The Latest Breaking News from Semiconductor

A $1 Billion Reason to Buy Synopsys Stock

Synopsys has a fresh $1 billion catalyst as its expanded agreement with Amazon, giving investors another reason to consider the stock.

Barchart · Oct 5

Bank of America Put a $60 Price Target on IonQ. The Quantum Bet Is Picking Up Speed.

The $60 aim appears to be within reach if IonQ can turn its rising backlog, new products, and semiconductor capabilities into sustained growth.

Barchart · Oct 5

MF Tracker: Nippon India Taiwan Equity Fund tops 1-year return chart with 118% gains. Can the strong performance continue?

The Nippon India Taiwan Equity Fund has achieved impressive returns exceeding 118% over the last year, driven largely by Taiwan's booming technology and semiconductor industries. This fund targets long-term capital appreciation via equity investments. However, investors should temper their expectations due to increasing valuations, emphasizing the necessity for a diversified…

The Economic Times · Oct 5

Why Credo Technology Stock Is Surging 8% on an Unemployment Jump

Despite a poor employment report, semiconductor stocks got a much-needed jolt, especially CRDO, which rose over 8% in morning trading Friday.

Barchart · Oct 2

Why US stocks are rising: Nasdaq hits record after weaker jobs data cools rate-hike bets; Nike shares drop on forecast

US stocks rose, with the Nasdaq Composite hitting a record high after disappointing jobs data emerged. Lower Treasury yields and declining oil prices contributed to the positive market sentiment. Notable gains were observed in semiconductor stocks, with Nvidia reaching an intraday record high. Nike's shares fell due to forecasts of…

The Economic Times · Oct 2

Inside Soitec, the French tech company powering the global semiconductor industry

From smartphones to data centres, the French company’s advanced silicon substrates underpin technologies used around the world. Valérie Gauriat went inside its production site in the French Alps.

Euronews · Oct 2

Global factory activity boosted by AI spending boom

As AI investments surge, manufacturing activity in Europe and Asia grows noticeably. India boasts significant expansion in its manufacturing sector, boosting business confidence and supporting hiring efforts. Meanwhile, South Korea and Taiwan are experiencing a revival in factory operations, driven by semiconductor and automotive demands.

The Economic Times · Oct 2

Global Market: Kospi falls as oil prices, Middle East uncertainty weigh

South Korean shares slipped despite record September exports, as elevated oil prices and uncertainty over Middle East energy supplies weighed on sentiment. The KOSPI fell 0.21%, while the won weakened and bond yields rose. Exports surged 83.5%, driven by semiconductor shipments and strong AI-related demand, but foreign investors remained net…

The Economic Times · Oct 1

AI Uncertainty Is Rising, But These 3 Chip ETFs Still Have Momentum

Amid AI slowdown concerns, semiconductor ETFs like SOXX, DRAM, and SOXQ offer diversified exposure to chipmakers, each with distinct holdings, fees, and strong year-to-date returns.

MarketBeat · Sep 30

Morgan Stanley Delivers a Stark Warning on Applied Materials Stock

Morgan Stanley lowered its valuation multiple for the chip equipment maker even as it raised its 2027 revenue and earnings forecasts.

Barchart · Sep 30