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The Latest Breaking News from Semiconductor

Should You Buy Q Stock as Qnity Electronics Spins Off from DuPont?

Q started trading as the electronics company officially separated from DuPont de Nemours on Nov. 1

Barchart

What's Going On With Marvell Technology Stock Today?

Shares of Marvell Technology, Inc. (NASDAQ:MRVL) are rising Thursday following a news report about a potential sale of the semiconductor company.

Benzinga

Chipmaker Nexperia said it halted China shipments on payment refusal

Dutch chipmaker Nexperia said it stopped sending wafers to its Chinese unit because of a payment refusal — the latest twist in Europe’s semiconductor standoff with Beijing.

Euronews

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3 Cash-Rich Stocks With High Growth Potential Right Now

Discover three high free cash flow yield stocks—Salesforce, Applied Materials, and Gilead Sciences—offering stability and long-term growth potential

MarketBeat

Investors Flee AI Stocks as Asian Chipmakers Trigger Global Sell-Off

Global markets tumble as Asian chipmakers trigger a $500 billion sell-off in AI and semiconductor stocks, fuelling fears of an overheated tech bubble and renewed investor caution.

International Business Times UK

Electronics researchers have developed a new way to stack transistors in a die, to keep Moore's law alive for as long as possible

It's the semiconductor version of one potato, two potato.

PC Gamer

Quantum diamond scanner delivers non-invasive 3D imaging of semiconductors — EuQlid Qu-MRI could ‘save chip foundries billions of dollars’

EuQlid reveals a breakthrough diamond-based quantum sensing device for the non-invasive 3D imaging of semiconductors.

Tom’s Hardware

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Nvidia is building an "AI Megafactory" for Samsung with 50,000 GPUs - could this be the start of a new AI dawn?

Samsung’s AI Megafactory aims to unify semiconductor, robotics, and digital twin systems, all powered by Nvidia GPUs.

TechRadar

China's Bold Move To Boost AI Competition - Cut Energy Costs for Homegrown Tech

Artificial intelligence chip companies including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Marvell Technology Inc (NASDAQ:MRVL), Advanced Micro Devices Inc (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Micron Technology Inc (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM), Intel Corp (NASDAQ:INTC) were under pressure on Tuesday.

Benzinga

Amazon To Rally Around 24%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Technology IP firm files lawsuits against AMD for 'its extensive and unauthorized use of our semiconductor portfolio,' citing the move as a 'business highlight'

It might be TSMC's tech being used, but it's AMD that's getting the blame.

PC Gamer

China blames Netherlands for chip supply tensions amid Nexperia standoff

China's Commerce Ministry has blamed the Netherlands for what it called “chaos” in the semiconductor supply chain

The Independent UK

AMD Hit With Two Lawsuits From Adeia Alleging Massive Patent Violations Ahead Of Q3 Earnings

U.S. tech licensing firm Adeia (NASDAQ:ADEA) has filed two lawsuits against Advanced Micro Devices (NASDAQ:AMD) in the Texas federal court, alleging the chip giant infringed on ten patents related to semiconductor innovations, ahead of its earnings.

Benzinga

Semiconductor Supercycle: Why Onsemi Stock Could Double as AI and EV Growth Accelerate

Onsemi is well-positioned for an AI-fueled supercycle as demand for power control and efficiency increases across all end markets.

MarketBeat

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Barchart

This AI Stock Is Cheaper Than AMD and Crushing It in Returns

While AMD’s prospects remain strong, other semiconductor players are offering better value.

Benzinga

Nasdaq Surges 1%; ON Semiconductor Posts Upbeat Q3 Earnings

U.S. stocks traded higher this morning, with the Nasdaq Composite gaining 1% on Monday.

Euronews

Nvidia’s most powerful chips will stay in the United States, Trump says

Nvidia’s most powerful semiconductors will be reserved for American AI companies, says US President Donald Trump.

Barchart

What Are Wall Street Analysts' Target Price for ON Semiconductor Stock?

ON Semiconductor has underperformed the broader market over the past year, but analysts continue to hold a cautiously optimistic outlook for the stock.

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Barchart

Earnings, Manufacturing Data and Other Can't Miss Items this Week

Markets enter November following a strong finish to October, with U.S. stocks closing higher on Friday as the S&P 500, Nasdaq, and Dow all posted gains driven by impressive tech earnings and optimism around potential Federal Reserve rate cuts.

Tom’s Hardware

Researchers create superconducting germanium semiconductor material using standard chip-making techniques - prototype demonstrates millions of superconducting junctions on a 2-inch wafer

Researchers at NYU and the University of Queensland have demonstrated superconductivity in gallium-doped epitaxial germanium, fabricated using industry-standard semiconductor tools.

Benzinga

Nvidia's Jensen Huang Downplays Trump's National Security Concern, Says China Has 'Plenty' Of Its Own AI Chips: 'Foolish To Underestimate'

On Friday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang downplayed U.S. national security concerns over selling advanced AI chips to China, arguing that the country already has a strong semiconductor ecosystem and that collaboration benefits both nations.

Barchart

Qualcomm Is Becoming an AI Company. That Means Earnings on November 5 Could Supercharge QCOM Stock.

Qualcomm is reshaping itself from a mobile-chip maker into a key player in AI and edge computing, and with the current valuation still trailing its peers, the stock looks increasingly attractive for investors seeking exposure to the next phase of semiconductor growth.

MarketBeat

$14B Japanese Facility Signals TSMC's Bold AI Strategy

TSMC's second Japanese factory is a strategic move to meet AI demand, expand capacity, and fortify its position as the indispensable leader in semiconductors.

InsideEVs

Another Chip Shortage Could Disrupt The Auto Industry

We also discuss why BYD’s profits are shrinking and how Volvo turned back on its EV promises.

Tom’s Hardware

American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV — X-ray lithography system has potential to surpass ASML's EUV scanners

A U.S. startup is developing a compact particle-accelerator-based X-ray lithography system that could surpass ASML's EUV scanners in resolution and cut wafer costs tenfold by the end of the decade, but its plan to build its own fabs rather than sell tools means it must reinvent the entire semiconductor production…

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