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The Latest Breaking News from Semiconductor

China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain

China has quietly mandated that at least 50% of equipment used for new semiconductor capacity be domestically sourced. However, as China's industry cannot produce enough lithography tools, authorities tend to get flexible and allow foreign alternatives in.

Tom’s Hardware

The Lazy Way to Play NVIDIA’s $20B Groq Deal

The Lazy Way to Play NVIDIA’s $20B Groq Deal

The acquisition of Groq by NVIDIA signals a shift toward AI inference that investors can capture through specific semiconductor ETFs focused on growth.

Trump administration announces new tariffs on Chinese chips and electronic components — but fresh sanctions won't take effect until 2027, and rates remain unknown

Trump administration announces new tariffs on Chinese chips and electronic components — but fresh sanctions won't take effect until 2027, and rates remain unknown

The United States has slapped a fresh set of tariffs on Chinese electronic components, but their implementation has been delayed until 2027.

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Broadcom Just Raised Its Dividend—But It’s Not the Only One Signaling Strength

Broadcom, Abbott, and Nordic American raised dividends, offering strong yields and long-term upside despite market volatility and sector headwinds.

Did Nvidia Just Lose Its Spot as Wall Street’s AI Chip Darling? JPMorgan Says This ‘Overall Top Pick’ Is Better.

What exactly does Broadcom do, and why are Wall Street’s biggest investors loading up on shares?

This 1 Lesser-Known Stock Is Set to Dominate with Nvidia and Broadcom in 2026

AI-driven semiconductor growth is accelerating, with Lam Research strategically positioned to capitalize alongside leading industry players.

Broadcom Stock Just Raised Its Dividend by 10%. Should You Buy AVGO Stock Now?

As part of its quarterly earnings release, Broadcom raised its dividend by 10%.

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It's not just RAM getting more expensive - the tools to make chips are set to explode in cost too, experts warn

It's not just RAM getting more expensive - the tools to make chips are set to explode in cost too, experts warn

Chipmakers are spending more as components become more advanced and demand for AI hardware continues.

This Analyst Just Raised Their Micron Stock Price Target by 50%. Should You Buy Shares Here?

This Analyst Just Raised Their Micron Stock Price Target by 50%. Should You Buy Shares Here?

After a strong run-up this year, Micron is winning fresh confidence from Wall Street bulls like Needham. Should investors chase the momentum, or wait for a better entry?

Chip Stocks Are No Longer an Automatic Path to Profits. What the Numbers Say About This Key Semi ETF Now.

Chip Stocks Are No Longer an Automatic Path to Profits. What the Numbers Say About This Key Semi ETF Now.

This key semiconductor ETF is waving a red flag.

Analysts Say This 1 Lesser-Known Chip Stock Is a Top Buy for 2026. Should You Add It to Your Portfolios Here?

Analysts Say This 1 Lesser-Known Chip Stock Is a Top Buy for 2026. Should You Add It to Your Portfolios Here?

KLAC stock is gaining momentum after Jefferies grouped it with Nvidia and Broadcom as one of the best semiconductor buys for 2026.

How Is Qnity Electronics’ Stock Performance Compared to Other Semiconductor Stocks?

How Is Qnity Electronics’ Stock Performance Compared to Other Semiconductor Stocks?

Qnity has underperformed its semiconductor peers over the past month. However, Wall Street analysts remain strongly optimistic about its prospects.

New Texas Instruments fab will pump out tens of millions of chips per day — first 300mm fab starts production after $60 billion investment

New Texas Instruments fab will pump out tens of millions of chips per day — first 300mm fab starts production after $60 billion investment

Texas Instruments has started producing 300mm wafers at its new Sherman, Texas mega-site, with the SM1 fab capable of outputting tens of millions of chips per day.

Tom’s Hardware

Sales of chip production equipment to reach $156 billion by 2027 — China, Taiwan, and Korea lead intense demand

Sales of chip production equipment to reach $156 billion by 2027 — China, Taiwan, and Korea lead intense demand

Driven by demand for AI and HPC accelerators, sales of chip production equipment are projected to increase through 2027. Asian countries are expected to lead the pack, according to SEMI.

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JPMorgan Says the Dip in Broadcom Stock Is a Screaming Buy. Are You Loading Up on Shares Now?

The financial services major highlights strong ASIC demand to make a bull case for the semiconductor company.

Broadcom Stock Is Up 120% in the Past Year. This Analyst Thinks It Is One of the Highest-Quality Stocks to Buy for the Next Year Too.

After a massive rally, Broadcom sits at the uncomfortable intersection of elite business quality and uncomfortable valuation. That tension is exactly why the stock remains so compelling.

S&P Futures Gain as Investors Weigh U.S. Jobs Data, Fed Speak and Micron Earnings in Focus

December S&P 500 E-Mini futures (ESZ25) are trending up +0.27% this morning as investors continue to digest the latest U.S. jobs data, while also awaiting remarks from Federal Reserve officials and an earnings report from semiconductor giant Micron.

How Is Skyworks Solutions' Stock Performance Compared to Other Semiconductor Stocks?

Skyworks Solutions has significantly underperformed other semiconductor stocks over the past year, and analysts remain cautious about the stock’s prospects.

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Why Taiwan Semiconductor's 6.5% Dip Could Be a Smart Buy

Investors focusing on seasonal revenue fluctuations are missing the bigger picture of structural growth driven by the expanding artificial intelligence market.

Should You Buy Micron Stock Before December 17? This Analyst Thinks So.

Analysts see Micron’s earnings momentum as a key catalyst, with price targets climbing after Stifel’s upgrade.

Marvell’s CEO Says the Company Didn’t Lose Any Orders. Why Was Wall Street So Worried, and How Should You Play MRVL Stock Here?

Marvell’s recent selloff reflects market fears over potential loss of hyperscaler orders, but management and some analysts push back on those concerns, raising the key question of how investors should position in MRVL stock now.

Broadcom Stock Dips Post Earnings: Is AVGO a Buy, Sell, or Hold?

Broadcom heads into 2026 with strong momentum. Wall Street analysts maintain a “Strong Buy” consensus for the stock.

This Unexpected Chip Stock Is Set to Shine in 2026 and Beyond

The underdog semiconductor set to dominate AI growth in 2026 and beyond.

Broadcom Slips Post-Earnings Even as AI Demand Goes Parabolic

Broadcom beat on sales, adjusted EPS, and guidance in its latest earnings release. Despite shares trading down, the AI growth is moving up precipitously.

Why the flash crisis will last much longer this time

The gap between SSD and HDD costs is widening with no sign of stabilization.

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