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The Latest Breaking News from Semiconductor

Did Trump really ‘exempt’ Chinese phones, chips from tariffs?

Trump only rolled back tariffs imposed since April 2. Laptops, phones and semiconductors still face hefty levies.

Al Jazeera

Trump says new chip tariffs will be announced next week

President Trump announced new semiconductor tariffs to be introduced next week as part of an effort to shift tech manufacturing to the U.S.

Tom’s Hardware

China halts critical rare earth mineral exports as Trump teases new tariffs

US president says he will announce tariff rates on semiconductors next week

The Independent UK

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Trump warns exemptions on smartphones, electronics will be short-lived, promises future tariffs

The US president has said no one is ‘getting off the hook’, as he promises to launch a national security investigation into the semiconductor sector

The Guardian - AU

Commerce Secretary Howard Lutnick says tariff exemption on electronic devices is temporary and semiconductor duties will come in ‘a month or two’

Lutnick referred to the new tariffs as “duties on semiconductors,” but they will span across other tech imports.

Fortune

Howard Lutnick says tariffs on smartphones ‘coming soon’ after Apple gets China reprieve

Howard Lutnick says tech exemptions will end within two months after investors celebrate tariff relief

The Independent UK

Pat Gelsinger turns to particle accelerators for a new way to make chips, joins xLight

Pat Gelsinger is back in the semiconductor game with xLight, a company that plans to make an EUV light source using a collider.

Tom’s Hardware

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Trump exempts computers, smartphones, and more from tariffs

The tech industry is delighted that computers, smartphones, semiconductor chips, and more are officially exempt from tariffs on foreign imports.

Tom’s Hardware

Is Broadcom Stock a Buy or Sell as the Trade War Escalates?

Broadcom stock rebounds after falling below $150 price as the trade war rages on.

Barchart

China's new semiconductor rule spares Taiwan fabs, punishes Intel, GlobalFoundries & Texas Instruments

China now considers wafer fabrication location as origin of chips, no matter where they were packaged or developed, which is good news for those outsourcing to Taiwan, but bad news for those who manufacture in America.

Tom’s Hardware

Researchers make breakthrough in cleaning up the 'forever chemicals' used in chip manufacturing

Monash University has developed a water filter to catch PFAS used in chip manufacturing and other industries. The chip industry has been lobbying for years against any progress on legislating PFAS-use.

Tom’s Hardware

After Rallying Nearly 20% in a Single Day, Should You Still Buy the 2025 Dip in Broadcom Stock?

After the most recent pop, Broadcom stock has regained some of its lost ground in 2025.

Barchart

The Biden administration gave TSMC billions to build its semiconductors in the U.S., but Trump says he threatened 100% tariffs and got the company to double down

TSMC announced an additional $100 billion investment in the U.S. in March.

Fortune

TSMC shares soar as semiconductor firm announces surprise revenue lift

The world's biggest contract chipmaker, Taiwan Semiconductor Manufacturing Company (TSMC), recorded a 41.6% year-on-year revenue rise in the first three months of the year.

Euronews

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Barchart

Is Advanced Micro Devices Stock a Buy as Shares Plunge Below $80?

With a forward price-earnings ratio of 21.6x, AMD appears attractively priced, especially given its double-digit earnings growth potential.

Barchart

Lam Research’s Quarterly Earnings Preview: What You Need to Know

Lam Research is set to announce its third-quarter results this month, with analysts forecasting a double-digit growth in its bottom-line figure.

Fortune

The 'absurd' career question young people ask $230bn semiconductor boss

ASML CEO Christophe Fouquet says young workers should focus on what they're going to do tomorrow.

MarketBeat

Intel-Taiwan Semiconductor Alliance Fuels Turnaround Hopes

Potential Intel-TSMC joint venture reports highlight a significant strategic opportunity for Intel's foundry business and its path toward renewed leadership.

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news in one place.

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Tom’s Hardware

New 'DRAM+' memory designed to provide DRAM performance with SSD-like storage capabilities, uses FeRAM tech

FMC and Neumonda develop non-volatile FeRAM products, revive memory production in Germany.

MarketBeat

Taiwan Semiconductor Spared From New Tariffs: Bullish Path Ahead?

New trade tariffs have sent most of the stock market into turmoil, leading investors to seek safety, Taiwan Semiconductor might be the answer.

Tom’s Hardware

China's rare earth export restrictions threaten global chipmaking supply chains

China's latest export restrictions on Scandium and Dysprosium threaten to disrupt global supply chains for major tech players, but also emphasize potential weaknesses of its anti-sanctions approach.

Laptop

Intel, TSMC reportedly made a big move that could help avoid Trump's tariffs. Here's what happened.

The Taiwanese semiconductor company might have made a very important deal.

Barchart

Arm Expects Its Market Share to Surge 50% This Year. Should You Buy ARM Stock Now?

Despite recent pullbacks, Arm Holdings shows long-term growth potential, with analysts predicting 85% upside.

TechRadar

Japanese firm behind ubiquitous MSG is ramping up production of key material in semiconductor packaging

Ajinomoto, the Japanese firm behind MSG, is ramping up production of ABF, a key material used in semiconductor packaging.

MarketBeat

Are Short Sellers Wrong About These 3 Semiconductor Stocks?

Three semiconductor stocks have over 25% short interest. Here's why short sellers may be wrong—and why these names could offer big upside.

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