The Latest Breaking News from Semiconductor

Someone with a lot of money to spend has taken a bullish stance on Taiwan Semiconductor (NYSE:TSM). And retail traders should know. We noticed this today when the big position showed up on publicly available options history that we track here at Benzinga.

New York (AFP) - Micron announced Tuesday it will invest up to $100 billion to build semiconductors in New York state, capitalizing on US policies to boost domestic manufacturing of key goods.

The U.S. Trade Representative is taking the lead in trade talks with Taiwan, with the first round expected to take place this fall.

The S&P Semiconductors Select Industry Index has fallen 36% year to date.

Semiconductor equipment stocks struggled Friday after memory-chip maker Micron slashed its planned spending on new chip gear.

Japan said it is providing a major U.S. chipmaker a subsidy of up to $322 million to back its plan to produce advanced memory chips at a Hiroshima factory

Despite the high pent-up demand, the EV industry is grappling with significant challenges, such as semiconductor shortage, the dearth of public chargers, and the lack of inputs. Since these factors make the industry’s near-term prospects bleak, it could be wise to avoid fundamentally-weak EV stocks Plug Power (PLUG) and ChargePoint…

Someone with a lot of money to spend has taken a bearish stance on Taiwan Semiconductor (NYSE:TSM). And retail traders should know. We noticed this today when the big position showed up on publicly available options history that we track here at Benzinga.

The semiconductor industry is currently being challenged by demand pullback amid rising odds of a recession. However, given the increasing use of semiconductors and supportive legislation, the current tech selloff has created an excellent opportunity for investors to load up on quality semiconductor stocks Broadcom (AVGO), Qualcomm (QCOM), and Rambus…