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The Latest Breaking News from Semiconductor

China expected to approve H200 imports in early 2026, report claims — tech giants Alibaba and ByteDance reportedly ready to order over 200,000 Nvidia chips each if green-lit by Beijing

Beijing is reportedly allowing its tech giants to acquire H200 chips, even as the Chinese government is still deliberating how to go about balancing the AI processing needs of its AI tech giants and the local semiconductor industry.

Tom’s Hardware

How To Find Options Trades This Earnings Season

How To Find Options Trades This Earnings Season

Earnings season is here and we’ve got the first batch of big name companies reporting earnings next week with Taiwan Semiconductor, JP Morgan Chase, Wells Fargo, Bank of America, Goldman Sachs and Delta Airlines all set to report.

The 3 Best Chip Stocks to Buy for 2026 Are Companies You Have Probably Never Heard Of

The 3 Best Chip Stocks to Buy for 2026 Are Companies You Have Probably Never Heard Of

Analysts remain bullish about stocks in 2026. It is just not the usual ones.

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Beijing tells companies to pause H200 purchases — China govt deliberating terms for letting local tech companies buy US chips while still growing homegrown semiconductors

Beijing doesn't want tech companies stockpiling H200 chips while it's still figuring out how to balance the needs of its AI industry and its push for homegrown semiconductors.

Tom’s Hardware

1 Analyst Just Doubled His Price Target on ASML Stock. Should You Buy Shares Now?

A stunning Wall Street U-turn has Aletheia Capital flipping bullish on ASML and doubling its price target.

Chinese semiconductor outfit has Linux MPP repository on Github disabled after a DMCA takedown request — FFmpeg team accuses it of using libavcodec code without attribution

Leading Chinese fabless semiconductor company Rockchip has had one of its major software repositories taken down in response to a DMCA takedown notice.

Tom’s Hardware

Goldman Sachs Warns Of $150B TSMC Spending Spree To Meet AI Demand

TSMC surges to record after Goldman lifts target 35%. Taiwan semiconductor AI boom accelerates with $150B investment plan.

International Business Times UK

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Earnings Preview: What to Expect From NXP Semiconductors’ Report

Earnings Preview: What to Expect From NXP Semiconductors’ Report

NXP Semiconductors is set to report its fourth-quarter results soon, with analysts forecasting a single-digit increase in its EPS.

Xi Jinping: 2025 was a year of AI and chip breakthroughs amid US-China tech rivalry

Xi Jinping: 2025 was a year of AI and chip breakthroughs amid US-China tech rivalry

Chinese President Xi Jinping said 2025 was the year of breakthroughs for Chinese artificial intelligence and semiconductor chip companies. What did they accomplish and what can we expect in 2026?

Find the Next NVIDIA With This Semiconductor ETF

Find the Next NVIDIA With This Semiconductor ETF

AI continues to drive tech gains. For investors searching for the next big semiconductor stock, a thematic ETF that provides broad exposure is a good bet.

Sleeping With the Enemy: Inside the NVIDIA-Intel Deal

Sleeping With the Enemy: Inside the NVIDIA-Intel Deal

NVIDIA has officially joined forces with Intel to secure essential packaging capacity and stabilize the future of the domestic semiconductor industry.

UK company shoots a 1,000-degree furnace into space to study off-world chip manufacturing — semiconductors made in space could be 'up to 4,000 times purer' than Earthly equivalents

UK company shoots a 1,000-degree furnace into space to study off-world chip manufacturing — semiconductors made in space could be 'up to 4,000 times purer' than Earthly equivalents

British startup Space Forge has just successfully turned on its first in-orbit furnace, reaching 1,000 degrees Celsius in space. This is a crucial first step for the company in studying the feasibility of manufacturing chips in space.

Tom’s Hardware

Why Lam Research Is a Must-Own Pick-and-Shovel Stock for the AI Boom

Why Lam Research Is a Must-Own Pick-and-Shovel Stock for the AI Boom

Lam Research stock soared 141% in 2025 on surging AI-driven demand for advanced semiconductor equipment, solidifying its position as a premier pick-and-shovel play and backed by analyst support for future gains.

As Nvidia Reportedly Snubs the Intel 18A Process, How Should You Play INTC Stock for 2026?

As Nvidia Reportedly Snubs the Intel 18A Process, How Should You Play INTC Stock for 2026?

Nvidia apparently halted its trial of 18A, sending Intel stock down on the news.

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International Business Times UK

US Quietly Greenlights Samsung and SK Hynix to Ship Chip Tools Into China — But There's a Catch

The US has approved annual licences for Samsung and SK Hynix to ship chipmaking tools to China in 2026 — replacing broad waivers with tighter controls.

Tom’s Hardware

China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain

China has quietly mandated that at least 50% of equipment used for new semiconductor capacity be domestically sourced. However, as China's industry cannot produce enough lithography tools, authorities tend to get flexible and allow foreign alternatives in.

The Lazy Way to Play NVIDIA’s $20B Groq Deal

The acquisition of Groq by NVIDIA signals a shift toward AI inference that investors can capture through specific semiconductor ETFs focused on growth.

Tom’s Hardware

Trump administration announces new tariffs on Chinese chips and electronic components — but fresh sanctions won't take effect until 2027, and rates remain unknown

The United States has slapped a fresh set of tariffs on Chinese electronic components, but their implementation has been delayed until 2027.

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Broadcom Just Raised Its Dividend—But It’s Not the Only One Signaling Strength

Broadcom, Abbott, and Nordic American raised dividends, offering strong yields and long-term upside despite market volatility and sector headwinds.

Did Nvidia Just Lose Its Spot as Wall Street’s AI Chip Darling? JPMorgan Says This ‘Overall Top Pick’ Is Better.

What exactly does Broadcom do, and why are Wall Street’s biggest investors loading up on shares?

This 1 Lesser-Known Stock Is Set to Dominate with Nvidia and Broadcom in 2026

AI-driven semiconductor growth is accelerating, with Lam Research strategically positioned to capitalize alongside leading industry players.

Broadcom Stock Just Raised Its Dividend by 10%. Should You Buy AVGO Stock Now?

As part of its quarterly earnings release, Broadcom raised its dividend by 10%.

It's not just RAM getting more expensive - the tools to make chips are set to explode in cost too, experts warn

Chipmakers are spending more as components become more advanced and demand for AI hardware continues.

This Analyst Just Raised Their Micron Stock Price Target by 50%. Should You Buy Shares Here?

After a strong run-up this year, Micron is winning fresh confidence from Wall Street bulls like Needham. Should investors chase the momentum, or wait for a better entry?

Chip Stocks Are No Longer an Automatic Path to Profits. What the Numbers Say About This Key Semi ETF Now.

This key semiconductor ETF is waving a red flag.

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