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The Latest Breaking News from Semiconductor

'Instead of crippling China's semiconductor ambitions, U.S. sanctions may be inadvertently accelerating them': Report claims Washington measures could be bolstering China's chip market

A new report claims U.S. sanctions could be fuelling more resilience in China's semiconductor ecosystem.

Tom’s Hardware

Cathie Wood Just Bought a New Stake in Taiwan Semiconductor Stock

Cathie Wood just bought up a new stake in Taiwan Semiconductor stock, driving interest in the company's future potential down the line.

MarketBeat

Navitas Semiconductor Just Landed a Nvidia Deal. How Should You Play NVTS Stock Here?

Navitas stock skyrockets after the power semiconductor firm announced a partnership with Nvidia. Needham analysts warn the NVTS rally may have gone a bit too far.

Barchart

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How Wall Street is Quietly Tipping Its Hand on Rambus (RMBS)

While Rambus lacks the pizazz of frontline semiconductor firms, the underlying relevancies make RMBS attractive — especially to quant-minded traders.

Barchart

TSMC calls on Washington to drop tariffs on semiconductors made outside the U.S.

The U.S. Commerce Department is asking for comments about its planned tariffs on chip imports.

Tom’s Hardware

China Slams US 'Bullying' Over New Chip Warnings

Beijing condemned on Wednesday new US warnings on the use of AI chips made in China, vowing it would take steps against "bullying" efforts to restrict access to high-tech semiconductors and supply chains.

International Business Times

Global Chip Giants Converge On Taiwan For Computex

Global semiconductor chip giants will gather at Taiwan's top tech expo this week to showcase "the next frontier" for an industry dominated by artificial intelligence.

International Business Times

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Taiwan Semiconductor Stock Is The Gift That Keeps on Giving

Taiwan Semiconductor stock has proven itself to be one of the safer names in the semiconductor and chipmaking industry with further upside ahead.

MarketBeat

Potential US semiconductor manufacturing boom complicated by Trump's economic policies

Before ‘America First’ became the Trump administration’s mandate for foreign policy and trade, one sector was already working to bring business back to the United States: the semiconductor industry

The Independent UK

Space Forge to pioneer semiconductor manufacturing in space with first satellite launch in 2025

Space Forge has secured record Series A funding that will fuel the launch of manufacturing satellites that can make materials impossible to produce on Earth.

Tom’s Hardware

Protection Racket? Asian Semiconductor Giants Fear Looming Tariffs

Inside one of South Korea's oldest semiconductor research institutes, the cleanrooms and workshops are calm and immaculate, but outside the Seoul National University campus, a chip storm is brewing.

International Business Times

Can Broadcom Stock Hit $300 in 2025?

Broadcom is a tech stock that trades at a discount to consensus price targets in 2025. Can AVGO stock hit $300 this year?

Barchart

Tech Bears Should Jump on These 3 Inverse ETFs

With the tech sector down year-to-date and reasons to believe more trouble is in store, these ETFs provide a way to capitalize.

MarketBeat

5 Reasons the Rebound in Microchip Technology Stock Is Real

Microchip Technology is well-positioned with a U.S.-based fab footprint and improving demand, an inflection was reached at the end of F2204.

MarketBeat

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Al Jazeera

Fact-checking Trump’s claim of securing $10 trillion in investments for US

The White House reports $5.1T in promised investments, with $4.3T newly pledged. Experts say $2.1T may not fully happen.

MarketBeat

Taiwan Semiconductor Has a New Reason to Rally on Chip Curbs

President Trump has removed a ban on chips coming in an out of China, clearing the way for Taiwan Semiconductor to rally higher.

Fortune

TSMC’s $65B AI factories are rising in Phoenix. But Route 66 towns know how quickly boom turns to bust

As Phoenix bets big on AI with TSMC's new semiconductor fabrication factories, Arizona’s Route 66 towns reveal what it takes to survive technological upheaval.

Tom’s Hardware

3D X-DRAM aims for 10x capacity of today's memory — NEO Semiconductor's memory has up to 512 Gb per module

NEO Semiconductor has announced progress on its new 3D X-DRAM technology, with new 1T1C and 3T0C chip designs increasing DRAM speeds by an order of magnitude for tomorrow’s top-end computing.

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Fortune

Ampere CEO sings Amazon's praises on chips because it 'has an outstanding team'

Renee James, CEO of semiconductor designer Ampere, said Amazon’s team had the benefit of having worked on many iterations of chips together.

Barchart

ON Semiconductor Stock: Analyst Estimates & Ratings

Despite ON Semiconductor’s underperformance relative to the broader market over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.

Barchart

Are Wall Street Analysts Predicting QUALCOMM Stock Will Climb or Sink?

Although QUALCOMM has trailed the broader market over the past year, Wall Street analysts remain cautiously optimistic about its long-term potential, citing strong fundamentals and strategic positioning in the semiconductor industry.

MarketBeat

Buy the Dip: Top Tech Stocks Analysts Say Are Undervalued

While the tech sector has been battered in 2025, declining share prices do open up value opportunities for some stocks in the space.

Barchart

Should You Buy, Sell, or Hold Sony Stock on Rumors of a Chips Business Spinoff?

Sony stock is stirring interest as reports suggest the tech giant is weighing a spinoff of its semiconductor unit to unlock value for shareholders.

Barchart

Advanced Micro Devices Stock: Analyst Estimates & Ratings

While Advanced Micro Devices has underperformed the broader market over the past year, analysts are fairly optimistic about the stock’s prospects.

TechRadar

TSMC committed to Arizona chip plant ahead of potential tariff impact

With its first plant in full swing and its second now scaling up production, TSMC starts work on its third US chip plant.

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