The Latest Breaking News from Semiconductor

China has quietly extended its rare-earth export controls into the heart of the semiconductor supply chain.

December S&P 500 E-Mini futures (ESZ25) are trending up +0.10% this morning, attempting to end the up-and-down week on a positive note, while investors await the release of the University of Michigan’s preliminary reading on U.S. consumer sentiment and remarks from Federal Reserve officials.

Semiconductor giant KLA is set to announce its first-quarter results in the upcoming weeks, and analysts expect a robust double-digit growth in earnings.

SEALSQ Corp (NASDAQ:LAES) shares are trading higher Thursday after the company announced a strategic partnership with Trusted Semiconductor Solutions (TSS) to develop post-quantum cryptography (PQC) semiconductor solutions for U.S. defense and government agencies.

The U.S. government's recent approval of Nvidia Corp’s (NASDAQ:NVDA) chip exports to the United Arab Emirates marks a significant milestone in global AI geopolitics, and a potential tailwind for investors in semiconductor and tech-focused ETFs. Under a bilateral AI agreement from May, the UAE will receive advanced Nvidia chips while…

During Intel Tech Tour 2025, I got the chance to tour Fab 52, Intel's latest (and biggest) foundry for building chips on the brand-new 18A process node.

ASML Holding (NASDAQ:ASML), the Dutch giant supplying critical equipment to the global semiconductor industry, has announced key leadership changes, naming Marco Pieters as Chief Technology Officer (CTO), effective immediately. Pieters, a company veteran, most recently served as Executive Vice President for the company’s Applications product area.

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported that its consolidated net revenue for September 2025 reached 330.98 billion New Taiwanese dollars, up 31.4% year-over-year. The revenue declined just 1.4% from August 2025.

GraniteShares 2x Long AMD Daily ETF (NASDAQ:AMDL) is attracting new investor interest as Advanced Micro Devices Inc (NASDAQ:AMD) solidifies its place in the race for AI hardware with a blockbuster deal with OpenAI and potential foundry cooperation with Intel Corp (NASDAQ:INTC).

The recent military exercises reportedly conducted by China near Taiwan have raised concerns about the island’s energy security and the chip industry, prompting Taipei and Washington to take immediate action.

NXP Semiconductors is gearing up to release its third-quarter results later this month, and analysts are expecting a single-digit decline in earnings.