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The Latest Breaking News from Semiconductor

Marvell Reshuffles Leadership As It Looks To Reignite Momentum, Rebuild Investor Confidence (CORRECTED)

Editors' note: Chris Koopmans's title has been updated to president.

Benzinga

Chinese state-sponsored cyberattacks target Taiwan semiconductor industry — security firm says motivation of three separate campaigns 'most likely espionage'

China-linked hackers are targeting Taiwan’s chipmakers and U.S. analysts with spear-phishing, Cobalt Strike, and custom malware. At least 15–20 organizations were hit since March, as Beijing seeks semiconductor self-sufficiency amid U.S. export controls.

Tom’s Hardware

Wedbush Analyst Says TSMC Blowout Earnings Confirm AI Demand Is 'Really, Really Strong' — Bullish Signal For Nvidia And Big Tech

On Thursday, Wedbush Securities' Matt Bryson said Taiwan Semiconductor Manufacturing Co.'s (NYSE:TSM) stellar second-quarter earnings leave little doubt that artificial intelligence (AI) demand remains red hot — a promising signal for Nvidia Corporation (NASDAQ:NVDA) and the broader tech sector.

Benzinga

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A New $70 Billion AI Investment Could Push Taiwan Semiconductor

A new $70 billion government investment into AI may trickle down and benefit names like Taiwan Semiconductor moving forward into higher prices.

MarketBeat

Stock Market Today: S&P 500, Nasdaq Hit New Highs on Retail Sales Revival

Strong consumer spending and solid earnings for AI chipmaker Taiwan Semiconductor Manufacturing boosted the broad market.

Kiplinger

Chinese hackers hit Taiwan semiconductor manufacturing in spear phishing campaign

At least three groups were targeting different organizations in the same industry.

TechRadar

Semiconductor Stocks React To Key Policies And Earnings

AI chip companies, including Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Marvell Technology (NASDAQ:MRVL), and Super Micro Computer (NASDAQ:SMCI), had a rollercoaster week so far.

Benzinga

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Nvidia-Supplier TSMC Crushes It, Yet Chip ETFs Face A Tariff Storm

At first glance, the numbers shout “boom.” Contract chipmaker Taiwan Semiconductor Manufacturing Company (NYSE:TSMC) just reported record-breaking Q2 results. Profit jumped 61% year-over-year and revenue surpassed expectations.

Benzinga

Looks like the Taiwanese chip industry is becoming a hot target for Chinese state-sponsored hackers trying to nab trade secrets

Get your own chips, these are mine.

PC Gamer

Broadcom Stock Just Hit a New 52-Week High. Should You Buy AVGO Here?

AI-fueled growth is rewriting the AVGO stock chart again. Is this the breakout investors have been waiting for?

Barchart

Synopsys acquires simulation specialist Ansys for $35 billion following Chinese regulator approval — Merger to power end-to-end design platform

Synopsys has received final approval from China to acquire Ansys for $35 billion, creating a powerful end-to-end design platform spanning semiconductor design and system simulation, but raising competitive and geopolitical concerns.

Tom’s Hardware

Nvidia-Supplier Taiwan Semiconductor On A Roll, Profit Explodes With Strong Margin Growth

Taiwan Semiconductor Manufacturing Co. (TSM) stock soared Thursday after the contract chipmaker delivered second-quarter results that blew past analyst expectations, driven by insatiable global demand for its advanced processor technologies essential for artificial intelligence applications.

Benzinga

Taiwan's Chip Industry Comes Under Attack By China-Linked Hackers As Trump Administration Tightens Export Controls: Report

Chinese-linked cybercriminals have reportedly intensified their attacks on Taiwan's semiconductor industry, targeting companies and financial analysts amid escalating U.S. export restrictions, according to cybersecurity researchers.

Benzinga

Whitmer says 'massive economic uncertainty' is to blame on semiconductor project failure in Michigan

A widely anticipated potential semiconductor project that would have brought a new plant to Michigan has fallen through and Gov. Gretchen Whitmer is blaming economic uncertainty

The Independent UK

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Fortune

One of the most critical AI companies in the world just said it 'cannot confirm' growth in 2026, wiping out $30 billion

Shares of ASML, the Dutch semiconductor equipment giant, tumbled 11% after it reported earnings. It's not just any company.

Barchart

Dear Taiwan Semi Stock Fans, Mark Your Calendars for July 17

With earnings day nearing, all eyes are on July 17 as TSM stock fans brace to see whether Wall Street’s optimism will hold.

Benzinga

ASML Stock Plunges Nearly 8% In Wednesday Pre-Market: What's Going On?

Shares of Dutch semiconductor firm, ASML Holding NV (NASDAQ:ASML), has declined 7.54% during Wednesday pre-market trading, after the company expressed concerns over its 2026 growth prospects.

Benzinga

Trump's Tariff Threat Casts Shadow Over ASML's 2026 Growth Plans, Despite Strong Q2, AI Momentum

Dutch semiconductor company, ASML Holding NV (NASDAQ:ASML), warned investors that its growth outlook for 2026 is now under a cloud, citing rising macroeconomic uncertainties and escalating trade tensions.

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news in one place.

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Benzinga

Nvidia's China Comeback Sparks Rally In Alibaba, Baidu, Tencent Shares

Chinese technology stocks surged on the Hong Kong Stock Exchange on Wednesday following the U.S. government’s decision to lift certain semiconductor export restrictions to China.

Benzinga

Supermicro Stock Surges On Trump's AI Push, Eased China Chip Curbs

Super Micro Computer (NASDAQ:SMCI) stock saw a significant gain on Tuesday, mirroring a broader positive trend in the semiconductor sector. This surge was primarily driven by two key developments: reports indicating the Trump administration’s plans for substantial AI and energy investments in Pennsylvania, and the U.S. government’s decision to ease…

Benzinga

What To Expect From Taiwan Semiconductor Q2 Performance?

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) is expected to post a 52% jump in second-quarter 2025 profit, driven by booming AI demand. However, it faces pressure from potential U.S. tariffs and a sharply stronger Taiwan dollar.

Barchart

ON Semiconductor Earnings Preview: What to Expect

ON Semiconductor is set to report its second-quarter results next month, and analysts are projecting a double-digit dip in earnings.

Benzinga

Applied Materials (AMAT) Stock Is Rising: What's Going On?

Shares of Applied Materials Inc (NASDAQ:AMAT) are gaining Tuesday, swept up in a broad rally across the artificial intelligence chip sector. The positive momentum is being driven by two developments pointing toward increased demand for semiconductors and the equipment needed to produce them.

Benzinga

Chinese Stocks See Broad Rally As US Eases Chip Curbs

U.S.-listed Chinese stocks, including tech giants Alibaba Group Holding (NYSE:BABA), PDD Holdings (NASDAQ:PDD), JD.com (NASDAQ:JD), and Baidu (NASDAQ:BIDU), experienced significant gains on Tuesday.

Benzinga

Trump's Latest Move On AI And China Propels Chip Stocks

Artificial intelligence (AI) chip stocks, including industry giants like Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), alongside key players such as Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), and Micron Technology (NASDAQ:MU), saw a significant surge in their stock prices on Tuesday.

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