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The Latest Breaking News from Semiconductor

Philippe Laffont's Coatue Management Adds Oracle, Ups Nvidia, Broadcom Stake In Q2

Hedge fund billionaire Philippe Laffont upped his bets on the AI trade in 2025’s second quarter, buying up shares of semiconductor and cloud companies.

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.

AMD’s billionaire CEO says AI is overwhelming right now—but she disagrees with former Google exec who predicts the tech will be a job-killer

AMD’s billionaire CEO says AI is overwhelming right now—but she disagrees with former Google exec who predicts the tech will be a job-killer

As AI wipes the job market for Gen Z, AMD CEO Lisa Su insists she’s still hiring at the $300 billion semiconductor company—and believes humanity will not be outpaced by AI.

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Sure, Nvidia’s (NVDA) Hot But Bargain-Hunting Investors Should Consider This Overlooked Semiconductor Name

Wall Street is much like counting cards in blackjack and NVDA stock isn’t always going to give you a strong hand. Instead, tech investors may look into this under-the-radar play.

3 Companies That Will Profit From Trump's Semiconductor Tariffs

With President Trump’s recent announcement of a 100% tariff on imported semiconductors, these three American chipmakers are poised to profit.

China's E-Town Claims Applied Materials Poached Staff, Misused Proprietary Chip Tech

Beijing E-Town Semiconductor Technology Co. sued Applied Materials, Inc. (NASDAQ:AMAT), a U.S. chip-equipment supplier, in the Beijing Intellectual Property Court, accusing the latter of stealing trade secrets.

Nvidia Is the ‘Most Efficient’ Magnificent 7 Stock. Is NVDA Still a Buy Here?

Nvidia leads the “Magnificent 7” in operational efficiency, boasting a near-60% operating margin and reinforcing its dominance in high-margin AI and semiconductor markets.

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AMD CEO won’t offer $100 million salaries to poach talent like Mark Zuckerberg. She says it’s more important staff don’t feel like ‘a cog in the wheel’

AMD CEO won’t offer $100 million salaries to poach talent like Mark Zuckerberg. She says it’s more important staff don’t feel like ‘a cog in the wheel’

Lisa Su, CEO of $284 billion semiconductor titan AMD, is in agreement with Anthropic leader Dario Amodei that nine-figure pay packages can’t buy innovation or loyalty.

Data Centers in Demand—This REIT Owns a Whole Portfolio

Data Centers in Demand—This REIT Owns a Whole Portfolio

Data center demand may drive further attention to semiconductor names and others in the AI field, though the real upside is in this REIT.

Taiwan Semiconductor Streamlines Legacy Fabs As AI Chip Demand Surges

Taiwan Semiconductor Streamlines Legacy Fabs As AI Chip Demand Surges

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) will shut down its 6-inch wafer manufacturing business over the next two years and consolidate its 8-inch wafer production capacity to boost efficiency, the company said Tuesday.

ETF Investors Face Crosswinds: China Hits Chips, US Spares Gold

ETF Investors Face Crosswinds: China Hits Chips, US Spares Gold

ETF investors are facing a new combination of policy risk and reprieve this week as US–China tensions overflow into the semiconductor and precious metals markets.

NXP Semiconductors Stock: Analyst Estimates & Ratings

NXP Semiconductors Stock: Analyst Estimates & Ratings

NXP Semiconductors has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

Tower Semiconductor Teams Up With AIStorm On New High-Speed AI Chip

Tower Semiconductor Teams Up With AIStorm On New High-Speed AI Chip

Tower Semiconductor Ltd. (NASDAQ:TSEM) on Tuesday said it is teaming up with AIStorm to launch a high-speed imaging chip that brings slow-motion analysis to the masses.

Taiwan Semiconductor Stock: Own It, Don't Trade It

Taiwan Semiconductor Stock: Own It, Don't Trade It

Taiwan Semiconductor stock has yet to price in this massive development, despite trading at new highs, investors shouldn't sell.

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International Business Times

Trump Says Nvidia To Give US Cut Of China Chip Sales

President Donald Trump on Monday confirmed reports that semiconductor giant Nvidia would pay the United States 15 percent of its revenues from sales of certain artificial intelligence chips to China.

Broadcom Hits New High: Is AVGO Stock Still a Buy?

Broadcom’s growth shows no signs of slowing down, with strong performance across both its AI semiconductor and infrastructure software businesses setting the stage for continued momentum.

TJX, Taiwan Semiconductor Manufacturing, Wynn Resorts And More On CNBC's 'Final Trades'

On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, said Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ended July higher by 36% year-to-date. The company also reported a revenue growth of 26% year-over-year for July, he noted.

Advanced Micro's Mixed Earnings Results Add Fuel To Direxion's AMD-Focused Bull And Bear Funds

Amid growing concerns about economic stability and the implementation of President Donald Trump's trade tariffs, investors have been anxious this earnings season. Case in point is semiconductor giant Advanced Micro Devices Inc. (NASDAQ:AMD), which recently disclosed a mixed performance for its financial disclosure. Initially, the results sent AMD stock plunging…

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Digital Camera World

Trump’s 100% tariff threat on semiconductors is creating more questions than answers. But one thing is clear: US photographers should pay attention

Semiconductors are a key component of cameras, so what would a 100% tariff mean for American photographers?

Is Qualcomm the Best Semiconductor Stock to Buy Right Now?

With leadership in emerging technology markets such as AI, automotive, and IoT, QCOM is one of the best growth plays now.

Tom’s Hardware

TSMC’s 2nm leak is considered ‘not critical’ — senior gov’t official says company secrets are compartmentalized and unusable in parts

The Taiwanese government wants to get to the bottom of this industrial espionage case.

Nvidia, Broadcom Lead Semiconductor Surge As AI Demand, Tariff Relief And Big Tech Investments Fuel Momentum

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Marvell Technology (NASDAQ:MRVL), Arm Holdings (NASDAQ:ARM), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) continue to trend amid an exciting week that included the quarterly results of AMD, Super Micro, and Apple (NASDAQ:AAPL), boosting its U.S. investment and…

Nvidia, AMD Export Restrictions Ease, But Chinese Chipmaker SMIC Says That Growing Domestic Demand 'Perfectly' Replaces Foreign Rivals

While the U.S. recently eased export restrictions on advanced semiconductors by firms like Nvidia Corp. and Advanced Micro Devices Inc., a leading Chinese chipmaker has declared that its domestic market is already substituting foreign alternatives.

Do Wall Street Analysts Like Skyworks Solutions Stock?

Skyworks has been significantly underperforming the broader market, while analysts appear to be cautious about the stock's prospects.

Taiwan Semiconductor Rides AI Wave To Double-Digit Revenue Gains in July

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) on Friday reported consolidated net revenue of approximately 323.17 billion New Taiwanese dollars (roughly $10.66 billion) for July 2025, up 22.5% quarter-over-quarter, backed by the artificial intelligence frenzy.

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