The Latest Breaking News from Semiconductor

Are Wall Street Analysts Bullish on NXP Semiconductors Stock?

Although NXP Semiconductors has outperformed the S&P 500 Index over the past year, analysts remain cautiously optimistic about its future prospects.

Barchart · May 13

Navitas Breaks Out on India Deal, Validating High-Power AI Pivot

Navitas Semiconductor's new partnership in India solidifies its strategic pivot to high-power AI data center and electric vehicle infrastructure markets.

MarketBeat · May 13

Encrypted texts reveal how Nvidia chips and U.S. tech are being smuggled to China and Russia

American-made tech components are being illegally smuggled to Russia, Iran, and China and lawmakers fear it could give them a battlefield edge.

Fortune · May 13

Unusual Put Options in Taiwan Semiconductor Stock Show Investors are Bullish

An unusually large in-the-money (ITM) put option tranche expiring over the next month in Taiwan Semiconductor shows investors are still bullish on TSM stock.

Barchart · May 12

Here’s What AMD’s 2nm Deal With Samsung Could Mean for Taiwan Semi Stock

What looks like a short-term setback for TSMC may prove far more damaging in the long run. Here's what to know about TSM stock today.

Barchart · May 12

The DRAM Shake-Up: Samsung Stumbles, Micron Chases $1000

Ongoing labor disruptions at competitor Samsung Electronics could create a significant pricing power advantage for U.S.-based memory maker Micron Technology.

MarketBeat · May 12

TSMC approves $31.28 billion capital budget amid AI-driven chip demand boom

Taiwan Semiconductor Manufacturing Company is investing over $31 billion to boost chip production. This expansion supports the growing demand for AI and high-performance computing. The company also plans significant investments in its US operations. Shareholders will see an increased dividend payout. This strategic move aims to capitalize on the booming…

The Economic Times · May 12

Camtek Q1 Earnings Call Highlights

Camtek (NASDAQ:CAMT) reported first-quarter revenue of $121.7 million, slightly ahead of its guidance, as management pointed to strong demand tied to artificial intelligence, high-bandwidth memory and advanced packaging applications. Chief Executive Officer Rafi Amit said approximately 50% of quart

MarketBeat · May 12

South Korea official floats AI profit social tax as tech giants boom

A top South Korean official has proposed a tax on AI profits to be redistributed among society as a semiconductor boom drives massive earnings for tech giants Samsung Electronics and SK hynix. Kim proposed what he tentatively called a "national dividend" for socially redistributing excess corporate profits from AI technology.

The Economic Times · May 12

US stocks today: S&P 500 inches to higher close, AI fervor edges out Iran impasse

US stocks closed slightly higher as AI-driven momentum lifted semiconductor shares, even as rising crude prices and stalled US-Iran talks kept inflation worries alive. Strong earnings supported sentiment, with over 80% S&P 500 firms beating estimates. Focus now shifts to US inflation data and key macroeconomic indicators this week.

The Economic Times · May 11