The Latest Breaking News from Semiconductor

As AI continues to upend industries worldwide, here are two semiconductor stocks to bet on and benefit from its upside.

The juggernaut that controls 90% of AI-critical semiconductors passed Apple and Microsoft to be worth $3.23 trillion.

ASML could be poised to follow in the footsteps of Nvidia and Broadcom by announcing a stock split, making its shares more accessible to retail investors. With its high share price and strong growth prospects, will ASML be the next big semiconductor stock to split?

Mimir IP acquired around 1,500 patents from SK hynix just last month, and has now sued Micron and its partners for patent infringement in a seeming proxy battle. Such tactics are becoming increasingly common in the semiconductor industry.

Samsung management recently approved plans to make heavy investments into GPUs. It is unlikely that the investment is going into a new consumer GPU, with likely options being digital twins or computational lithography research to make fabrication more efficient.

Synopsys stock has outperformed the Dow Jones in 2024, driven by strong demand for its semiconductor R&D offerings and impressive financial performance. Consequently, analysts remain confident about the stock's potential.

US president, Joe Biden, raised tariffs on Chinese-made goods sharply in May, claiming that the “Chinese government has cheated by pouring money into Chinese companies … hurting competitors who play by the rules”. The tariffs are 25% on steel and aluminium, 50% on semiconductors and solar panels, and 100% on…

Following the collapse of a $3 billion IDM project, doubts are growing about the prospects of China's chip industry.

The semiconductor industry’s robust expansion is driven by its foundational role in powering technological advancements like AI, machine learning, and 5G. Hence, investors could consider investing in quality semiconductor stocks STMicroelectronics (STM), Tower Semiconductor (TSEM), and Cirrus Logic (CRUS) to capitalize on the growing tech landscape. Keep reading….