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The Latest Breaking News from Semiconductor

Bernstein Loves This 1 Lesser-Known Chip Stock for 2026

Bernstein named Applied Materials as one of its top five chip stock picks.

Barchart

The Outlook for 3 Non-U.S. Chip Stocks That Soared in 2025

These three international semiconductor stocks boomed in 2025. See why the outlook on these names remains solid going forward.

MarketBeat

Option Volatility And Earnings Report For January 12 - 16

Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Delta Airlines all reporting.

Barchart

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What to Expect From Lam Research’s Q2 2025 Earnings Report

Lam Research is set to report its second-quarter results later this month, and analysts are forecasting double-digit growth in earnings, underscoring expectations of improving profitability amid a strengthening semiconductor cycle.

Barchart

Earnings Kickoff, CPI and Other Can't Miss Items this Week

Markets enter a massive week marking the unofficial start of Q4 earnings season with major financial institutions including JPMorgan, Bank of America, and Goldman Sachs reporting results.

Barchart

'A completely new manufacturing frontier': Space Forge fires up 1st commercial semiconductor factory in space

Such experiments have previously only been conducted aboard the International Space Station.

Space

These Were Among the Best-Performing ETFs in 2025. Are They Still Buys for 2026?

GLD, PPLT, and SMH did very well over the past 52 weeks.

Barchart

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Dear Taiwan Semi Stock Fans, Mark Your Calendars for January 15

With TSMC gearing up to release Q4 earnings this month, now is the perfect time to take a deeper dive into this chipmaking giant.

Barchart

These Are the 3 Best Data Center Stocks to Buy for 2026

Analysts favor this trio for 2026 as AI workloads push demand across chips, hyperscale cloud, and data-center connectivity.

Barchart

Taiwan Semiconductor: The $1.65 Trillion Gatekeeper of the AI Boom

Taiwan Semiconductor solidifies its trillion-dollar status as the essential partner for every major technology company building artificial intelligence.

MarketBeat

China expected to approve H200 imports in early 2026, report claims — tech giants Alibaba and ByteDance reportedly ready to order over 200,000 Nvidia chips each if green-lit by Beijing

Beijing is reportedly allowing its tech giants to acquire H200 chips, even as the Chinese government is still deliberating how to go about balancing the AI processing needs of its AI tech giants and the local semiconductor industry.

Tom’s Hardware

How To Find Options Trades This Earnings Season

Earnings season is here and we’ve got the first batch of big name companies reporting earnings next week with Taiwan Semiconductor, JP Morgan Chase, Wells Fargo, Bank of America, Goldman Sachs and Delta Airlines all set to report.

Barchart

The 3 Best Chip Stocks to Buy for 2026 Are Companies You Have Probably Never Heard Of

Analysts remain bullish about stocks in 2026. It is just not the usual ones.

Barchart

Beijing tells companies to pause H200 purchases — China govt deliberating terms for letting local tech companies buy US chips while still growing homegrown semiconductors

Beijing doesn't want tech companies stockpiling H200 chips while it's still figuring out how to balance the needs of its AI industry and its push for homegrown semiconductors.

Tom’s Hardware

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Barchart

1 Analyst Just Doubled His Price Target on ASML Stock. Should You Buy Shares Now?

A stunning Wall Street U-turn has Aletheia Capital flipping bullish on ASML and doubling its price target.

Tom’s Hardware

Chinese semiconductor outfit has Linux MPP repository on Github disabled after a DMCA takedown request — FFmpeg team accuses it of using libavcodec code without attribution

Leading Chinese fabless semiconductor company Rockchip has had one of its major software repositories taken down in response to a DMCA takedown notice.

International Business Times UK

Goldman Sachs Warns Of $150B TSMC Spending Spree To Meet AI Demand

TSMC surges to record after Goldman lifts target 35%. Taiwan semiconductor AI boom accelerates with $150B investment plan.

Barchart

Earnings Preview: What to Expect From NXP Semiconductors’ Report

NXP Semiconductors is set to report its fourth-quarter results soon, with analysts forecasting a single-digit increase in its EPS.

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Euronews

Xi Jinping: 2025 was a year of AI and chip breakthroughs amid US-China tech rivalry

Chinese President Xi Jinping said 2025 was the year of breakthroughs for Chinese artificial intelligence and semiconductor chip companies. What did they accomplish and what can we expect in 2026?

MarketBeat

Find the Next NVIDIA With This Semiconductor ETF

AI continues to drive tech gains. For investors searching for the next big semiconductor stock, a thematic ETF that provides broad exposure is a good bet.

MarketBeat

Sleeping With the Enemy: Inside the NVIDIA-Intel Deal

NVIDIA has officially joined forces with Intel to secure essential packaging capacity and stabilize the future of the domestic semiconductor industry.

Tom’s Hardware

UK company shoots a 1,000-degree furnace into space to study off-world chip manufacturing — semiconductors made in space could be 'up to 4,000 times purer' than Earthly equivalents

British startup Space Forge has just successfully turned on its first in-orbit furnace, reaching 1,000 degrees Celsius in space. This is a crucial first step for the company in studying the feasibility of manufacturing chips in space.

Barchart

Why Lam Research Is a Must-Own Pick-and-Shovel Stock for the AI Boom

Lam Research stock soared 141% in 2025 on surging AI-driven demand for advanced semiconductor equipment, solidifying its position as a premier pick-and-shovel play and backed by analyst support for future gains.

Barchart

As Nvidia Reportedly Snubs the Intel 18A Process, How Should You Play INTC Stock for 2026?

Nvidia apparently halted its trial of 18A, sending Intel stock down on the news.

International Business Times UK

US Quietly Greenlights Samsung and SK Hynix to Ship Chip Tools Into China — But There's a Catch

The US has approved annual licences for Samsung and SK Hynix to ship chipmaking tools to China in 2026 — replacing broad waivers with tighter controls.

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