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The Latest Breaking News from Semiconductor

The Next-Gen Huawei Chip That Threatens Nvidia's Dominance: Insiders Reveal Ambitious Four-Die Packaging Design

Huawei has filed patents for a next-generation Ascend AI chip with a bold quad-die packaging design, a move insiders say could challenge Nvidia's dominance as US sanctions push China to build homegrown semiconductor power.

International Business Times UK

Trump And Lutnick Demand: Half Of America's Chips Must Be Made At Home—Or Else

President Donald Trump and Commerce Secretary Howard Lutnick have placed a bold demand on the global semiconductor industry: half of all chips used in America must be manufactured in America.

Benzinga

Wolfspeed's 1,700% Rebirth: The Wildest Trade of 2025?

In a year packed with AI mania, biotech moonshots and crypto comebacks, one trade has stunned them all: Wolfspeed Inc (NYSE:WOLF) stock's 1,700% explosion on Monday. The semiconductor firm, fresh out of Chapter 11 restructuring, didn't just rally—it exploded.

Benzinga

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Why This Investor Is Trimming His Largest Holding Taiwan Semiconductor

Contract chipmaker Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) stock trended Tuesday as escalating geopolitical tensions sharpen Washington’s push to shift critical semiconductor production to the United States.

Benzinga

Trump Administration Tightens Export Controls To Slow China's Tech Race—Experts Hail 'Massive Change'

The Trump administration has announced a significant tightening of export controls on Chinese companies, particularly those in the semiconductor industry, in a move aimed at impeding China’s technological advancement.

Benzinga

U.S. Aims to Halve Reliance on Taiwan for Advanced Chips, Commerce Secretary Says

Officials from the Trump administration say the goal is for the U.S. and its allies to produce up to 50% of the advanced semiconductors it needs, citing national security risks

Caixin Global

Trump's 100 Percent Chip Tariff Could Make It More Expensive To Build More Semiconductors in the U.S.

Trump exempted imported chips from his reciprocal tariffs in April. Now he's threatening them with 100 percent rates.

Reason

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ASML Is a Hidden Gem in This Technology Rally, a Catch Up Play

ASML stock hit a 52-week high after a 26% rally, boosted by 23% revenue growth, falling short interest, and bullish analyst upgrades tied to AI demand.

MarketBeat

'Much of the value creation in the semiconductor industry is occurring outside the EU' says EU member states, and they want a fresh plan to claw some chips back

It'll take some serious cash or pressure to bring semiconductor production back to Europe, as the US is currently finding out.

PC Gamer

Why Washington Wants Half Of America's Chips Made Locally

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) stock gained on Monday amid renewed geopolitical and supply chain discussions, as the United States intensifies its efforts to onshore semiconductor production.

Benzinga

EU pushes for Chips Act 2.0 investment as it looks set to miss global silicon production targets by a wide margin — seeks quadrupling of semiconductor investment as $50 billion initiative flounders

A Dutch coalition has brought together all EU member nations to revise the 2022 Chips Act to encourage greater investment in silicon manufacturing, with estimates suggesting it is on track to miss its 2030 target of 20% of global chip production in the EU by a wide margin.

Tom’s Hardware

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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Benzinga

What's Going On With Intel Shares Friday?

Intel Corporation (NASDAQ: INTC) shares are trading higher on Friday following reports suggesting President Donald Trump wants to curb dependence on foreign-made semiconductors and expand domestic manufacturing.

Benzinga

SEALSQ Teams With Quantix To Develop Spain's First Post-Quantum Semiconductor Personalization Hub

SEALSQ Corp (NASDAQ: LAES) has signed a definitive deal with Quantix Edge Security to create Spain's first post-quantum semiconductor personalization facility in the Region of Murcia.

PC Gamer

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.

Benzinga

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.

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Barchart

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.

Benzinga

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

Taiwan Semiconductor Plans Ultra-Advanced Chips By 2028 With Massive Taichung Fab

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) stock trended on Wednesday following reports that the contract chipmaker plans to break ground on a new 1.4-nanometer fabrication plant in Taichung next quarter.

Benzinga

Forget Nvidia—Tepper Just Banked $57 Million On This Under-The-Radar AI Play

David Tepper, billionaire hedge fund manager at Appaloosa Management, is quietly reaping big rewards this summer. While Nvidia Corp (NASDAQ:NVDA) grabs headlines, Tepper's under-the-radar bet on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has surged nearly 25% in under three months, generating roughly $57 million in paper gains.

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

Micron CEO Says 'Trillions' Will Be Invested In AI, With Significant Portions 'Spent On Memory' As We Are The 'Only US-Based Manufacturer'

Semiconductor giant Micron Technology Inc. (NASDAQ:MU) is well-positioned for the AI infrastructure boom, as CEO Sanjay Mehrotra says the ongoing wave of investment stands to significantly benefit the memory market.

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