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The Latest Breaking News from Semiconductor

The Next Semiconductor Winner Might Not Be Nvidia

The AI boom is creating room for more than one winner.

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1 Lesser-Known Chip Stock to Snap Up ASAP

STMicroelectronics just signed a multi-year, multibillion-dollar deal to support AWS.

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Applied Materials to pay $252 million penalty for selling chipmaking tools to banned Chinese firm — settles over alleged 56 tool exports to chipmaker SMIC following Entity List designation

Applied Materials must pay a $252 million civil penalty to settle allegations that it illegally exported semiconductor manufacturing equipment to SMIC subsidiaries.

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3 Stocks to Buy as Alphabet Forecasts Massive Spending

Alphabet’s massive AI spending plans are setting off a ripple effect, positioning these chipmakers and infrastructure players as solid buys.

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U.S. lawmakers demand sales ban on chipmaking tools to China — bipartisan group targets ASML's Dutch exports of lithography machines used to create advanced chips

Bipartisan group of lawmakers want the U.S. government to impose export controls on all wafer fab equipment bound to China except those that can be made locally and make allies do the following.

Tom’s Hardware

3 Top-Rated Chip Stocks to Buy in the Wake of a Major Selloff

Analysts think these small-cap chip stocks have triple-digit upside potential in the next year.

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Court orders investigation into China-owned chipmaker Nexperia

The Dutch government previously announced it had effectively taken control of the firm

The Independent UK

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Shedding Light on Aeluma’s Stock Price Outlook

Aeluma is positioned to disrupt the optical and compound semiconductor markets, amid a strategic shift to production in 2026.

MarketBeat

Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.

Tom’s Hardware

What Are Wall Street Analysts' Target Price for NXP Semiconductors Stock?

Analysts continue to support NXP Semiconductors despite its recent mixed performance, reflecting confidence in the company’s longer-term fundamentals.

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Tower Semiconductor Just Struck a New AI Deal with Nvidia. Should You Buy TSEM Stock Here?

This pure-play foundry is riding a fresh AI wave after striking a high-impact silicon photonics deal with NVIDIA. Is TSEM a buy now?

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Semiconductor industry on track to hit $1 trillion in sales in 2026, SIA predicts — bumper forecast follows $791.7 billion haul for 2025

After recording a $791.7 billion revenue in 2025, the semiconductor industry is on track to hit $1 trillion in sales in 2026.

Tom’s Hardware

This Robotics Stock Is Up 141% Over the Past Year. Can It Go Higher in 2026?

After an explosive 2025 rally, can Teradyne stock continue its climb this year?

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TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

Taiwan’s TSMC, the world’s largest contract computer chip maker, has announced it will be manufacturing advanced 3-nanometer semiconductors in Japan to meet booming AI demand

The Independent UK

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MarketBeat

Why NXP Semiconductors’ Post-Earnings Dip Could Be a Buying Window

NXP Semiconductors dropped on Tuesday despite posting a top and bottom line Q4 2025 earnings beat. Is this a good buying opportunity, or a sign of things to come?

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Dear Arm Stock Fans, Mark Your Calendars for February 4

Arm’s Q3 upcoming earnings may redefine investor sentiment amid AI expansion and licensing momentum.

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Are Wall Street Analysts Bullish on Applied Materials Stock?

With Applied Materialsignificantly outperforming the broader market over the past year, Wall Street analysts remain moderately bullish, reflecting confidence in the company’s positioning within the AI-driven semiconductor investment cycle.

MarketBeat

KLA Sank After Earnings—Then Analysts Started Raising Targets

Did an opportunity just present itself in semiconductor equipment giant KLA? The divergence in shares and Wall Street forecasts suggests this could be the case.

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Tom’s Hardware

Researcher builds bizarre 128-byte USB drive the size of a dinner plate using ancient pre-semiconductor magnetic core memory technology — data disappears once it is read, requiring special handling

A computing enthusiast has assembled one of the most bizarre low-capacity USB drives we have ever seen.

Barchart

Apple Is Reportedly Looking to Partner with Intel Foundry. Does That Make INTC Stock a Buy Here?

Intel is back in focus as Apple reportedly looks to use its U.S. foundries, sparking fresh debate over whether INTC stock is worth buying now.

The Guardian - UK

The Silicon Glen legacy: why the semiconductor industry is thriving in Scotland

A pioneering Scottish company has become a global leader in manufacturing silicon carbide devices, but its success can be traced back to the nation’s high-tech boom in the 1960s

Barchart

3 Red‑Hot ETFs With Unusual Put Options Activity — Grab the Income and the Upside

In Wednesday’s trading, 32 unusually active put options for ETFs had Vol/OI ratios of 10 or higher. Three of the ETFs are on a major roll over the past month. Sell their puts for income and growth.

Tom’s Hardware

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

Nvidia's Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.

Tom’s Hardware

Newly-listed Chinese chipmaker targets beating Nvidia Rubin platform in just two years — Shanghai Iluvatar CoreX unveils multi-year GPU architecture roadmap with 2027 deadline

Chinese chip designer Shanghai Iluvatar CoreX Semiconductor has unveiled a multi-year GPU architecture roadmap that explicitly targets Nvidia’s next-gen Rubin platform as its main competition.

Barchart

Are Wall Street Analysts Bullish on Advanced Micro Devices Stock?

Advanced Micro Devices has substantially outperformed the broader market over the past year, and analysts remain broadly optimistic about its future prospects.

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