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The Latest Breaking News from Semiconductor

With China seeking AI dominance, Taiwan’s efforts to slow neighbor’s access to advanced chips needs support from the West

Tensions between China, Taiwan and the U.S. aren’t limited to aerial military maneuvers and drills on the high seas. The shadow conflict is also playing out in the technological arena.

The Conversation

Kamala Harris wants US to “win the race on AI and quantum computing" — but Trump isn't so sure

When the chips are down, who has done more for US semiconductors?

TechRadar

3 Semiconductor Stocks to Watch as Demand Surges

Despite challenges, the semiconductor industry's future appears bright due to rising demand driven by expanding applications across various industries and the need for high processing power and computing capabilities. Therefore, it could be wise to watch strong semiconductor stocks such as Micron Technology (MU), GLOBALFOUNDRIES (GFS), and STMicroelectronics (STM). Read…

StockNews.com

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1 AI Semiconductor Stock to Buy and Hold for the Long Term

The recent correction in TSM stock makes it a compelling buy at current levels for the long term.

Barchart

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

Applied Materials has underperformed the semiconductor industry recently, but analysts are moderately optimistic about the stock’s prospects.

Barchart

US Partnering With India On Semiconductor Supply Chain

The United States and India are working together to solve the global semiconductor chip shortage thanks to a partnership unveiled by both countries on Monday.

International Business Times

Is NXP Semiconductors Stock Underperforming the Dow?

NXP Semiconductors recently underperformed the Dow, but Wall Street analysts are moderately bullish about the stock’s prospects.

Barchart

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Nvidia vs. Broadcom: Which Mega-Cap Semiconductor Stock is a Better Buy?

This article evaluates Nvidia and Broadcom to determine which mega-cap semiconductor stock represents a better investment opportunity.

Barchart

1 'Strong Buy' Semiconductor Stock to Buy on the Dip

This semiconductor stock has pulled back sharply from its June highs, but with a bullish consensus rating, solid dividends, and impressive upside potential, it looks like a buy-the-dip opportunity.

Barchart

Intel, Nvidia suffer in tough week for chip-manufacturing industry

It’s been another wobbly week for the global semiconductor industry. Nvidia suffered the biggest one-day loss in stock market history, while Intel kept making headlines for its plans to cut costs.

France 24

Dutch Match US Export Curbs On Semiconductor Machines

The Dutch government announced Friday broader restrictions on exports of semiconductor-making machines produced by sector heavyweight ASML, aligning itself with US curbs on technology at the centre of trade tensions with China.

International Business Times

1 Semiconductor Stock Billionaires Have Been Buying

With the semiconductor industry booming, this chip stock has caught billionaires' attention, reflected by their fresh buys during Q2.

Barchart

Taiwan has accused Chinese firms of poaching their tech engineers

Taiwan has raised concerns about corporate espionage from Chinese chip companies.

TechRadar

Down 80% YTD, is the Worst Over for This Beaten-Down Semiconductor Stock?

Wolfspeed's stock suffers from operational inefficiencies and analyst cuts. However, its discounted valuation and activist interest may appeal to those with a long-term view.

Barchart

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Barchart

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

Despite KLA’s outperformance relative to the other semiconductor stocks over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

Barchart

1 Small-Cap Semiconductor Stock to Buy and Hold

This small-cap semiconductor stock was well-received by analysts after posting its quarterly results.

France 24

Xi Jinping makes fresh financial pledge to African continent

In a speech at the Forum on China-Africa Cooperation in Beijing, President Xi Jinping promised to provide 360 billion Yuan (€45 billion) in new financing to African countries over the next three years. The promise also includes the creation of one million jobs and 30 renewable energy projects. Also in…

StockNews.com

2 Semiconductor Stocks to Supercharge Your Portfolio in September

The semiconductor industry shows promise due to rising demand across key sectors like 5G, IoT, and automotive, with significant growth and revenue projections driving strong returns. Hence, investing in fundamentally strong semiconductor stocks like Qorvo (QRVO) and Cirrus Logic (CRUS) could be a wise choice for supercharging your portfolio in…

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Tom’s Hardware

Taiwan accuses Chinese chip manufacturing tool companies of poaching engineers from Taiwanese companies

Taiwanese intelligence says that Naura Technology and others illegally poach engineers from Taiwanese high-tech firms to boost the Chinese semiconductor industry.

Tom’s Hardware

Taiwan chip industry heavyweights form SiPhIA to energize the photonics industry

Over 30 Taiwanese tech industry heavyweights have formed a new Silicon Photonics Industry Alliance (SiPhIA), demonstrating that this branch of semiconductor development is getting serious attention. Leading semiconductor firms like TSMC, ASE, Foxconn, and MediaTek are in the new collective.

TechRadar

EU needs to update Chips Act and provide more support, semiconductor body says

A European body representing the chips sector is urging the EU to update its Chips Act to offer more support.

Tom’s Hardware

Intel to establish advanced chip R&D center in Japan — a collaborative venture with Tokyo's Advanced Industrial Science and Technology (AIST)

Intel and Japan's National Institute of Advanced Industrial Science and Technology to establish semiconductor R&D center to advance Japanese chip industry.

Tom’s Hardware

China spent more on chipmaking equipment than South Korea, Taiwan, and the U.S. combined — $25B in investments in the first half of the year

A Nikkei report says that China bought more chipmaking tools than the U.S., Taiwan, and South Korea combined.

Barchart

Analog Devices Stock: Is ADI Outperforming the Technology Sector?

Analog Devices has outperformed the technology sector over the past year and analysts remain bullish on the stock’s prospects.

StockNews.com

3 Tech Stocks Leading the Next Industrial Revolution

With the rapid expansion of technology and its growing adoption in both commerce and everyday life, promising investment opportunities are emerging in the booming tech sector. Hence, it could be wise to consider top tech stocks such as NVIDIA (NVDA), Qualcomm (QCOM), and International Business Machines (IBM) leading the charge…

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