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The Latest Breaking News from Semiconductor

Lam Research And JSR Resolve Legal Disputes As They Team Up On AI Era Chips

Lam Research (NASDAQ:LRCX) and JSR Corp. (OTC:JSCPY) announced a non-exclusive cross-licensing and collaboration agreement to accelerate next-generation semiconductor manufacturing.

Benzinga

TSMC Launches Its Own Honey Brand 'Ji Mi' As Bees, Fireflies Return To Restored Ecosystem Around Chip Plants

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has introduced its own brand of honey, ‘Ji Mi,’ which is a result of the company’s environmental and sustainability initiatives.

Benzinga

Trump Admin's Intel Stake Could Create 'Unintended Inefficiencies' In Global Chip Industry, Warns Fitch

The U.S. government’s recent investment in Intel Corp. (NASDAQ:INTC) could lead to unintended inefficiencies in the global semiconductor industry, according to a report by Fitch Ratings.

Benzinga

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China Accuses Nvidia of Breaking Anti-Monopoly Law Over Mellanox Deal — What It Means for Global Tech

China's market regulator has accused Nvidia of breaching anti-monopoly commitments linked to its $7bn Mellanox deal, escalating US-China chip tensions and raising risks for global semiconductor trade.

International Business Times UK

What Is Going On With Texas Instruments And Analog Devices Stocks On Monday?

U.S. semiconductor stocks Texas Instruments (NASDAQ:TXN) and Analog Devices (NASDAQ:ADI) came under pressure Monday as China escalated its regulatory offensive against the sector. Beijing launched fresh probes into American chipmakers and targeted Nvidia (NASDAQ:NVDA) with an antitrust ruling, setting a tense backdrop for ongoing U.S.-China trade talks in Madrid.

Benzinga

Wall Street Eyes +30% Upside in Synopsys After Huge Earnings Fall

Semiconductor industry stalwart Synopsys just had one of its worst days ever. However, the stock's massive fall points to an opportunity for investors.

MarketBeat

China launches probes targeting US semiconductors ahead of Madrid trade talks

China has launched two probes targeting the U.S. semiconductor sector ahead of trade talks in Spain

The Independent UK

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US Semiconductor Sector Faces Anti-Dumping Investigation By China Ahead Of Trade Discussions

In a move that could potentially affect the upcoming trade talks between China and the U.S., China has initiated two investigations against the U.S. semiconductor sector, including an anti-dumping probe.

Benzinga

Arizona Oasis: Purity ReSource Water Tech Is A Game-Changer For The Desert

Purity ReSource closed a $681,421 seed funding round in April, raising to bankroll "sustainable material recovery processes." The startup markets products that clean water used in semiconductor manufacturing so that dissolved chemicals can be reclaimed and water can be reused. If it works as advertised, thousands of gallons per year…

Benzinga

Is ON Semiconductor Stock Underperforming the S&P 500?

While ON Semiconductor has considerably underperformed the S&P 500 recently, analysts remain moderately optimistic about the stock’s prospects.

Barchart

Not Just NVDA: 3 Semiconductor Stocks Struggling This Quarter

Semiconductor stocks like NVDA took a breather in August, but now look ready for more gains. However, these 3 industry peers don't have such a positive outlook.

MarketBeat

Taiwan Semiconductor To Strengthen Chipmaking Network With Pingtung Service Hub

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) announced plans to launch its first multifunctional service center in Pingtung County in mid-2027 to bolster Taiwan’s high-tech facility construction ecosystem.

Benzinga

Top China silicon figure calls on country to stop using Nvidia GPUs for AI — says current AI development model could become 'lethal' if not addressed

VP of China SIA Wei Shaojun urged China and other Asian nations to abandon reliance on Nvidia GPUs for AI and instead develop dedicated processors for LLM training to ensure long-term technological independence.

Tom’s Hardware

What's Going On With Taiwan Semiconductor Stock Thursday?

Taiwan Semiconductor Manufacturing Co. (TSMC) is simultaneously reshaping the Arizona economy and solidifying its leadership in advanced chipmaking.

Benzinga

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MarketBeat

Why Broadcom's Q3 Earnings Were a Huge Win for AVGO Bulls

Broadcom just released its Q3 earnings report, and bulls should love what they see. The firm made a milestone announcement that bodes very well for its future.

Benzinga

Synopsys Analysts Flag Restructuring Needs, China Headwinds After Q3 Miss

Tech giants grapple with volatile market shifts as geopolitical tensions and competitive pressures reshape the semiconductor landscape. Shares of Synopsys Inc (NASDAQ:SNPS) tanked in early trading on Wednesday, after the company reported downbeat fiscal third-quarter results.

Benzinga

What's Going On With Nvidia Stock Wednesday?

Nvidia (NASDAQ:NVDA) and its semiconductor peers gained on Wednesday after Oracle’s (NYSE:ORCL) upbeat quarterly results and strong cloud guidance signaled surging artificial intelligence infrastructure demand that could boost graphics processing unit sales.

Benzinga

Taiwan Semiconductor Extends Growth Streak With Strong August Sales

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock gained on Wednesday after reporting August 2025 sales figures bearing testimony to the continued artificial intelligence frenzy.

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Benzinga

Synopsys Q3 FY2025 Earnings Call Transcript

Synopsys, Inc. (NASDAQ:SNPS) released its third-quarter results after Tuesday’s closing bell.

Reason

The GAIN AI Act Looks More Like Protectionism Than National Security

Tucked into the defense bill, the GAIN AI Act would force Nvidia and other firms to prioritize domestic sales at the cost of global competitiveness.

Barchart

Wall Street Loves Taiwan Semi. Should You Buy TSM Stock Now?

TSMC continues to be the backbone of artificial intelligence and advanced computing.

Benzinga

Taiwan Semiconductor Stock Climbs As AI Boom Fuels Record Equipment Investments And Global Chip Growth

Taiwanese contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:TSM) trended on Tuesday as the global industry association for the semiconductor industry projects upside for the sector, backed by Taiwan’s moat, driven by the artificial intelligence frenzy.

Benzinga

ASML Invests Billions In Nvidia-Backed Mistral AI To Power Next Era Of Semiconductors

ASML Holding (NASDAQ:ASML) and France-based Mistral AI announced a strategic partnership on Tuesday that combines semiconductor manufacturing expertise with frontier artificial intelligence capabilities to accelerate innovation across the semiconductor and AI value chain.

Radio France Internationale

Mistral and ASML forge €1.7bn alliance to shape Europe’s AI future

Paris-based Mistral AI has achieved Europe’s largest fundraising round in artificial intelligence to date, securing €1.7 billion and bringing Dutch semiconductor giant ASML on board as a strategic partner in a deal seen as bolstering Europe’s drive for technological sovereignty.

Barchart

These 3 Dividend Stocks Just Raised Their Payouts. Are They Buys Here?

With recent dividend increases from Lam Research, Ingredion, and Nordson signaling management confidence in cash flows, all three stocks offer compelling income opportunities with analyst "Moderate Buy" ratings and potential upside.

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