The Latest Breaking News from Semiconductor

Do Wall Street Analysts Like Qnity Electronics Stock?

Qnity Electronics has outpaced the broader market in 2026 and analysts are very bullish about its future prospects.

Barchart · Feb 17

AEHR's +25% Spike: Latest AI Hyperscaler Order Improves Outlook

See what caused small cap semiconductor stock AEHR to soar in February, and what the firm's latest announcement means going forward.

MarketBeat · Feb 16

U.S., Taiwan ink trade deal after months of talks — agreement cuts tariffs on Taiwanese goods to 15% in exchange for direct investments on U.S. tech sector, semiconductors still excluded

The U.S. and Taiwan finally signed a trade deal that saw the island get a lower 15% tariff on its goods compared to the previous 20%. In exchange for this, Taiwanese companies will invest $250 billion in the American tech industry, while Taipei will guarantee an additional $250 in loans,…

Tom’s Hardware · Feb 13

3 Stocks to Buy as Alphabet Forecasts Massive Spending

Alphabet’s massive AI spending plans are setting off a ripple effect, positioning these chipmakers and infrastructure players as solid buys.

Barchart · Feb 12

U.S. lawmakers demand sales ban on chipmaking tools to China — bipartisan group targets ASML's Dutch exports of lithography machines used to create advanced chips

Bipartisan group of lawmakers want the U.S. government to impose export controls on all wafer fab equipment bound to China except those that can be made locally and make allies do the following.

Tom’s Hardware · Feb 12

3 Top-Rated Chip Stocks to Buy in the Wake of a Major Selloff

Analysts think these small-cap chip stocks have triple-digit upside potential in the next year.

Barchart · Feb 11

Court orders investigation into China-owned chipmaker Nexperia

The Dutch government previously announced it had effectively taken control of the firm

The Independent UK · Feb 11

Shedding Light on Aeluma’s Stock Price Outlook

Aeluma is positioned to disrupt the optical and compound semiconductor markets, amid a strategic shift to production in 2026.

MarketBeat · Feb 10

Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.

Tom’s Hardware · Feb 9

What Are Wall Street Analysts' Target Price for NXP Semiconductors Stock?

Analysts continue to support NXP Semiconductors despite its recent mixed performance, reflecting confidence in the company’s longer-term fundamentals.

Barchart · Feb 9