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The Latest Breaking News from Semiconductor

Global chip supply chain under threat as US-Iran conflict enters third week — Strait of Hormuz blockade is days away from crippling Taiwan's semiconductor industry

Taiwan imports almost all of its energy and requires large amounts of LNG to sustain its electrical grid. That grid is then used by local chipmakers — like TSMC who is responsible for making most of the world's high-end chips. Fabrication for these chips requires helium, which Taiwan also imports…

Tom’s Hardware

Oil Supply Disruptions Are Rocking Chip Stocks Like Nvidia or AMD, But Should You Buy the Dip?

Oil disruptions are dragging chip stocks lower. Does the selloff in Nvidia and AMD signal trouble ahead or a buying window for investors?

Barchart

Is Teradyne Stock Outperforming the Dow?

Teradyne has substantially outperformed the Dow over the past year, and analysts are cautiously optimistic about the stock’s prospects.

Barchart

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Elon Musk says his chipmaking 'Terafab Project' venture will launch in seven days — Musk's latest moonshot multi-billion project launches on a Saturday

Elon Musk plans to start his 'Terafab Project' semiconductor production venture in a week.

Tom’s Hardware

309% Gain in One Year: Can This Under-$20 Semiconductor Stock Keep Soaring in 2026?

The rally in this under-$20 semiconductor stock is supported by a shift toward high-growth markets, which appears strategically sound and is already showing early results.

Barchart

Qualcomm Stock Warning: Why Bank of America Is Betting That QCOM Will Underperform

Bank of America reinstated coverage on Qualcomm with an “Underperform” rating, warning that smartphone headwinds and rising competition could limit future growth.

Barchart

Is ON Semiconductor Stock Outperforming the Dow?

As ON Semiconductor has outperformed the Dow recently, analysts remain moderately optimistic about the stock’s prospects.

Barchart

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Michael Burry Blames Nvidia 'Mafia-Like' Behaviour For OpenAI Oracle Deal Collapse

Michael Burry accuses Nvidia of anti-competitive tactics in a major AI infrastructure deal with OpenAI and Oracle, raising antitrust concerns in the semiconductor market.

International Business Times UK

Applied Materials and Micron Are Partnering on Memory. Is AMAT or MU Stock a Better Buy Here?

Applied Materials and Micron have partnered to create next-gen memory chips for AI.

Barchart

Is Monolithic Power Systems Stock Outperforming the Dow?

Monolithic Power Systems has outperformed the Dow Jones Industrial Average over the past year, and analysts seem very upbeat about the stock’s outlook.

Barchart

As Adeia Strikes a Deal with AMD, Should You Buy the Lesser-Known Chip Stock Now?

Adeia's revenue from semiconductor firms looks poised to climb rapidly.

Barchart

How to make your very own semiconductor-class cleanroom in a wooden shed and build your own chips, well kinda

Knocking up a cleanroom isn't as hard as you might think, the rest of the job, however...

PC Gamer

Is KLA Corporation Stock Outperforming the S&P 500?

KLA Corporation has outperformed the S&P 500 over the past year, and analysts remain somewhat optimistic about the stock’s growth potential.

Barchart

China warns of fresh chip shortage as Nexperia dispute escalates again - Dutch headquarters allegedly locked Chinese staff out of IT systems

China's commerce ministry warned on Saturday of a renewed global semiconductor supply chain crisis, after Nexperia's Netherlands disabled IT accounts for all employees at its Chinese operations.

Tom’s Hardware

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International Business Times

Broadcom Inc. Stock Climbs Toward $336 as Q1 Earnings Beat Fuels AI Optimism, Shares Up 0.9% Midday March 6

Broadcom Inc. (NASDAQ: AVGO) shares advanced modestly Friday, March 6, 2026, trading around $335.84 midday, up approximately 0.93% or $3.10 from Thursday's close of $332.74, as investors digested the company's strong fiscal first-quarter results and robust guidance tied to surging artificial intelligence demand.

Barchart

As Marvell Breaks Through Key Resistance Levels, Should You Chase the Rally in MRVL Stock?

Marvell stock soars as the semiconductor firm reports a strong Q4 and issues encouraging guidance. But is it wise to buy MRVL shares into the post-earnings strength?

International Business Times

The Clean Energy Transition Runs on Palladium From Russia, But Help is Coming

The western industrial economy built its palladium dependency over decades without adequately modeling its disruption risk. Catalytic converter manufacturers, semiconductor fabs, and hydrogen technology developers all drew from the same concentrated source without building resilience into the system.

Barchart

AVGO Stock Alert: Should You Buy, Sell, or Hold Broadcom After Q1 Earnings?

Broadcom anticipates $100 billion in AI chip revenue by 2027.

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Barchart

The 'Mullin Trade,' Leaked: 4 Defense Stocks Investors Are Watching After Trump’s Homeland Security Shake-Up

After a Cabinet shake-up, here are 4 defense stocks for investors to watch now.

The Conversation

In Trump’s precarious world, NZ will need all the middle-sized friends it can get

When a local political commentator recently suggested (partly tongue-in-cheek) that New Zealand might respond to US President Donald Trump’s new world order by becoming the seventh state of Australia, it was dismissed by the prime minister and most political leaders.

Barchart

Will AI Tailwinds Power Broadcom Stock Higher?

Broadcom is seeing solid demand for its custom chips and has the potential to hit $100 billion in annual AI chip revenue by 2027.

Tom’s Hardware

China's top chip execs claim ASML alternative 'small, fragmented, and weak' — Chinese industry titans call for national effort to invest in advanced chipmaking tools

China's most senior semiconductor executives issued a public call this week for a consolidated national effort to build a domestic alternative to Dutch lithography giant ASML.

Tom’s Hardware

China seeks to enhance rare earth advantages, take 'extraordinary measures' to achieve semiconductor breakthroughs — new five-year plan marks doubling down on technological self-reliance

China just released the latest draft of its five-year plan, which mentions it goal of building a more robust "response mechanism" to supply chain threats and focusing on enhancing its "competitive advantages in rare earths."

International Business Times

SanDisk Corporation Shares Surge in Volatile Trading Amid AI Memory Demand

SanDisk Corporation (NASDAQ: SNDK) stock experienced sharp fluctuations in recent sessions, reflecting broader market dynamics in the semiconductor sector driven by artificial intelligence infrastructure needs and geopolitical uncertainties.

MarketBeat

The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It

The VanEck Semiconductor ETF (SMH) offers targeted exposure to industry leaders, while iShares' SOXX provides broad exposure to the sector.

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