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The Latest Breaking News from Semiconductor

How Is Lam Research’s Stock Performance Compared to Other Semiconductor Stocks?

Having substantially outpaced its semiconductor peers over the past year, Lam Research continues to command strong analyst confidence, with sentiment toward the stock remaining decidedly bullish.

‘This is Not Business as Usual. This is Risk’: Michael Burry Warns Nvidia Looks Strikingly Similar to Cisco Just Prior to Dot Com Bubble Crash

‘This is Not Business as Usual. This is Risk’: Michael Burry Warns Nvidia Looks Strikingly Similar to Cisco Just Prior to Dot Com Bubble Crash

Michael Burry, the investor immortalized in The Big Short for predicting the subprime mortgage collapse, is raising fresh alarms about Nvidia (NVDA) , the semiconductor giant at the heart of the artificial intelligence (AI) boom. In a recent Substack post published Thursday, Burry argued that Nvidia’s latest financial disclosures reveal...

2 Reasons to Buy Broadcom Stock Before March 4

2 Reasons to Buy Broadcom Stock Before March 4

Broadcom is set to deliver double-digit revenue and earnings growth, and the recent share price consolidation has reduced valuation pressures.

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Intel Foundry exec leaves to head up Qualcomm's semiconductor biz as Intel shake-up continues

Intel has lost a few key execs over the past 18 months.

How Is Analog Devices’ Stock Performance Compared to Other Semiconductor Stocks?

Analog Devices has outperformed its semiconductor peers over the past year and analysts are very bullish on its future growth potential.

How Is Micron Technology's Stock Performance Compared to Other Semiconductor Stocks

Micron Technology has outperformed other semiconductor stocks over the past year, and analysts remain highly optimistic about the stock’s growth potential.

European chip research giant imec opens Qatar hub in Middle East push

Semiconductor and research hubs like imec are training talent and supporting startups in computing, AI and life sciences.

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Intel ditches human customer support for 'one of the first of its kind in the semiconductor industry' system made up of Copilot-powered AI agents

Intel ditches human customer support for 'one of the first of its kind in the semiconductor industry' system made up of Copilot-powered AI agents

Ask Intel is an AI-powered assistant replacing phone-based support and centralizing warranty, troubleshooting, and case management online.

Why India joining the US alliance on AI tech is an opportunity for Australia

Why India joining the US alliance on AI tech is an opportunity for Australia

India has formally joined the United States’ flagship international alliance on artificial intelligence (AI) supply chain security: “Pax Silica”. Officials from both countries signed the Pax Silica declaration on the sidelines of a major AI summit in New Delhi last week.

The Conversation

Facebook owner Meta agrees £74bn deal with chipmaker AMD

Facebook owner Meta agrees £74bn deal with chipmaker AMD

The deal will see Meta, which also owns Instagram and WhatsApp, snap up a 10% shareholding in the US semiconductor company.

Evening Standard

Meta agrees $60bn deal with chipmaker AMD despite AI bubble fears

Meta agrees $60bn deal with chipmaker AMD despite AI bubble fears

Facebook owner’s investment described by semiconductor company as ‘big bet’ on artificial intelligence

The Guardian - UK

3 Industrial Chip Stocks Riding a New Semiconductor Supercycle in 2026

3 Industrial Chip Stocks Riding a New Semiconductor Supercycle in 2026

Industrial semiconductors are heating up in 2026. See why Analog Devices, onsemi, and Texas Instruments matter—and where analysts see shares heading next.

The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It

The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It

Get a clear map of the nanotech stack behind AI chips—lithography, fabrication tools, and ultra-pure materials—and why these suppliers matter for long-term investors.

Major Japanese semiconductor supplier hit by ransomware attack

Major Japanese semiconductor supplier hit by ransomware attack

Advantest confirms being hit by ransomware, but says investigation is currently ongoing.

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Feeling Bearish? Try These ETFs That Take a Contrarian Approach

Inverse leveraged ETFs are highly risky but can provide massive rewards to investors when the market aligns with a bearish viewpoint on a short-term scale.

Tom’s Hardware

India joins America-led Pax Silica supply chain effort to build semiconductor talent and reduce reliance on China — agreement spans from rare earths to chipmaking tools

With new fabs under development and a growing focus on skilled talent, India’s inclusion in Pax Silica points to a long-term effort by the U.S. and its partners to accelerate capacity building.

NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges

NVIDIA did anything but stand pat with its investments during Q4 2025. See how the company turned over its holdings in the quarter.

It’s ‘Time to Shine’ for Applied Materials Stock, According to Analysts. Should You Buy AMAT Here?

The semiconductor equipment maker crushed expectations and delivered guidance that has Wall Street buzzing about a multi-year growth cycle.

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Effort to Fast-Track Semiconductor Manufacturing Faces Community Pushback

Lawsuit over Micron’s massive Syracuse project raises concerns about toxic risks and alleges a rushed environmental review.

Why Sundar Pichai, Satya Nadella and Shantanu Narayen Built Their Careers Outside India

When Indians see familiar names leading companies like Google, Microsoft and Adobe, pride feels natural. These leaders were educated in Indian institutions, shaped by Indian classrooms and mentors. Yet their rise to the top happened thousands of miles away. To understand why, we must look not at emotion, but at…

Tom’s Hardware

Japanese toilet maker 'the most undervalued and overlooked AI memory beneficiary,' investors claim — shares up nearly 40% in first two months of 2026

A company most famous for toilets and bidets is seeing meteoric stock growth due to demand for its advanced ceramics products.

Do Wall Street Analysts Like Qnity Electronics Stock?

Qnity Electronics has outpaced the broader market in 2026 and analysts are very bullish about its future prospects.

AEHR's +25% Spike: Latest AI Hyperscaler Order Improves Outlook

See what caused small cap semiconductor stock AEHR to soar in February, and what the firm's latest announcement means going forward.

Tom’s Hardware

U.S., Taiwan ink trade deal after months of talks — agreement cuts tariffs on Taiwanese goods to 15% in exchange for direct investments on U.S. tech sector, semiconductors still excluded

The U.S. and Taiwan finally signed a trade deal that saw the island get a lower 15% tariff on its goods compared to the previous 20%. In exchange for this, Taiwanese companies will invest $250 billion in the American tech industry, while Taipei will guarantee an additional $250 in loans,…

Corsair has managed to 'successfully navigate a constrained global semiconductor market to secure supply' for memory, as its PC gaming hardware profits jump 60% in a year

Its peripheral profits are only 6% better, though.

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