The Latest Breaking News from Semiconductor

Malaysia is making great strides in its effort to become a major player in the global semiconductor industry as it looks to capitalise on a surge in demand driven by the AI explosion but analysts warn it faces headwinds.

Intel has staged a remarkable comeback in 2025, emerging as the top-performing semiconductor stock after a brutal 2024.

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.

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

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

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

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.

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

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.

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

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%.