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The Latest Breaking News from Semiconductor

Harris slams House speaker for suggesting GOP would probably try to cut federal semiconductor aid

Kamala Harris is criticizing House Speaker Mike Johnson for suggesting that Republicans would probably try to cut government subsidies for semiconductor manufacturing

The Independent UK

Nvidia replaces Intel on the Dow index in AI-driven shift for semiconductor industry

Nvidia is replacing Intel on the Dow Jones Industrial Average, ending a 25-year-run for a pioneering semiconductor company that has fallen behind as Nvidia cornered the market for chips that run artificial intelligence systems

The Independent UK

Mike Johnson Totally Reverses Himself On Killing Federal Backing Of Semiconductor Industry If Trump Wins

Instead he aims to just strip out regulations and environmental requirements, he noted in a statement

International Business Times

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House Speaker Backtracks On Potential Repeal Of CHIPS Act

House Speaker Mike Johnson's comments on the CHIPS Act and its implications for semiconductor manufacturing in the US spark controversy and political debate.

Top News

New York State to get new $825 million semiconductor R&D facility

The NSTC is getting a flagship facility in Albany, New York that's dedicated to EUV research and development.

Tom’s Hardware

Analyst firm raises alarm about EUV chipmaking tools — each consumes as much power as a small city, fabs to consume 54,000 Gigawatts by 2030

Leading-edge semiconductor fabs to consume 54,000 Gigawatts a year by 2030, which is more than some countries consume today.

Tom’s Hardware

Samsung Reports Progress In AI Chip Supply Deal

Samsung Electronics reports strong operating profit but faces challenges in semiconductor division. Anticipates softness in memory demand for mobile and PC...

Top News

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Albany Nanotech Selected As National Semiconductor Research Headquarters

Albany NanoTech designated as national headquarters for cutting-edge semiconductor research, boosting US competitiveness in the industry.

Top News

Samsung reports 'major' progress in supply deal for AI chips

Samsung Electronics has reported progress on a major supply deal for artificial intelligence-focused chips, aiming to reassure investors following a slowdown in semiconductor profits during the last quarter

The Independent UK

New York semiconductor site picked for $825 million in funding

U.S. Sen. Chuck Schumer says a semiconductor research facility in upstate New York will be getting $825 million in funding as one of three national technology centers

The Independent UK

These 3 Semiconductor Stocks Are Analyst Favorites

As the demand for semiconductors continues to climb, thanks to AI, here are three analyst-approved chip stocks poised to lead the charge.

Barchart

AMD's Dr. Lisa Su predicts AI GPU market will grow to $500 billion by 2028 or 'roughly equivalent to annual sales for the entire semiconductor industry in 2023'

Please feed some of that back into gaming GPUs, Dr. Su.

PC Gamer

Chinese mineral restrictions spur Australia to scavenge waste for new sources of chipmaking materials — country turns to mining waste for rare earths

Australian scientists are developing techniques to extract rare earth metals crucial to semiconductor manufacturing more efficiently from mining waste.

Tom’s Hardware

Exempting Favored Industries is the Wrong Way to Fix NEPA

The Building Chips in America Act shields CHIPS-subsidized firms from the National Environmental Policy Act.

Reason

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Barchart

Why Taiwan Semiconductor Stock is Still a Buy

Taiwan Semiconductor, the world’s largest dedicated contract chip manufacturer with over a 60% market share, recently reported outstanding results that pushed its stock to a record high. TSM reported a 54% year-on-year jump in net profit to $10.1 billion for Q3, exceeding its forecast from just three months ago. It…

StockNews.com

3 Semiconductor Stocks to Buy for the AI and 5G Boom

As AI and 5G networks expand rapidly, semiconductor companies are positioned to lead the next wave of technological innovation. Therefore, investors could consider adding shares of semiconductor stocks, such as Amkor Technology (AMKR), Taiwan Semiconductor (TSM), and QUALCOMM (QCOM) to their portfolios. Read on….

The Independent UK

China confirms arrest of South Korean man on suspicion of espionage

Former Samsung Electronics employee allegedly leaked semiconductor data to his country

TechRadar

Apple and Samsung are not going to buy Intel. Please be serious.

Intel isn't going anywhere. The US government will make sure of that.

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news in one place.

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Barchart

This Semiconductor Stock is Soaring 6% After Hours, Here’s Why

CDNS stock rallies late after a Q3 earnings beat.

Al Jazeera

For Taiwan’s crucial chip industry, Trump and Harris both bring risks

Taiwan’s semiconductor sector is watching US election closely amid geopolitical rivalry between Washington and Beijing.

Top News

Vice President Harris Tours Michigan Semiconductor Facility

Vice President Kamala Harris emphasizes American manufacturing jobs and innovation during her visit to Hemlock Semiconductor Next Gen Facility in Michigan.

Barchart

Earnings Preview: What to Expect From Broadcom's Report

Broadcom is expected to release its fourth-quarter earnings in December, and analysts expect a double-digit surge in earnings.

Top News

Vice President Harris To Focus On Manufacturing Industry In Michigan

Vice President Kamala Harris campaigns in Michigan, highlighting US manufacturing jobs and contrasting with Trump. She advocates for job creation and warns...

Barchart

SMH vs. SMHX: Is VanEck's New Semiconductor ETF a Buy?

VanEck's new Fabless Semiconductor ETF (SMHX) offers a targeted approach to investing in the semiconductor space, focusing exclusively on fabless companies, and is being compared to its established counterpart, the VanEck Semiconductor ETF (SMH), which provides broad exposure to the entire semiconductor ecosystem.

Tom’s Hardware

Former Intel CEO says splitting Intel isn’t good for the U.S.

Former Intel CEO Craig Barrett said splitting off Intel's manufacturing division as its own company could make it uncompetitive and lag behind the other chip makers.

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