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The Latest Breaking News from Semiconductor

Trump's Taiwan Trade Deal: How a Tiny Island Is Teaching the US How to Build World-Class Industrial Parks Again

Trump signs a $250 billion Taiwan trade deal, boosting US industrial parks, semiconductors, and AI investment.

International Business Times UK

Nasdaq Futures Climb on AI Optimism

March Nasdaq 100 E-Mini futures (NQH26) are trending up +0.59% this morning, signaling that a tech rally fueled by strong earnings from Taiwan Semiconductor Manufacturing Co., which revived optimism around AI, looks set to continue.

Barchart

TSMC's Strong Guidance Supports the Stock's Hot Start to 2026

TSMC shares are continuing their ascent in 2026. The company's Jan. 15 earnings release revealed solid beats and guidance that strongly surpassed expectations.

MarketBeat

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Dow Adds 292 Points as Goldman, Nvidia Soar: Stock Market Today

Taiwan Semiconductor's strong earnings sparked a rally in tech stocks on Thursday, while Goldman Sachs' earnings boosted financials.

Kiplinger

Morgan Stanley Says Chip Sales Weakened in November. What Does That Mean for Nvidia Stock?

November semiconductor sales showed some month-to-month softness, but NVDA remains supported by strong AI-driven demand and resilient data center fundamentals.

Barchart

Taiwan Semi Stock Moves Into Overbought Territory on Earnings Pop, But Is There Still a Case for Buying TSMC Here?

TSMC stock inches higher as the semiconductor behemoth reports market-beating Q4 earnings. A Counterpoint Research analyst explains what will drive TSM shares higher in 2026.

Barchart

Taiwan Semi Stock Just Hit a New All-Time High But AI Fears Remain

Taiwan Semiconductor (TSM) shares are trading at new all-time highs. Shares are up nearly 70% over the past 52 weeks. TSM maintains a 100% technical “Buy” opinion from Barchart. The stock hit new highs Thursday after Taiwan Semi reported record profit in its fourth-quarter earnings. Today’s Featured Stock Valued at...

Barchart

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World’s biggest chipmaker TSMC doubles down on AI, sees profit lift

A surge in AI-driven demand has pushed TSMC’s profits and investment plans higher, reinforcing its position as one of the world’s most advanced semiconductor producers.

Euronews

Stocks Climb Before the Open as TSMC Reignites AI Optimism, U.S. Economic Data and Earnings in Focus

March S&P 500 E-Mini futures (ESH26) are up +0.37%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.74% this morning after Taiwan Semiconductor Manufacturing Co. renewed confidence in the sustainability of AI demand.

Barchart

Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks

Analysts at big banks are bullish on Broadcom in 2026. At least three have named the stock a "top pick" for the new year.

MarketBeat

President Donald Trump Says, “The United States Government Is Proud to Be a Shareholder of Intel.” Should You?

Trump’s endorsement of Intel has ignited a powerful stock rally. Should you follow this bold bet?

Barchart

Sales of a powerful Nvidia AI chip to China gets the greenlight, with conditions

The Trump administration placed new security requirements on Nividia’s semiconductor sales to China, but essentially greenlighted the export of its powerful H200 artificial intelligence chips to Chinese buyers

The Independent UK

Up 32% in the Past Year, Can Microchip Technologies Stock Keep Zooming Higher?

MCHP is riding AI infrastructure momentum, but its lofty valuation suggests much of the upside may already be priced in.

Barchart

Revenue Keeps Growing at Taiwan Semi. Should You Load Up on TSM Stock for 2026?

TSMC sits at the center of the AI chip boom, though its current valuation suggests gains may come more gradually.

Barchart

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Barchart

Ignore the Apple Noise and Consider Buying Qualcomm Stock for 2026

Apple's modem worries weigh on Qualcomm, but AI and cheap valuation suggest the market may be missing the bigger 2026 picture.

Barchart

Bernstein Loves This 1 Lesser-Known Chip Stock for 2026

Bernstein named Applied Materials as one of its top five chip stock picks.

MarketBeat

The Outlook for 3 Non-U.S. Chip Stocks That Soared in 2025

These three international semiconductor stocks boomed in 2025. See why the outlook on these names remains solid going forward.

Barchart

Option Volatility And Earnings Report For January 12 - 16

Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Delta Airlines all reporting.

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Barchart

What to Expect From Lam Research’s Q2 2025 Earnings Report

Lam Research is set to report its second-quarter results later this month, and analysts are forecasting double-digit growth in earnings, underscoring expectations of improving profitability amid a strengthening semiconductor cycle.

Barchart

Earnings Kickoff, CPI and Other Can't Miss Items this Week

Markets enter a massive week marking the unofficial start of Q4 earnings season with major financial institutions including JPMorgan, Bank of America, and Goldman Sachs reporting results.

Space

'A completely new manufacturing frontier': Space Forge fires up 1st commercial semiconductor factory in space

Such experiments have previously only been conducted aboard the International Space Station.

Barchart

These Were Among the Best-Performing ETFs in 2025. Are They Still Buys for 2026?

GLD, PPLT, and SMH did very well over the past 52 weeks.

Barchart

Dear Taiwan Semi Stock Fans, Mark Your Calendars for January 15

With TSMC gearing up to release Q4 earnings this month, now is the perfect time to take a deeper dive into this chipmaking giant.

Barchart

These Are the 3 Best Data Center Stocks to Buy for 2026

Analysts favor this trio for 2026 as AI workloads push demand across chips, hyperscale cloud, and data-center connectivity.

MarketBeat

Taiwan Semiconductor: The $1.65 Trillion Gatekeeper of the AI Boom

Taiwan Semiconductor solidifies its trillion-dollar status as the essential partner for every major technology company building artificial intelligence.

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