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The Latest Breaking News from Semiconductor

Broadcom Could Rake In $50 Billion From AI Next Year, Analyst Says

Broadcom Inc. (NASDAQ:AVGO) is poised to deliver stronger-than-expected quarterly results as surging demand for artificial intelligence chips and data center networking products accelerates growth across its semiconductor and infrastructure businesses.

Benzinga

Nvidia, Google, Amazon And MediaTek Demand Is Making TSMC Turn To Partners: Report

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly facing overwhelming demand for its Chip on Wafer on Substrate or CoWoS advanced packaging technologies as companies including Nvidia Corp. (NASDAQ:NVDA), Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Amazon.com Inc. (NASDAQ:AMZN) and MediaTek race to secure capacity for next-generation AI chips.

Benzinga

Tesla, Netflix, and ON Semiconductor: 3 Unusually Active Cash-Secured Put Options to Sell Now

Thursday’s unusual options activity included puts on popular stocks such as Tesla and Netflix. If you are entertaining the idea of selling cash-secured puts to generate income while attempting to buy their stocks at lower prices, these three are worth considering.

Barchart

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AMD Is Getting Ready to Launch Helios. Wall Street Thinks You Should Buy AMD Stock First.

TD Cowen is bullish on AMD ahead of its 2026 launch of Helios.

Barchart

Arm Holdings To Open Chip School In South Korea To Train 1,400 Experts For AI

South Korea's industry ministry and SoftBank Group Corp.’s (OTC:SFTBY) (OTC:SFTBF) chip unit, Arm Holdings Plc (NASDAQ:ARM), signed an agreement to boost the country's semiconductor and artificial intelligence sectors, a presidential policy adviser announced Friday.

Benzinga

SoftBank CEO Masayoshi Son wants to build ‘Trump Industrial Parks’ across the nation, report claims — project proposes using federal land to build manufacturing sites for data center infrastructure

SoftBank proposes building multiple industrial parks across the U.S. on federal land to manufacture semiconductors and other AI infrastructure.

Tom’s Hardware

Google Is Riding the AI Wave Higher, but the Real Winner of Gemini 3 Is This Stock

While Google grabs headlines with Gemini 3, this semiconductor giant is quietly becoming the real beneficiary of the AI wave.

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Is ON Semiconductor Stock Outperforming the Nasdaq?

As ON Semiconductor has outperformed the Nasdaq recently, analysts remain moderately optimistic about the stock’s prospects.

Barchart

Hot on the heels of Micron bailing out of the consumer RAM market, SK hynix is apparently committing over $500 billion to build four new memory fabs, with the first to be finished by 2027

No guesses as to what customer all this money is really for.

PC Gamer

Trump Could Approve H200 Exports to China. Does That Make Nvidia Stock a Buy Here?

Trump’s potential move to approve Nvidia’s H200 chip exports to China could ignite a major turnaround for the semiconductor giant.

Barchart

Chinese tech firm Cambricon looks to step into Nvidia void, triple AI chip production next year — seeks to rival Huawei, but production remains a concern

Chinese tech firm Cambricon Technologies has plans to triple its production of domestic AI chips in 2026, targeting the market dominance of national giant Huawei. Primarily set to rely on Semiconductor Manufacturing International for fabrication, it's not entirely clear how Cambricon will get enough wafers to achieve its goals.

Tom’s Hardware

Nvidia CEO Huang Blasts Proposed State AI Laws Moments After Trump Meeting

America’s escalating chip crackdown on China took center stage this week, drawing sharp warnings from Nvidia Corp (NASDAQ:NVDA) chief Jensen Huang and investors who say U.S. policy could redefine the future of the semiconductor industry.

Benzinga

Stocks Muted Before the Open as Rally Pauses, U.S. Jobless Claims Data on Tap

December S&P 500 E-Mini futures (ESZ25) are up +0.02%, and December Nasdaq 100 E-Mini futures (NQZ25) are down -0.01% this morning, taking a breather after recent gains, while investors look ahead to U.S. jobless claims data, which will offer fresh insight into the labor market ahead of next week’s Federal…

Barchart

Beyond NVIDIA: 5 Semiconductor Stocks Set to Dominate 2026

Semiconductor stocks are on track to advance in 2026 as a global supercycle gains momentum. NVIDIA is still the leader but others are also well-positioned.

MarketBeat

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Dear AVGO Stock Fans, Mark Your Calendars for December 11

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

Benzinga

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.

Barchart

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.

Tom’s Hardware

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.

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Benzinga

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.

International Business Times UK

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.

Barchart

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.

Benzinga

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.

Barchart

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.

Barchart

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.

Benzinga

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.

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