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The Latest Breaking News from Semiconductor

Morgan Stanley Just Named This Stock a Top Semiconductor Pick. Should You Buy Shares Now?

ASML wins top-pick status as AI drives demand, but its premium value leaves little room for mistakes.

Taiwan Denies It Will Swap 'Worker Training' For Lower US Tariffs

Taiwan Denies It Will Swap 'Worker Training' For Lower US Tariffs

Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM) sits at the center of Taiwan's push to secure lower U.S. tariffs, as the island works to reduce duties on its exports from 20% to 15% while advancing semiconductor cooperation with Washington.

How Is KLA Corporation’s Stock Performance Compared to Other Semiconductor Stocks?

How Is KLA Corporation’s Stock Performance Compared to Other Semiconductor Stocks?

Despite KLA Corporation’s strong outperformance relative to its industry peers over the past year, analysts maintain a moderately optimistic outlook on the stock’s future prospects.

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Powell, PCE and Other Key Thing to Watch this Week

Markets enter December facing a week packed with comprehensive economic data, high-profile earnings, and multiple Fed Chair Powell appearances that together could determine the trajectory for both the final month of 2025 and early 2026 positioning.

Weekend Round-Up: TSMC Trade Secrets Lawsuit, Google Deepmind Scientist's Market Slam, Baidu Layoffs, Amazon's Court Victory And More

There was a whirlwind of tech news this week, with stories ranging from allegations of trade secret leaks at Taiwan Semiconductor Manufacturing Co. to layoffs at Baidu Inc. Here’s a quick recap of the top stories that made headlines.

Europe Tightens Grip on Chip Industry as Dutch Take Control of Nexperia

Tensions between the West and China have escalated with the Dutch government’s intervention in the management of Nexperia, a chip manufacturer. Experts say this is one of the clearest signals of a shifting balance of power in the global semiconductor industry.

TSMC Ex-VP's Home Raided As Chip Giant Alleges Intel Recruit Leaked Trade Secrets

On Thursday, Taiwan prosecutors searched the homes of a former Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) vice president after the chipmaker accused him of passing confidential information to Intel Corp (NASDAQ:INTC).

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China's hybrid-bonded AI accelerators could rival Nvidia's Blackwell GPUs — top semiconductor expert hints at 'fully controllable domestic solution'

China's hybrid-bonded AI accelerators could rival Nvidia's Blackwell GPUs — top semiconductor expert hints at 'fully controllable domestic solution'

AI accelerators with DRAM on top could be China's way to catch up with advanced AI accelerators.

Tom’s Hardware

Lam Research Stock: Is LRCX Outperforming the Technology Sector?

Lam Research Stock: Is LRCX Outperforming the Technology Sector?

As Lam Research has significantly outperformed its sector peers recently, analysts remain moderately optimistic about the stock’s prospects.

New semiconductor could allow classical and quantum computing on the same chip, thanks to superconductivity breakthrough

New semiconductor could allow classical and quantum computing on the same chip, thanks to superconductivity breakthrough

Researchers believe they can fit 25 million Josephson junctions — a useful component for quantum computing — on one two-inch wafer with this approach.

Intel fully backs its controversial new hire that TSMC alleges took company secrets with him — CEO Lip-Bu Tan highlights Team Blue's strict ethics policy in internal memo amid high-stakes lawsuit

Intel fully backs its controversial new hire that TSMC alleges took company secrets with him — CEO Lip-Bu Tan highlights Team Blue's strict ethics policy in internal memo amid high-stakes lawsuit

A new legal battle is taking shape in the semiconductor industry, with TSMC suing its former employee, Wei-Jen Lo, after he joined Intel following his retirement at the Taiwanese firm. Intel CEO Lip-Bu Tan argues that TSMC's claims of trade-secret theft are unwarranted and that Lo has the company's full…

Tom’s Hardware

Trump Pressures Taiwan To Train US Workers As TSMC Struggles In Arizona: Report

Trump Pressures Taiwan To Train US Workers As TSMC Struggles In Arizona: Report

The Donald Trump administration is reportedly pushing Taiwan to ramp up U.S. investments and train American workers in chipmaking as part of a broader trade deal.

Jensen Huang Once Said TSMC Learned To 'Dance With 400 Partners' While Intel Has 'Always' Danced Alone: Did The Nvidia CEO Hit The Nail On Its Head?

Jensen Huang Once Said TSMC Learned To 'Dance With 400 Partners' While Intel Has 'Always' Danced Alone: Did The Nvidia CEO Hit The Nail On Its Head?

Morris Chang, the longtime leader of Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), once pointed back to Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's famous analogy to explain why Intel Corp (NASDAQ:INTC) faces an uphill climb in its push to become a world-class chip foundry.

Google's Gemini 3 Sends Broadcom Soaring: TPUs Take Center Stage

Google's Gemini 3 Sends Broadcom Soaring: TPUs Take Center Stage

Broadcom's virtuous relationship with Google is leading to gains. AVGO is now directly attached to what many view as the best AI model family: Gemini 3.

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Analog Devices Moves Higher as Super-Cycle Gains Momentum

Analog Devices is well-positioned to grow robustly in 2026 as the industrial semiconductor supercycle gains momentum. Analysts are leading the stock higher.

Down 45% From Its 52-Week High, Wall Street Still Loves This Semiconductor Stock

Despite an over 45% plunge from its highs, Astera Labs stock is still winning over top analysts who see its AI infrastructure edge as a powerful catalyst for a major rebound.

How Is Advanced Micro Devices' Stock Performance Compared to Other Semiconductor Stocks?

Advanced Micro Devices has considerably outperformed the Semiconductor industry over the past year, and analysts are cautiously optimistic about the stock’s prospects.

A 'Magnificent' Rally Raises Both Intrigue And Questions For Direxion's QQQU, QQQD ETFs

On the surface, the headlines largely speak for themselves. In late October, the total market capitalization of the Magnificent Seven — a group of elite tech juggernauts — jumped past the $22.2 trillion level. Leading the surge was semiconductor giant Nvidia Corp. (NASDAQ:NVDA), which crossed the $5 trillion valuation mark…

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How Is Applied Materials’ Stock Performance Compared to Other Semiconductor Stocks?

Applied Materials has significantly outperformed the broader semiconductor space over the past year, and analysts remain optimistic about the stock’s longer-term prospects.

Options Corner: Taiwan Semiconductor's Trade Secret Dispute With Intel Presents A Contrarian Opportunity

Multinational chip contract manufacturing and design company Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) — more commonly known as TSMC — suffered a noticeable decline on Tuesday. While the foundry giant is rapidly expanding its cutting-edge 2-nanometer facilities from seven to ten sites (obviously a direct impact from the dramatic demand…

Google Parent Alphabet Drops $100 Million On Celero: The $140 Million Startup Ending AI Data Center Bottlenecks

Semiconductor startup Celero Communications announced on Nov. 17 that it closed $140 million in total funding to tackle one of artificial intelligence’s most critical infrastructure challenges: bandwidth limits in AI data centers.

Taiwan Semiconductor Doubles Down On 2nm Chips As AI Frenzy Fuels Billion-Dollar Buildout

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is expanding its cutting-edge 2-nanometer facilities from seven to ten sites to meet the artificial intelligence frenzy.

Options Corner: A Sentiment Reversal Could Awaken Tech Sleeper Hewlett Packard Enterprise

Among companies related to the artificial intelligence boom, information technology specialist Hewlett Packard Enterprise (NYSE:HPE) isn't exactly the first name that comes to mind. That's mainly because the company isn't a frontline semiconductor enterprise but is rather a provider of critical infrastructure. Nevertheless, the steep sell-off in the tech space…

These 3 Tech Companies Are Suddenly Paying Bigger Dividends

AI-chip making giant Taiwan Semiconductor Manufacturing just boosted its dividend big time. See which other two tech stocks are also lifting their dividends.

Broadcom’s Best Catalyst Yet Might Be Hiding in 2026 Forecasts

One analyst is projecting a 36% increase in hyperscaler CapEx in 2026. Semiconductor leader Broadcom could be a significant beneficiary.

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