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The Latest Breaking News from Semiconductor

Samsung's Chip Ramp-Up Revives Talk Of Closing The Taiwan Semiconductor Gap

Samsung Electronics Co., Ltd. (OTC:SSNLF) is accelerating its comeback in the chip manufacturing race, boosting 2-nanometer output and winning major new clients in a push to narrow its long-standing gap with Taiwan Semiconductor Manufacturing Co., Ltd. (NYSE:TSM).

Benzinga · Nov 24, 2025

Consumer Tech News (Nov 17-21): U.S. Jobs Surge in September, Trump Considers Delaying Semiconductor Tariffs & More

The U.S. labor market posted an unexpectedly strong rebound in September, reviving growth optimism and casting fresh uncertainty over whether the Federal Reserve will deliver another rate cut in December.

Benzinga · Nov 23, 2025

Intel's CEO Lip-Bu Tan Claims No Role in TSMC 2nm Leak - Taiwan Races to Protect Chips

Intel CEO Lip Bu Tan denies involvement in TSMC 2 nm leak. Taiwan investigates to protect its chip technology amid global semiconductor tensions.

International Business Times UK · Nov 23, 2025

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Taiwan set to avoid 'punishing' 300% tariffs on semiconductor exports, says report — new trade deal could spur $400 billion investment commitment from island nation

A senior Taiwanese ministry official said the U.S. will not put tariffs on its chip exports in exchange for helping Washington, D.C., copy its science park model for tech companies.

Tom’s Hardware · Nov 21, 2025

Did Intel Poach Taiwan Semiconductor Know-How? CEO Calls Rumors 'Speculation'

Intel Corp. (NASDAQ:INTC) is working to reclaim semiconductor leadership as its rivalry with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) intensifies across the global chip supply chain.

Benzinga · Nov 21, 2025

4 High-Quality International Stocks To Consider As AI Rally Falters

U.S. investors are staring down several headwinds at the moment: heightened tech stock valuations, hawkish Federal Reserve commentary, and erratic tariff policies from the Trump administration.

Benzinga · Nov 20, 2025

Nvidia's Big Earnings Beat Rescues Tech: These Major ETFs Move Higher On AI Euphoria

Nvidia Corp (NASDAQ:NVDA) just did it again. Following weeks of hand-wringing over stretched AI valuations, fireworks in the options market, and the prospect of a record-shattering $320 billion post-earnings swing, the chip titan delivered a blockbuster quarter that sent ripples across the global ETF universe.

Benzinga · Nov 20, 2025

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Struggling Marvell Turns To India Expansion As AI Demand Soars And Buyout Buzz Swirls

Marvell Technology, Inc. (NASDAQ:MRVL) is betting on India to unlock long-term value, expanding local talent and innovation as it chases growth in the booming artificial intelligence infrastructure market.

Benzinga · Nov 20, 2025

Trump Administration Mulls Delaying Semiconductor Tariffs To Avoid China Clash: Report

The Trump administration is reportedly contemplating a delay in imposing tariffs on semiconductors, a move that marks a significant shift from President Donald Trump‘s earlier stance.

Benzinga · Nov 20, 2025

Pegatron Chair Calms Taiwan Semiconductor Leak Drama, Says Chip Rivalry Can't Steal Its Edge

Nvidia Corp.’s (NASDAQ:NVDA) stronger-than-expected quarterly results ignited a broad rally across semiconductor names, sending key supplier Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM) higher in premarket trading on Thursday.

Benzinga · Nov 20, 2025

Navitas Stock Surges Over 300% In A Year — Here's Why It's Trending Tonight

Navitas Semiconductor Corporation (NASDAQ:NVTS) shares are trending on Thursday.

Benzinga · Nov 20, 2025

Nvidia, Palo Alto, Coreweave, Broadcom And AMD: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks advanced on Wednesday as Nvidia's results reignited enthusiasm for AI plays. The Nasdaq climbed 0.59% to 22,564.22, the SP 500 added 0.38% to 6,642.16, and the Dow Jones Industrial Average inched up 0.1% to 46,138.77.These are the top stocks that gained the attention of retail traders and investors…

Benzinga · Nov 20, 2025

AMD Is Chasing A $1 Trillion AI Market Opportunity: Will The Chip Stock Survive Nvidia's Earnings Tonight?

Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading lower Wednesday as the broader semiconductor sector awaits Nvidia Corp’s (NASDAQ:NVDA) critical third-quarter earnings report after the bell. Here’s what investors need to know.

Benzinga · Nov 19, 2025

Broadcom Struggles Amid Steep AI Correction, Raising Awareness Of Direxion's AVL, AVS ETFs

As one of the world's top designers, developers and manufacturers of semiconductor and infrastructure software products, Broadcom Inc (NASDAQ:AVGO) has naturally enjoyed a strong performance in the market. Since the beginning of this year, AVGO stock gained almost 47%, easily outpacing the Nasdaq Composite's run of 18.43% during the same…

Benzinga · Nov 19, 2025

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Benzinga · Nov 18, 2025

ON Semiconductor Stock Jumps On $6 Billion Buyback

ON Semiconductor Corp (NASDAQ:ON) shares are trading higher in extended trading Tuesday after the company announced a new buyback program.

Benzinga · Nov 18, 2025

Microsoft-Backed d-Matrix Raises $275M At $2B Valuation, Claims 10X Faster AI Performance Than Nvidia's GPU Systems

Microsoft-backed (NASDAQ:MSFT) semiconductor company d-Matrix on Nov. 12 announced it raised $275 million while claiming its artificial intelligence chips outperform graphics processing units-based systems, which are often built around Nvidia (NASDAQ:NVDA) hardware.

International Business Times UK · Nov 18, 2025

Ex-TSMC Executive Allegedly Takes 2nm Data to Intel: Faces Security Storm

A former TSMC executive faces scrutiny after allegedly taking sensitive 2nm process data to Intel, prompting legal investigation and concerns over tech security and competition.

Benzinga · Nov 18, 2025

These Fast-Rising Tech Stocks Are Surging in Growth Scores This Week

In the world of technology stocks, growth is the name of the game. This week, four companies have seen their growth scores surge, led by a jaw-dropping 291% leap from Taiwan Semiconductor Inc. (NYSE:TSM). The world’s largest chip foundry, Taiwan Semiconductor boasts a market capitalization of $1462.7 billion and a market share…

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Benzinga · Nov 18, 2025

Nvidia Earnings Are Tomorrow: What Investors Need To Watch For

Nvidia Corp (NASDAQ:NVDA) shares are trading lower Tuesday morning, extending Monday’s tech-led selloff as investors anxiously await the semiconductor giant’s third-quarter financial results.

Benzinga · Nov 18, 2025

Taiwan Semiconductor Scores Nearly $5 Billion In Global Subsidies To Build More Chip Factories Worldwide

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) bagged close to 147 billion New Taiwanese dollars ($4.71 billion) in government subsidies over the past two years.

Barchart · Nov 18, 2025

Bridgewater Is Betting Big on This 1 Chip Stock (Not Nvidia). Should You Buy Shares Here?

Bridgewater bets big on Applied Materials, signaling confidence in AI-driven chip demand and stable semiconductor growth.

Benzinga · Nov 17, 2025

Options Corner: The AI Hangover Presents A Contrarian Opportunity In Broadcom Stock

If there ever were to be a fourth "Hangover" film — spoiler alert: there won't be — it may be centered on the current artificial intelligence ecosystem. With multiple experts sounding the alarm about a potential correction (or even an outright crash), entities like semiconductor and software giant Broadcom Inc…

Benzinga · Nov 17, 2025

Nvidia Q3 Preview: Analysts Predict Beat And Raise — Can Jensen Huang Deliver 12th Straight Double Beat?

Semiconductor giant NVIDIA Corp (NASDAQ:NVDA) could provide the ultimate bellwether for the stock market and tech sector when the company reports third-quarter financial results on Wednesday after market close.

Benzinga · Nov 17, 2025

Micron, Nvidia, Apple Among Q3's 'Hot List' As Hedge Funds Load Up On Tech All Over Again

If you want to know where hedge funds pointed their biggest third-quarter bets within the tech sector, the 13F Heat Map just handed over a cheat sheet — and it's basically a semiconductor roll call.

Barchart · Nov 17, 2025

A $1 TRILLION Reason to Buy AMD Stock Here

AMD’s bold $1 trillion AI and data center vision signals a solid opportunity for investors ready to ride the next wave of semiconductor growth.

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