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The Latest Breaking News from Semiconductor

SMIC sent chipmaking tools to Iran's military, Trump administration officials say — report claims exchange began a year ago, 'almost certainly included technical training on SMIC's semiconductor technology'

The officials said the collaboration "almost certainly included technical training on SMIC's semiconductor technology."

Tom’s Hardware

Down 20% Over the Past Week, Should You Buy the Dip in Micron Stock?

Micron Technology saw a post-earnings sell-off despite blowout AI-driven results. Is this a buy-the-dip opportunity?

Barchart

Broadcom Insiders Are Selling Stock. Is AVGO Finally at the End of the Road?

Broadcom insiders recently sold $88 million in stock, rattling investors even as the company’s AI‑driven results and guidance remain strong.

Barchart

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Elon Musk's Terafab semiconductor project could cost $5 trillion, Bernstein claims — herculean effort would cost more than 70% of the total yearly US government budget

To build 1 TW of AI silicon per year, Elon Musk's TeraFab would need to process 22.4 million Rubin Ultra GPU wafers, 2.716 million Vera CPU wafers, and 15.824 million HBM4E wafers annually using from 142 to 358 fabs, according to Bernstein.

Tom’s Hardware

Arm Just Debuted Its First In-House Chip. Should You Buy ARM Stock Now?

As Arm enters the AI chip race with its own silicon, should investors jump in, or wait for a better entry point?

Barchart

Micron's $24 billion Singapore fab could need 500 transformers, more than double the output of any single manufacturer — heavy electrical infrastructure the latest AI buildout bottleneck

Micron’s planned $24 billion NAND flash expansion in Singapore will require 400 to 500 power transformers, which is more than double the 100 to 150 units a standard wafer fab typically needs.

Tom’s Hardware

The AI Gatekeeper: TSMC's Chokehold Signals Dominance

Taiwan Semiconductor Manufacturing Company's manufacturing bottleneck for advanced chips confirms its dominant role in the AI industry.

MarketBeat

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Helium supply crunch puts MRI services at risk amid Qatar disruptions

Iran's strikes on Qatar's Ras Laffan gas hub have disrupted helium production, showing how the conflict is rippling beyond energy markets to hit industries from technology to healthcare.

Euronews

AI chips are getting too expensive—and too power-hungry. This startup just raised $50M to change that.

Part of a growing wave of startups rethinking how AI is computed, Normal Computing is betting on new architectures to move beyond GPUs.

Fortune

'Maybe they'll see worse': 2008 crisis expert names four risks that could bring down global financial system

Richard Bookstaber, a financial analyst and former hedge fund and US Treasury insider who wrote A Demon of Our Own Design, the book that foreshadowed the 2008 financial crisis, warns that today’s financial system is even more fragile. Private credit, AI-driven tech, stock concentration, and geopolitical tensions form a tightly…

The Times of India

Trump administration targets $4 trillion Pax Silica investment fund for semiconductors — the US will start with a $250 million investment for global consortium

The Trump administration is targeting $4 trillion Pax Silica investment for semiconductors. It’s not currently clear how the Trump administration arrived at the $4 trillion figure, or how it will ultimately materialize.

Tom’s Hardware

Income Boosters: 3 Stocks Raising Their Dividends by 15% to 33%

Three names in semiconductors, precious metals, and defense just announced big dividend increases. Here's what income investors need to know.

MarketBeat

ASML Is Down 7% Over the Past Month. Should You Buy the Chip Stock on the Dip?

Analyst signals entry point for ASML with a "Buy" rating and 25% upside from current level.

Barchart

Elon Musk Announces Massive 'Terafab' Chip Factory in Austin to Power Tesla AI, SpaceX Satellites and Robotics

Elon Musk unveiled an ambitious plan March 21, 2026, for a joint Tesla and SpaceX semiconductor fabrication facility dubbed "Terafab," aiming to produce custom chips on an unprecedented scale to fuel artificial intelligence, humanoid robotics, autonomous vehicles and space-based computing.

International Business Times

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Tom’s Hardware

Elon Musk unveils $20 billion ‘TeraFab’ chip project to make chips, memory, and package processors all under one roof — targets a terawatt of annual compute

Tesla and SpaceX CEO, Elon Musk, announced Saturday night that his TeraFab semiconductor project will be built on the Tesla campus in eastern Travis County, Austin, Texas, as a joint venture.

Tom’s Hardware

'Silicon' is a new five-pound art book charting the semiconductor revolution with full-page die shots and commentary — 384 page tome is $99 to pre-order now

Silicon, Arena’s stylish and premium “coffee table book like no other,” is up for pre-order now priced at $99.

Barchart

Up 33% YTD, This Stock Isn’t Making Headlines, But Investors Keep Buying

Surging demand for advanced chips is translating into steady growth for Lam Research.

Barchart

Nvidia Stock Warning: How NVDA Could Plunge 30% from Here

Nvidia is starting to echo broader semiconductor fragility as geopolitical stress and crowded positioning raise the risk of a 30% slide.

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Tom’s Hardware

Tesla hiring semiconductor fabs construction manager — Elon Musk's ambitious Terafab project begins

Tesla begins to form a core team behind its Terafab project, which will define the fab and spearhead its construction and tamp.

Tom’s Hardware

Global chip supply chain under threat as US-Iran conflict enters third week — Strait of Hormuz blockade is days away from crippling Taiwan's semiconductor industry

Taiwan imports almost all of its energy and requires large amounts of LNG to sustain its electrical grid. That grid is then used by local chipmakers — like TSMC who is responsible for making most of the world's high-end chips. Fabrication for these chips requires helium, which Taiwan also imports…

Barchart

Oil Supply Disruptions Are Rocking Chip Stocks Like Nvidia or AMD, But Should You Buy the Dip?

Oil disruptions are dragging chip stocks lower. Does the selloff in Nvidia and AMD signal trouble ahead or a buying window for investors?

Barchart

Is Teradyne Stock Outperforming the Dow?

Teradyne has substantially outperformed the Dow over the past year, and analysts are cautiously optimistic about the stock’s prospects.

Tom’s Hardware

Elon Musk says his chipmaking 'Terafab Project' venture will launch in seven days — Musk's latest moonshot multi-billion project launches on a Saturday

Elon Musk plans to start his 'Terafab Project' semiconductor production venture in a week.

Barchart

309% Gain in One Year: Can This Under-$20 Semiconductor Stock Keep Soaring in 2026?

The rally in this under-$20 semiconductor stock is supported by a shift toward high-growth markets, which appears strategically sound and is already showing early results.

Barchart

Qualcomm Stock Warning: Why Bank of America Is Betting That QCOM Will Underperform

Bank of America reinstated coverage on Qualcomm with an “Underperform” rating, warning that smartphone headwinds and rising competition could limit future growth.

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