The Latest Breaking News from Semiconductor

Nvidia led the semiconductor industry in 2024 with $124.3 billion in revenue, driving AI-fueled growth that pushed the top 10 fabless chipmakers’ earnings to $249.8 billion, up 49% year-over-year.

Taiwan Semiconductor stock has been dragged lower in recent semiconductor volatility, yet valuation cases suggest it could rally by double-digits.

What does Taiwan Semiconductor Manufacturing's $100 billion investment in the United States mean for shares of this chip giant?

Dow Jones futures: The market could flash a bullish signal as soon as Monday or selling pressure could resume. Trump tariffs, Nvidia and the Fed are in focus.

The Street-high price target suggests Micron has much more room to run.

Semiconductors power nearly every aspect of modern life – cars, smartphones, medical devices and even national defense systems. These tiny but essential components make the information age possible, whether they’re supporting lifesaving hospital equipment or facilitating the latest advances in artificial intelligence.

Taiwan Semiconductor has proposed a joint venture deal with some of the largest players in the semiconductor industry, pushing its upside potential higher.

Intel just appointed industry veteran Lip-Bu Tan as its new CEO, giving him the challenge of turning around the struggling chipmaker. Tan, a former Intel board member and longtime semiconductor leader, replaces Pat Gelsinger after his sudden departure.

Citi analysts pinpoint Micron and Broadcom as strategic buys ahead of a potential rebound.

Lip-Bu Tan, who was born in Malaysia and went to university in Singapore, will take over as Intel's CEO on March 18. The news sent shares up over 10%.

Lip-Bu Tan has a degree in physics, a masters in nuclear engineering, and won the semiconductor industry's top award, the Robert N. Noyce award.