMAT) reported record fiscal second-quarter revenue and earnings, with executives saying accelerating demand for artificial intelligence infrastructure is reshaping semiconductor equipment spending toward areas where the company holds leading positions. President and CEO G

Elon Musk’s Terafab Could Make Intel Stock More Exciting for Long-Term Investors Than Wall Street Ever Thought Was Possible

Elon Musk’s Terafab Could Make Intel Stock More Exciting for Long-Term Investors Than Wall Street Ever Thought Was Possible

Intel stock is rallying as investors increasingly view the company as a critical AI manufacturing and infrastructure partner behind the massive Terafab project.

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As South Korea Walks Back Its AI Tax Proposal, the Brief Selloff in MU Stock Is a Non-Event

Micron and other major semiconductor stocks slip following comments from a South Korean politician regarding tax on AI.

Why Bank of America Is Betting Big on ASML Stock as Trump-Xi Meet

As Trump and Xi meet in Beijing, ASML stock is expected to emerge as a key winner from any easing in U.S.-China chip tensions.

Ideal Power Q1 Earnings Call Highlights

Ideal Power (NASDAQ:IPWR) reported no first-quarter revenue and a wider net loss, while management emphasized growing commercial activity for its B-TRAN semiconductor technology across AI data centers, energy infrastructure, industrial systems and automotive applications. President and Chief Execut

Stanley Druckenmiller's Semiconductor Picks Are Crushing the Market — Duquesne Made $127 Million in Profit

Stanley Druckenmiller's family office made $127 million in profits by investing $117 million collectively in Lattice Semiconductors, On Semiconductor, and STMicroelectronics in Q4.

International Business Times UK

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Buying CBRS Stock After the Cerebras IPO Is a Bet on Engineering Magic. That Same Magic Could Be the Kiss of Death.

Buying CBRS Stock After the Cerebras IPO Is a Bet on Engineering Magic. That Same Magic Could Be the Kiss of Death.

The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.

Why Applied Materials (AMAT) Stock Is a Buy Heading Into Its Earnings

Why Applied Materials (AMAT) Stock Is a Buy Heading Into Its Earnings

AMAT has considerable momentum and a relatively low valuation.

Qnity Electronics Q1 Earnings Call Highlights

Qnity Electronics (NYSE:Q) reported a record first quarter for fiscal 2026, with management citing strong demand tied to artificial intelligence, high-performance computing and advanced connectivity as key drivers of growth across both of its business segments. Chief Executive Officer Jon Kemp said

Trump Overruled His Own Staff to Bring 'Great Jensen Huang' to Beijing — Nvidia Boss Boarded During Refuelling Stop

Trump Overruled His Own Staff to Bring 'Great Jensen Huang' to Beijing — Nvidia Boss Boarded During Refuelling Stop

Nvidia CEO Jensen Huang joins Trump's Beijing delegation after initial exclusion, highlighting the strategic importance of US-China semiconductor relations and Nvidia's $50 billion China market opportunity.

International Business Times UK

US-China Summit: Semiconductors, rare earths to dominate Trump-Xi talks

US-China Summit: Semiconductors, rare earths to dominate Trump-Xi talks

Strategic supply chains spanning semiconductors, rare earth minerals, aerospace and agricultural trade are expected to dominate bilateral discussions between US President Donald Trump and Chinese President Xi Jinping during the ongoing US-China summit, according to a report by Rubix Data Sciences.

The Economic Times

Global Market: TSMC sees chip market crossing $1.5 trillion by 2030 on AI boom

Global Market: TSMC sees chip market crossing $1.5 trillion by 2030 on AI boom

TSMC has raised its long-term semiconductor industry forecast, projecting the global market to exceed $1.5 trillion by 2030, driven by artificial intelligence and high-performance computing demand. The company expects rapid growth in advanced chip production and is aggressively expanding manufacturing capacity across the US, Japan and Germany.

The Economic Times

Tower Semiconductor Q1 Earnings Call Highlights

Tower Semiconductor (NASDAQ:TSEM) reported a sharp year-over-year increase in first-quarter 2026 profit and issued guidance for what it said would be the highest quarterly revenue in the company’s history, driven by accelerating demand in silicon photonics and related technologies for AI data center

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SNDK Stock Alert: SanDisk Falls Amid Broader Chip Pullback

SanDisk stock sank yesterday amid a broader selloff in memory and semiconductor names. But should you buy the dip in SNDK shares today?

Dear Broadcom Stock Fans, Mark Your Calendars for June 3

Investors may want to pay close attention to Broadcom as the chip giant prepares to release its highly anticipated quarterly earnings report next month.

As Revenue Surges Nearly 9,000%, the Quantum Computing Stock Story Is Still in the ‘Early Stages’c

Despite Quantum Computing’s headline-grabbing revenue growth, Wedbush believes that the company still has plenty left to prove.

A Quantum Shift: Why Speculative Money Is Ditching AI

Quantum Computing Inc., IonQ, and Rigetti Computing are leading a sector rotation as tangible revenue and strategic acquisitions signal a new era.

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The Economic Times

US stock market today: Why is Dow Jones crashing while the S&P 500 and Nasdaq rise? Dow falls 260 points as inflation heats up and Trump heads to China

US stock market today: Dow Jones, S&P 500, and Nasdaq moving in opposite directions. Dow falls 260 points today as inflation heats up and President Donald Trump arrived in China for a major summit with Xi Jinping. S&P 500 and Nasdaq pushed higher, led by another powerful rally in chip…

Jim Cramer Just Identified an AI Infrastructure Supplier Yet to Fully Price in April’s Compute Demand Surge

Modine Manufacturing has missed out on the recent semiconductor rally despite a pivotal role in data centers.

Here's how the Iran war is hitting key supplies for components, according to supply chain experts

The ripples span wider than you might think.

Intel Stock Just Got a New Street-High Price Target. Wall Street Is Starting to Believe Its Foundry Can Work.

A potential Apple partnership and a new street-high price target are fueling fresh optimism that Intel’s foundry ambitions may finally be paying off.

The Economic Times

Nvidia stock hits new all-time high as NVDA nears historic $5.5 trillion valuation amid explosive AI rally - Could Nvidia stock still rise higher from here?

NVDAjust crossed another historic line on Wall Street. Nvidia stock surged to a fresh all-time high Wednesday, briefly pushing the company’s valuation close to an astonishing $5.5 trillion.

The Economic Times

Tower Semi forecasts upbeat quarterly revenue, signs $1.3 billion in AI chip deals

Tower Semiconductor anticipates exceeding second-quarter revenue expectations. The company has secured significant deals worth $1.3 billion for 2027, focusing on chips for artificial intelligence data centers. These advancements are driven by robust demand for their specialised processors. Tower Semiconductor is confident in its financial targets for 2028, projecting substantial annual…

Are Wall Street Analysts Bullish on NXP Semiconductors Stock?

Although NXP Semiconductors has outperformed the S&P 500 Index over the past year, analysts remain cautiously optimistic about its future prospects.

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