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The Latest Breaking News from Semiconductor

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.

Barchart

Stock Market Today: Markets Celebrate Trump's Tariff Détente

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

Kiplinger

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.

Tom’s Hardware

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read the most diverse news in one place.

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.

MarketBeat

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.

Tom’s Hardware

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

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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.

MarketBeat

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.

Barchart

Malaysia's Silicon Valley Ambitions Face Tough Challenges

Malaysia is making great strides in its effort to become a major player in the global semiconductor industry as it looks to capitalise on a surge in demand driven by the AI explosion but analysts warn it faces headwinds.

International Business Times

This Underdog Chip Stock Has Dethroned Nvidia in 2025. Should You Buy It Now?

Intel has staged a remarkable comeback in 2025, emerging as the top-performing semiconductor stock after a brutal 2024.

Barchart

Nvidia earned nearly as much as its next 9 fabless rivals combined last year

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.

Tom’s Hardware

Taiwan Semiconductor Valuation: How Realistic Is the Price?

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

MarketBeat

Taiwan Semiconductor’s Huge U.S. Move—Stock Impact Ahead

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

MarketBeat

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Barchart

1 Stand-Out Growth Stock to Buy Now for 80% Upside Potential

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

The Conversation

The push to restore semiconductor manufacturing faces a labor crisis − can the US train enough workers in time?

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.

MarketBeat

How Taiwan Semiconductor’s U.S. Move Could Shift Chipmaking

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

Windows Central

Intel appoints industry veteran as new CEO to right the ship of the chipmaker

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.

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Barchart

Citi Analysts: Buy These 2 Hard-Hit AI Stocks Now

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

Fortune

Intel's incoming Malaysian-born CEO is the latest Fortune 500 semiconductor exec to hail from Asia

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%.

PC Gamer

Here comes Intel's new CEO: a semiconductor veteran that won the same prestigious award as Jensen Huang and Lisa Su

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.

PC Gamer

Return of the gigahertz wars: New Chinese transistor uses bismuth instead of silicon to potentially sock it to Intel and TSMC with 40% more speed

7 GHz-plus computing here we come...?

Tom’s Hardware

Repealing the CHIPS Act could dramatically shrink US chip market share, analysts say

While Trump has recommended legislators revoke the CHIPS and Science Act, it's unlikely to happen and the government is obliged to distribute $39 billion grants by September 2026. But if it did happen, analysts say it could dramatically shrink the US chip production market share.

The Texas Tribune

Two Texans in Congress defend CHIPS Act in the face of Trump’s criticism

Although the president has said he wants to “get rid of” the act, Rep. Michael McCaul and Sen. John Cornyn say it supports jobs and national security.

Barchart

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

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

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