The Latest Breaking News from Semiconductor

Nvidia's Middle East Play: How Gulf AI Ambitions Could Reshape US Semiconductor ETFs

The U.S. government's recent approval of Nvidia Corp’s (NASDAQ:NVDA) chip exports to the United Arab Emirates marks a significant milestone in global AI geopolitics, and a potential tailwind for investors in semiconductor and tech-focused ETFs. Under a bilateral AI agreement from May, the UAE will receive advanced Nvidia chips while…

Benzinga · Oct 9, 2025

Inside Intel’s Fab 52 — the Arizona mega foundry building the future of 2nm chips

During Intel Tech Tour 2025, I got the chance to tour Fab 52, Intel's latest (and biggest) foundry for building chips on the brand-new 18A process node.

Windows Central · Oct 9, 2025

ASML Taps Insider Marco Pieters To Lead Technology In AI Era

ASML Holding (NASDAQ:ASML), the Dutch giant supplying critical equipment to the global semiconductor industry, has announced key leadership changes, naming Marco Pieters as Chief Technology Officer (CTO), effective immediately. Pieters, a company veteran, most recently served as Executive Vice President for the company’s Applications product area.

Benzinga · Oct 9, 2025

ASML Stock Falls As US Lawmakers Scrutinize China Dealings

ASML Holding (NASDAQ:ASML) shares dropped on Wednesday after U.S. lawmakers accused the Dutch chip equipment giant of helping advance China's semiconductor capabilities.

Benzinga · Oct 8, 2025

China Dodges US Export Controls, Buys $38 Billion In Chipmaking Equipment, Congress Report Says

China bought about $38 billion worth of sophisticated chimaking equipment from the U.S. and its allies last year due to gaps in efforts to curb manufacturing, a bipartisan report by U.S. lawmakers has found.

Benzinga · Oct 8, 2025

Should You Buy This Blue-Chip Dividend Stock Before November 1?

DuPont’s Qnity electronics spin-off is set for Nov. 1, positioning the blue-chip as a more focused, higher-growth play on advanced materials and AI-driven semiconductors.

Barchart · Oct 7, 2025

AI's $1.2 Trillion Growth Will Rest On Data Centers And Power, Not Financing Schemes

Investor fears about vendor financing in the U.S. semiconductor industry are overstated, according to Bank of America Securities analyst Vivek Arya.

Benzinga · Oct 7, 2025

Nvidia's Market Dominance Now Dwarfs Japan, China, Germany, UK

NVIDIA Corp (NASDAQ:NVDA) isn't just a semiconductor giant — it's a global market titan. The company now accounts for 5.04% of the MSCI All Country World Index, surpassing Japan, the world's third-largest stock market, at 4.78%.

Benzinga · Oct 7, 2025

Applied Materials Unveils Next-Gen Chipmaking Systems, Aims To Boost AI Logic And Memory Performance

Applied Materials (NASDAQ:AMAT) unveiled a suite of advanced semiconductor manufacturing systems to enhance the performance and efficiency of logic and memory chips that power artificial intelligence computing.

Benzinga · Oct 7, 2025

Texas Instruments to cut 183 positions in its North Texas facilities, claims report — about 400 employees in total expected to be laid off due to closure of older plants

Texas Instruments is closing its older 150mm fabs, with the company laying off employees working in these older sites.

Tom’s Hardware · Oct 7, 2025