Get all your news in one place.

100's of premium titles.
One app.

Start reading

Get all your news in one place.

100's of premium titles. One news app.

Start reading

The Latest Breaking News from Semiconductor

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.

Barchart

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

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

Barchart

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

From analysis to the latest developments in health,
read the most diverse news in one place.

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

Read news from The Economist, FT, and more,
with one subscription

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

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.

Barchart

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.

Fortune

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.

Tom’s Hardware

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.

MarketBeat

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.

Tom’s Hardware

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

DRAM billings were up 90% in November.

Barchart

Get all your
news in one place.

100's of premium titles.
One news app.

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.

Get all your
news in one place.

100's of premium titles.
One news app.

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.

Tom’s Hardware

SoftBank CEO Masayoshi Son wants to build ‘Trump Industrial Parks’ across the nation, report claims — project proposes using federal land to build manufacturing sites for data center infrastructure

SoftBank proposes building multiple industrial parks across the U.S. on federal land to manufacture semiconductors and other AI infrastructure.

Barchart

Google Is Riding the AI Wave Higher, but the Real Winner of Gemini 3 Is This Stock

While Google grabs headlines with Gemini 3, this semiconductor giant is quietly becoming the real beneficiary of the AI wave.

Barchart

Is ON Semiconductor Stock Outperforming the Nasdaq?

As ON Semiconductor has outperformed the Nasdaq recently, analysts remain moderately optimistic about the stock’s prospects.

PC Gamer

Hot on the heels of Micron bailing out of the consumer RAM market, SK hynix is apparently committing over $500 billion to build four new memory fabs, with the first to be finished by 2027

No guesses as to what customer all this money is really for.

Barchart

Trump Could Approve H200 Exports to China. Does That Make Nvidia Stock a Buy Here?

Trump’s potential move to approve Nvidia’s H200 chip exports to China could ignite a major turnaround for the semiconductor giant.

Tom’s Hardware

Chinese tech firm Cambricon looks to step into Nvidia void, triple AI chip production next year — seeks to rival Huawei, but production remains a concern

Chinese tech firm Cambricon Technologies has plans to triple its production of domestic AI chips in 2026, targeting the market dominance of national giant Huawei. Primarily set to rely on Semiconductor Manufacturing International for fabrication, it's not entirely clear how Cambricon will get enough wafers to achieve its goals.

1 … 21 22 23 24

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

Read news from The Economist, FT, and more,
with one subscription

Topics

Memory

9,185 stories

Artificial Intelligence

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.