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The Latest Breaking News from Semiconductor

TSMC’s 2nm leak is considered ‘not critical’ — senior gov’t official says company secrets are compartmentalized and unusable in parts

The Taiwanese government wants to get to the bottom of this industrial espionage case.

Tom’s Hardware

Nvidia, Broadcom Lead Semiconductor Surge As AI Demand, Tariff Relief And Big Tech Investments Fuel Momentum

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Marvell Technology (NASDAQ:MRVL), Arm Holdings (NASDAQ:ARM), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) continue to trend amid an exciting week that included the quarterly results of AMD, Super Micro, and Apple (NASDAQ:AAPL), boosting its U.S. investment and…

Benzinga

Nvidia, AMD Export Restrictions Ease, But Chinese Chipmaker SMIC Says That Growing Domestic Demand 'Perfectly' Replaces Foreign Rivals

While the U.S. recently eased export restrictions on advanced semiconductors by firms like Nvidia Corp. and Advanced Micro Devices Inc., a leading Chinese chipmaker has declared that its domestic market is already substituting foreign alternatives.

Benzinga

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Do Wall Street Analysts Like Skyworks Solutions Stock?

Skyworks has been significantly underperforming the broader market, while analysts appear to be cautious about the stock's prospects.

Barchart

Taiwan Semiconductor Rides AI Wave To Double-Digit Revenue Gains in July

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) on Friday reported consolidated net revenue of approximately 323.17 billion New Taiwanese dollars (roughly $10.66 billion) for July 2025, up 22.5% quarter-over-quarter, backed by the artificial intelligence frenzy.

Benzinga

In a twisty tale of corporate espionage, TSMC employees allegedly shared 400 photos of the company's cutting-edge 2 nm process node with a Japanese rival

This is a developing story, and the Japanese firm's relationship to the leakers is not yet clear.

PC Gamer

What's Going On With Advanced Micro Devices Shares Today?

Advanced Micro Devices inc. (NASDAQ:AMD) shares rose on Thursday after Reuters reported the company could be exempt from President Donald Trump's proposed 100% tariff on imported semiconductors.

Benzinga

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Betting On The Trade War: 3 Stocks That Could Win If Global Tensions Intensify

A new trade war is bubbling under the surface of global markets. With President Donald Trump threatening 100% tariffs on foreign-made semiconductors, investors are shifting focus to stocks that don't just survive geopolitical heat—they thrive in it. However, with much of the market already driven by AI hype, where can…

Benzinga

Trump Drops 100% Tariff Shocker On Semiconductors: These ETFs Are Dodging It

In a step that shook tech supply chains and the semiconductor industry, President Donald Trump stated that his administration would slap a 100% tariff on all foreign-made semiconductors, unless companies pledge to construct fabs in the U.S.

Benzinga

4 Semiconductor Stocks Earning Fresh Wall Street Upgrades

Wall Street just issued big upgrades on several notable chip stocks. LRCX's strong upside potential and MPWR's history of beating forecasts are key takeaways.

MarketBeat

Trump accuses Intel CEO of being ‘highly conflicted,’ demands resignation as Tom Cotton highlights reporting into China ties

“The CEO of Intel is highly CONFLICTED and must resign, immediately. There is no other solution to this problem. Thank you for your attention to this problem!” Trump wrote Thursday morning.

Fortune

‘Tariff of approximately 100 percent’: Trump drops massive chip tariff bombshell

The tariff that could reshape Silicon Valley forever.

We Got This Covered

Apple, Nvidia Supplier TSMC Surges Nearly 5% In Overnight Trade As Taipei Says Chip Giant 'Exempt' From Trump's 100% Chip Tariffs

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) jumped 4.68% to $242.19 in overnight trade following confirmation from Taiwanese officials that the world’s largest contract chipmaker is exempt from President Donald Trump‘s proposed 100% tariffs on semiconductor chips.

Benzinga

Trump announces 100 percent tariff on semiconductor imports

US President Donald Trump said the tariff will not impact companies if they have already invested in US facilities.

Al Jazeera

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Benzinga

Trump Says Semiconductors Will Face 100% Tariffs: Chip Stocks Are Moving After Hours

Chip stocks are bouncing around in Wednesday’s after-hours session after President Donald Trump announced plans to slap tariffs on semiconductor companies that aren’t “building” in the U.S.

Benzinga

China Warns Nvidia Over Tracking Tech—Are Semiconductor ETFs At Risk?

A new development in the U.S.-China chip impasse is causing ETF investors to re-evaluate exposure to top semiconductor stocks. China has imposed a red line in a meeting with Nvidia (NASDAQ:NVDA) executives, expressing concerns about U.S. proposals to install tracking technology in high-end chips. Though Beijing hasn’t issued a precise…

Tom’s Hardware

China semiconductor 'megamerger' strategy reportedly stalling — new report says high-level merger plans to strengthen domestic chip industry face multiple headwinds

Despite China’s push to consolidate its semiconductor sector into a few strong players, efforts have largely stalled due to valuation conflicts, political obstacles, and technological gaps.

Tom’s Hardware

Trump promises new semiconductor tariffs — “We want them made in the United States,” says U.S. President

Trump says that he will announce new tariffs on imported semiconductors by next week.

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news in one place.

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Windows Central

Why GaN Chargers Are the Future of Efficient, High-Power Charging Technology

Most of the best chargers you can buy for your phone, laptop, or other tech today utilize Gallium Nitride (GaN) technology, but how does it actually work?

Benzinga

Trump Says TSMC Will Invest $300 Billion In Arizona, Teases New Chip Tariffs To Boost US Manufacturing

On Tuesday, President Donald Trump indicated that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) will invest $300 billion in Arizona as part of an effort to bring chip production back to the U.S.

Benzinga

Navitas Semiconductor Shares Drop Nearly 16% After Weak Q3 Guidance Despite AI Push

Navitas Semiconductor Corp. (NASDAQ:NVTS) shares are trading sharply lower on Tuesday after the company issued third-quarter revenue guidance below Wall Street expectations.

Benzinga

Tower Semiconductor Analysts Boost Their Forecasts After Upbeat Q2 Earnings

Tower Semiconductor Ltd. (NASDAQ:TSEM) reported better-than-expected second-quarter financial results on Monday.

Benzinga

ON Semiconductor Cuts Costs As Industrial Bookings Rebound

As global chip shortages persist, reshaping the semiconductor industry, companies are navigating a landscape characterized by fluctuating demand and intense competition. ON Semiconductor Corp (NASDAQ:ON) stands at the forefront of this challenge, implementing strategic adjustments to maintain its market position.

Benzinga

Sterling Infrastructure Posts Better-Than-Expected Earnings, Joins Lemonade, DigitalOcean Holdings, Lattice Semiconductor And Other Big Stocks Moving Higher On Tuesday

U.S. stocks were lower, with the Dow Jones index gaining around 100 points on Tuesday.

Tom’s Hardware

TSMC employees arrested, could face up to 12 years in jail, $3 million fine over alleged attempt to leak 2nm chip details — first case under Taiwan's amended National Security Act cites 'serious suspicions of violating national security laws'

Two employees of major semiconductor manufacturer and design company TSMC have been arrested over claims they stole proprietary technology.

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