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The Latest Breaking News from Semiconductor

David Tepper's Hedge Funds Bets On AMD, Nvidia In Q3, Takes Profits On Intel

The Appaloosa Management hedge fund, run by Carolina Panthers owner David Tepper, on Thursday revealed several new stock positions in the third quarter, and multiple transactions on the semiconductor sector.

Benzinga

Why Nvidia CEO Jensen Huang’s Meeting with Taiwan Semi Is a Big Deal for NVDA Stock

Nvidia CEO Jensen Huang’s meeting with Taiwan Semiconductor signals surging AI demand and suggests Nvidia is securing the additional chip supply needed to fuel its next major phase of growth.

Barchart

This Semiconductor Stock Has Gained More Than 425% in the Past Year

AXT Inc. (AXTI) has strong technical momentum and is trading at a new three-year high. Shares are up 428% over the past 52 weeks and 125% in just the last month. The stock maintains a 100% “Buy” opinion from Barchart. Despite bullish analyst sentiment and strong technicals, this stock is...

Barchart

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AMD Sees 60% AI Growth Ahead, Turning Up The Heat On Nvidia: Top ETFs To Watch

Semiconductor ETFs are once again in focus after Advanced Micro Devices Inc (NASDAQ:AMD) forecast its data center revenue would increase by 60% over the next three to five years, as the competition between it and Nvidia Corp (NASDAQ:NVDA) for AI dominance steps up a gear.

Benzinga

Why Tower Semiconductor Stock Is Gaining Today

Tower Semiconductor Ltd. (NASDAQ:TSEM) shares are trading higher on Wednesday after the firm unveiled a new foundry path for co-packaged optics.

Benzinga

Nvidia's Upcoming Q3 Earnings Report Draws Intense Interest In Direxion's NVDU, NVDD ETFs

Easily one of the main faces of artificial intelligence, Nvidia Corp (NASDAQ:NVDA) is once again stealing the limelight. Next week, the semiconductor juggernaut is set to release its third-quarter earnings report. It's also a significant time for stakeholders as NVDA stock is currently trading just below the psychological $200 threshold.…

Benzinga

This Little-Known Chip Stock Is the Next ‘AI Power Play.’ Should You Buy It Now?

Aixtron is a German semiconductor maker tapped by Kerrisdale and Barclays to benefit in the next wave of AI investing. Shares are up 33% in the last month.

Barchart

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Cathie Wood Dumps $2.4 Million Worth Of Tesla Shares, Doubles Down On These AI Stocks

On Monday, Cathie Wood-led Ark Invest executed significant trades involving Tesla Inc. (NASDAQ:TSLA), Pony AI Inc. (NASDAQ:PONY), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), and Baidu Inc. (NASDAQ:BIDU). These trades highlight Ark’s strategic positioning in the tech and AI sectors.

Benzinga

Nvidia Stock 'Particularly Compelling,' Could See 70% Earnings Growth In 2026, Analyst Says

Bank of America Securities analyst Vivek Arya said skepticism around artificial intelligence (AI) spending is understandable but overstated, calling it a healthy correction within a long-term growth cycle. The analyst reiterated Buy ratings on leading data center and semiconductor capital equipment stocks — including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO),…

Benzinga

GlobalFoundries Secures Next-Gen Chip Tech From Taiwan Semiconductor

GlobalFoundries Inc. (NASDAQ:GFS) announced a technology licensing deal with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) to boost the development of advanced Gallium Nitride (GaN) chips for data centers, industrial systems, and electric vehicles.

Benzinga

China suspends ban on rare earth exports to the U.S., but licensing controls remain — vital semiconductor manufacturing materials get one-year reprieve

China has lifted its ban on exports of gallium, germanium, and antimony to the United States, temporarily halting restrictions that had reshaped global materials markets over the past year.

Tom’s Hardware

Can the AI Boom Push Broadcom Stock to a $2 Trillion Market Cap in 2026?

With demand strengthening from both existing and new customers, Broadcom’s outlook for fiscal 2026 is highly optimistic.

Barchart

Nvidia, AMD Lead Semiconductor Rally After Taiwan Semiconductor's Strong October Sales

Semiconductor stocks including Nvidia Corp. (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology Inc. (NASDAQ:MRVL), Super Micro Computer Inc. (NASDAQ:SMCI), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM) and ON Semiconductor Corp. (NASDAQ:ON) advanced on Monday as investors responded to strong sector fundamentals and accelerating artificial intelligence…

Benzinga

NXP Semiconductors Stock: Is Wall Street Bullish or Bearish?

NXP Semiconductors has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

Barchart

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Euronews

Nexperia cleared to resume civilian chip shipments, vital to European car production

The move by China’s commerce ministry means European carmakers can now rely on resumed Nexperia chip deliveries, while boosting shares for the chipmakers' parent company, Wingtech Technology.

Benzinga

Taiwan Semiconductor Rallies On Big October Sales And Growing Nvidia Demand

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) stock advanced on Monday after the company reported solid October financial results, underscoring continued momentum in advanced chip demand.

Benzinga

Ming-Chi Kuo Says Elon Musk's AI Chip Strategy Is No Bluff — Tesla's Plan To Build Its Own Fabs Marks A Major Shift Away From TSMC: Here's Why

On Sunday, TF International Securities analyst Ming-Chi Kuo said Elon Musk's remarks confirm that Tesla Inc.'s (NASDAQ:TSLA) move to build its own semiconductor production plants isn't just an ambition — it's a calculated step toward full control of its AI future.

Benzinga

TSMC Chief CC Wei Says Nvidia CEO 'Wants More Chips' As Jensen Huang Enjoys Hotpot In Taipei And Praises The Taiwanese Foundry: 'No TSMC, No Nvidia'

During his latest trip to Taiwan, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang strengthened ties with longtime manufacturing partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), blending business with camaraderie over a hotpot dinner in Taipei.

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The Independent UK

A crisis at chipmaker Nexperia sent automakers scrambling. Here's what to know

A power struggle over Nexperia, a Chinese-owned Dutch semiconductor maker, is impacting global auto production

Clever Dude

The Supply Chain Secret Driving Auto Prices Sky-High Again

If you’ve recently shopped for a car, you’ve probably felt the sticker shock. Prices for new and used vehicles are climbing again, and it’s not just about demand. The real driver? A fragile supply chain that’s still reeling from pandemic-era disruptions. From aluminum shortages to semiconductor delays, manufacturers are struggling…

Tom’s Hardware

Chipmaking industry pushes back on U.S. Patent Office considering imposing annual fee based on assessed value — “tax on innovation” draws strong opposition from Semiconductor Industry Association

A proposal to change the USPTO's fee structure from fixed rates to a percentage basis is facing resistance from the semiconductor industry.

Benzinga

Nvidia CEO Jensen Huang Hails TSMC Wafer Backing Amid 'Very Strong' Demand For Blackwell Chips After Trump Bars Sales To 'Other People'

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang praised longtime partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) on Saturday, for its critical role in supporting the company's surging Blackwell AI chip production. This comes after U.S. President Donald Trump moved to restrict sales of the advanced processors abroad.

Tom’s Hardware

Elon Musk says building his own 'TeraFab' chip fab may be the only answer to Tesla's colossal AI semiconductor demand — Nvidia CEO Jensen Huang warns against 'extremely hard' challenge

Elon Musk said Tesla may need to build its own massive “TeraFab” chip plant to secure enough AI processors, a move that would make Tesla one of the world’s largest chipmakers, but experts like Nvidia’s Jensen Huang warn that creating a modern semiconductor process and fab is vastly more complex…

Benzinga

TSMC, Samsung… And Maybe Intel? Why Tesla's Chip Strategy Is Trying To Cover Every Foundry

Elon Musk has a new problem — and it's not demand for Tesla Inc‘s (NASDAQ:TSLA) cars. It's the global shortage of silicon to power his next wave of AI ambitions. "How do we make enough chips?" he asked at Tesla's annual shareholder meeting, sounding less like a car CEO and…

Tom’s Hardware

The world is overly reliant on one US-located mine for critical chipmaking material, but China is working to break the stranglehold — China investing over $14 million in synthetic quartz manufacturing to diversify away from US dependency

High-purity quartz is crucial for semiconductor manufacturing, and you can only get it naturally from the mine in North Carolina.

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