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The Latest Breaking News from Semiconductor

China accuses Taiwan of giving away chip industry to the US as a 'souvenir'

China claims Taiwan's leadership is 'selling out' Taiwan's industry by making them tools for diplomatic manoeuvring.

Tom’s Hardware

China taunts Taiwan with claim that chip foundry TSMC could soon become 'USSMC' or the 'United States Semiconductor Manufacturing Co.'

China taunts Taiwan with claim that chip foundry TSMC could soon become 'USSMC' or the 'United States Semiconductor Manufacturing Co.'

Won't somebody please think of the people...?

Trump wants tighter AI chip export restrictions but may face staffing shortage and other issues

Trump wants tighter AI chip export restrictions but may face staffing shortage and other issues

Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to persuade Japan and the Netherlands to curb services of ASML and TEL machines in China.

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Trump Is Trying to Kill the CHIPS Act. That Could Tank These 2 AI Stocks.

AI stocks such as Intel and Advanced Micro Devices might pull back if the Trump administration reduces subsidies to the semiconductor industry.

Stock Index Futures Slip as Trump’s Tariffs Fuel Growth Concerns, U.S. Economic Data and Home Depot Earnings on Tap

March S&P 500 E-Mini futures (ESH25) are down -0.21%, and March Nasdaq 100 E-Mini futures (NQH25) are down -0.39% this morning, while Treasury yields also slipped amid worries that U.S. President Donald Trump’s policies could hurt global economic growth.

Can 18A save Intel from being devoured by its rivals – and Wall Street?

Intel's 18A process technology is finally ready, but will it be enough to fend off the wolves?

Hedge Funds Loaded Up AI Stocks at the Fastest Pace Since 2021

Hedge funds are back into AI stocks at the fastest pace since 2021, reiterating the fact that there is much more upside to be had in them.

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The U.S.’s chipmaking sector is ringing the alarm about Washington’s chip war with China

The U.S.’s chipmaking sector is ringing the alarm about Washington’s chip war with China

Recent earnings reports from manufacturers like Applied Materials and Lam Research show the U.S.’s broadside chip controls may be starting to bite.

3 Stocks Poised to Thrive as NVIDIA Dominates the AI Boom

3 Stocks Poised to Thrive as NVIDIA Dominates the AI Boom

With NVIDIA delivering more growth this year, three stocks could benefit greatly from its success, with more upside of their own.

These 4 Low P/E Tech Stocks Could be Breakout-Ready Bargains

These 4 Low P/E Tech Stocks Could be Breakout-Ready Bargains

This article introduces four high-tech stock picks that feature P/E ratios less than 20 and positive analyst estimates for share price.

KLA Corporation Stock Outlook: Is Wall Street Bullish or Bearish?

KLA Corporation Stock Outlook: Is Wall Street Bullish or Bearish?

KLA Corporation has lagged behind the broader market over the past year, though Wall Street analysts maintain a cautiously optimistic outlook on its future.

TSMC May Acquire Fellow CHIPS Act Beneficiary Intel

Collectively, the two companies were promised more than $14 billion in government grants. Now, one is failing and may be partially acquired by the other.

Laptop price increases are here and tariffs are to blame

Laptop price increases are here and tariffs are to blame

Between a 10% tariff on Chinese manufactured goods and a 25% (or higher) semiconductor tariff, consumer tech is about to be very expensive

Intel’s Breakup Buzz: Is Now the Time to Buy INTC Stock?

Intel’s Breakup Buzz: Is Now the Time to Buy INTC Stock?

A well-structured split could unlock significant value, giving Intel stock a much-needed boost.

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Tom’s Hardware

Trump to introduce 25% and 'higher' tariff on imported semiconductors, timing unclear

Trump announced a 25% tariff on semiconductor chips to boost U.S. production, but provided no timeline for implementation.

International Business Times

Trump Says US Auto Tariffs To Be Around 25%

US President Donald Trump expanded his offensive against trading partners on Tuesday, threatening 25 percent tariffs on imported cars, and similar or higher duties on pharmaceuticals and semiconductors.

The Guardian - US

Trump threatens 25% tariffs on foreign cars and semiconductor chips

White House has raised threat of levies as a means to bolster US economy, ignoring warnings trade wars could derail it

Arm Just Nabbed a Major Chip Deal With Meta. Is ARM Stock a Buy, Sell, or Hold Now?

Arm is a high-flying chip stock that trades at a lofty multiple in 2025. Is the semiconductor company a good investment at current levels?

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3 AI-Powered Chip Stocks Benefiting from the AI Boom

AI is fueling an unprecedented boom in the semiconductor industry, as global chip sales are poised for another double-digit growth this year. With AI becoming deeply integrated into enterprise solutions, consumer electronics, and industrial automation, companies like Broadcom (AVGO), QUALCOMM (QCOM), and STMicroelectronics (STM) are benefiting big time from the…

3 Semiconductor Equipment Stocks Cashing in on the Chip Boom

The semiconductor equipment industry is rapidly growing, driven by rising demand for advanced semiconductors in critical sectors like AI, 5G, and electric vehicles. Hence, it could be ideal to buy top semiconductor stocks such as Applied Materials (AMAT), ASML Holding (ASML), and Photronics (PLAB), which are chasing the chip boom.…

Hell freezes, pigs fly: Rumor has it that Intel could merge with AMD's former foundry in potential multi-billion deal

Rumors suggest that Intel could merge with GlobalFoundries, AMD's former chip manufacturer, in a potential multi-billion-dollar deal.

International Business Times

Chatbot Vs National Security? Why DeepSeek Is Raising Concerns

Chinese AI chatbot DeepSeek upended the global industry and wiped billions off US tech stocks when it unveiled its R1 programme, which it claims was built on cheap, less sophisticated Nvidia semiconductors.

3 Dividend ETFs to Capitalize on the Slide in Chip Stocks

investors see more demand for AI hardware, which makes these three sector-specific ETFs an attractive way for investors to get exposure to chip stocks

Silicon Valley’s Sleeping Giant? Intel’s Comeback in Focus

Investor enthusiasm is building around Intel as government support and partnership speculation hint at a resurgence for the chip giant.

International Business Times

Taiwan's Lai Vows More Investment In US As Chip Tariffs Loom

Taiwan will boost investment in the United States and on its own defences, President Lai Ching-te said Friday, as Taipei seeks to head off US President Donald Trump's threats of tariffs on its semiconductor chips.

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