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The Latest Breaking News from Semiconductor

Physical AI will automate ‘large sections’ of factory work in the next decade, Arm CEO says

Reprogrammable humanoid robots could level the global manufacturing playing field, Arm CEO Rene Haas said at Fortune Brainstorm AI.

Fortune

Semiconductor industry enters unprecedented ‘giga cycle’, says report — scale of artificial intelligence is rewriting compute, memory, networking, and storage economics all at once

A growing body of forecasts from AMD, Nvidia, Broadcom, and major research firms now points toward a semiconductor market that passes the trillion-dollar threshold before the decade closes.

Tom’s Hardware

Why These 3 Automotive & Industrial Chip Stocks Just Soared

See why these three automotive and industrial chip stocks just soared. Analysts see over 30% potential in one name with robotics upside.

MarketBeat

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Intel boosts India's chip push with new Tata Group strategic partnership — includes manufacturing and packaging of Intel products for local markets

Intel’s new partnership with Tata signals a transformative step for India’s chip ecosystem, enabling domestic manufacturing, advanced packaging, and enterprise compute solutions.

Tom’s Hardware

Semiconductor Billings Are Surging. That Creates a Buying Opportunity in This 1 Chip Stock.

DRAM billings were up 90% in November.

Barchart

Broadcom Could Rake In $50 Billion From AI Next Year, Analyst Says

Broadcom Inc. (NASDAQ:AVGO) is poised to deliver stronger-than-expected quarterly results as surging demand for artificial intelligence chips and data center networking products accelerates growth across its semiconductor and infrastructure businesses.

Benzinga

Nvidia, Google, Amazon And MediaTek Demand Is Making TSMC Turn To Partners: Report

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly facing overwhelming demand for its Chip on Wafer on Substrate or CoWoS advanced packaging technologies as companies including Nvidia Corp. (NASDAQ:NVDA), Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Amazon.com Inc. (NASDAQ:AMZN) and MediaTek race to secure capacity for next-generation AI chips.

Benzinga

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Tesla, Netflix, and ON Semiconductor: 3 Unusually Active Cash-Secured Put Options to Sell Now

Thursday’s unusual options activity included puts on popular stocks such as Tesla and Netflix. If you are entertaining the idea of selling cash-secured puts to generate income while attempting to buy their stocks at lower prices, these three are worth considering.

Barchart

AMD Is Getting Ready to Launch Helios. Wall Street Thinks You Should Buy AMD Stock First.

TD Cowen is bullish on AMD ahead of its 2026 launch of Helios.

Barchart

Arm Holdings To Open Chip School In South Korea To Train 1,400 Experts For AI

South Korea's industry ministry and SoftBank Group Corp.’s (OTC:SFTBY) (OTC:SFTBF) chip unit, Arm Holdings Plc (NASDAQ:ARM), signed an agreement to boost the country's semiconductor and artificial intelligence sectors, a presidential policy adviser announced Friday.

Benzinga

SoftBank CEO Masayoshi Son wants to build ‘Trump Industrial Parks’ across the nation, report claims — project proposes using federal land to build manufacturing sites for data center infrastructure

SoftBank proposes building multiple industrial parks across the U.S. on federal land to manufacture semiconductors and other AI infrastructure.

Tom’s Hardware

Google Is Riding the AI Wave Higher, but the Real Winner of Gemini 3 Is This Stock

While Google grabs headlines with Gemini 3, this semiconductor giant is quietly becoming the real beneficiary of the AI wave.

Barchart

Is ON Semiconductor Stock Outperforming the Nasdaq?

As ON Semiconductor has outperformed the Nasdaq recently, analysts remain moderately optimistic about the stock’s prospects.

Barchart

Hot on the heels of Micron bailing out of the consumer RAM market, SK hynix is apparently committing over $500 billion to build four new memory fabs, with the first to be finished by 2027

No guesses as to what customer all this money is really for.

PC Gamer

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Barchart

Trump Could Approve H200 Exports to China. Does That Make Nvidia Stock a Buy Here?

Trump’s potential move to approve Nvidia’s H200 chip exports to China could ignite a major turnaround for the semiconductor giant.

Tom’s Hardware

Chinese tech firm Cambricon looks to step into Nvidia void, triple AI chip production next year — seeks to rival Huawei, but production remains a concern

Chinese tech firm Cambricon Technologies has plans to triple its production of domestic AI chips in 2026, targeting the market dominance of national giant Huawei. Primarily set to rely on Semiconductor Manufacturing International for fabrication, it's not entirely clear how Cambricon will get enough wafers to achieve its goals.

Benzinga

Nvidia CEO Huang Blasts Proposed State AI Laws Moments After Trump Meeting

America’s escalating chip crackdown on China took center stage this week, drawing sharp warnings from Nvidia Corp (NASDAQ:NVDA) chief Jensen Huang and investors who say U.S. policy could redefine the future of the semiconductor industry.

Barchart

Stocks Muted Before the Open as Rally Pauses, U.S. Jobless Claims Data on Tap

December S&P 500 E-Mini futures (ESZ25) are up +0.02%, and December Nasdaq 100 E-Mini futures (NQZ25) are down -0.01% this morning, taking a breather after recent gains, while investors look ahead to U.S. jobless claims data, which will offer fresh insight into the labor market ahead of next week’s Federal…

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MarketBeat

Beyond NVIDIA: 5 Semiconductor Stocks Set to Dominate 2026

Semiconductor stocks are on track to advance in 2026 as a global supercycle gains momentum. NVIDIA is still the leader but others are also well-positioned.

Barchart

Dear AVGO Stock Fans, Mark Your Calendars for December 11

AVGO remains well-positioned for sustained growth in 2026 and beyond.

Benzinga

China Ghosts Nvidia — But Huang Says Global AI Market Could Hit $4T

China just stopped returning NVIDIA Corp's (NASDAQ:NVDA) calls. After years of being the world's biggest AI-chip growth engine, Beijing has effectively iced out the U.S. semiconductor giant — and Nvidia CEO Jensen Huang isn't sugar-coating it.

Barchart

Is Broadcom Stock a Buy, Sell, or Hold Before December 11?

Broadcom is well-positioned to deliver strong growth in Q4, driven by significant AI-led tailwinds. However, Broadcom’s shares are no bargain at current levels.

Tom’s Hardware

Taiwan hits Japanese firm with indictment in TSMC data theft saga — Tokyo Electron charged with failing to prevent its staff from stealing trade secrets

Taiwanese prosecutors are seeking financial compensation from Japanese semiconductor company, Tokyo Electron, claiming that it didn't take appropriate measures to prevent staff from trying to steal sensitive data from TSMC.

Benzinga

Taiwan Files Charges Against Tokyo Electron Unit In Taiwan Semiconductor Technology Theft Probe

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) sits at the center of a widening legal battle over alleged theft of its trade secrets.

International Business Times UK

What Is XLight — The Chip Startup Getting A £120M Lifeline From Trump Govt?

XLight, a 2021 US chip startup, is receiving a £120m boost from the Donald Trump government. Here is what the technology company does and why the funding matters.

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