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The Latest Breaking News from Semiconductor

Vital chipmaking software access restored to China — shift follows high-level call between Presidents Trump and Xi Jinping

Industry reports indicate access to some vital semiconductor design software has been restored in China, following a call between President Trump and Xi Jinping.

Tom’s Hardware

Plans to shrink particle accelerators by 1,000x could speed chipmaking by 15X - Inversion Semiconductor proposes 'tabletop' particle accelerators with petawatt lasers

Inversion Semiconductor, a 2024 startup backed by Y Combinator, aims to develop a compact, LWFA-based light source that 10 times more powerful than ASML's current EUV light sources while also targeting even shorter wavelengths.

Tom’s Hardware

Soybeans, Steel, Semiconductors: Are You Ready to Trade the U.S.-China Wildcard?

Rare earths, oil, steel: U.S.-China talks spark chaos. Will you seize the next big opportunity or let profits slip away? The clock’s ticking!

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Q2 Results Prove That Broadcom Stock Is Headed for New Highs

Broadcom is well-positioned to deliver solid growth as its AI chip and infrastructure software segments are firing on all cylinders.

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This Underdog Semiconductor Stock Could Beat Nvidia in the Next Chip Race

AMD challenges Nvidia with strong AI and server momentum.

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Is NXP Semiconductors Stock Underperforming the S&P 500?

NXP Semiconductors has trailed the S&P 500 Index over the past year, but analysts remain highly optimistic about the stock's prospects.

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Stocks Muted Before the Open With U.S. Economic Data in Focus, ECB Decision Eyed

June S&P 500 E-Mini futures (ESM25) are up +0.02%, and June Nasdaq 100 E-Mini futures (NQM25) are up +0.10% this morning, pointing to a muted open on Wall Street, while investors await a fresh batch of U.S. economic data, remarks from Federal Reserve officials, and an earnings report from semiconductor…

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TSMC Joins NVIDIA in UAE Push, Fueling Growth Outlook

Taiwan Semiconductor company just announced a new development in the UAE, locking in further financial growth and upside for investors.

MarketBeat

Broadcom’s Q2 Earnings in Focus: Should You Buy AVGO Stock Before June 5?

Broadcom is heading into its second-quarter earnings with strong tailwinds, as demand for AI technologies continues to drive its semiconductor and software businesses.

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Is KLA Corporation Stock Underperforming the Dow?

KLA Corporation has underperformed the Dow over the past year, but analysts are cautiously optimistic about the stock’s prospects.

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How Is Texas Instruments' Stock Performance Compared to Other Semiconductor Stocks?

Texas Instruments has outperformed the Semiconductors industry over the past year, and analysts are cautiously optimistic about the stock’s prospects.

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ASML Stock Might Be the Safest Chip Play at This Price

ASML stock offers investors one of the best risk-to-reward ratios in the semiconductor industry today, with most bear cases already priced into it.

MarketBeat

Taiwan Semiconductor: Time to Buy After Strong NVIDIA Results?

Taiwan Semiconductor stock may have given investors a glimpse of its renewed upside potential, especially after NVIDIA beat its quarter.

MarketBeat

Chip design software giant pauses China sales and suspends financial guidance — Synopsys slams on the brakes as Washington issues fresh crackdown on semiconductor software exports

Synopsys has told staff in China to halt sales and services, and has suspended future financial guidance, following new U.S. export restrictions on semiconductor software.

Tom’s Hardware

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How Is QUALCOMM's Stock Performance Compared to Other Semiconductor Stocks?

Despite QUALCOMM's underperformance relative to its industry peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Digital Camera World

A court has ruled some Trump tariffs illegal. Another court says tariffs are still on. Are US photographers in for more wild camera price swings?

The Trump administration has already appealed a court ruling that says the steepest reciprocal tariffs were illegal

Tom’s Hardware

China to ease rare earth export restrictions to benefit domestic and European semiconductor firms

China will ease rare earth export restrictions for domestic and European semiconductor firms, according to state media.

International Business Times

Revolutionizing Hardware Innovation: Kunal Doshi's Expertise in Emulation and FPGA Prototyping Drives Competitive Advantage

Explore how emulation and FPGA prototyping are revolutionizing chip design and accelerating time-to-market. VLSI expert Kunal Doshi shares insights on semiconductor innovation, AI integration, and real-world business impact across industries like automotive, telecom, and tech.

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TechRadar

“The world has fundamentally changed” - Nvidia CEO Jensen Huang wants it to be so much more than a chip maker

Nvidia CEO wants it to become much more than just a semiconductor company.

MarketBeat

Navitas Soars on NVIDIA Deal: Breaking Down Its Tech and Outlook

Navitas Semiconductor just got a huge NVIDIA win, sending shares to the moon. But, what does Navitas actually do, and is the stock poised to keep rising?

Tom’s Hardware

'Instead of crippling China's semiconductor ambitions, U.S. sanctions may be inadvertently accelerating them': Report claims Washington measures could be bolstering China's chip market

A new report claims U.S. sanctions could be fuelling more resilience in China's semiconductor ecosystem.

MarketBeat

Cathie Wood Just Bought a New Stake in Taiwan Semiconductor Stock

Cathie Wood just bought up a new stake in Taiwan Semiconductor stock, driving interest in the company's future potential down the line.

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Navitas Semiconductor Just Landed a Nvidia Deal. How Should You Play NVTS Stock Here?

Navitas stock skyrockets after the power semiconductor firm announced a partnership with Nvidia. Needham analysts warn the NVTS rally may have gone a bit too far.

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How Wall Street is Quietly Tipping Its Hand on Rambus (RMBS)

While Rambus lacks the pizazz of frontline semiconductor firms, the underlying relevancies make RMBS attractive — especially to quant-minded traders.

Tom’s Hardware

TSMC calls on Washington to drop tariffs on semiconductors made outside the U.S.

The U.S. Commerce Department is asking for comments about its planned tariffs on chip imports.

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