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The Latest Breaking News from Semiconductor

TSMC's chip price hike could make your next iPhone very expensive

Your next iPhone could come with hidden costs, thanks to price hikes from silicon manufacturer TSMC (Taiwan Semiconductor Manufacturing Company).

Laptop

‘Check Your Portfolio’: Gavin Newsom Sues Trump in Response to Tariffs, Citing Nvidia’s $5.5 Billion Loss

California Governor Gavin Newsom is suing President Donald Trump over his tariffs.

Barchart

Tariff Exemptions Set the Stage for a Taiwan Semiconductor Rally

Taiwan Semiconductor stock might be in the clear after President Trump applied new tariff exemptions for consumer electronics and chips.

MarketBeat

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TSMC to build 30% of its 2nm and more advanced chips in the U.S., to speed up Fab 21 build out

TSMC plans to produce 30% of its 2nm and 1.6nm chips in Arizona as part of a its effort to transform its Fab 21 site into a major U.S. semiconductor hub.

Tom’s Hardware

Taiwan's TSMC Net Profit Soars As US Tariff Threat Looms

Taiwan Semiconductor Manufacturing Company is the world's largest contract maker of chips that have become the lifeblood of the global economy, powering everything from smartphones to missiles.

Latin Times

TSMC profit soars and outlook kept steady despite chip tariff woes

Contract chipmaker Taiwan Semiconductor Manufacturing Company’s net income was up by 60% in the first quarter, boosted by strong AI demand.

Euronews

Stocks Plummet on Semiconductor Weakness and Powell Comments

The S&P 500 Index ($SPX ) (SPY ) Wednesday closed down -2.24%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down -1.73%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -3.04%. June E-mini S&P futures (ESM25 ) are down -2.12%, and June E-mini Nasdaq futures...

Barchart

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Fed chair says Trump tariffs could make inflation worse as US stocks slide further

Value of Nvidia dropped by billions on Wednesday after president imposed new restrictions on the chip giant

The Guardian - US

The 14 Fortune 500 stocks most exposed to the tariff war: Target, Polaris and more

Other companies hit hard include a medical device maker, a semiconductor firm and the maker of Vans sneakers.

Fortune

Semiconductor tariffs would still hit American-made cameras, company says, putting plans for a US factory on hold

Blackmagic Design indicated that semiconductor tariffs could negate the cost savings of building a factory located in the US

Digital Camera World

Nvidia and 2 Other Chip Stocks to Buy Following ‘Liberation Day,’ According to Analysts

These chip stocks have been under pressure this year. However, current levels present a favorable risk-reward scenario for investors.

Barchart

Chip tariffs could be around the corner as the US starts to probe the 'effects on national security' of foreign semiconductor production

Just as cheap graphics cards are about to launch, too. They sure do know how to pick their moment.

PC Gamer

Trump’s trade war puts America’s AI ambitions at risk

The global trade war triggered by US President Donald Trump earlier this month shows no signs of ending anytime soon. In recent days, China suspended exports of a wide range of critical minerals that are vital ingredients in everything from electric cars and drones to the semiconductor chips that power…

The Conversation

Which companies will be impacted by Trump’s semiconductor tariffs?

Companies such as Taiwan’s TSMC and South Korea’s Samsung Electronics may be particularly hit by upcoming US semiconductor tariffs.

Euronews

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Euronews

South Korea to boost chip industry support in face of Trump's tariffs

South Korea said on Tuesday it will expand its financial support package for its crucial semiconductor industry to 33 trillion won (about €22.43 million) as part of efforts to address uncertainties posed by the Trump administration’s tariff hikes.

Tom’s Hardware

Atomic-scale chip alignment: Laser holograms could set new standard for 3D semiconductor overlay accuracy

UMass Amherst researchers have developed a laser-based holographic alignment method that could revolutionize overlay accuracy in semiconductor manufacturing, though its industrial adoption may hinge on integration with existing lithography systems.

The Independent UK

South Korea to boost support of semiconductor industry in the face of Trump's tariffs

South Korea on Tuesday said it will expand its financial support package for its crucial semiconductor industry to about $23 billion in part of efforts to address uncertainties posed by the Trump administration’s tariff hikes

Barchart

Stocks Set for Muted Open as Investors Await U.S. Economic Data and More Big Bank Earnings, Fed Speak on Tap

June S&P 500 E-Mini futures (ESM25) are up +0.05%, and June Nasdaq 100 E-Mini futures (NQM25) are up +0.14% this morning, pointing to a muted open on Wall Street, while investors await U.S. economic data, quarterly reports from more big banks, and remarks from Federal Reserve officials.

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The Guardian - US

US social security administration accuses Biden of lying in speech – as it happened

This live blog is now closed.

Euronews

European markets open higher on hopes of Trump tariff exemptions

European markets opened higher after US President Donald Trump hinted at potential auto tariff relief, despite the push ahead with probes into pharma products and semiconductors.

International Business Times

S. Korea Plans Extra $4.9 Bn Help For Chips Amid US Tariff Anxiety

South Korea on Tuesday announced plans to invest almost $5 billion extra in the country's semiconductor industry, citing "growing uncertainty" over US tariffs.

International Business Times

S. Korea Govt Plans $4.9 Bn More Help For Semiconductors As US Tariff Risk Bites

South Korea on Tuesday announced plans to invest an additional $4.9 billion in the country's semiconductor industry, citing "growing uncertainty" over US tariffs.

Al Jazeera

Did Trump really ‘exempt’ Chinese phones, chips from tariffs?

Trump only rolled back tariffs imposed since April 2. Laptops, phones and semiconductors still face hefty levies.

Tom’s Hardware

Trump says new chip tariffs will be announced next week

President Trump announced new semiconductor tariffs to be introduced next week as part of an effort to shift tech manufacturing to the U.S.

The Independent UK

China halts critical rare earth mineral exports as Trump teases new tariffs

US president says he will announce tariff rates on semiconductors next week

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