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The Latest Breaking News from Semiconductor

Google's Gemini 3 Sends Broadcom Soaring: TPUs Take Center Stage

Broadcom's virtuous relationship with Google is leading to gains. AVGO is now directly attached to what many view as the best AI model family: Gemini 3.

MarketBeat

Analog Devices Moves Higher as Super-Cycle Gains Momentum

Analog Devices is well-positioned to grow robustly in 2026 as the industrial semiconductor supercycle gains momentum. Analysts are leading the stock higher.

MarketBeat

Down 45% From Its 52-Week High, Wall Street Still Loves This Semiconductor Stock

Despite an over 45% plunge from its highs, Astera Labs stock is still winning over top analysts who see its AI infrastructure edge as a powerful catalyst for a major rebound.

Barchart

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How Is Advanced Micro Devices' Stock Performance Compared to Other Semiconductor Stocks?

Advanced Micro Devices has considerably outperformed the Semiconductor industry over the past year, and analysts are cautiously optimistic about the stock’s prospects.

Barchart

A 'Magnificent' Rally Raises Both Intrigue And Questions For Direxion's QQQU, QQQD ETFs

On the surface, the headlines largely speak for themselves. In late October, the total market capitalization of the Magnificent Seven — a group of elite tech juggernauts — jumped past the $22.2 trillion level. Leading the surge was semiconductor giant Nvidia Corp. (NASDAQ:NVDA), which crossed the $5 trillion valuation mark…

Benzinga

How Is Applied Materials’ Stock Performance Compared to Other Semiconductor Stocks?

Applied Materials has significantly outperformed the broader semiconductor space over the past year, and analysts remain optimistic about the stock’s longer-term prospects.

Barchart

Options Corner: Taiwan Semiconductor's Trade Secret Dispute With Intel Presents A Contrarian Opportunity

Multinational chip contract manufacturing and design company Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) — more commonly known as TSMC — suffered a noticeable decline on Tuesday. While the foundry giant is rapidly expanding its cutting-edge 2-nanometer facilities from seven to ten sites (obviously a direct impact from the dramatic demand…

Benzinga

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Google Parent Alphabet Drops $100 Million On Celero: The $140 Million Startup Ending AI Data Center Bottlenecks

Semiconductor startup Celero Communications announced on Nov. 17 that it closed $140 million in total funding to tackle one of artificial intelligence’s most critical infrastructure challenges: bandwidth limits in AI data centers.

Benzinga

Taiwan Semiconductor Doubles Down On 2nm Chips As AI Frenzy Fuels Billion-Dollar Buildout

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is expanding its cutting-edge 2-nanometer facilities from seven to ten sites to meet the artificial intelligence frenzy.

Benzinga

Options Corner: A Sentiment Reversal Could Awaken Tech Sleeper Hewlett Packard Enterprise

Among companies related to the artificial intelligence boom, information technology specialist Hewlett Packard Enterprise (NYSE:HPE) isn't exactly the first name that comes to mind. That's mainly because the company isn't a frontline semiconductor enterprise but is rather a provider of critical infrastructure. Nevertheless, the steep sell-off in the tech space…

Benzinga

These 3 Tech Companies Are Suddenly Paying Bigger Dividends

AI-chip making giant Taiwan Semiconductor Manufacturing just boosted its dividend big time. See which other two tech stocks are also lifting their dividends.

MarketBeat

Broadcom’s Best Catalyst Yet Might Be Hiding in 2026 Forecasts

One analyst is projecting a 36% increase in hyperscaler CapEx in 2026. Semiconductor leader Broadcom could be a significant beneficiary.

MarketBeat

Samsung's Chip Ramp-Up Revives Talk Of Closing The Taiwan Semiconductor Gap

Samsung Electronics Co., Ltd. (OTC:SSNLF) is accelerating its comeback in the chip manufacturing race, boosting 2-nanometer output and winning major new clients in a push to narrow its long-standing gap with Taiwan Semiconductor Manufacturing Co., Ltd. (NYSE:TSM).

Benzinga

Consumer Tech News (Nov 17-21): U.S. Jobs Surge in September, Trump Considers Delaying Semiconductor Tariffs & More

The U.S. labor market posted an unexpectedly strong rebound in September, reviving growth optimism and casting fresh uncertainty over whether the Federal Reserve will deliver another rate cut in December.

Benzinga

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International Business Times UK

Intel's CEO Lip-Bu Tan Claims No Role in TSMC 2nm Leak - Taiwan Races to Protect Chips

Intel CEO Lip Bu Tan denies involvement in TSMC 2 nm leak. Taiwan investigates to protect its chip technology amid global semiconductor tensions.

Tom’s Hardware

Taiwan set to avoid 'punishing' 300% tariffs on semiconductor exports, says report — new trade deal could spur $400 billion investment commitment from island nation

A senior Taiwanese ministry official said the U.S. will not put tariffs on its chip exports in exchange for helping Washington, D.C., copy its science park model for tech companies.

Benzinga

Did Intel Poach Taiwan Semiconductor Know-How? CEO Calls Rumors 'Speculation'

Intel Corp. (NASDAQ:INTC) is working to reclaim semiconductor leadership as its rivalry with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) intensifies across the global chip supply chain.

Benzinga

4 High-Quality International Stocks To Consider As AI Rally Falters

U.S. investors are staring down several headwinds at the moment: heightened tech stock valuations, hawkish Federal Reserve commentary, and erratic tariff policies from the Trump administration.

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Benzinga

Nvidia's Big Earnings Beat Rescues Tech: These Major ETFs Move Higher On AI Euphoria

Nvidia Corp (NASDAQ:NVDA) just did it again. Following weeks of hand-wringing over stretched AI valuations, fireworks in the options market, and the prospect of a record-shattering $320 billion post-earnings swing, the chip titan delivered a blockbuster quarter that sent ripples across the global ETF universe.

Benzinga

Struggling Marvell Turns To India Expansion As AI Demand Soars And Buyout Buzz Swirls

Marvell Technology, Inc. (NASDAQ:MRVL) is betting on India to unlock long-term value, expanding local talent and innovation as it chases growth in the booming artificial intelligence infrastructure market.

Benzinga

Trump Administration Mulls Delaying Semiconductor Tariffs To Avoid China Clash: Report

The Trump administration is reportedly contemplating a delay in imposing tariffs on semiconductors, a move that marks a significant shift from President Donald Trump‘s earlier stance.

Benzinga

Pegatron Chair Calms Taiwan Semiconductor Leak Drama, Says Chip Rivalry Can't Steal Its Edge

Nvidia Corp.’s (NASDAQ:NVDA) stronger-than-expected quarterly results ignited a broad rally across semiconductor names, sending key supplier Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM) higher in premarket trading on Thursday.

Benzinga

Navitas Stock Surges Over 300% In A Year — Here's Why It's Trending Tonight

Navitas Semiconductor Corporation (NASDAQ:NVTS) shares are trending on Thursday.

Benzinga

Nvidia, Palo Alto, Coreweave, Broadcom And AMD: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks advanced on Wednesday as Nvidia's results reignited enthusiasm for AI plays. The Nasdaq climbed 0.59% to 22,564.22, the SP 500 added 0.38% to 6,642.16, and the Dow Jones Industrial Average inched up 0.1% to 46,138.77.These are the top stocks that gained the attention of retail traders and investors…

Benzinga

AMD Is Chasing A $1 Trillion AI Market Opportunity: Will The Chip Stock Survive Nvidia's Earnings Tonight?

Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading lower Wednesday as the broader semiconductor sector awaits Nvidia Corp’s (NASDAQ:NVDA) critical third-quarter earnings report after the bell. Here’s what investors need to know.

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