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The Latest Breaking News from Semiconductor

‘Tariff of approximately 100 percent’: Trump drops massive chip tariff bombshell

The tariff that could reshape Silicon Valley forever.

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Apple, Nvidia Supplier TSMC Surges Nearly 5% In Overnight Trade As Taipei Says Chip Giant 'Exempt' From Trump's 100% Chip Tariffs

Apple, Nvidia Supplier TSMC Surges Nearly 5% In Overnight Trade As Taipei Says Chip Giant 'Exempt' From Trump's 100% Chip Tariffs

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) jumped 4.68% to $242.19 in overnight trade following confirmation from Taiwanese officials that the world’s largest contract chipmaker is exempt from President Donald Trump‘s proposed 100% tariffs on semiconductor chips.

Trump announces 100 percent tariff on semiconductor imports

Trump announces 100 percent tariff on semiconductor imports

US President Donald Trump said the tariff will not impact companies if they have already invested in US facilities.

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Trump Says Semiconductors Will Face 100% Tariffs: Chip Stocks Are Moving After Hours

Chip stocks are bouncing around in Wednesday’s after-hours session after President Donald Trump announced plans to slap tariffs on semiconductor companies that aren’t “building” in the U.S.

China Warns Nvidia Over Tracking Tech—Are Semiconductor ETFs At Risk?

A new development in the U.S.-China chip impasse is causing ETF investors to re-evaluate exposure to top semiconductor stocks. China has imposed a red line in a meeting with Nvidia (NASDAQ:NVDA) executives, expressing concerns about U.S. proposals to install tracking technology in high-end chips. Though Beijing hasn’t issued a precise…

China semiconductor 'megamerger' strategy reportedly stalling — new report says high-level merger plans to strengthen domestic chip industry face multiple headwinds

Despite China’s push to consolidate its semiconductor sector into a few strong players, efforts have largely stalled due to valuation conflicts, political obstacles, and technological gaps.

Tom’s Hardware

Trump promises new semiconductor tariffs — “We want them made in the United States,” says U.S. President

Trump says that he will announce new tariffs on imported semiconductors by next week.

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Why GaN Chargers Are the Future of Efficient, High-Power Charging Technology

Why GaN Chargers Are the Future of Efficient, High-Power Charging Technology

Most of the best chargers you can buy for your phone, laptop, or other tech today utilize Gallium Nitride (GaN) technology, but how does it actually work?

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Trump Says TSMC Will Invest $300 Billion In Arizona, Teases New Chip Tariffs To Boost US Manufacturing

Trump Says TSMC Will Invest $300 Billion In Arizona, Teases New Chip Tariffs To Boost US Manufacturing

On Tuesday, President Donald Trump indicated that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) will invest $300 billion in Arizona as part of an effort to bring chip production back to the U.S.

Navitas Semiconductor Shares Drop Nearly 16% After Weak Q3 Guidance Despite AI Push

Navitas Semiconductor Shares Drop Nearly 16% After Weak Q3 Guidance Despite AI Push

Navitas Semiconductor Corp. (NASDAQ:NVTS) shares are trading sharply lower on Tuesday after the company issued third-quarter revenue guidance below Wall Street expectations.

Tower Semiconductor Analysts Boost Their Forecasts After Upbeat Q2 Earnings

Tower Semiconductor Analysts Boost Their Forecasts After Upbeat Q2 Earnings

Tower Semiconductor Ltd. (NASDAQ:TSEM) reported better-than-expected second-quarter financial results on Monday.

ON Semiconductor Cuts Costs As Industrial Bookings Rebound

ON Semiconductor Cuts Costs As Industrial Bookings Rebound

As global chip shortages persist, reshaping the semiconductor industry, companies are navigating a landscape characterized by fluctuating demand and intense competition. ON Semiconductor Corp (NASDAQ:ON) stands at the forefront of this challenge, implementing strategic adjustments to maintain its market position.

Sterling Infrastructure Posts Better-Than-Expected Earnings, Joins Lemonade, DigitalOcean Holdings, Lattice Semiconductor And Other Big Stocks Moving Higher On Tuesday

Sterling Infrastructure Posts Better-Than-Expected Earnings, Joins Lemonade, DigitalOcean Holdings, Lattice Semiconductor And Other Big Stocks Moving Higher On Tuesday

U.S. stocks were lower, with the Dow Jones index gaining around 100 points on Tuesday.

TSMC employees arrested, could face up to 12 years in jail, $3 million fine over alleged attempt to leak 2nm chip details — first case under Taiwan's amended National Security Act cites 'serious suspicions of violating national security laws'

TSMC employees arrested, could face up to 12 years in jail, $3 million fine over alleged attempt to leak 2nm chip details — first case under Taiwan's amended National Security Act cites 'serious suspicions of violating national security laws'

Two employees of major semiconductor manufacturer and design company TSMC have been arrested over claims they stole proprietary technology.

Tom’s Hardware

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A New AI Tailwind Could Come to Boost Taiwan Semiconductor Stock

A new AI environment could be the answer to a locked labor market, increasing productivity and efficiency without inflation.

DRAM Prices Soar As Chinese Manufacturers Shift Focus To AI Chips

Standard DRAM (dynamic random access memory) prices remain high after doubling in just one month, as speculation grows that Chinese manufacturers are phasing out production to prioritize AI chips and strengthen the country’s semiconductor self-reliance.

Apple, Nvidia Supplier TSMC Flags Potential Espionage In 2nm Tech Leak, Takes Legal Action Against Former Employees

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world’s largest contract chipmaker, has reportedly initiated legal proceedings against former employees suspected of attempting to steal critical 2-nanometer chip technology secrets.

Under AMD, Qualcomm Competitive Heat, Intel Gets Hit With Fitch Credit Downgrade

Intel Corp. (NASDAQ:INTC) has been downgraded by Fitch Ratings, which cited growing pressure from rivals Advanced Micro Devices (NASDAQ:AMD) and Qualcomm Inc. (NASDAQ:QCOM) and the company's ongoing struggle to maintain demand for its semiconductor products.

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Navitas Semiconductor Stock Sinks After Q3 Guidance Disappoints

Navitas Semiconductor Corp (NASDAQ:NVTS) reported second-quarter financial results Monday after the market close. Here’s what you need to know from the report.

Crude Oil Falls 1.5%; ON Semiconductor Shares Plunge After Q2 Results

U.S. stocks traded higher midway through trading, with the SP 500 gaining more than 1% on Monday.

Tower Semiconductor Eyes Strong Growth As RF Infrastructure Momentum Builds

Tower Semiconductor (NASDAQ: TSEM) stock gained after it reported fiscal second-quarter results on Monday.

ON Semiconductor Faces Pricing Pressures, But CEO Sees Market Stabilization Ahead

ON Semiconductor Corp. (NASDAQ: ON) reported its fiscal second-quarter 2025 results on Monday.

Rising Competition In China Threatens Nvidia's Comeback

Nvidia (NASDAQ:NVDA) is set to resume sales of its H20 chips in China following a policy shift by the Trump administration. Still, analysts warn that the company may not regain its previous market dominance due to growing domestic competition and regulatory hurdles.

Tyson Foods, ON Semiconductor And 3 Stocks To Watch Heading Into Monday

With U.S. stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:

Tom’s Hardware

Three senior execs to retire from Intel Foundry, including respected semiconductor veteran Gary Patton

Three senior Intel Foundry executives are retiring as part of a major leadership reshuffle amid restructuring and uncertainty over the 14A process.

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