The Latest Breaking News from Semiconductor

Navitas Semiconductor Stock Is on the Ropes. It Faces a New Patent Infringement Lawsuit.

Navitas is facing intense scrutiny as Wolfspeed filed a patent infringement lawsuit against it. How should you play Navitas now?

Barchart · Jul 12

Broadcom Lands $30 Billion Chip Deal With Apple. Why It’s a Win-Win for AAPL and AVGO.

Broadcom strengthened its growth outlook by securing a $30 billion chip agreement with Apple through 2031.

Barchart · Jul 11

AMD Stock Is Up 160% in 2026 and Analysts Still Love It

With Advanced Micro Devices' stock soaring so far this year, analysts show their love for this fabless semiconductor company.

Barchart · Jul 11

Korea’s SK Hynix shares make stellar US market debut, rocket 13% on continued AI optimism

SK Hynix's U.S. shares surged thirteen percent on their Nasdaq debut. The South Korean chipmaker raised twenty-six point five billion dollars through a share sale. This demonstrates continued investor interest in AI-linked semiconductor stocks. Recent market pullbacks have not deterred this strong sector appetite. The company's listing provides funding for…

The Economic Times · Jul 11

Morgan Stanley warns AI chip rally may be running out of steam

Morgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI chips. She expects slowing AI infrastructure spending and weaker pricing power to challenge chipmakers, despite continued investor interest and SK Hynix's Nasdaq debut.

The Economic Times · Jul 10

Kandou AI to open India chip design headquarters in Hyderabad

Bharat Rashtra Samithi (BRS) Working President and former Telangana IT Minister KT Rama Rao on Friday said Kandou AI's decision to establish its India Chip Design Headquarters in Hyderabad reflects the city's emergence as a globally recognised semiconductor and deep technology hub, as the company announced the opening of its…

The Economic Times · Jul 10

Wall Street's AI Trade Is Starting To Shift As Chip Stocks Lose Momentum. Software Shares Are Regaining Ground

One of Wall Street's most popular technology trades is beginning to reverse as investors move back into software companies after months of heavy selling while taking profits in semiconductor stocks that have led the artificial intelligence rally this year.

International Business Times · Jul 10

Intel Stock Has Doubled, So Why Is JPMorgan Calling It a Top Short?

Intel Corp’s (NASDAQ:INTC) turnaround has become one of Wall Street’s favorite semiconductor trades.

Benzinga · Jul 10

Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI

Broadcom extended its chip supply deal with Apple through 2031, valued at over $30 billion, highlighting its non-AI semiconductor and infrastructure software revenue beyond its core AI chip business.

MarketBeat · Jul 10

SK Hynix makes US debut today. Will investors sell Micron to buy the AI memory leader?

SK Hynix begins US trading after a $26.5 billion ADR sale, expanding investor access to its AI memory chip business. The Nasdaq listing could narrow its valuation gap with Micron, while testing investor appetite for AI-linked semiconductor stocks.

The Economic Times · Jul 10