The Latest Breaking News from Semiconductor

Alibaba Group Holding Ltd. (NYSE:BABA) is reportedly working on a new artificial intelligence chip aimed at reducing China's reliance on U.S. semiconductor giant Nvidia Corp. (NASDAQ:NVDA), but prominent investor Ross Gerber dismissed the move as "laughable."

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 several popular stocks, from e-commerce to semiconductors.

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) shares were in focus on Friday after key clients Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) reported strong quarterly earnings powered by AI chip demand.

Broadcom has outpaced its semiconductor peers over the past year, and Wall Street analysts hold a strongly bullish view of the company’s future growth prospects.

Although several innovators tied to the explosive artificial-intelligence ecosystem swung higher on Thursday, Microchip Technology Inc (NASDAQ:MCHP) represented a conspicuous laggard. What appears to have dragged down the semiconductor firm — which specializes in microcontrollers used in industrial, automotive and embedded systems — is investor anxiety related to management's tepid…

Apple Inc (NASDAQ:AAPL) isn't just building the iPhone 18—it's creating a moat. By reportedly securing nearly half of Taiwan Semiconductor Manufacturing Co Ltd's (NYSE:TSM) initial 2nm chip production capacity, Apple has locked in supply for its flagship device while also erecting a "firewall" against President Donald Trump's proposed 100% tariffs…

NVIDIA's new earnings results show a new path higher for Taiwan Semiconductor stock, as demand is quickly outpacing production supply.

Lam Research has outpaced the broader market over the past year, and Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Is the Trump administration trying to reshape American capitalism? Recent moves by Washington, such as taking a 10% share of semiconductor maker Intel, point to a shift in that direction. For decades, Washington has supported free-market capitalism. Today, the government appears to be supporting a new direction – state-directed capitalism.

White House-appointed “Crypto Czar” David Sacks warned Wednesday that Chinese semiconductor manufacturers are surging back despite previous export controls, citing new production data showing China’s chipmakers planning to triple artificial intelligence processor output.

Billionaire investor Peter Thiel once said that he won't choose between Elon Musk, Sam Altman or Mark Zuckerberg in the AI race, but argued that Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) was dominating the hardware layer—a feat made possible because, ironically, only a few talented founders pursued semiconductors after the early…