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The Latest Breaking News from Semiconductor

Black Myth: Wukong – how China’s gaming revolution is fueling its tech power

It may sound far-fetched, but the future of global technology supremacy could hinge on a video game.

The Conversation

2 Semiconductor Stocks, Besides ASML, That Rep. Marjorie Taylor-Greene Just Bought

The Republican representative from Georgia just loaded the boat on semiconductor stocks.

Barchart

Wall Street retreats from records as tech stocks drop

China shares fell as investors digested much weaker-than-expected export data released late Monday. Japan's market jumped as its semiconductor firms followed Nvidia upward.

Fortune

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3 Best AI Chip Stocks to Own for Q4

With AI chip demand expected to rise, here are three stocks that should be a part of your portfolio.

Barchart

Analyst Predicts More Than 20% Upside in This Semiconductor Stock

This semiconductor stock is set for a strong 2025, according to UBS.

Barchart

Vietnam to build six semiconductor fabs — country aims to become a major player in the semiconductor industry by 2050

Vietnam outlines an ambitious plan for the semiconductor industry that spans 25 years, including building six fabs and establishing hundreds of semiconductor developers.

Tom’s Hardware

U.S. DARPA responds to China's gallium export controls: awards Raytheon three-year contract to develop new types of transistors

Raytheon to develop diamond and aluminum nitride semiconductors in response to China's gallium export controls.

Tom’s Hardware

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Trump and Harris are sharply divided on science, but share common ground on US technology policy

For the first time in American history, quantum computing was mentioned by a candidate during a presidential debate, on Sept. 10, 2024. After Vice President Kamala Harris brought up quantum technology, she and former President Donald Trump went on to have a heated back-and-forth about American chipmaking and China’s rise…

The Conversation

Super bendy CPUs could pave the way for some extraordinary thinking-outside-the-box designs — Flex-RV is an open source, flexible and affordable processing unit coming to a pen near you

Pragmatic's Flex-RV is the world’s first flexible 32-bit microprocessor

TechRadar

Can This 'Strong Buy' Semiconductor Stock Top $1,000?

Analysts love Monolithic Power stock, but how high can the shares rise?

Barchart

2 'Pick & Shovel' Chip Stocks to Invest in the AI Gold Rush

With demand for AI showing no signs of slowing down, analysts believe these two 'pick & shovel' chip stocks make solid investment cases.

Barchart

3 High Growth Semiconductor Stocks to Buy and Hold

The semiconductor sector is flourishing, with government support and solid consumption boosting industry confidence. As technologies and integration activities improve, high-growth semiconductor stocks such as Silicon Motion Technology (SIMO), SMART Global Holdings (SGH), and Qorvo (QRVO) could be ideal buys now and beyond. Read more.

StockNews.com

2 Semiconductor Equipment Stocks to Watch for Chip Growth

The semiconductor market is thriving due to high demand from industries like consumer electronics and medical applications, government support, increased R&D funding, and innovations in chip design, driving significant growth. Amid this backdrop, it could be wise to watch strong semiconductor equipment stocks: Lam Research (LRCX) and Applied Materials (AMAT).…

StockNews.com

1 AI Chip Stock Set to Win from the Cerebras IPO

Taiwan Semiconductor stock owns and operates the world's largest chip foundry, and is positioned to benefit from the AI boom in the upcoming decade.

Barchart

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Barchart

Is Micron Technology a Good Semiconductor Stock to Buy After Earnings?

Micron is a chip maker that trades at a compelling valuation, given its accelerating revenue growth and widening profit margins.

Tom’s Hardware

Hurricane Helene devastates quartz mines critical for worldwide semiconductor manufacturing

Global quartz supply could be disrupted by Hurricane Helene.

Barchart

3 'Strong Buy' Semiconductor Stocks You Don't Want to Miss

With demand for the semiconductor industry exploding, it might be wise to consider these three ‘Strong Buy’-rated chip stocks now.

Tom’s Hardware

Despite Intel's woes, the U.S. remains the revenue leader of the semiconductor industry

With $264.6 billion in 2023 sales, the U.S. semiconductor industry remains the largest on the planet, and this will not change anytime soon.

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Windows Central

OpenAI CEO Sam Altman branded "podcasting bro" for his reportedly absurd plan to "take $7 trillion and many years to build 36 semiconductor plants and additional data centers" to fulfill his ambitious AI vision

OpenAI CEO Sam Altman has reportedly been curating an "audacious plan" to address the firm's computing power needs, which require "$7 trillion and many years to build 36 semiconductor plants and additional data centers."

PC Gamer

The world's first fully functional 32-bit bendy CPU can run while wrapped around a straw, but boy is it slow

Intentionally bendy, anyway. I'm sure you could bend most of them a bit if you really, really tried.

Fortune

Intel rebuffs British semiconductor darling Arm over plans to buy chunk of chipmaker

Arm reportedly approached Intel about buying up its product division, but was quickly rebuffed by the crisis-strewn chipmaker.

Tom’s Hardware

Bendable non-silicon RISC-V CPU demoed running while wrapped around a pencil

Cambridge-based Pragmatic Semiconductor has demonstrated its Flex-RV bendable non-silicon RISC-V processor. On Wednesday, the firm published a blog, Nature paper, and video to showcase what it calls ‘the world’s first 32-bit microprocessor in a flexible technology that is fully functional while flexed.’

Tom’s Hardware

Two execs of China-based chipmaking tools producer resign to meet U.S. requirements

Two executives with U.S. citizenship had to step down from China-based AMEC due to U.S. export rules.

StockNews.com

3 Semiconductor Stocks to Buy Before the Next Chip Shortage

The semiconductor industry is on the rise owing to the increasing demand, technological progress, and government investments. Thus, investors could consider investing in Taiwan Semiconductor (TSM), Qorvo (QRVO), and QUALCOMM (QCOM) to capitalize on the sector's growth before the next chip shortage. Read more….

Barchart

3 Top Semiconductor Stocks to Buy Now and Hold Forever

Three semiconductor giants - NVIDIA, Broadcom, and ARM Holdings - emerge as top investment picks for 2024 and beyond, backed by strong AI-driven growth, recent analyst upgrades, and a booming semiconductor market projected to reach $588 billion this year.

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