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The Latest Breaking News from Semiconductor

Taiwan Semiconductor, MediaTek Discuss Plans To Develop Next-Gen Chips On US Soil

Taiwan mobile chip developer MediaTek is in talks with Taiwan Semiconductor Manufacturing Co (NYSE:TSM) to produce some of its chips on U.S. soil, Nikkei Asis reported on Monday.

Benzinga

I’m the VC researcher who helped uncover Intel’s close ties to China. Its nationalization just exposes a corporate governance crisis

It wasn’t my plan to find myself embroiled in international intrigue involving semiconductors. I'm a VC who used to be the general counsel for a hockey team.

Fortune

Former Intel Directors Call For Trump And Nvidia To Take Chip Giant Private: 'Hope Is Not A Strategy'

Four former Intel directors, including former U.S. Trade Representative Charlene Barshefsky and former FCC Chair Reed Hundt, are calling for Intel Corp. (NASDAQ:INTC) to go private as the company struggles to regain its footing in the global semiconductor market.

Benzinga

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It's time for Intel to go private, former board members say

After taking rival Nvidia into its major shareholders, it's time for the government to arrange for Intel to go completely private.

Fortune

Nvidia Is The Winner In Intel Partnership: Analyst Says Deal Widens 'Customer Base'

A semiconductor partnership between NVIDIA Corporation (NASDAQ:NVDA) and Intel Corp (NASDAQ:INTC) could benefit both companies, but one analyst sees a clear winner in the tie-up.

Benzinga

TSMC Confirms Chiayi Plant On Track Debunking Rumors

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reaffirmed Thursday that construction of its second advanced packaging plant in Chiayi County remains on schedule, countering reports that the project had been suspended and its equipment diverted to the U.S.

Benzinga

Quantum Tech Meets AI Chips — Global X's New ETF Goes All In

Global X is planning to expand its lineup of technology offerings with the filing for the launch of the Global X AI Semiconductor Quantum ETF, as per a Securities and Exchange Commission filing on Tuesday.

Benzinga

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Nvidia’s $5B Boost Sends Intel Skyrocketing, But Should You Buy INTC Stock Here?

Nvidia bought Intel stock at $23.28 per share, but INTC is set to open well above NVDA CEO Jensen Huang’s entry price.

Barchart

MediaTek Adopts Taiwan Semiconductor 2nm Breakthrough For Flagship Chip

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world’s leading contract chipmaker, is enabling its long-term partner, MediaTek, to adopt its most advanced 2-nanometer (nm) process for an upcoming flagship system-on-a-chip (SoC). This collaboration underscores a major technological leap for both companies.

Benzinga

Broadcom's $120B AI Bet: Can Hock Tan Outpace Nvidia With Next-Gen Chips?

Broadcom Inc (NASDAQ:AVGO) is no longer content to trail in NVIDIA Corp.'s (NASDAQ:NVDA) shadow. Armed with a $120 billion AI revenue target by 2030 — and CEO Hock Tan whose bonus depends on hitting it — the semiconductor giant is positioning itself to challenge Nvidia's dominance.

Benzinga

Alibaba’s AI chip goes head-to-head with Nvidia H20 in state-backed benchmark demo

Alibaba’s semiconductor unit, T-Head, has reportedly developed a new AI processor that it claims matches the performance of Nvidia's H20 — the GPU built specifically for the Chinese market.

Tom’s Hardware

This Tech Stock Just Hit Another All-Time High

Lam Research (LRCX) is a leading semiconductor equipment supplier, showing strong technical momentum and consistent price appreciation. LRCX maintains a 100% “Buy” rating from Barchart. Shares have gained 58% over the past year. Fundamentals remain robust with projected revenue and earnings growth, a wide economic moat, and strong analyst and...

Barchart

This Stock Quietly Benefits From Oracle and NVIDIA’s AI Surge

Oracle's new earnings breakout suggests that Taiwan Semiconductor should follow suit as the root provider of this new infrastructure growth.

MarketBeat

China Bans Nvidia Chip Purchases For Major Tech Firms: NVDA Stock Falls In Wednesday Pre-Market

China has banned its leading technology companies from procuring Nvidia Corporation (NASDAQ:NVDA)’s artificial intelligence (AI) chips. During Wednesday’s pre-market trading session, Nvidia stock fell nearly 1.5%.

Benzinga

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Benzinga

China's SMIC Pilots Domestic Lithography Machine To Push 7nm Chips As Beijing Turns Regulatory Heat On Nvidia

China's leading chipmaker is testing its first domestically produced advanced lithography machine for 7nm chips, even as regulators intensify scrutiny of U.S. rival Nvidia Corporation (NASDAQ:NVDA).

Benzinga

Chipmakers Ride AI Wave Towards Record Breaking Rally

Chipmakers extended their rally on Tuesday, pushing the Philadelphia Semiconductor Index toward its longest winning streak in nearly eight years. The benchmark has climbed 8.7% over the past nine sessions and is now up 22% in 2025, outpacing the Nasdaq 100’s nearly 16% advance.

Benzinga

What Is Going On With Intel Stock On Tuesday?

President Donald Trump's administration plans to take a stake in Intel Corp (NASDAQ:INTC) to help the key U.S. chipmaker unlock value. The administration aims to replicate the public-private model that fueled Taiwan Semiconductor Manufacturing Co's (NYSE:TSM) success.

MarketBeat

3 Dividend Stocks Raising Payouts in 2025 — With More to Come

While Verizon and JCI just boosted their dividend, investors should gear up for the second biggest name in AI semiconductors to do the same in 2025.

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Benzinga

Lam Research And JSR Resolve Legal Disputes As They Team Up On AI Era Chips

Lam Research (NASDAQ:LRCX) and JSR Corp. (OTC:JSCPY) announced a non-exclusive cross-licensing and collaboration agreement to accelerate next-generation semiconductor manufacturing.

Benzinga

TSMC Launches Its Own Honey Brand 'Ji Mi' As Bees, Fireflies Return To Restored Ecosystem Around Chip Plants

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has introduced its own brand of honey, ‘Ji Mi,’ which is a result of the company’s environmental and sustainability initiatives.

Benzinga

Trump Admin's Intel Stake Could Create 'Unintended Inefficiencies' In Global Chip Industry, Warns Fitch

The U.S. government’s recent investment in Intel Corp. (NASDAQ:INTC) could lead to unintended inefficiencies in the global semiconductor industry, according to a report by Fitch Ratings.

International Business Times UK

China Accuses Nvidia of Breaking Anti-Monopoly Law Over Mellanox Deal — What It Means for Global Tech

China's market regulator has accused Nvidia of breaching anti-monopoly commitments linked to its $7bn Mellanox deal, escalating US-China chip tensions and raising risks for global semiconductor trade.

Benzinga

What Is Going On With Texas Instruments And Analog Devices Stocks On Monday?

U.S. semiconductor stocks Texas Instruments (NASDAQ:TXN) and Analog Devices (NASDAQ:ADI) came under pressure Monday as China escalated its regulatory offensive against the sector. Beijing launched fresh probes into American chipmakers and targeted Nvidia (NASDAQ:NVDA) with an antitrust ruling, setting a tense backdrop for ongoing U.S.-China trade talks in Madrid.

MarketBeat

Wall Street Eyes +30% Upside in Synopsys After Huge Earnings Fall

Semiconductor industry stalwart Synopsys just had one of its worst days ever. However, the stock's massive fall points to an opportunity for investors.

The Independent UK

China launches probes targeting US semiconductors ahead of Madrid trade talks

China has launched two probes targeting the U.S. semiconductor sector ahead of trade talks in Spain

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