The Latest Breaking News from Semiconductor

3 Red‑Hot ETFs With Unusual Put Options Activity — Grab the Income and the Upside

In Wednesday’s trading, 32 unusually active put options for ETFs had Vol/OI ratios of 10 or higher. Three of the ETFs are on a major roll over the past month. Sell their puts for income and growth.

Barchart · Jan 29

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

Nvidia's Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.

Tom’s Hardware · Jan 29

Newly-listed Chinese chipmaker targets beating Nvidia Rubin platform in just two years — Shanghai Iluvatar CoreX unveils multi-year GPU architecture roadmap with 2027 deadline

Chinese chip designer Shanghai Iluvatar CoreX Semiconductor has unveiled a multi-year GPU architecture roadmap that explicitly targets Nvidia’s next-gen Rubin platform as its main competition.

Tom’s Hardware · Jan 27

Nasdaq Futures Fall as Intel Sinks on Disappointing Outlook, U.S. PMI Data in Focus

March Nasdaq 100 E-Mini futures (NQH26) are trending down -0.20% this morning as a lackluster forecast from semiconductor giant Intel weighed on sentiment.

Barchart · Jan 23

Cathie Wood Is Doubling Down on Broadcom Stock. Should You?

Wood bought about $50.74 million worth of AVGO stock after a pullback, betting on Broadcom’s premium valued AI chip and software franchise as sector growth accelerates.

Barchart · Jan 22

Credo Just Pulled Back—This Might Be the Cleanest Entry Point

As a smaller semiconductor name, Credo Technology is often overlooked. However, this data center infrastructure leader has major growth potential.

MarketBeat · Jan 22

Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom

While investors continue to sell Broadcom shares in 2026, news from TSMC and Meta Platforms lends support to a bullish outlook on the stock.

MarketBeat · Jan 22

5 ETFs That Could Outperform the S&P 500 in the Next 5 Years

While no one can predict future market movements, there are a handful of ETFs that seem poised for outperformance.

GOBankingRates · Jan 22

3 ETFs Combining Market-Beating Performance and ESG Goals

Investors looking for outstanding returns as well as an adherence to the principles of ESG might start with these three ETFs.

MarketBeat · Jan 22

As Taiwan Semi Hikes Its Dividend 20%, Should You Buy TSM Stock?

Taiwan Semiconductor continues to increase its payout. Is the growth sustainable? Here's what to know.

Barchart · Jan 22