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The Latest Breaking News from Semiconductor

Dear AVGO Stock Fans, Mark Your Calendars for December 11

AVGO remains well-positioned for sustained growth in 2026 and beyond.

China Ghosts Nvidia — But Huang Says Global AI Market Could Hit $4T

China Ghosts Nvidia — But Huang Says Global AI Market Could Hit $4T

China just stopped returning NVIDIA Corp's (NASDAQ:NVDA) calls. After years of being the world's biggest AI-chip growth engine, Beijing has effectively iced out the U.S. semiconductor giant — and Nvidia CEO Jensen Huang isn't sugar-coating it.

Is Broadcom Stock a Buy, Sell, or Hold Before December 11?

Is Broadcom Stock a Buy, Sell, or Hold Before December 11?

Broadcom is well-positioned to deliver strong growth in Q4, driven by significant AI-led tailwinds. However, Broadcom’s shares are no bargain at current levels.

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Taiwan hits Japanese firm with indictment in TSMC data theft saga — Tokyo Electron charged with failing to prevent its staff from stealing trade secrets

Taiwanese prosecutors are seeking financial compensation from Japanese semiconductor company, Tokyo Electron, claiming that it didn't take appropriate measures to prevent staff from trying to steal sensitive data from TSMC.

Tom’s Hardware

Taiwan Files Charges Against Tokyo Electron Unit In Taiwan Semiconductor Technology Theft Probe

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) sits at the center of a widening legal battle over alleged theft of its trade secrets.

What Is XLight — The Chip Startup Getting A £120M Lifeline From Trump Govt?

XLight, a 2021 US chip startup, is receiving a £120m boost from the Donald Trump government. Here is what the technology company does and why the funding matters.

International Business Times UK

Morgan Stanley Just Named This Stock a Top Semiconductor Pick. Should You Buy Shares Now?

ASML wins top-pick status as AI drives demand, but its premium value leaves little room for mistakes.

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Taiwan Denies It Will Swap 'Worker Training' For Lower US Tariffs

Taiwan Denies It Will Swap 'Worker Training' For Lower US Tariffs

Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM) sits at the center of Taiwan's push to secure lower U.S. tariffs, as the island works to reduce duties on its exports from 20% to 15% while advancing semiconductor cooperation with Washington.

How Is KLA Corporation’s Stock Performance Compared to Other Semiconductor Stocks?

How Is KLA Corporation’s Stock Performance Compared to Other Semiconductor Stocks?

Despite KLA Corporation’s strong outperformance relative to its industry peers over the past year, analysts maintain a moderately optimistic outlook on the stock’s future prospects.

Powell, PCE and Other Key Thing to Watch this Week

Powell, PCE and Other Key Thing to Watch this Week

Markets enter December facing a week packed with comprehensive economic data, high-profile earnings, and multiple Fed Chair Powell appearances that together could determine the trajectory for both the final month of 2025 and early 2026 positioning.

Weekend Round-Up: TSMC Trade Secrets Lawsuit, Google Deepmind Scientist's Market Slam, Baidu Layoffs, Amazon's Court Victory And More

Weekend Round-Up: TSMC Trade Secrets Lawsuit, Google Deepmind Scientist's Market Slam, Baidu Layoffs, Amazon's Court Victory And More

There was a whirlwind of tech news this week, with stories ranging from allegations of trade secret leaks at Taiwan Semiconductor Manufacturing Co. to layoffs at Baidu Inc. Here’s a quick recap of the top stories that made headlines.

Europe Tightens Grip on Chip Industry as Dutch Take Control of Nexperia

Europe Tightens Grip on Chip Industry as Dutch Take Control of Nexperia

Tensions between the West and China have escalated with the Dutch government’s intervention in the management of Nexperia, a chip manufacturer. Experts say this is one of the clearest signals of a shifting balance of power in the global semiconductor industry.

TSMC Ex-VP's Home Raided As Chip Giant Alleges Intel Recruit Leaked Trade Secrets

TSMC Ex-VP's Home Raided As Chip Giant Alleges Intel Recruit Leaked Trade Secrets

On Thursday, Taiwan prosecutors searched the homes of a former Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) vice president after the chipmaker accused him of passing confidential information to Intel Corp (NASDAQ:INTC).

China's hybrid-bonded AI accelerators could rival Nvidia's Blackwell GPUs — top semiconductor expert hints at 'fully controllable domestic solution'

China's hybrid-bonded AI accelerators could rival Nvidia's Blackwell GPUs — top semiconductor expert hints at 'fully controllable domestic solution'

AI accelerators with DRAM on top could be China's way to catch up with advanced AI accelerators.

Tom’s Hardware

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Lam Research Stock: Is LRCX Outperforming the Technology Sector?

As Lam Research has significantly outperformed its sector peers recently, analysts remain moderately optimistic about the stock’s prospects.

New semiconductor could allow classical and quantum computing on the same chip, thanks to superconductivity breakthrough

Researchers believe they can fit 25 million Josephson junctions — a useful component for quantum computing — on one two-inch wafer with this approach.

Tom’s Hardware

Intel fully backs its controversial new hire that TSMC alleges took company secrets with him — CEO Lip-Bu Tan highlights Team Blue's strict ethics policy in internal memo amid high-stakes lawsuit

A new legal battle is taking shape in the semiconductor industry, with TSMC suing its former employee, Wei-Jen Lo, after he joined Intel following his retirement at the Taiwanese firm. Intel CEO Lip-Bu Tan argues that TSMC's claims of trade-secret theft are unwarranted and that Lo has the company's full…

Trump Pressures Taiwan To Train US Workers As TSMC Struggles In Arizona: Report

The Donald Trump administration is reportedly pushing Taiwan to ramp up U.S. investments and train American workers in chipmaking as part of a broader trade deal.

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Jensen Huang Once Said TSMC Learned To 'Dance With 400 Partners' While Intel Has 'Always' Danced Alone: Did The Nvidia CEO Hit The Nail On Its Head?

Morris Chang, the longtime leader of Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), once pointed back to Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's famous analogy to explain why Intel Corp (NASDAQ:INTC) faces an uphill climb in its push to become a world-class chip foundry.

Google's Gemini 3 Sends Broadcom Soaring: TPUs Take Center Stage

Broadcom's virtuous relationship with Google is leading to gains. AVGO is now directly attached to what many view as the best AI model family: Gemini 3.

Analog Devices Moves Higher as Super-Cycle Gains Momentum

Analog Devices is well-positioned to grow robustly in 2026 as the industrial semiconductor supercycle gains momentum. Analysts are leading the stock higher.

Down 45% From Its 52-Week High, Wall Street Still Loves This Semiconductor Stock

Despite an over 45% plunge from its highs, Astera Labs stock is still winning over top analysts who see its AI infrastructure edge as a powerful catalyst for a major rebound.

How Is Advanced Micro Devices' Stock Performance Compared to Other Semiconductor Stocks?

Advanced Micro Devices has considerably outperformed the Semiconductor industry over the past year, and analysts are cautiously optimistic about the stock’s prospects.

A 'Magnificent' Rally Raises Both Intrigue And Questions For Direxion's QQQU, QQQD ETFs

On the surface, the headlines largely speak for themselves. In late October, the total market capitalization of the Magnificent Seven — a group of elite tech juggernauts — jumped past the $22.2 trillion level. Leading the surge was semiconductor giant Nvidia Corp. (NASDAQ:NVDA), which crossed the $5 trillion valuation mark…

How Is Applied Materials’ Stock Performance Compared to Other Semiconductor Stocks?

Applied Materials has significantly outperformed the broader semiconductor space over the past year, and analysts remain optimistic about the stock’s longer-term prospects.

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