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The Latest Breaking News from Semiconductor

India joins America-led Pax Silica supply chain effort to build semiconductor talent and reduce reliance on China — agreement spans from rare earths to chipmaking tools

With new fabs under development and a growing focus on skilled talent, India’s inclusion in Pax Silica points to a long-term effort by the U.S. and its partners to accelerate capacity building.

Tom’s Hardware

NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges

NVIDIA did anything but stand pat with its investments during Q4 2025. See how the company turned over its holdings in the quarter.

MarketBeat

It’s ‘Time to Shine’ for Applied Materials Stock, According to Analysts. Should You Buy AMAT Here?

The semiconductor equipment maker crushed expectations and delivered guidance that has Wall Street buzzing about a multi-year growth cycle.

Barchart

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Effort to Fast-Track Semiconductor Manufacturing Faces Community Pushback

Lawsuit over Micron’s massive Syracuse project raises concerns about toxic risks and alleges a rushed environmental review.

Capital & Main

Why Sundar Pichai, Satya Nadella and Shantanu Narayen Built Their Careers Outside India

When Indians see familiar names leading companies like Google, Microsoft and Adobe, pride feels natural. These leaders were educated in Indian institutions, shaped by Indian classrooms and mentors. Yet their rise to the top happened thousands of miles away. To understand why, we must look not at emotion, but at…

Times Life

Japanese toilet maker 'the most undervalued and overlooked AI memory beneficiary,' investors claim — shares up nearly 40% in first two months of 2026

A company most famous for toilets and bidets is seeing meteoric stock growth due to demand for its advanced ceramics products.

Tom’s Hardware

Do Wall Street Analysts Like Qnity Electronics Stock?

Qnity Electronics has outpaced the broader market in 2026 and analysts are very bullish about its future prospects.

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AEHR's +25% Spike: Latest AI Hyperscaler Order Improves Outlook

See what caused small cap semiconductor stock AEHR to soar in February, and what the firm's latest announcement means going forward.

MarketBeat

U.S., Taiwan ink trade deal after months of talks — agreement cuts tariffs on Taiwanese goods to 15% in exchange for direct investments on U.S. tech sector, semiconductors still excluded

The U.S. and Taiwan finally signed a trade deal that saw the island get a lower 15% tariff on its goods compared to the previous 20%. In exchange for this, Taiwanese companies will invest $250 billion in the American tech industry, while Taipei will guarantee an additional $250 in loans,…

Tom’s Hardware

Corsair has managed to 'successfully navigate a constrained global semiconductor market to secure supply' for memory, as its PC gaming hardware profits jump 60% in a year

Its peripheral profits are only 6% better, though.

PC Gamer

The Next Semiconductor Winner Might Not Be Nvidia

The AI boom is creating room for more than one winner.

Barchart

1 Lesser-Known Chip Stock to Snap Up ASAP

STMicroelectronics just signed a multi-year, multibillion-dollar deal to support AWS.

Barchart

Applied Materials to pay $252 million penalty for selling chipmaking tools to banned Chinese firm — settles over alleged 56 tool exports to chipmaker SMIC following Entity List designation

Applied Materials must pay a $252 million civil penalty to settle allegations that it illegally exported semiconductor manufacturing equipment to SMIC subsidiaries.

Tom’s Hardware

3 Stocks to Buy as Alphabet Forecasts Massive Spending

Alphabet’s massive AI spending plans are setting off a ripple effect, positioning these chipmakers and infrastructure players as solid buys.

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Tom’s Hardware

U.S. lawmakers demand sales ban on chipmaking tools to China — bipartisan group targets ASML's Dutch exports of lithography machines used to create advanced chips

Bipartisan group of lawmakers want the U.S. government to impose export controls on all wafer fab equipment bound to China except those that can be made locally and make allies do the following.

Barchart

3 Top-Rated Chip Stocks to Buy in the Wake of a Major Selloff

Analysts think these small-cap chip stocks have triple-digit upside potential in the next year.

The Independent UK

Court orders investigation into China-owned chipmaker Nexperia

The Dutch government previously announced it had effectively taken control of the firm

MarketBeat

Shedding Light on Aeluma’s Stock Price Outlook

Aeluma is positioned to disrupt the optical and compound semiconductor markets, amid a strategic shift to production in 2026.

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Tom’s Hardware

Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.

Barchart

What Are Wall Street Analysts' Target Price for NXP Semiconductors Stock?

Analysts continue to support NXP Semiconductors despite its recent mixed performance, reflecting confidence in the company’s longer-term fundamentals.

Barchart

Tower Semiconductor Just Struck a New AI Deal with Nvidia. Should You Buy TSEM Stock Here?

This pure-play foundry is riding a fresh AI wave after striking a high-impact silicon photonics deal with NVIDIA. Is TSEM a buy now?

Tom’s Hardware

Semiconductor industry on track to hit $1 trillion in sales in 2026, SIA predicts — bumper forecast follows $791.7 billion haul for 2025

After recording a $791.7 billion revenue in 2025, the semiconductor industry is on track to hit $1 trillion in sales in 2026.

Barchart

This Robotics Stock Is Up 141% Over the Past Year. Can It Go Higher in 2026?

After an explosive 2025 rally, can Teradyne stock continue its climb this year?

The Independent UK

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

Taiwan’s TSMC, the world’s largest contract computer chip maker, has announced it will be manufacturing advanced 3-nanometer semiconductors in Japan to meet booming AI demand

MarketBeat

Why NXP Semiconductors’ Post-Earnings Dip Could Be a Buying Window

NXP Semiconductors dropped on Tuesday despite posting a top and bottom line Q4 2025 earnings beat. Is this a good buying opportunity, or a sign of things to come?

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