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The Latest Breaking News from Semiconductor

Dear Arm Stock Fans, Mark Your Calendars for February 4

Arm’s Q3 upcoming earnings may redefine investor sentiment amid AI expansion and licensing momentum.

Are Wall Street Analysts Bullish on Applied Materials Stock?

Are Wall Street Analysts Bullish on Applied Materials Stock?

With Applied Materialsignificantly outperforming the broader market over the past year, Wall Street analysts remain moderately bullish, reflecting confidence in the company’s positioning within the AI-driven semiconductor investment cycle.

KLA Sank After Earnings—Then Analysts Started Raising Targets

KLA Sank After Earnings—Then Analysts Started Raising Targets

Did an opportunity just present itself in semiconductor equipment giant KLA? The divergence in shares and Wall Street forecasts suggests this could be the case.

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Researcher builds bizarre 128-byte USB drive the size of a dinner plate using ancient pre-semiconductor magnetic core memory technology — data disappears once it is read, requiring special handling

A computing enthusiast has assembled one of the most bizarre low-capacity USB drives we have ever seen.

Tom’s Hardware

Apple Is Reportedly Looking to Partner with Intel Foundry. Does That Make INTC Stock a Buy Here?

Intel is back in focus as Apple reportedly looks to use its U.S. foundries, sparking fresh debate over whether INTC stock is worth buying now.

The Silicon Glen legacy: why the semiconductor industry is thriving in Scotland

A pioneering Scottish company has become a global leader in manufacturing silicon carbide devices, but its success can be traced back to the nation’s high-tech boom in the 1960s

The Guardian - UK

3 Red‑Hot ETFs With Unusual Put Options Activity — Grab the Income and the Upside

In Wednesday’s trading, 32 unusually active put options for ETFs had Vol/OI ratios of 10 or higher. Three of the ETFs are on a major roll over the past month. Sell their puts for income and growth.

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Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

Nvidia's Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.

Tom’s Hardware

Newly-listed Chinese chipmaker targets beating Nvidia Rubin platform in just two years — Shanghai Iluvatar CoreX unveils multi-year GPU architecture roadmap with 2027 deadline

Newly-listed Chinese chipmaker targets beating Nvidia Rubin platform in just two years — Shanghai Iluvatar CoreX unveils multi-year GPU architecture roadmap with 2027 deadline

Chinese chip designer Shanghai Iluvatar CoreX Semiconductor has unveiled a multi-year GPU architecture roadmap that explicitly targets Nvidia’s next-gen Rubin platform as its main competition.

Tom’s Hardware

Are Wall Street Analysts Bullish on Advanced Micro Devices Stock?

Are Wall Street Analysts Bullish on Advanced Micro Devices Stock?

Advanced Micro Devices has substantially outperformed the broader market over the past year, and analysts remain broadly optimistic about its future prospects.

Which Semiconductor Equipment Stock Has More Upside in 2026?

Which Semiconductor Equipment Stock Has More Upside in 2026?

As AI chip demand continues to heat up, which of these three companies making equipment vital to chipmaking will be most dominant?

Applied Materials Hits New High: Is AMAT Stock Poised for Continued Gains in 2026?

Applied Materials Hits New High: Is AMAT Stock Poised for Continued Gains in 2026?

Applied Materials appears well positioned to benefit from the AI-driven investment cycle. However, the stock’s valuation is a concern.

Citi Analysts Love This 1 Lesser-Known Chip Stock Ahead of Earnings

Citi Analysts Love This 1 Lesser-Known Chip Stock Ahead of Earnings

Citi named NXP Semiconductor one of its top picks ahead of earnings.

Nasdaq Futures Fall as Intel Sinks on Disappointing Outlook, U.S. PMI Data in Focus

Nasdaq Futures Fall as Intel Sinks on Disappointing Outlook, U.S. PMI Data in Focus

March Nasdaq 100 E-Mini futures (NQH26) are trending down -0.20% this morning as a lackluster forecast from semiconductor giant Intel weighed on sentiment.

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Cathie Wood Is Doubling Down on Broadcom Stock. Should You?

Wood bought about $50.74 million worth of AVGO stock after a pullback, betting on Broadcom’s premium valued AI chip and software franchise as sector growth accelerates.

Credo Just Pulled Back—This Might Be the Cleanest Entry Point

As a smaller semiconductor name, Credo Technology is often overlooked. However, this data center infrastructure leader has major growth potential.

Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom

While investors continue to sell Broadcom shares in 2026, news from TSMC and Meta Platforms lends support to a bullish outlook on the stock.

5 ETFs That Could Outperform the S&P 500 in the Next 5 Years

While no one can predict future market movements, there are a handful of ETFs that seem poised for outperformance.

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3 ETFs Combining Market-Beating Performance and ESG Goals

Investors looking for outstanding returns as well as an adherence to the principles of ESG might start with these three ETFs.

As Taiwan Semi Hikes Its Dividend 20%, Should You Buy TSM Stock?

Taiwan Semiconductor continues to increase its payout. Is the growth sustainable? Here's what to know.

Small Cap Spike: Semi Stock AEHR Up +40% in 2026 Post-Earnings

Aehr Test Systems has hit the ground running in 2026. See how AI demand is shifting the trajectory of this small semiconductor equipment stock.

Riot Platforms: A $311M AMD Deal Changes the HPC Game

Riot Platforms advances its infrastructure strategy by securing a major power lease with semiconductor giant AMD to host high-performance computing workloads.

‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand. Here’s the $56 Billion ‘Disaster’ Taiwan Semi Wants to Avoid in 2026.

As TSMC ramps up spending, this article explores why CEO C.C. Wei is closely monitoring AI demand and the $56 billion ‘disaster’ the company is determined to avoid in 2026.

Trump's 25 Percent Tariff on Chip Imports Is Really an Export Tax

The order imposes duties on China-bound AI chips if chipmakers don't invest in American semiconductor fabrication.

Short Squeeze Season: Is Super Micro Ready to Fly?

A surge in Super Micro Computer stock highlights a potential turnaround as Taiwan Semiconductor confirms insatiable demand for artificial intelligence.

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