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The Latest Breaking News from Semiconductor

What's Really Inside Huawei's 'Domestic' AI Chips?

Huawei's latest AI chips, promoted as a milestone in China's push for technological self-reliance, continue to rely on critical components from Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), Samsung (OTC:SSNLF), and SK Hynix, a teardown by TechInsights reveals.

Benzinga

Science history: Invention of the transistor ushers in the computing era — Oct. 3, 1950

On Oct. 3, 1950, three Bell Labs scientists received a patent for a "three-electrode circuit element" that would usher in the transistor age and the era of modern computing.

LiveScience

Intel CEO Lip-Bu Tan Backs $24M Corintis Board As Startup Solves AI's Biggest Bottleneck Problem

Semiconductor cooling startup Corintis announced on Sept. 25 that it closed a $24 million Series A funding round and a collaboration with Microsoft (NASDAQ:MSFT) that achieved a breakthrough chip cooling system three times more effective than current technology.

Benzinga

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This Semiconductor Stock Seems Unstoppable

Taiwan Semiconductor (TSM) hit new all-time highs in Thursday morning trading. TSM boasts a 100% “Buy” opinion from Barchart, trades above key moving averages, and has gained 27% in the past month. Fundamentals remain robust, with projected revenue and earnings growth and widespread analyst support. While TSM faces geopolitical risks,...

Barchart

Taiwan Keeps Chip Edge While Eyeing US Deal

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) remains at the heart of U.S.-Taiwan trade talks as they explore a U.S. chip production strategic partnership while preserving Taiwan’s global supply chain moat.

Benzinga

Wolfspeed Just Reincorporated in Delaware. Does That Make WOLF Stock a Buy?

A change of home location has come for this long struggling semiconductor company.

Barchart

The Insider Report: Are Bulls Allowed to Ever Rest?

Bulls finally took a breather last week, and despite hitting new all-time highs across the board, stocks finished lower. The Nasdaq was down the most, as it sold off 0.65%. The SP 500 was down 0.31%, while the Dow Jones Industrial Average was down 0.15%. Crypto also saw some major…

Benzinga

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Taiwan refuses to move half of U.S.-bound chip production to American shores — trade discussion to be focused on Section 232 investigation for preferential deal on semiconductors

The White House wants to move at least 50% of U.S.-bound chip production into the United States, but Taiwan says no.

Tom’s Hardware

Taiwan Rejects US Proposal For 50-50 Chip Production Deal: 'Never Made Any Commitment'

Taiwan has declined a proposal from the United States for an equal split in semiconductor production, as confirmed by the island’s leading tariff negotiator.

Benzinga

Taiwan Says 'Will Not Agree' To Making 50% Of Its Chips In US

Taiwan "will not agree" to making 50 percent of its semiconductors in the United States, the island's lead tariff negotiator said Wednesday, as Washington pressures Taipei to produce more chips on US soil.

International Business Times

India Ready To Rev Up Chipmaking, Industry Pioneer Says

When Prime Minister Narendra Modi declared India's "late entry" into the global semiconductor race, he pinned hopes on pioneers such as Vellayan Subbiah to create a chip innovation hub.

International Business Times

The Next-Gen Huawei Chip That Threatens Nvidia's Dominance: Insiders Reveal Ambitious Four-Die Packaging Design

Huawei has filed patents for a next-generation Ascend AI chip with a bold quad-die packaging design, a move insiders say could challenge Nvidia's dominance as US sanctions push China to build homegrown semiconductor power.

International Business Times UK

Trump And Lutnick Demand: Half Of America's Chips Must Be Made At Home—Or Else

President Donald Trump and Commerce Secretary Howard Lutnick have placed a bold demand on the global semiconductor industry: half of all chips used in America must be manufactured in America.

Benzinga

Wolfspeed's 1,700% Rebirth: The Wildest Trade of 2025?

In a year packed with AI mania, biotech moonshots and crypto comebacks, one trade has stunned them all: Wolfspeed Inc (NYSE:WOLF) stock's 1,700% explosion on Monday. The semiconductor firm, fresh out of Chapter 11 restructuring, didn't just rally—it exploded.

Benzinga

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Benzinga

Why This Investor Is Trimming His Largest Holding Taiwan Semiconductor

Contract chipmaker Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) stock trended Tuesday as escalating geopolitical tensions sharpen Washington’s push to shift critical semiconductor production to the United States.

Benzinga

Trump Administration Tightens Export Controls To Slow China's Tech Race—Experts Hail 'Massive Change'

The Trump administration has announced a significant tightening of export controls on Chinese companies, particularly those in the semiconductor industry, in a move aimed at impeding China’s technological advancement.

Caixin Global

U.S. Aims to Halve Reliance on Taiwan for Advanced Chips, Commerce Secretary Says

Officials from the Trump administration say the goal is for the U.S. and its allies to produce up to 50% of the advanced semiconductors it needs, citing national security risks

Reason

Trump's 100 Percent Chip Tariff Could Make It More Expensive To Build More Semiconductors in the U.S.

Trump exempted imported chips from his reciprocal tariffs in April. Now he's threatening them with 100 percent rates.

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MarketBeat

ASML Is a Hidden Gem in This Technology Rally, a Catch Up Play

ASML stock hit a 52-week high after a 26% rally, boosted by 23% revenue growth, falling short interest, and bullish analyst upgrades tied to AI demand.

PC Gamer

'Much of the value creation in the semiconductor industry is occurring outside the EU' says EU member states, and they want a fresh plan to claw some chips back

It'll take some serious cash or pressure to bring semiconductor production back to Europe, as the US is currently finding out.

Benzinga

Why Washington Wants Half Of America's Chips Made Locally

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) stock gained on Monday amid renewed geopolitical and supply chain discussions, as the United States intensifies its efforts to onshore semiconductor production.

Tom’s Hardware

EU pushes for Chips Act 2.0 investment as it looks set to miss global silicon production targets by a wide margin — seeks quadrupling of semiconductor investment as $50 billion initiative flounders

A Dutch coalition has brought together all EU member nations to revise the 2022 Chips Act to encourage greater investment in silicon manufacturing, with estimates suggesting it is on track to miss its 2030 target of 20% of global chip production in the EU by a wide margin.

Benzinga

Taiwan Semiconductor Shuts Down Rumors Of Intel Deal

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) reiterated last week that it has not discussed potential investments or partnerships with any company, ending rumours regarding Intel (NASDAQ: INTC) linkups.

Tom’s Hardware

US Commerce head notes China 'isn't even shy' about its goal to 'take' Taiwan, says US-Taiwan tariff deal coming soon — goal is to have 40% of chips made in America

Commerce Secretary Howard Lutnick said Saturday that a major semiconductor deal with Taiwan was coming “pretty soon,” signaling a potential breakthrough in U.S. efforts to shore up domestic chip production.

Barchart

A $5 Billion Reason to Buy Marvell Stock Here

Marvell stock is gaining attention after the semiconductor firm authorized a massive $5 billion buyback alongside record AI-fueled revenue growth.

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