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The Latest Breaking News from Semiconductor

Nvidia earned nearly as much as its next 9 fabless rivals combined last year

Nvidia led the semiconductor industry in 2024 with $124.3 billion in revenue, driving AI-fueled growth that pushed the top 10 fabless chipmakers’ earnings to $249.8 billion, up 49% year-over-year.

Tom’s Hardware

Taiwan Semiconductor Valuation: How Realistic Is the Price?

Taiwan Semiconductor stock has been dragged lower in recent semiconductor volatility, yet valuation cases suggest it could rally by double-digits.

MarketBeat

Taiwan Semiconductor’s Huge U.S. Move—Stock Impact Ahead

What does Taiwan Semiconductor Manufacturing's $100 billion investment in the United States mean for shares of this chip giant?

MarketBeat

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Dow Jones Futures Fall With Market At Key Point; Trump Tariffs, Nvidia GTC, Fed In Focus

Dow Jones futures: The market could flash a bullish signal as soon as Monday or selling pressure could resume. Trump tariffs, Nvidia and the Fed are in focus.

Investors Business Daily

1 Stand-Out Growth Stock to Buy Now for 80% Upside Potential

The Street-high price target suggests Micron has much more room to run.

Barchart

The push to restore semiconductor manufacturing faces a labor crisis − can the US train enough workers in time?

Semiconductors power nearly every aspect of modern life – cars, smartphones, medical devices and even national defense systems. These tiny but essential components make the information age possible, whether they’re supporting lifesaving hospital equipment or facilitating the latest advances in artificial intelligence.

The Conversation

How Taiwan Semiconductor’s U.S. Move Could Shift Chipmaking

Taiwan Semiconductor has proposed a joint venture deal with some of the largest players in the semiconductor industry, pushing its upside potential higher.

MarketBeat

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Intel appoints industry veteran as new CEO to right the ship of the chipmaker

Intel just appointed industry veteran Lip-Bu Tan as its new CEO, giving him the challenge of turning around the struggling chipmaker. Tan, a former Intel board member and longtime semiconductor leader, replaces Pat Gelsinger after his sudden departure.

Windows Central

Citi Analysts: Buy These 2 Hard-Hit AI Stocks Now

Citi analysts pinpoint Micron and Broadcom as strategic buys ahead of a potential rebound.

Barchart

Intel's incoming Malaysian-born CEO is the latest Fortune 500 semiconductor exec to hail from Asia

Lip-Bu Tan, who was born in Malaysia and went to university in Singapore, will take over as Intel's CEO on March 18. The news sent shares up over 10%.

Fortune

Here comes Intel's new CEO: a semiconductor veteran that won the same prestigious award as Jensen Huang and Lisa Su

Lip-Bu Tan has a degree in physics, a masters in nuclear engineering, and won the semiconductor industry's top award, the Robert N. Noyce award.

PC Gamer

Return of the gigahertz wars: New Chinese transistor uses bismuth instead of silicon to potentially sock it to Intel and TSMC with 40% more speed

7 GHz-plus computing here we come...?

PC Gamer

Repealing the CHIPS Act could dramatically shrink US chip market share, analysts say

While Trump has recommended legislators revoke the CHIPS and Science Act, it's unlikely to happen and the government is obliged to distribute $39 billion grants by September 2026. But if it did happen, analysts say it could dramatically shrink the US chip production market share.

Tom’s Hardware

Two Texans in Congress defend CHIPS Act in the face of Trump’s criticism

Although the president has said he wants to “get rid of” the act, Rep. Michael McCaul and Sen. John Cornyn say it supports jobs and national security.

The Texas Tribune

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Barchart

How Is Microchip Technology's Stock Performance Compared to Other Semiconductor Stocks?

Despite Microchip Technology's underperformance relative to its industry peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Investors Business Daily

Lattice Semiconductor Reaches 80-Plus Relative Strength Rating Benchmark

A Relative Strength Rating upgrade for Lattice Semiconductor shows improving technical performance.

TechRadar

Well, that's unexpected: Samsung will team up with its fiercest Chinese rival to produce next gen NAND flash

Samsung has signed an agreement with China’s YMTC to use its bonding technology in the production of 400-layer NAND flash memory.

MarketBeat

These 4 Tech ETFs Just Hit 50-Day Lows—Time to Buy?

Tech stocks are struggling, pushing major ETFs to bargain-level prices. These four tech ETFs are trading near 50-day lows.

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Barchart

Will AI Demand Push Broadcom Stock Beyond $1 Trillion Again?

Broadcom’s latest earnings report for Q1 FY25 reignited investor enthusiasm, as the company reported solid financials.

Barchart

How Is NXP Semiconductors' Stock Performance Compared to Other Chip Stocks?

While NXP Semiconductors has recently underperformed the broader market, Wall Street analysts remain very bullish about the stock’s future potential.

Barchart

2 ‘Strong Buy’ Growth Stocks Analysts Think You Should Buy Now

Based on their high price estimates, Wall Street predicts upside of up to 56% for these two growth stocks.

PC Gamer

President Trump wants to kill the $52 billion CHIPS Act: 'a horrible, horrible thing'

Trump wants to use tariffs rather than subsidies to encourage US made tech.

Barchart

Is Taiwan Semi Stock a Buy, Sell, or Hold on Plans to Invest $100 Billion in the U.S.?

With a $100 billion U.S. expansion, is Taiwan Semi stock set for long-term gains, or is this a wait-and-see moment for investors?

Tom’s Hardware

TSMC expands investments in the U.S. to $165 billion with new fabs and R&D center: A closer look

TSMC is set to build a major semiconductor production hub in the U.S. for $165 billion, but the plans still need to be set.

MarketBeat

Taiwan Semi's $100 Billion Investment: Fate of the Chipmakers

The latest round of tariffs have done the opposite of what economists expected, as new rounds of investment have come in for the chipmaking industry.

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