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The Latest Breaking News from Semiconductor

Citi Analysts: Buy These 2 Hard-Hit AI Stocks Now

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

Barchart

Intel's incoming Malaysian-born CEO is the latest Fortune 500 semiconductor exec to hail from Asia

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%.

Fortune

Here comes Intel's new CEO: a semiconductor veteran that won the same prestigious award as Jensen Huang and Lisa Su

Lip-Bu Tan has a degree in physics, a masters in nuclear engineering, and won the semiconductor industry's top award, the Robert N. Noyce award.

PC Gamer

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Return of the gigahertz wars: New Chinese transistor uses bismuth instead of silicon to potentially sock it to Intel and TSMC with 40% more speed

7 GHz-plus computing here we come...?

PC Gamer

Repealing the CHIPS Act could dramatically shrink US chip market share, analysts say

While Trump has recommended legislators revoke the CHIPS and Science Act, it's unlikely to happen and the government is obliged to distribute $39 billion grants by September 2026. But if it did happen, analysts say it could dramatically shrink the US chip production market share.

Tom’s Hardware

Two Texans in Congress defend CHIPS Act in the face of Trump’s criticism

Although the president has said he wants to “get rid of” the act, Rep. Michael McCaul and Sen. John Cornyn say it supports jobs and national security.

The Texas Tribune

How Is Microchip Technology's Stock Performance Compared to Other Semiconductor Stocks?

Despite Microchip Technology's underperformance relative to its industry peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Barchart

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Well, that's unexpected: Samsung will team up with its fiercest Chinese rival to produce next gen NAND flash

Samsung has signed an agreement with China’s YMTC to use its bonding technology in the production of 400-layer NAND flash memory.

TechRadar

These 4 Tech ETFs Just Hit 50-Day Lows—Time to Buy?

Tech stocks are struggling, pushing major ETFs to bargain-level prices. These four tech ETFs are trading near 50-day lows.

MarketBeat

Will AI Demand Push Broadcom Stock Beyond $1 Trillion Again?

Broadcom’s latest earnings report for Q1 FY25 reignited investor enthusiasm, as the company reported solid financials.

Barchart

How Is NXP Semiconductors' Stock Performance Compared to Other Chip Stocks?

While NXP Semiconductors has recently underperformed the broader market, Wall Street analysts remain very bullish about the stock’s future potential.

Barchart

2 ‘Strong Buy’ Growth Stocks Analysts Think You Should Buy Now

Based on their high price estimates, Wall Street predicts upside of up to 56% for these two growth stocks.

Barchart

President Trump wants to kill the $52 billion CHIPS Act: 'a horrible, horrible thing'

Trump wants to use tariffs rather than subsidies to encourage US made tech.

PC Gamer

Is Taiwan Semi Stock a Buy, Sell, or Hold on Plans to Invest $100 Billion in the U.S.?

With a $100 billion U.S. expansion, is Taiwan Semi stock set for long-term gains, or is this a wait-and-see moment for investors?

Barchart

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news in one place.

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Tom’s Hardware

TSMC expands investments in the U.S. to $165 billion with new fabs and R&D center: A closer look

TSMC is set to build a major semiconductor production hub in the U.S. for $165 billion, but the plans still need to be set.

MarketBeat

Taiwan Semi's $100 Billion Investment: Fate of the Chipmakers

The latest round of tariffs have done the opposite of what economists expected, as new rounds of investment have come in for the chipmaking industry.

MarketBeat

Intel Foundry’s Moment of Truth: Will 18A Deliver?

Industry leaders are evaluating Intel's advanced 18A chip manufacturing process, potentially signaling a resurgence in its foundry business.

Barchart

Is KLA Corporations Stock Underperforming the Nasdaq?

KLA Corporation has struggled to keep up with the broader Nasdaq Composite over the past year, yet Wall Street analysts remain moderately optimistic about the stock’s prospects.

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International Business Times UK

Trump Declares War On The CHIPS Act, Calling It A 'Horrible' Waste Of Government Money

Should President Trump proceed to dismantle the CHIPS and Science Act, the United States could face significant setbacks in its semiconductor industry.

Barchart

Is Lam Research Stock Outperforming the S&P 500?

While Lam Research’s outperformance compared to the S&P 500 Index on a YTD basis, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

Fortune

Malaysia is buying Arm's blueprints for $250 million to realize its ambitions to be a 'non-aligned' chip player

Malaysia hopes its Arm deal will help foster 10 local chip companies with annual revenue between $1.5 billion to $2 billion each.

The Independent UK

Taiwan downplays national security concerns after Trump and TSMC’s $100bn semiconductor deal

Opposition leaders raise concerns over country’s defence after deal with US

Barchart

Is Intel Stock Outperforming the Dow?

While Intel has outperformed relative to the Dow recently, Wall Street analysts maintain a cautious outlook on the stock’s prospects.

TechRadar

TSMC announces huge US investment to boost AI development

TSMC pledges further $100 billion investment into US semiconductor manufacturing.

Barchart

The Best AI Stock to Invest $200 in Right Now

Taiwan Semi’s client base and rapid growth create an exceptional long-term opportunity.

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