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The Latest Breaking News from Semiconductor

Encrypted texts reveal how Nvidia chips and U.S. tech are being smuggled to China and Russia

American-made tech components are being illegally smuggled to Russia, Iran, and China and lawmakers fear it could give them a battlefield edge.

Fortune

Trump in China: Can America keep up in the AI Cold War and what will be discussed in tech?

As Trump heads to Beijing for a summit with Xi Jinping, AI-enabled warfare, cybersecurity and the deepening US-China tech rivalry are set to dominate talks, even as a breakthrough deal on semiconductors looks unlikely.

Euronews

GCT Semiconductor Q1 Earnings Call Highlights

GCT Semiconductor (NYSE:GCTS) reported higher first-quarter revenue and said its 5G chipset commercialization efforts continued to gain traction, with management pointing to increased shipments, broader customer engagement and progress across fixed wireless access, Internet of Things and non-terrest

MarketBeat

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Jenoptik Q1 Earnings Call Highlights

Jenoptik (ETR:JEN) reported record first-quarter order intake for 2026, driven by a sharp rebound in semiconductor-related demand and stronger biophotonics activity, while revenue was slightly lower year over year and profitability improved. President and CEO Stefan Traeger told analysts that order

MarketBeat

SNDK Stock Alert: SanDisk Falls Amid Broader Chip Pullback

SanDisk stock sank today amid a broader selloff in memory and semiconductor names. But should you buy the dip in SNDK shares today?

Barchart

Unusual Put Options in Taiwan Semiconductor Stock Show Investors are Bullish

An unusually large in-the-money (ITM) put option tranche expiring over the next month in Taiwan Semiconductor shows investors are still bullish on TSM stock.

Barchart

Here’s What AMD’s 2nm Deal With Samsung Could Mean for Taiwan Semi Stock

What looks like a short-term setback for TSMC may prove far more damaging in the long run. Here's what to know about TSM stock today.

Barchart

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The DRAM Shake-Up: Samsung Stumbles, Micron Chases $1000

Ongoing labor disruptions at competitor Samsung Electronics could create a significant pricing power advantage for U.S.-based memory maker Micron Technology.

MarketBeat

TSMC approves $31.28 billion capital budget amid AI-driven chip demand boom

Taiwan Semiconductor Manufacturing Company is investing over $31 billion to boost chip production. This expansion supports the growing demand for AI and high-performance computing. The company also plans significant investments in its US operations. Shareholders will see an increased dividend payout. This strategic move aims to capitalize on the booming…

The Economic Times

Camtek Q1 Earnings Call Highlights

Camtek (NASDAQ:CAMT) reported first-quarter revenue of $121.7 million, slightly ahead of its guidance, as management pointed to strong demand tied to artificial intelligence, high-bandwidth memory and advanced packaging applications. Chief Executive Officer Rafi Amit said approximately 50% of quart

MarketBeat

South Korea official floats AI profit social tax as tech giants boom

A top South Korean official has proposed a tax on AI profits to be redistributed among society as a semiconductor boom drives massive earnings for tech giants Samsung Electronics and SK hynix. Kim proposed what he tentatively called a "national dividend" for socially redistributing excess corporate profits from AI technology.

The Economic Times

US stocks today: S&P 500 inches to higher close, AI fervor edges out Iran impasse

US stocks closed slightly higher as AI-driven momentum lifted semiconductor shares, even as rising crude prices and stalled US-Iran talks kept inflation worries alive. Strong earnings supported sentiment, with over 80% S&P 500 firms beating estimates. Focus now shifts to US inflation data and key macroeconomic indicators this week.

The Economic Times

India's 3rd semiconductor plant to start in July, 4th facility to be up by Nov-Dec: Vaishnaw

India's semiconductor mission is gaining momentum. Two plants are operational, with two more set to begin production this July and later this year. The nation is also boosting data centers and AI manufacturing. This progress positions India to navigate global economic challenges and achieve sustained growth.

The Economic Times

Intel CEO who won over Donald Trump and Elon Musk now needs a breakthrough

Intel CEO Lip-Bu Tan is entering his second year with renewed optimism, securing interest from tech giants like Apple and Tesla, and seeing his stock reach record highs. Despite past struggles in AI and manufacturing, Tan is focused on rebuilding internal leadership and leveraging his network to drive the company's…

The Economic Times

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The Economic Times

TSMC, Sony Semiconductor Solutions to establish image sensor joint venture in Kumamoto

Taiwan Semiconductor Manufacturing and Sony Semiconductor Solutions are joining forces. They will establish a joint venture in Kumamoto, Japan. This partnership will focus on developing and producing advanced image sensors. The collaboration combines Sony's sensor design expertise with TSMC's manufacturing prowess.

International Business Times

AI Surge Powers Asian Stocks To Records Despite Ongoing Iran War And Oil Shock

Japan's Nikkei 225, South Korea's Kospi and Taiwan's Taiex have all reached new highs, tracking a broader global rally that has also pushed U.S. indexes such as the S&P 500 and Nasdaq Composite to record territory.

MarketBeat

Why Lam Research Still Looks Like a Buy After a 300% Rally

Lam may be overbought after a historic rally, but strong earnings and fresh SpaceX-related excitement suggest the rally may have room to run.

Tom’s Hardware

Samsung chip workers reject $340,000 one-time bonus, demand annual payouts like SK hynix's $900,000 — workers want share of AI windfall, impending 18-day strike could cost Samsung up to $11.7 billion

Negotiations between the National Samsung Electronics Union, which represents workers in the company’s chipmaking division, and management have seemingly broken down over a single issue.

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Barchart

After an Earnings Blowout, Morgan Stanley Just Raised This Chip Stock’s Target Price by $8

Navitas Semiconductor has a number of strong, positive, potential catalysts, but it's also facing tough competitive threats along with its high price tag.

Barchart

You May Not Know This 1 China-Focused Chip Stock but Seaport Global Analysts Can’t Get Enough

Seaport Global analysts are bullish on this China-focused wafer fabrication stock.

Tom’s Hardware

SpaceX files for $55 billion semiconductor fab in rural Texas for Musk's Terafab — total chipmaking fab investment could reach $119 billion

The capital figures in this filing far exceed what was disclosed when Elon Musk announced Terafab in March, where the project carried a $20 billion price tag.

Tom’s Hardware

Global semiconductor sales hit nearly $300 billion in Q1 2026 — chips are on track to top $1 trillion for this year, says report

Sales of chips in Q1 2026 hit $298.5 billion and are on track to exceed $1 trillion this year, according to the Semiconductor Industry Association.

Barchart

AXT's Explosive Run Proves Photonics Is Where the AI Boom Is Heading Next

AXTI stock has skyrocketed on AI-driven demand for indium phosphide substrates, far outpacing the S&P 500. High valuation and analyst caution underscore the risks in this volatile semiconductor materials play.

Barchart

Intel vs AMD: Why the Risk-Reward Is Skewed in Intel Stock’s Favor

Recent analyst commentary suggests AMD's upside is limited anyway due to capacity constraints.

Barchart

Dear Microchip Technology Stock Fans, Mark Your Calendars for May 7

Microchip Technology gears up for its Q4 results following a strong rally.

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