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The Latest Breaking News from Semiconductor

China’s new rare-earth curbs target chipmaking industry in retaliation to US restrictions — rare earth curbs reach back to older 14nm process tech and 256-layer memory

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

Tom’s Hardware

S&P Futures Tick Higher With Focus on U.S. Confidence Data and Fed Speak

S&P Futures Tick Higher With Focus on U.S. Confidence Data and Fed Speak

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.

KLA's Quarterly Earnings Preview: What You Need to Know

KLA's Quarterly Earnings Preview: What You Need to Know

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.

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Why Is SEALSQ Stock Soaring Thursday?

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.

Nvidia's Middle East Play: How Gulf AI Ambitions Could Reshape US Semiconductor ETFs

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…

Inside Intel’s Fab 52 — the Arizona mega foundry building the future of 2nm chips

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.

Windows Central

ASML Taps Insider Marco Pieters To Lead Technology In AI Era

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.

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Taiwan Semiconductor's Growth Streak Continues As Apple And Nvidia Orders Pile Up

Taiwan Semiconductor's Growth Streak Continues As Apple And Nvidia Orders Pile Up

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.

AMD-OpenAI Mega Deal Ignites 77% Surge In This ETF

AMD-OpenAI Mega Deal Ignites 77% Surge In This ETF

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).

TSMC Faces Uncertainty As Taiwan's Energy Security Reportedly Comes Under Chinese Threat

TSMC Faces Uncertainty As Taiwan's Energy Security Reportedly Comes Under Chinese Threat

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' Quarterly Earnings Preview: What You Need to Know

NXP Semiconductors' Quarterly Earnings Preview: What You Need to Know

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

ASML Stock Falls As US Lawmakers Scrutinize China Dealings

ASML Stock Falls As US Lawmakers Scrutinize China Dealings

ASML Holding (NASDAQ:ASML) shares dropped on Wednesday after U.S. lawmakers accused the Dutch chip equipment giant of helping advance China's semiconductor capabilities.

China Dodges US Export Controls, Buys $38 Billion In Chipmaking Equipment, Congress Report Says

China Dodges US Export Controls, Buys $38 Billion In Chipmaking Equipment, Congress Report Says

China bought about $38 billion worth of sophisticated chimaking equipment from the U.S. and its allies last year due to gaps in efforts to curb manufacturing, a bipartisan report by U.S. lawmakers has found.

Should You Buy This Blue-Chip Dividend Stock Before November 1?

Should You Buy This Blue-Chip Dividend Stock Before November 1?

DuPont’s Qnity electronics spin-off is set for Nov. 1, positioning the blue-chip as a more focused, higher-growth play on advanced materials and AI-driven semiconductors.

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AI's $1.2 Trillion Growth Will Rest On Data Centers And Power, Not Financing Schemes

Investor fears about vendor financing in the U.S. semiconductor industry are overstated, according to Bank of America Securities analyst Vivek Arya.

Nvidia's Market Dominance Now Dwarfs Japan, China, Germany, UK

NVIDIA Corp (NASDAQ:NVDA) isn't just a semiconductor giant — it's a global market titan. The company now accounts for 5.04% of the MSCI All Country World Index, surpassing Japan, the world's third-largest stock market, at 4.78%.

Applied Materials Unveils Next-Gen Chipmaking Systems, Aims To Boost AI Logic And Memory Performance

Applied Materials (NASDAQ:AMAT) unveiled a suite of advanced semiconductor manufacturing systems to enhance the performance and efficiency of logic and memory chips that power artificial intelligence computing.

Tom’s Hardware

Texas Instruments to cut 183 positions in its North Texas facilities, claims report — about 400 employees in total expected to be laid off due to closure of older plants

Texas Instruments is closing its older 150mm fabs, with the company laying off employees working in these older sites.

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ON Semiconductor’s Q3 2025 Earnings: What to Expect

ON Semiconductor is expected to announce its third-quarter results shortly, with analysts forecasting a notable double-digit drop in earnings.

Tom’s Hardware

Amkor breaks ground on Arizona advanced packaging campus, plugging critical gap in US semiconductor supply chain — production expected in 2028, investment could extend to $7 billion with 3,000 jobs in tow

Amkor has broken ground on a new semiconductor packaging and test campus in Peoria, Arizona, marking a rare domestic expansion in one of the industry’s most critical and capacity-constrained areas.

Broadcom's Big AI Move In Japan Could Slash Data Center Power Use By Half

Broadcom (NASDAQ:AVGO) is expanding its footprint in Japan's artificial intelligence chip ecosystem through a new partnership with NTT to develop optical semiconductor devices designed to cut data center power use by up to 50%.

Trump Administration Now Holds Stakes In 5 Public Companies: Here's A List—INTC, MP, LAC And More

In a significant shift in U.S. industrial policy, the Donald Trump administration has acquired direct ownership stakes in five major publicly traded companies. This series of interventions, framed as a national security strategy, marks a new era of government involvement in key industries to secure domestic supply chains for semiconductors,…

Social Media Giant Meta Platforms' Extended Resilience Fuels Speculation For Direxion's METU, METD ETFs

Without question, social media juggernaut Meta Platforms Inc. (NASDAQ:META) has been one of the top beneficiaries of the artificial intelligence surge. Thanks to its vast network, Meta commands a data-rich environment that's the envy of the broader technology sphere. Furthermore, management is exploring various semiconductor startup deals while committing up…

4 Stocks That Combine Strong Momentum With Great Fundamentals

In the world of investing, two schools of thought have long competed for supremacy: technical analysts who follow price trends and fundamental analysts who scrutinize company financials.

Taiwan Semiconductor Surges Past 52-Week High As AI Boom Fuels Record Market Rally

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) topped its 52-week high of $196.72 on Monday as the continued artificial intelligence frenzy spurred investor optimism.

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