The Latest Breaking News from Semiconductor

Global X is planning to expand its lineup of technology offerings with the filing for the launch of the Global X AI Semiconductor Quantum ETF, as per a Securities and Exchange Commission filing on Tuesday.

Nvidia bought Intel stock at $23.28 per share, but INTC is set to open well above NVDA CEO Jensen Huang’s entry price.

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world’s leading contract chipmaker, is enabling its long-term partner, MediaTek, to adopt its most advanced 2-nanometer (nm) process for an upcoming flagship system-on-a-chip (SoC). This collaboration underscores a major technological leap for both companies.

Broadcom Inc (NASDAQ:AVGO) is no longer content to trail in NVIDIA Corp.'s (NASDAQ:NVDA) shadow. Armed with a $120 billion AI revenue target by 2030 — and CEO Hock Tan whose bonus depends on hitting it — the semiconductor giant is positioning itself to challenge Nvidia's dominance.

Alibaba’s semiconductor unit, T-Head, has reportedly developed a new AI processor that it claims matches the performance of Nvidia's H20 — the GPU built specifically for the Chinese market.

Lam Research (LRCX) is a leading semiconductor equipment supplier, showing strong technical momentum and consistent price appreciation. LRCX maintains a 100% “Buy” rating from Barchart. Shares have gained 58% over the past year. Fundamentals remain robust with projected revenue and earnings growth, a wide economic moat, and strong analyst and...

Oracle's new earnings breakout suggests that Taiwan Semiconductor should follow suit as the root provider of this new infrastructure growth.

China has banned its leading technology companies from procuring Nvidia Corporation (NASDAQ:NVDA)’s artificial intelligence (AI) chips. During Wednesday’s pre-market trading session, Nvidia stock fell nearly 1.5%.

China's leading chipmaker is testing its first domestically produced advanced lithography machine for 7nm chips, even as regulators intensify scrutiny of U.S. rival Nvidia Corporation (NASDAQ:NVDA).

Chipmakers extended their rally on Tuesday, pushing the Philadelphia Semiconductor Index toward its longest winning streak in nearly eight years. The benchmark has climbed 8.7% over the past nine sessions and is now up 22% in 2025, outpacing the Nasdaq 100’s nearly 16% advance.

President Donald Trump's administration plans to take a stake in Intel Corp (NASDAQ:INTC) to help the key U.S. chipmaker unlock value. The administration aims to replicate the public-private model that fueled Taiwan Semiconductor Manufacturing Co's (NYSE:TSM) success.