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The Latest Breaking News from Semiconductor

Nvidia Is the ‘Most Efficient’ Magnificent 7 Stock. Is NVDA Still a Buy Here?

Nvidia leads the “Magnificent 7” in operational efficiency, boasting a near-60% operating margin and reinforcing its dominance in high-margin AI and semiconductor markets.

AMD CEO won’t offer $100 million salaries to poach talent like Mark Zuckerberg. She says it’s more important staff don’t feel like ‘a cog in the wheel’

AMD CEO won’t offer $100 million salaries to poach talent like Mark Zuckerberg. She says it’s more important staff don’t feel like ‘a cog in the wheel’

Lisa Su, CEO of $284 billion semiconductor titan AMD, is in agreement with Anthropic leader Dario Amodei that nine-figure pay packages can’t buy innovation or loyalty.

Data Centers in Demand—This REIT Owns a Whole Portfolio

Data Centers in Demand—This REIT Owns a Whole Portfolio

Data center demand may drive further attention to semiconductor names and others in the AI field, though the real upside is in this REIT.

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Taiwan Semiconductor Streamlines Legacy Fabs As AI Chip Demand Surges

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) will shut down its 6-inch wafer manufacturing business over the next two years and consolidate its 8-inch wafer production capacity to boost efficiency, the company said Tuesday.

ETF Investors Face Crosswinds: China Hits Chips, US Spares Gold

ETF investors are facing a new combination of policy risk and reprieve this week as US–China tensions overflow into the semiconductor and precious metals markets.

NXP Semiconductors Stock: Analyst Estimates & Ratings

NXP Semiconductors has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

Tower Semiconductor Teams Up With AIStorm On New High-Speed AI Chip

Tower Semiconductor Ltd. (NASDAQ:TSEM) on Tuesday said it is teaming up with AIStorm to launch a high-speed imaging chip that brings slow-motion analysis to the masses.

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Taiwan Semiconductor Stock: Own It, Don't Trade It

Taiwan Semiconductor Stock: Own It, Don't Trade It

Taiwan Semiconductor stock has yet to price in this massive development, despite trading at new highs, investors shouldn't sell.

Trump Says Nvidia To Give US Cut Of China Chip Sales

Trump Says Nvidia To Give US Cut Of China Chip Sales

President Donald Trump on Monday confirmed reports that semiconductor giant Nvidia would pay the United States 15 percent of its revenues from sales of certain artificial intelligence chips to China.

International Business Times

Broadcom Hits New High: Is AVGO Stock Still a Buy?

Broadcom Hits New High: Is AVGO Stock Still a Buy?

Broadcom’s growth shows no signs of slowing down, with strong performance across both its AI semiconductor and infrastructure software businesses setting the stage for continued momentum.

TJX, Taiwan Semiconductor Manufacturing, Wynn Resorts And More On CNBC's 'Final Trades'

TJX, Taiwan Semiconductor Manufacturing, Wynn Resorts And More On CNBC's 'Final Trades'

On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, said Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ended July higher by 36% year-to-date. The company also reported a revenue growth of 26% year-over-year for July, he noted.

Advanced Micro's Mixed Earnings Results Add Fuel To Direxion's AMD-Focused Bull And Bear Funds

Advanced Micro's Mixed Earnings Results Add Fuel To Direxion's AMD-Focused Bull And Bear Funds

Amid growing concerns about economic stability and the implementation of President Donald Trump's trade tariffs, investors have been anxious this earnings season. Case in point is semiconductor giant Advanced Micro Devices Inc. (NASDAQ:AMD), which recently disclosed a mixed performance for its financial disclosure. Initially, the results sent AMD stock plunging…

Trump’s 100% tariff threat on semiconductors is creating more questions than answers. But one thing is clear: US photographers should pay attention

Trump’s 100% tariff threat on semiconductors is creating more questions than answers. But one thing is clear: US photographers should pay attention

Semiconductors are a key component of cameras, so what would a 100% tariff mean for American photographers?

Digital Camera World

Is Qualcomm the Best Semiconductor Stock to Buy Right Now?

Is Qualcomm the Best Semiconductor Stock to Buy Right Now?

With leadership in emerging technology markets such as AI, automotive, and IoT, QCOM is one of the best growth plays now.

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Tom’s Hardware

TSMC’s 2nm leak is considered ‘not critical’ — senior gov’t official says company secrets are compartmentalized and unusable in parts

The Taiwanese government wants to get to the bottom of this industrial espionage case.

Nvidia, Broadcom Lead Semiconductor Surge As AI Demand, Tariff Relief And Big Tech Investments Fuel Momentum

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Marvell Technology (NASDAQ:MRVL), Arm Holdings (NASDAQ:ARM), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) continue to trend amid an exciting week that included the quarterly results of AMD, Super Micro, and Apple (NASDAQ:AAPL), boosting its U.S. investment and…

Nvidia, AMD Export Restrictions Ease, But Chinese Chipmaker SMIC Says That Growing Domestic Demand 'Perfectly' Replaces Foreign Rivals

While the U.S. recently eased export restrictions on advanced semiconductors by firms like Nvidia Corp. and Advanced Micro Devices Inc., a leading Chinese chipmaker has declared that its domestic market is already substituting foreign alternatives.

Do Wall Street Analysts Like Skyworks Solutions Stock?

Skyworks has been significantly underperforming the broader market, while analysts appear to be cautious about the stock's prospects.

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Taiwan Semiconductor Rides AI Wave To Double-Digit Revenue Gains in July

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) on Friday reported consolidated net revenue of approximately 323.17 billion New Taiwanese dollars (roughly $10.66 billion) for July 2025, up 22.5% quarter-over-quarter, backed by the artificial intelligence frenzy.

In a twisty tale of corporate espionage, TSMC employees allegedly shared 400 photos of the company's cutting-edge 2 nm process node with a Japanese rival

This is a developing story, and the Japanese firm's relationship to the leakers is not yet clear.

What's Going On With Advanced Micro Devices Shares Today?

Advanced Micro Devices inc. (NASDAQ:AMD) shares rose on Thursday after Reuters reported the company could be exempt from President Donald Trump's proposed 100% tariff on imported semiconductors.

Betting On The Trade War: 3 Stocks That Could Win If Global Tensions Intensify

A new trade war is bubbling under the surface of global markets. With President Donald Trump threatening 100% tariffs on foreign-made semiconductors, investors are shifting focus to stocks that don't just survive geopolitical heat—they thrive in it. However, with much of the market already driven by AI hype, where can…

Trump Drops 100% Tariff Shocker On Semiconductors: These ETFs Are Dodging It

In a step that shook tech supply chains and the semiconductor industry, President Donald Trump stated that his administration would slap a 100% tariff on all foreign-made semiconductors, unless companies pledge to construct fabs in the U.S.

4 Semiconductor Stocks Earning Fresh Wall Street Upgrades

Wall Street just issued big upgrades on several notable chip stocks. LRCX's strong upside potential and MPWR's history of beating forecasts are key takeaways.

Trump accuses Intel CEO of being ‘highly conflicted,’ demands resignation as Tom Cotton highlights reporting into China ties

“The CEO of Intel is highly CONFLICTED and must resign, immediately. There is no other solution to this problem. Thank you for your attention to this problem!” Trump wrote Thursday morning.

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