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The Latest Breaking News from Semiconductor

TSMC Diversifies Out Of Hotspot Taiwan With New Japan Plant

The $8.6-billion facility in the southern Kumamoto region showcases TSMC's efforts to make some of its strategically crucial chips elsewhere than hotspot Taiwan, as well as Japan's push to revive its once-dominant semiconductor sector.

International Business Times

Lucid Group Forecasts Lower Annual Vehicle Production

Lucid Motors faces production challenges due to supply chain issues and semiconductor shortages, but remains optimistic about long-term growth in the elect...

Top News

Biden Pours Out Another $6.5 Billion for the CHIPS Act's Costly Protectionism

It's part of the government's expensive public-private partnership meant to address concerns over a reliance on foreign countries, like China, for semiconductors.

Reason

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Intel To Surpass TSMC In Chip Speed In 2021

Intel's INTEL-FOUNDRY strategy aims to surpass TSMC in chip speed, driving innovation in semiconductor technology.

Top News

GlobalFoundries to Receive $1.5 Billion In Funding from U.S. CHIPS Act

The United States Department of Commerce and GlobalFoundires announced on Monday that the US will be awarding GlobalFoundries with $1.5 billion in funding under the CHIPS and Science Act. The latest domestic chip fab to receive money under the act, GlobalFoundries's funding will be spent to upgrade company's New York…

AnandTech

Stocks Set to Open Lower as Investors Await FOMC Minutes and Nvidia Earnings

March S&P 500 E-Mini futures (ESH24) are down -0.34%, and March Nasdaq 100 E-Mini futures (NQH24) are down -0.56% this morning as trading resumed after the Presidents’ Day holiday, with investors looking ahead to the release of the minutes of the Federal Reserve’s latest policy meeting as well as earnings…

Barchart

GlobalFoundries gets 1.5 billion from CHIPS fund, $600 million from NY state

GlobalFoundries to upgrade U.S. fabs using $1.5 billion funding it gets under the CHIPS act and $600 million from the state of New York.

Tom’s Hardware

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US considering more than $10 billion in subsidies for Intel as part of CHIPS act to secure domestic semiconductor manufacturing

US reliance on overseas semiconductor production puts supply at risk, so urgent investments in domestic alternatives seems to be the best way forward.

TechRadar

Biden Administration Invests Biden Administration Invests Top News.5 Billion in Semiconductor Manufacturing.5 Billion in Semiconductor Manufacturing

Get insights on Biden Administration's plan to invest in computer chip production with focus on GlobalFoundries expansion under the CHIPS and Science Act.

Top News

3 Semiconductor Stocks Insiders Are Buying This February

For investors looking to "follow the money" in the hot semiconductor industry, recent insider purchases at Super Micro Computer, Wolfspeed, and Intel are potentially bullish signals worth considering.

Barchart

OpenAI is looking to build an AI chip empire worth more than AMD, Nvidia and intel combined — Sam Altman wants up to $7 trillion says WSJ report

OpenAI's Sam Altman wants to raise $7 trillion for an AI chip empire.

TechRadar

U.S. chip fab construction is among the slowest in the world — a complex web of regulations is to blame according to study

A research paper has concluded that the slow pace of fab construction in the U.S. is largely down to suboptimal regulation.

Tom’s Hardware

Applied Materials quarterly revenue surpasses estimates amid AI boom

Applied Materials reports better-than-expected quarterly revenue driven by the demand for AI technologies. The company's expertise in materials engineering...

Top News

Karnataka, Wales to collaborate in semiconductor space to help start-up ecosystem

Karnataka and Wales will jointly establish a global innovation alliance, market access programme, and collaboration initiative for start-ups in the semiconductor space next year.

The Hindu

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Top News

Mexico emerges as a key player in North American chip manufacturing

Explore how Mexico is emerging as an attractive partner for semiconductor chip manufacturing in North America, offering strategic advantages and potential ...

Tom’s Hardware

Nvidia CEO Jensen Huang says $7 trillion isn't needed for AI — cites 1 million-fold improvement in AI performance in the last ten years

Nvidia's Huang doubts the world needs a major boost to semiconductor industry to make AI ubiquitous.

StockNews.com

Applied Materials (AMAT): Earnings Expectations and Strategies

Santa Clara, California-based Applied Materials will report its first-quarter results on February 15. The company is expected to report a year-over-year decline in earnings and revenue. How should investors position themselves before its earnings release? Read on to learn my view….

StockNews.com

Will These Semiconductor Stocks Deliver 2024 Profits?

The global semiconductor market is expected to grow due to increased demand across industries and technological advancements. Therefore, should you invest in Broadcom (AVGO), NVIDIA (NVDA) and Taiwan Semiconductor Manufacturing Company (TSM) for profits? Read on.

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AnandTech

Global Semiconductor Sales Hit $526.8 Billion in 2023

The global semiconductor industry saw its sales dropped around $47 billion to nearly $527 billion in 2023, according to estimations by the Semiconductor Industry Association (SIA). This was a sharp downturn from the record 2022, but good news is that sales picked up significantly in the second half of the…

StockNews.com

3 Semiconductor Stocks in Focus This Week

While macroeconomic concerns have had an impact on the semiconductor industry, long-term prospects appear promising. Therefore, fundamentally strong chip stocks Sumco (SUOPY), STMicroelectronics (STM) and QUALCOMM (QCOM) might be ideal additions to your portfolio. Read on.

StockNews.com

NVDA vs. STM - Which Will Be the Dominant Chip Stock in 2024?

In the middle of the chip industry's boom fueled by rebounding demand, advanced tech adoption, and beefed-up investments, which of the two chip stocks, NVIDIA Corporation (NVDA) and STMicroelectronics (STM), would take the cake as the top dog chip stock in 2024? Read more to find out….

International Business Times

OpenAI CEO Sam Altman Pursues Trillions In Investments To Revolutionize Semiconductor Industry

OpenAI CEO Sam Altman seeks trillions in investments to revolutionize the semiconductor industry, responding to the Google's recent AI rebranding.

International Business Times

OpenAI Chief Looking To Raise Trillions To Reshape Semiconductor Sector: WSJ

OpenAI chief Sam Altman is seeking to raise trillions of dollars to reshape the global semiconductor industry, and has held talks with potential investors including the UAE government, the Wall Street Journal reported Thursday.

StockNews.com

3 Chip Stocks Poised for 2024 Growth

The chip industry is poised to remain resilient, owing to soaring demand for chips across diverse sectors, rapid technological advancements, and government support. To that end, let's explore chip stocks Marvell Technology (MRVL), NVIDIA Corporation (NVDA), and ChipMOS TECHNOLOGIES (IMOS), poised for substantial growth in 2024. Read on….

Top News

Arm's Chip Upgrades Fuel Surge in Shares with Strong AI Forecast

Arm Holdings' shares soar as the company releases a strong forecast for AI-driven chip upgrades. Find out how their innovative technology is set to lead th...

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