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The Latest Breaking News from Semiconductor

Who are the tech winners and losers of Donald Trump’s sweeping 'Liberation Day' tariffs?

When it comes to the tech industry, semiconductor manufacturers come out largely unscathed while e-commerce giants will see major changes that could affect what price their goods are sold.

Euronews

Trump administration exempts computer chips and copper from sweeping tariffs, but only for now — report says chip tariffs coming later

Donald Trump's new tariff plan imposes sweeping import taxes on nearly all U.S. trading partners starting in April, but key exclusions, especially for semiconductors, offer relief to American tech firms even as high-tech goods from Asia face steep price hikes.

Tom’s Hardware

Trump creates U.S. Investment Accelerator to manage CHIPS Act and 'negotiate much better deals'

President Trump established the U.S. Investment Accelerator office to manage CHIPS Act awards and make it easier for investors to build businesses within the U.S.

Tom’s Hardware

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After semiconductors, semimetals might be the next big thing as the tech industry looks for a replacement for ubiquitous copper

Copper is reaching its limits, and semimetals like niobium phosphide could revolutionize conductivity, enhancing efficiency and reducing energy loss.

TechRadar

Russian spy infiltrates ASML and NXP to steal technical data necessary to build 28nm-capable fabs

A Russian engineer is accused of leaking confidential technical data from ASML, NXP, TSMC, and GlobalFoundries to Russia, allegedly to support construction of a 28nm-capable fab.

Tom’s Hardware

Should You Buy the Dip in Broadcom Stock in April 2025?

Broadcom has posted stellar gains thanks to artificial intelligence, yet its lofty valuation premiums raise red flags for prudent investors.

Barchart

These 2 Mega-Cap Stocks Could Be Even Cheaper Buys Than Nvidia on the Dip

The market appears to be underestimating just how much these two companies can grow.

Barchart

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GlobalFoundries mulls UMC takeover in effort dubbed 'Project Ultron'

GlobalFoundries is exploring an ambitious but challenging merger with rival UMC to create a dominant global player in mature-node semiconductor manufacturing, aiming to boost scale, diversify risk, and counter rising competition.

Tom’s Hardware

As the US and China lock horns, Malaysia hopes to harness an AI revolution

The Southeast Asian country is betting big on tech as it sits out the rivalry between Washington and Beijing.

Al Jazeera

Rumor Has It That Nvidia Is About to Become a Major Intel Customer. How Should You Play INTC Stock Here?

Experts are speculating that Nvidia may choose the beleaguered chip giant as its production partner for some of its gaming chips.

Barchart

Taiwanese authorities accuse SMIC and allies of poaching engineers

SMIC is reportedly trying to poach engineers to get Taiwanese semiconductor know how.

Tom’s Hardware

Analysts Call Broadcom a ‘Must Own’ Stock in 2025

Following Broadcom’s latest earnings report, Mizuho released a new note highlighting the company’s performance and strategic plans.

Barchart

Semiconductor start-ups get Government backing

Ten start-ups have joined the Government-backed ChipStart incubator programme to boost growth in the semiconductor sector.

Evening Standard

Ex-Intel CEO Gelsinger warns TSMC's $165B investment will not restore U.S. semiconductor leadership

Although TSMC will build an R&D facility in the U.S., its core R&D will remain in Taiwan, so the U.S. will keep following Taiwan even after TSMC builds out its Fab 21 site with six fab modules and two packaging facilities, says former CEO of Intel.

Tom’s Hardware

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Tom’s Hardware

China's SiCarrier challenges U.S. and EU with full-spectrum of chipmaking equipment — Huawei-linked firm makes an impressive debut

Huawei-linked Chinese startup has developed a nearly complete suite of semiconductor manufacturing tools to enable fully domestic chip production amid escalating export controls.

International Business Times

China Chip Insiders Eye Stronger Global Ties Despite Trade Tensions

Industry insiders at a semiconductor trade fair in Shanghai urged more cooperation between the Chinese chip sector and the rest of the world, despite growing trade tensions with Washington.

Barchart

Why the Smart Money is Betting Big on Unsung Hero STMicroelectronics (STM)

With the Trump administration easing off the tariff pedal against semiconductors, relatively unheralded STM stock makes for a compelling opportunity.

Kiplinger

Stock Market Today: Markets Celebrate Trump's Tariff Détente

Consumer discretionary stocks led the 11 S&P 500 sector groups well into the green.

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news in one place.

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Tom’s Hardware

Ant Group reportedly reduces AI costs 20% with Chinese chips

Ant Group is utilizing Chinese semiconductors to enhance the efficiency of its artificial intelligence development.

MarketBeat

Taiwan Semiconductor Attracts Big Money on NVIDIA Chip Growth

A new round of investment in the United States semiconductor manufacturing chain is starting to trickle in, causing new upside themes in the sector.

MarketBeat

SoftBank’s Chipmaker Deal: A Bottoming for Semiconductor Stocks?

Softbank just acquired a chipmaker company in March 2025, implying that valuations in the industry may look attractive enough today.

Tom’s Hardware

EU preps Chips Act 2.0 to strengthen semiconductor industry after original program reportedly flopped

Chipmakers and producers of chipmaking tools call EU for the second round of European Chips Act funding.

MarketBeat

Intel Stock Rallies on Leadership Change—Time to Buy or Wait?

Investor enthusiasm propels Intel shares higher as the market assesses whether the semiconductor giant is now experiencing a true turnaround.

MarketBeat

3 Semiconductor Stocks Flying Under the Radar—But Not for Long

Three often-overlooked semiconductor names may be a better bet for investors concerned about NVDA's share price decline in recent weeks.

Barchart

ON Semiconductor Stock: Is ON Underperforming the Technology Sector?

ON Semiconductor has lagged the broader tech sector over the past year, yet analysts maintain a measured optimism, betting on its potential for a rebound.

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