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The Latest Breaking News from Semiconductor

Top China silicon figure calls on country to stop using Nvidia GPUs for AI — says current AI development model could become 'lethal' if not addressed

VP of China SIA Wei Shaojun urged China and other Asian nations to abandon reliance on Nvidia GPUs for AI and instead develop dedicated processors for LLM training to ensure long-term technological independence.

Tom’s Hardware

What's Going On With Taiwan Semiconductor Stock Thursday?

Taiwan Semiconductor Manufacturing Co. (TSMC) is simultaneously reshaping the Arizona economy and solidifying its leadership in advanced chipmaking.

Benzinga

Why Broadcom's Q3 Earnings Were a Huge Win for AVGO Bulls

Broadcom just released its Q3 earnings report, and bulls should love what they see. The firm made a milestone announcement that bodes very well for its future.

MarketBeat

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Synopsys Analysts Flag Restructuring Needs, China Headwinds After Q3 Miss

Tech giants grapple with volatile market shifts as geopolitical tensions and competitive pressures reshape the semiconductor landscape. Shares of Synopsys Inc (NASDAQ:SNPS) tanked in early trading on Wednesday, after the company reported downbeat fiscal third-quarter results.

Benzinga

What's Going On With Nvidia Stock Wednesday?

Nvidia (NASDAQ:NVDA) and its semiconductor peers gained on Wednesday after Oracle’s (NYSE:ORCL) upbeat quarterly results and strong cloud guidance signaled surging artificial intelligence infrastructure demand that could boost graphics processing unit sales.

Benzinga

Taiwan Semiconductor Extends Growth Streak With Strong August Sales

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock gained on Wednesday after reporting August 2025 sales figures bearing testimony to the continued artificial intelligence frenzy.

Benzinga

Synopsys Q3 FY2025 Earnings Call Transcript

Synopsys, Inc. (NASDAQ:SNPS) released its third-quarter results after Tuesday’s closing bell.

Benzinga

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The GAIN AI Act Looks More Like Protectionism Than National Security

Tucked into the defense bill, the GAIN AI Act would force Nvidia and other firms to prioritize domestic sales at the cost of global competitiveness.

Reason

Wall Street Loves Taiwan Semi. Should You Buy TSM Stock Now?

TSMC continues to be the backbone of artificial intelligence and advanced computing.

Barchart

Taiwan Semiconductor Stock Climbs As AI Boom Fuels Record Equipment Investments And Global Chip Growth

Taiwanese contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:TSM) trended on Tuesday as the global industry association for the semiconductor industry projects upside for the sector, backed by Taiwan’s moat, driven by the artificial intelligence frenzy.

Benzinga

ASML Invests Billions In Nvidia-Backed Mistral AI To Power Next Era Of Semiconductors

ASML Holding (NASDAQ:ASML) and France-based Mistral AI announced a strategic partnership on Tuesday that combines semiconductor manufacturing expertise with frontier artificial intelligence capabilities to accelerate innovation across the semiconductor and AI value chain.

Benzinga

Mistral and ASML forge €1.7bn alliance to shape Europe’s AI future

Paris-based Mistral AI has achieved Europe’s largest fundraising round in artificial intelligence to date, securing €1.7 billion and bringing Dutch semiconductor giant ASML on board as a strategic partner in a deal seen as bolstering Europe’s drive for technological sovereignty.

Radio France Internationale

These 3 Dividend Stocks Just Raised Their Payouts. Are They Buys Here?

With recent dividend increases from Lam Research, Ingredion, and Nordson signaling management confidence in cash flows, all three stocks offer compelling income opportunities with analyst "Moderate Buy" ratings and potential upside.

Barchart

3 Big Dividend Hikes Hit the Market—1 Just Doubled Its Payout

One of the biggest names in sports entertainment just doubled its dividend. Two tech giants also announced significant dividend increases.

MarketBeat

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Barchart

A $10 Billion Reason to Buy Broadcom Stock Now

Broadcom is a mega-cap semiconductor stock that continues to grow at a stellar pace given its expanding portfolio of AI chips.

Barchart

As Broadcom Wins a New AI Customer, Is AVGO Stock a Buy Now?

Over the past 12 months, Broadcom stock has surged significantly, driven by strong demand for the company’s AI semiconductors.

Benzinga

Taiwan Semiconductor Analysts Expect Minimal Risk From Nanjing Plant Setback

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is confronting near-term operational risks at its Nanjing facility after the U.S. government withdrew its fast-track authorization for importing chipmaking equipment, according to analysts.

Benzinga

Intel's State-Backed Future: What ETF Investors Need To Watch Now

Semiconductor ETFs are now carrying a new risk factor: politics. Weeks after President Donald Trump announced an $8.9 billion, roughly 10% U.S. government stake in Intel Corp. (NASDAQ:INTC), fund managers are debating whether exposure to the chipmaker now brings policy-driven upside or geopolitical downside.

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Benzinga

Options Corner: Why Nvidia's Red-Stained Chart May Be Good News For Contrarian Investors

Both history and folklore are replete with accounts of circumstances looking incredibly grim — until an unexpected catalyst delivers a much-needed reprieve. Investors of semiconductor giant Nvidia Corp (NASDAQ:NVDA) will be hoping for just such a turnaround. While the company has practically been synonymous with the remarkable rise of artificial…

Benzinga

What Is Going On With Taiwan Semicoductor On Friday?

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock trended on Friday after client Broadcom (NASDAQ:AVGO) revealed its quarterly results on Thursday.

Barchart

Is NXP Semiconductors Stock Underperforming the Nasdaq?

Although NXP Semiconductors has lagged the Nasdaq Composite in the past year, analysts maintain a strong bullish outlook on its future performance.

Euronews

Trump: Substantial semiconductor tariff coming 'very shortly', Apple could be exempt

Leaders of the US's biggest tech companies were grilled over their domestic investments at a dinner hosted by Donald Trump on Thursday. The president said that those investing in the US could be exempt from new tariffs.

Benzinga

Trump Warns Foreign Chipmakers: Build In US Or 'We Will Be Putting A Very Substantial Tariff'

President Donald Trump on Thursday said his administration would soon impose tariffs on semiconductor imports from companies that have not committed to shifting production to the United States.

Benzinga

Broadcom, Lululemon, Opendoor, Docusign And Neonode: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks advanced on Thursday, with the Nasdaq Composite jumping over 200 points, or nearly 1%, to 21,707.69. The SP 500 added 0.8% to finish at 6,502.08, while the Dow Jones Industrial Average also rose 0.8%, closing at 45,621.29.These are the top stocks that gained the attention of retail traders…

Benzinga

4 AI Stocks To Consider As Nvidia Shares Slide

All good things eventually come to an end, and the massive rally in Nvidia Corp. (NASDAQ:NVDA) appears to be finally losing steam. The seminal semiconductor stock has rallied nearly 100% following its April lows and has basically traded flat over the last month.

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