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The Latest Breaking News from Semiconductor

Nvidia's Anticipated $8 Billion China Drag Puts Semiconductor ETFs On Alert Ahead Of Earnings

NVIDIA Corp (NASDAQ:NVDA) is slated to release its second-quarter report with a heavy policy hangover: a forecasted $8 billion impact related to U.S. chip-export restrictions to China.

Benzinga

Is AMD a Top Quantum Computing Stock to Buy Now?

Advanced Micro Devices stock has more than doubled from its April lows, and just partnered with IBM on quantum computing.

Barchart

U.S. gov't seizes $7.4 billion semiconductor research fund created under Biden admin, calling it 'illegal' — Lutnick says fund 'served as a semiconductor slush fund that did nothing but line the pockets of Biden loyalists with American tax dollars'

The US Commerce Department of the Trump administration has pulled back billions of dollars in funding for a non-profit aimed at promoting US chip design and fabrication, suggesting that its appointment under the Biden administration somehow made it inappropriate for distributing taxpayer funds.

Tom’s Hardware

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Mohammed bin Salman-Backed Humain Begins Building 100MW AI Data Centers With Nvidia, AMD's Latest Chips

Saudi Arabia's new artificial intelligence company Humain has begun construction of its first large-scale data centers, aiming to power the kingdom's Vision 2030 tech ambitions with chips from U.S. semiconductor giants like Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD).

Benzinga

This Nvidia Supplier Is Turning Up The Heat: Growth Metrics Spike As Stock Looks Set For A Breakout

Nvidia Corp’s (NASDAQ:NVDA) biggest manufacturing partner, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), saw a big spike in its Growth metrics in Benzinga’s Edge Stock Rankings.

Benzinga

Jensen Huang Wants To Know If CC Wei Is 'Still Paying For Dinner' As Nvidia And TSMC CEO's Discuss High-Stakes China-Specific AI Chips

Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang's trip to Taiwan for high-stakes talks with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) CEO CC Wei was punctuated by playful banter over dinner.

Benzinga

Nvidia Rally Meets Moment Of Truth: What It Means For Tech ETFs

Nvidia Corp. (NASDAQ:NVDA), trading just two percentage points below its all-time high, has emerged as a catalyst for large ETFs ahead of its earnings announcement on Wednesday. With the AI sweetheart having contributed a staggering $2 trillion in market capitalization gains since April, the stock is a behemoth mover of tech- and…

Benzinga

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Intel Is Trading at a Valuation Not Seen Since the Dot-Com Era. Will Trump Sweeten the Deal for INTC Stock?

It’s unclear if Intel will be able to grow its foundry business and benefit from the stakes taken by the Trump administration and SoftBank.

Barchart

2 AI Chip Stocks Poised to Win on Wall Street Next

These semiconductor stocks offer both near-term growth momentum and long-term structural upside.

Barchart

AI Chip Boom Sends Aehr Stock Surging As Major Cloud Giant Places Big Test System Order

Aehr Test Systems (NASDAQ:AEHR) said Monday it received additional orders for six Sonoma packaged part burn-in systems from a major hyperscaler building artificial intelligence processors, and its stock surged on the news. The systems will ship from Aehr's Fremont, California, facility over the next two quarters.

Benzinga

KLA Corporation Stock: Analyst Estimates & Ratings

KLA Corporation has trailed the broader market over the past year, yet analysts maintain a tempered optimism, viewing the stock’s long-term prospects with measured confidence.

Barchart

Taiwan Semiconductor Acts Early To Dodge US Export Curbs, Drops Chinese Tools From Chip Plants

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is removing Chinese chipmaking tools from its top facilities to shield production from potential U.S. export curbs, underscoring rising geopolitical tensions.

Benzinga

Laser-blasted 'black metal' could make solar technology 15 times more efficient

Unlike solar panels, solar thermoelectric generators can convert heat from any source into electricity. But poor efficiency has held the technology back – until now.

LiveScience

Trump's $11 Billion Intel Investment Doesn't Guarantee Tech Gain But Prevents Valuation 'Pain,' Says Leading Analyst

Analyst Ming-Chi Kuo says President Donald Trump's $11 billion stake in Intel Corporation (NASDAQ:INTC) is a strong vote of confidence in the chipmaker's future but cautions that the investment won't immediately resolve its lag in advanced semiconductor technology.

Benzinga

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Benzinga

'Trump Wasn't Hired To Run A Hedge Fund,' Says Peter Schiff As Intel Deal Divides Experts Amid Calls To Break Taiwan Dependence For Chips

Economists and tech analysts are divided over President Donald Trump's decision to give the U.S. government a 10% stake in Intel Corporation (NASDAQ:INTC), with some calling it unconstitutional and others praising it as crucial for national security and semiconductor independence.

The Independent UK

Trump says Intel will give US government a 10% stake in its business

Deal comes despite Trump calling for Intel CEO to resign earlier this month for being ‘highly conflicted’

Top News

Trump Announces Billion Deal With Intel CEO

President Trump secures billion stake deal with Intel to boost US semiconductor manufacturing and national security.

Benzinga

Taiwan Semiconductor Wins Praise From Jensen Huang As It Finalizes Six New Nvidia Processors

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has significantly outperformed the broader market this year, with a 16% year-to-date gain, comfortably surpassing the Nasdaq Composite’s 10% return.

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Benzinga

Tesla's Quality Score Tumbles, While Taiwan Semiconductor's Growth Rating Soars

While daily stock price moves tend to dominate headlines, shifts in fundamental ranking scores can often tell a deeper story about a company's trajectory. This week, Benzinga's proprietary Growth, Value, Quality and Momentum data revealed major swings among household names, from electric vehicles to pharmaceuticals and financials.

MarketBeat

Small Cap, Big Potential: 3 Tech Disruptors You Should Know About

Three lesser-known disruptors in the semiconductor industry provide crucial services in high-demand markets, but they are often overlooked by investors.

MarketBeat

Intel's New Buyers Mean Good News for Taiwan Semiconductor Stock

Taiwan Semiconductor may benefit substantially from the new stakes being bought in Intel stock, as wafer equipment demand is set to go higher.

Benzinga

Jensen Huang Says Buying This Nvidia Rival Stock Is 'Very Smart,' Hails It As One Of The Greatest Companies In History

Nvidia (NASDAQ:NVDA) CEO Jensen Huang praised Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) and suggested that investing in the company would be a wise move.

Benzinga

Intel's Windfall Is Just The Iceberg's Tip: These Are The Silent Winners

The idea of Washington owning a chunk of Intel Corp (NASDAQ:INTC) sounds like satire—yet reports suggest the Trump administration is considering converting CHIPS Act grants into equity, potentially making the U.S. government the chipmaker's largest shareholder. Add SoftBank circling with a $2 billion check for Intel's foundry ambitions, and suddenly…

Benzinga

Taiwan Semiconductor Faces New Challenge As US Mulls Equity Stake Tied To CHIPS Act Subsidies

Semiconductor giant Taiwan Semiconductor Manufacturing Co (NYSE:TSM) faces a new challenge as U.S. officials explore taking equity stakes in chipmakers receiving CHIPS Act support, a strategy that Taiwan’s economic minister described Thursday as needing additional scrutiny before approval.

MarketBeat

Analog Devices and an AI-Driven Semiconductor Supercycle

Analog Devices is well-positioned to benefit from a long-term supercycle powered by AI, and the analysts are pushing the stock price to new highs.

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