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The Latest Breaking News from Semiconductor

Making your own DRAM cells in a garden shed isn't the most practical solution to the RAMpocalypse, but it's still awesome to watch

It's about the struggle, right?

PC Gamer

U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry

U.S. Commerce Secretary Howard Lutnick says Nvidia still hasn't sold a single H200 AI GPU to China, despite the ban being lifted four months ago. The Chinese government is making it difficult for Chinese companies to import Nvidia chips in a bid to support the country's own domestic semiconductor industry.

Tom’s Hardware

The ‘ChatGPT Moment’ for Cadence Design Systems Might Just Have Arrived, Says Needham. Should You Buy CDNS Stock Now?

Cadence Design Systems may be on the verge of its “ChatGPT moment,” as agentic AI promises to revolutionize chip design. Is now the time to invest in this stock?

Barchart

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Mizuho Analysts Are Bullish on Custom Chips: Broadcom Could Have 87% Compound Annual Growth Rate Through 2028

Mizuho met with executives at an analyst presentation and believes that Broadcom's AI revenue will continue to grow.

Barchart

Applied Materials Just Joined the Tesla Terafab Project. Does That Make AMAT Stock a Buy?

AMAT stock is riding the AI chip boom, and the Terafab project could mean upside if it actually turns into orders.

Barchart

Why Stifel Just Raised Its AMD Stock Price Target by 14%

Stifel’s 14% price target hike on AMD signals rising Wall Street conviction that the chipmaker is poised to capitalize on accelerating AI-driven demand.

Barchart

Investors Are Betting on a Major Short Squeeze in Navitas Semiconductor Stock

Navitas Semiconductor stock rallies amid retail enthusiasm for AI infrastructure. Here’s why investors should trim exposure to NVTS shares at current levels.

Barchart

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'We have no choice but to impose a severe punishment': Ex Samsung researcher sentenced to 7 years in prison for leaking DRAM tech to a Chinese competitor

The semiconductor process tech was reportedly deemed 'a core national technology' of South Korea.

PC Gamer

Enthusiast builds his own RAM in garden shed cleanroom — fledgling array of memory cells groundwork for much larger future project

This is the ‘first time ever RAM has been made at home’ boasts a garden shed-based semiconductor maker.

Tom’s Hardware

Next-generation AI could be powered by Aussie chips

High-performance computer chips ready to handle AI tasks of the future could be made in Australia after a multimillion-dollar funding boost.

AAP

KOSPI Soars to Record 6388 as Semiconductor Rally Defies Middle East Tensions

Gains were led by heavyweight technology names, particularly memory chip giants. SK Hynix soared more than 5 percent to top 1.2 million won per share for the first time, hitting the symbolic "1.2 million nix" milestone.

International Business Times

Is Navitas Semiconductor Website Down? User Experiences Brief Outage Amid Surging Stock Interest

Navitas Semiconductor Corp.'s official website, navitassemi.com, went down for some users early Tuesday as the gallium nitride and silicon carbide power semiconductor specialist's shares exploded higher in morning trading, raising questions about whether heavy traffic from retail investors contributed to temporary access issues.

International Business Times

Navitas Semiconductor Stock Explodes 19% in Early Trading on AI Power Momentum

Shares of Navitas Semiconductor Corp. skyrocketed more than 18% in early trading Tuesday, surging to $15.66 as investors piled into the gallium nitride and silicon carbide power chip specialist amid growing optimism over its role supplying high-efficiency solutions for artificial intelligence data centers and next-generation energy infrastructure.

International Business Times

5 Reasons Navitas Semiconductor Stock Is Exploding Higher in 2026

Navitas Semiconductor Corp. shares exploded more than 18% in early trading Tuesday, reaching $15.66 as momentum built around the company's gallium nitride and silicon carbide power solutions for artificial intelligence data centers and energy infrastructure.

International Business Times

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International Business Times

Intel Stock Drops 3.78% Ahead of Q1 Earnings as Investors Brace for Turnaround Update

Intel Corp. shares fell 3.78% in early Monday trading on April 20, 2026, dropping $2.59 to $65.91 as Wall Street prepared for the chipmaker's first-quarter earnings report on Thursday and weighed ongoing challenges in its foundry business against recent progress in AI partnerships and process technology.

MarketBeat

Aeluma’s Market Is Laser-Focused on Fresh Highs—Here’s Why

Aeluma is well-positioned to disrupt AI infrastructure markets with its proprietary compound semiconductor technology and manufacturing processes.

Barchart

3 Reasons TSMC Stock Is a 'Strong Buy' After Q1 Earnings

TSMC’s AI momentum could drive long-term gains.

MarketBeat

3 Small-Cap Semiconductor Stocks With Explosive Upside

Semiconductor stocks are rallying again, but the biggest gains are coming from some of the smallest companies, like these 3 small-cap picks and shovels plays.

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Barchart

SanDisk Stock Is Up 2,817% in a Year. Wall Street Says It’s Not Done Yet.

Analysts expect SNDK stock to soar to $1800 and above levels.

The Economic Times

Semiconductor design, AI to drive India’s next innovation wave: Founders Forum CEO

Founders Forum CEO Carolyn Dawson highlights India's potential to become a global tech anchor by building connective tissue with innovation hubs. She emphasizes the need for late-stage capital and a global mindset for Indian startups to scale internationally, with AI and semiconductor design poised to drive future trade.

Barchart

Tesla Earnings, Hormuz and Other Key Things to Watch this Week

Markets face an interesting week following conflicting signals about Strait of Hormuz access as Iran's Foreign Minister announced Friday the waterway was "completely open" citing an Israel-Lebanon ceasefire

MarketBeat

The Nasdaq's Historic Rally Doesn't Mean the Risk Is Gone

Marc Chaikin of Chaikin Analytics shares seven bullish stock picks across AI infrastructure and semiconductors while warning investors to trim software and cybersecurity holdings.

Barchart

Profit Jumped 58% at Taiwan Semi. Does That Make TSM Stock a Buy Here?

TSM’s 58% profit surge underscores unstoppable AI demand, but with the stock slipping post-earnings, is the stock a buy here?

MarketBeat

TSMC: Despite Post-Earnings Fall, Signs of AI Weakness are Scant

Taiwan Semiconductor Manufacturing continues to fire on all cylinders, with the company beating expectations across the board in its latest earnings report.

Tom’s Hardware

US lawmakers amend new restrictions on Chinese chipmakers — MATCH Act's blanket restrictions removed from select chipmaking tools

U.S. lawmakers remove countrywide exports ban on cryogenic etching tools from the MATCH Act, yet Chinese companies could barely get them anyway.

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