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The Latest Breaking News from Semiconductor

Broadcom Stock Is Up 120% in the Past Year. This Analyst Thinks It Is One of the Highest-Quality Stocks to Buy for the Next Year Too.

After a massive rally, Broadcom sits at the uncomfortable intersection of elite business quality and uncomfortable valuation. That tension is exactly why the stock remains so compelling.

Barchart

S&P Futures Gain as Investors Weigh U.S. Jobs Data, Fed Speak and Micron Earnings in Focus

December S&P 500 E-Mini futures (ESZ25) are trending up +0.27% this morning as investors continue to digest the latest U.S. jobs data, while also awaiting remarks from Federal Reserve officials and an earnings report from semiconductor giant Micron.

Barchart

How Is Skyworks Solutions' Stock Performance Compared to Other Semiconductor Stocks?

Skyworks Solutions has significantly underperformed other semiconductor stocks over the past year, and analysts remain cautious about the stock’s prospects.

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Why Taiwan Semiconductor's 6.5% Dip Could Be a Smart Buy

Investors focusing on seasonal revenue fluctuations are missing the bigger picture of structural growth driven by the expanding artificial intelligence market.

MarketBeat

Should You Buy Micron Stock Before December 17? This Analyst Thinks So.

Analysts see Micron’s earnings momentum as a key catalyst, with price targets climbing after Stifel’s upgrade.

Barchart

Marvell’s CEO Says the Company Didn’t Lose Any Orders. Why Was Wall Street So Worried, and How Should You Play MRVL Stock Here?

Marvell’s recent selloff reflects market fears over potential loss of hyperscaler orders, but management and some analysts push back on those concerns, raising the key question of how investors should position in MRVL stock now.

Barchart

Broadcom Stock Dips Post Earnings: Is AVGO a Buy, Sell, or Hold?

Broadcom heads into 2026 with strong momentum. Wall Street analysts maintain a “Strong Buy” consensus for the stock.

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This Unexpected Chip Stock Is Set to Shine in 2026 and Beyond

The underdog semiconductor set to dominate AI growth in 2026 and beyond.

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Broadcom Slips Post-Earnings Even as AI Demand Goes Parabolic

Broadcom beat on sales, adjusted EPS, and guidance in its latest earnings release. Despite shares trading down, the AI growth is moving up precipitously.

MarketBeat

Why the flash crisis will last much longer this time

The gap between SSD and HDD costs is widening with no sign of stabilization.

TechRadar

China mulls $70 billion domestic chip fabrication injection, would be largest of any government semiconductor investment — Huawei and Cambricon among candidates in push to compete with Nvidia, other U.S. firms

China is considering investing up to an additional $70 billion in its domestic chip manufacturers in an effort to better compete with US firms like Nvidia. Although exact figures and investment strategies have yet to be decided, this move would be in line with China's "whole nation" approach to tackling…

Tom’s Hardware

The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains

Semiconductor expert Marc Chaikin breaks down why Credo Technology, Lam Research and Taiwan Semiconductor could benefit from strong chip demand.

MarketBeat

This AI Stock Has 45% Upside Potential and No One Is Talking About It Yet

This overlooked AI enabler is ready for takeoff.

Barchart

China starts list of government-approved AI hardware suppliers: Cambricon and Huawei are in, Nvidia is not

Chinese government began to add government-approved AI suppliers to the Information Technology Innovation List in a bid to accelerate deployment of domestic hardware. But can Chinese semiconductor industry satisfy the needs of domestic AI industry?

Tom’s Hardware

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Is Teradyne Stock Outperforming the Nasdaq?

Teradyne has significantly outperformed the Nasdaq over the past year, and analysts are moderately optimistic about the stock’s prospects.

Fortune

Physical AI will automate ‘large sections’ of factory work in the next decade, Arm CEO says

Reprogrammable humanoid robots could level the global manufacturing playing field, Arm CEO Rene Haas said at Fortune Brainstorm AI.

Tom’s Hardware

Semiconductor industry enters unprecedented ‘giga cycle’, says report — scale of artificial intelligence is rewriting compute, memory, networking, and storage economics all at once

A growing body of forecasts from AMD, Nvidia, Broadcom, and major research firms now points toward a semiconductor market that passes the trillion-dollar threshold before the decade closes.

MarketBeat

Why These 3 Automotive & Industrial Chip Stocks Just Soared

See why these three automotive and industrial chip stocks just soared. Analysts see over 30% potential in one name with robotics upside.

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Tom’s Hardware

Intel boosts India's chip push with new Tata Group strategic partnership — includes manufacturing and packaging of Intel products for local markets

Intel’s new partnership with Tata signals a transformative step for India’s chip ecosystem, enabling domestic manufacturing, advanced packaging, and enterprise compute solutions.

Barchart

Semiconductor Billings Are Surging. That Creates a Buying Opportunity in This 1 Chip Stock.

DRAM billings were up 90% in November.

Benzinga

Broadcom Could Rake In $50 Billion From AI Next Year, Analyst Says

Broadcom Inc. (NASDAQ:AVGO) is poised to deliver stronger-than-expected quarterly results as surging demand for artificial intelligence chips and data center networking products accelerates growth across its semiconductor and infrastructure businesses.

Benzinga

Nvidia, Google, Amazon And MediaTek Demand Is Making TSMC Turn To Partners: Report

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly facing overwhelming demand for its Chip on Wafer on Substrate or CoWoS advanced packaging technologies as companies including Nvidia Corp. (NASDAQ:NVDA), Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Amazon.com Inc. (NASDAQ:AMZN) and MediaTek race to secure capacity for next-generation AI chips.

Barchart

Tesla, Netflix, and ON Semiconductor: 3 Unusually Active Cash-Secured Put Options to Sell Now

Thursday’s unusual options activity included puts on popular stocks such as Tesla and Netflix. If you are entertaining the idea of selling cash-secured puts to generate income while attempting to buy their stocks at lower prices, these three are worth considering.

Barchart

AMD Is Getting Ready to Launch Helios. Wall Street Thinks You Should Buy AMD Stock First.

TD Cowen is bullish on AMD ahead of its 2026 launch of Helios.

Benzinga

Arm Holdings To Open Chip School In South Korea To Train 1,400 Experts For AI

South Korea's industry ministry and SoftBank Group Corp.’s (OTC:SFTBY) (OTC:SFTBF) chip unit, Arm Holdings Plc (NASDAQ:ARM), signed an agreement to boost the country's semiconductor and artificial intelligence sectors, a presidential policy adviser announced Friday.

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