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The Latest Breaking News from Semiconductor

US stocks today: US stocks end higher as semiconductors surge amid Mideast war intensifies

Wall Street closed higher as semiconductor stocks rebounded sharply, lifting major indexes despite tariff tensions and Middle East risks. Investors are positioning ahead of key tech earnings, betting on AI-driven growth. Gains in 3M and Hasbro contrasted with declines in Danaher and MSCI, highlighting mixed corporate signals.

The Economic Times

China is considering export controls on AI technologies, including banning local companies from using TSMC, report claims — restrictions would also cover advanced AI models, training data, and overseas acquisitions

China is considering export controls on AI technologies, including banning local companies from using TSMC, report claims — restrictions would also cover advanced AI models, training data, and overseas acquisitions

China's Ministry of Commerce (MofCom) considers to restrict exports of advanced AI models, training data, and overseas acquisitions of strategically important technology companies; prohibit usage of foreign semiconductor manufacturing services.

Tom’s Hardware

Nvidia Stock Hasn't Been This Cheap In 10 Years: Is This A Screaming Buy?

Picture being told that the poster child of the artificial-intelligence boom trades at the same valuation as the broad market. Not long ago, that would have sounded absurd. Yet, that’s precisely where Nvidia Corp. (NASDAQ:NVDA) stands today.

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TSMC’s AI Boom Is Just Getting Started: Why Investors Should Buy the Pullback in TSM Stock Now

TSMC earnings, AI demand, and analyst targets point higher. What does this mean for investors?

Intel to co-develop and manufacture Fortinet's next-gen firewall ASIC on Intel 4 — node gets its first named external customer

SP6 will draw on what the companies described as Intel's expertise in disaggregated semiconductor design and advanced packaging.

Tom’s Hardware

More RED camera tech! Nikon doubles down on video, plans huge billion-dollar investment

Nikon President Yasuhiro Omura reveals billion-dollar semiconductor investment strategy, amidst plan to bolster Nikon’s imaging division with more RED tech

Digital Camera World

Alibaba, ByteDance Join Regulatory Talks As Beijing Tightens Grip With Sweeping AI, Chip Export Curbs: Report

Beijing regulators are reportedly mulling more stringent export controls on artificial intelligence (AI) and semiconductor technologies.

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Global Market: Chinese tech stocks rebound as semiconductor rally lifts mainland markets

Global Market: Chinese tech stocks rebound as semiconductor rally lifts mainland markets

Chinese technology stocks experienced sharp fluctuations on Tuesday, with semiconductor shares leading a strong recovery. Investors are now focusing on an upcoming policymakers' meeting expected later this month. This gathering is anticipated to outline economic policy priorities for the second half of the year. Analysts expect the meeting to signal…

The Economic Times

TSMC Is Accelerating Its Arizona Factory Build-Out. Its CFO Says AI Is A 'Multi-Year Megatrend'

TSMC Is Accelerating Its Arizona Factory Build-Out. Its CFO Says AI Is A 'Multi-Year Megatrend'

TSMC Chief Financial Officer Wendell Huang said TSMC sees no signs of slowing demand from customers investing in AI infrastructure, prompting them to ramp up production capacity in the United States.

International Business Times

Taiwan indicts ex-TSMC manager for allegedly stealing chip secrets for China — first case of its kind links managers to Chinese semiconductor materials analysis company

Taiwan indicts ex-TSMC manager for allegedly stealing chip secrets for China — first case of its kind links managers to Chinese semiconductor materials analysis company

Taiwanese prosecutors indicted a former TSMC deputy manager on Monday for allegedly copying 21 confidential documents.

Tom’s Hardware

'There are limits to how much prices can be raised' says SK hynix chairman about memory crisis but I'm not sure the market will care

'There are limits to how much prices can be raised' says SK hynix chairman about memory crisis but I'm not sure the market will care

Will more supply be enough?

Jim Cramer Says Intel Is His No. 1 Stock. Here’s Why.

Jim Cramer Says Intel Is His No. 1 Stock. Here’s Why.

Jim Cramer believes Intel's AI-driven turnaround is only just beginning.

Dutch chip sector at very high risk of Chinese interference, government-funded study warns — calls for stricter vetting at sites like ASML

Dutch chip sector at very high risk of Chinese interference, government-funded study warns — calls for stricter vetting at sites like ASML

The Hague Centre for Strategic Studies has rated the Dutch semiconductor industry as being at very high risk of Chinese foreign interference.

Tom’s Hardware

Seoul Semicon’s India plans; Specialty healthcare attracts VCs

Seoul Semicon’s India plans; Specialty healthcare attracts VCs

South Korea's Seoul Semiconductor is planning a manufacturing foray in India. This and more in today's ETtech Top 5.

The Economic Times

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AI Trade’s Favorite Chip ETF Sees Record Inflows Despite Worst Month Since 2008

Semiconductor exchange traded funds pulled in the most money on record in July, during the same month their prices fell the hardest since the financial crisis.

Cybersecurity Stocks Are Holding Up as the AI Trade Starts to Crack

As semiconductors and AI trade leaders sell off, cybersecurity stocks like CrowdStrike, Fortinet, and Palo Alto Networks hold near highs, hinting at a market rotation.

The Economic Times

Moonshot is creating new winners and losers in the AI trade

The Chinese startup unveiled Kimi K3 on Friday, a model that it says delivers performance that rivals top-tier offerings from OpenAI and Anthropic PBC at a fraction of the cost. As investors drew comparisons with last year’s “DeepSeek moment,” IG market analyst Tony Sycamore said $314 billion has been wiped…

The Economic Times

UK government, Jeff Bezos back CuspAI's $450 million round as startup seeks to discover new materials

British startup CuspAI secured four hundred fifty million dollars from investors. This funding will advance its mission to discover new materials for key industries. The company also launched AI Materials Foundry, a coalition of over forty-five firms. Nvidia and Meta are among the partners joining this significant collaboration. CuspAI's platform…

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Stock Market Today: S&P 500, Dow, Nasdaq 100 Futures Gain as Trump Says Iran is 'Very, Very Badly Damaged'— Eva Live, RTX, Synopsys in Focus (UPDATED)

U.S. stock futures advanced on Monday, as the Dow Jones, Nasdaq 100, and S&P 500 indices rose, following Friday’s lower close.

The Texas Tribune

Texas’ bite of the microchip industry is growing thanks to public grants, incentives

For years, the state has been the leading exporter of semiconductor chips. After the Legislature invested more than $1.5 billion into incentives since 2023, the industry has been booming.

The Economic Times

AI memory shortage threatens to trigger geopolitical strain, warns SK Group chief

SK Group Chairman Chey Tae-won warned that the global shortage of artificial intelligence memory chips could escalate into a geopolitical issue, predicting that memory demand will far outpace supply through 2027 despite aggressive capacity expansion efforts.

SOXX Enters Bear Market: Why Ed Yardeni Says Semiconductor Stocks Could Fall Another 12%

The broader stock market remains seemingly calm, but a brutal 20% semiconductor plunge has veteran strategist Ed Yardeni warning that high-flying tech equities have even further to fall.

The Economic Times

Goldman Sachs initiates coverage on Sansera Engineering, 3 other auto ancillary stocks with upside of up to 28%. Here’s why

Goldman Sachs has initiated coverage on four Indian auto ancillary companies, turning bullish on Sansera Engineering and Craftsman Automation while assigning Neutral ratings to Bharat Forge and Samvardhana Motherson. The brokerage believes a shift towards precision engineering, aerospace, defence, semiconductors and EV-related opportunities will drive long-term growth and improve margins.

The Economic Times

US equity funds see first weekly outflow in three weeks as chip selloff weighs on sentiment

US equity funds saw their first weekly outflow in three weeks, with a net $4.8 billion pulled amid a semiconductor selloff and US-Iran tensions, even as bond funds extended their winning streak to 13 weeks and money market funds recorded their largest outflow since April, per LSEG Lipper data cited…

The Economic Times

Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar company

The artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, with investors increasingly betting it could become the continent's first trillion-dollar company. Strong AI-driven demand, a dominant position in advanced chipmaking equipment and bullish analyst forecasts have fuelled optimism, although geopolitical…

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