The Latest Breaking News from Semiconductor

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.

Benzinga · Dec 1, 2025

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.

Barchart · Dec 1, 2025

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.

Barchart · Nov 30, 2025

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.

Barchart · Nov 27, 2025

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.

LiveScience · Nov 27, 2025

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 · Nov 27, 2025

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.

Benzinga · Nov 27, 2025

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.

Benzinga · Nov 27, 2025

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.

MarketBeat · Nov 26, 2025

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.

MarketBeat · Nov 26, 2025