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The Latest Breaking News from Semiconductor

Taiwan vows most advanced tech will not go to US under $100bn Trump deal

Country’s government says deal with TSMC needs assessment as opposition claims it will reduce defences

The Guardian - UK

DeepSeek hype and geopolitics make this Chinese chipmaker one of Hong Kong’s best performing stocks

Semiconductor Manufacturing International Corp. (SMIC) is up over 75% for the year so far, making it one of the Hang Seng’s best performing stocks.

Fortune

Giant chipmaker TSMC to spend $100B to expand chip manufacturing in US, Trump announces

Chip giant Taiwan Semiconductor Manufacturing Co. plans to invest an additional $100 billion in the United States, President Donald Trump announced Monday as he appeared with the company’s head at the White House

The Independent UK

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TSMC To Invest 0 Billion In US Chip Manufacturing

TSMC, the world's largest semiconductor manufacturer, plans a 0 billion U.S. investment, boosting chip production and economic growth.

Top News

These 3 Tech Stocks Are Gaining Steam After NVIDIA’s Report

While the entire market is focused on NVIDIA and its future, there are signs that these three lateral plays could offer much more upside.

MarketBeat

1 Cheap Semiconductor Stock With 64% Potential Upside to Buy Now

This under-the-radar company could benefit significantly from the growth of the AI-driven semiconductor industry.

Barchart

Former Intel directors strongly oppose TSMC takeover, call for Intel fabs spinoff

Former Intel directors say TSMC fabs takeover is a terrible idea, but fab spinoff to a consortium of companies is a good idea.

Tom’s Hardware

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Intel is back—stop talking about breaking it up: Craig Barrett

If we want semiconductor manufacturing leadership in the U.S., then build on the current resurgence of Intel, don’t tear it apart.

Fortune

Intel again pushes back expected opening for semiconductor plant in central Ohio

Intel Corp. has once again pushed back the expected opening for its semiconductor project in central Ohio

The Independent UK

A journey through the hyper-political world of microchips

From the raw materials required to the machines that make them, every part of the chip supply chain is fiercely contested in the global race for tech supremacy

The Guardian - AU

Beijing accuses Taiwan of giving away chip companies like TSMC as ‘souvenirs’

Beijing’s Taiwan Affairs Office alleged, without evidence, that Taiwanese were worried TSMC could turn into the “United States Semiconductor Manufacturing Co.”

Fortune

China accuses Taiwan of giving away chip industry to the US as a 'souvenir'

China claims Taiwan's leadership is 'selling out' Taiwan's industry by making them tools for diplomatic manoeuvring.

Tom’s Hardware

China taunts Taiwan with claim that chip foundry TSMC could soon become 'USSMC' or the 'United States Semiconductor Manufacturing Co.'

Won't somebody please think of the people...?

PC Gamer

Trump wants tighter AI chip export restrictions but may face staffing shortage and other issues

Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to persuade Japan and the Netherlands to curb services of ASML and TEL machines in China.

Tom’s Hardware

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Barchart

Trump Is Trying to Kill the CHIPS Act. That Could Tank These 2 AI Stocks.

AI stocks such as Intel and Advanced Micro Devices might pull back if the Trump administration reduces subsidies to the semiconductor industry.

Barchart

Stock Index Futures Slip as Trump’s Tariffs Fuel Growth Concerns, U.S. Economic Data and Home Depot Earnings on Tap

March S&P 500 E-Mini futures (ESH25) are down -0.21%, and March Nasdaq 100 E-Mini futures (NQH25) are down -0.39% this morning, while Treasury yields also slipped amid worries that U.S. President Donald Trump’s policies could hurt global economic growth.

TechRadar

Can 18A save Intel from being devoured by its rivals – and Wall Street?

Intel's 18A process technology is finally ready, but will it be enough to fend off the wolves?

MarketBeat

Hedge Funds Loaded Up AI Stocks at the Fastest Pace Since 2021

Hedge funds are back into AI stocks at the fastest pace since 2021, reiterating the fact that there is much more upside to be had in them.

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news in one place.

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Fortune

The U.S.’s chipmaking sector is ringing the alarm about Washington’s chip war with China

Recent earnings reports from manufacturers like Applied Materials and Lam Research show the U.S.’s broadside chip controls may be starting to bite.

MarketBeat

3 Stocks Poised to Thrive as NVIDIA Dominates the AI Boom

With NVIDIA delivering more growth this year, three stocks could benefit greatly from its success, with more upside of their own.

MarketBeat

These 4 Low P/E Tech Stocks Could be Breakout-Ready Bargains

This article introduces four high-tech stock picks that feature P/E ratios less than 20 and positive analyst estimates for share price.

Barchart

KLA Corporation Stock Outlook: Is Wall Street Bullish or Bearish?

KLA Corporation has lagged behind the broader market over the past year, though Wall Street analysts maintain a cautiously optimistic outlook on its future.

Reason

TSMC May Acquire Fellow CHIPS Act Beneficiary Intel

Collectively, the two companies were promised more than $14 billion in government grants. Now, one is failing and may be partially acquired by the other.

Laptop

Laptop price increases are here and tariffs are to blame

Between a 10% tariff on Chinese manufactured goods and a 25% (or higher) semiconductor tariff, consumer tech is about to be very expensive

Barchart

Intel’s Breakup Buzz: Is Now the Time to Buy INTC Stock?

A well-structured split could unlock significant value, giving Intel stock a much-needed boost.

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