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The Latest Breaking News from Semiconductor

Taiwan Semiconductor: Time to Buy After Strong NVIDIA Results?

Taiwan Semiconductor stock may have given investors a glimpse of its renewed upside potential, especially after NVIDIA beat its quarter.

MarketBeat

Chip design software giant pauses China sales and suspends financial guidance — Synopsys slams on the brakes as Washington issues fresh crackdown on semiconductor software exports

Synopsys has told staff in China to halt sales and services, and has suspended future financial guidance, following new U.S. export restrictions on semiconductor software.

Tom’s Hardware

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

Despite QUALCOMM's underperformance relative to its industry peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Barchart

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A court has ruled some Trump tariffs illegal. Another court says tariffs are still on. Are US photographers in for more wild camera price swings?

The Trump administration has already appealed a court ruling that says the steepest reciprocal tariffs were illegal

Digital Camera World

China to ease rare earth export restrictions to benefit domestic and European semiconductor firms

China will ease rare earth export restrictions for domestic and European semiconductor firms, according to state media.

Tom’s Hardware

Revolutionizing Hardware Innovation: Kunal Doshi's Expertise in Emulation and FPGA Prototyping Drives Competitive Advantage

Explore how emulation and FPGA prototyping are revolutionizing chip design and accelerating time-to-market. VLSI expert Kunal Doshi shares insights on semiconductor innovation, AI integration, and real-world business impact across industries like automotive, telecom, and tech.

International Business Times

“The world has fundamentally changed” - Nvidia CEO Jensen Huang wants it to be so much more than a chip maker

Nvidia CEO wants it to become much more than just a semiconductor company.

TechRadar

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Navitas Soars on NVIDIA Deal: Breaking Down Its Tech and Outlook

Navitas Semiconductor just got a huge NVIDIA win, sending shares to the moon. But, what does Navitas actually do, and is the stock poised to keep rising?

MarketBeat

'Instead of crippling China's semiconductor ambitions, U.S. sanctions may be inadvertently accelerating them': Report claims Washington measures could be bolstering China's chip market

A new report claims U.S. sanctions could be fuelling more resilience in China's semiconductor ecosystem.

Tom’s Hardware

Cathie Wood Just Bought a New Stake in Taiwan Semiconductor Stock

Cathie Wood just bought up a new stake in Taiwan Semiconductor stock, driving interest in the company's future potential down the line.

MarketBeat

Navitas Semiconductor Just Landed a Nvidia Deal. How Should You Play NVTS Stock Here?

Navitas stock skyrockets after the power semiconductor firm announced a partnership with Nvidia. Needham analysts warn the NVTS rally may have gone a bit too far.

Barchart

How Wall Street is Quietly Tipping Its Hand on Rambus (RMBS)

While Rambus lacks the pizazz of frontline semiconductor firms, the underlying relevancies make RMBS attractive — especially to quant-minded traders.

Barchart

TSMC calls on Washington to drop tariffs on semiconductors made outside the U.S.

The U.S. Commerce Department is asking for comments about its planned tariffs on chip imports.

Tom’s Hardware

China Slams US 'Bullying' Over New Chip Warnings

Beijing condemned on Wednesday new US warnings on the use of AI chips made in China, vowing it would take steps against "bullying" efforts to restrict access to high-tech semiconductors and supply chains.

International Business Times

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International Business Times

Global Chip Giants Converge On Taiwan For Computex

Global semiconductor chip giants will gather at Taiwan's top tech expo this week to showcase "the next frontier" for an industry dominated by artificial intelligence.

MarketBeat

Taiwan Semiconductor Stock Is The Gift That Keeps on Giving

Taiwan Semiconductor stock has proven itself to be one of the safer names in the semiconductor and chipmaking industry with further upside ahead.

The Independent UK

Potential US semiconductor manufacturing boom complicated by Trump's economic policies

Before ‘America First’ became the Trump administration’s mandate for foreign policy and trade, one sector was already working to bring business back to the United States: the semiconductor industry

Tom’s Hardware

Space Forge to pioneer semiconductor manufacturing in space with first satellite launch in 2025

Space Forge has secured record Series A funding that will fuel the launch of manufacturing satellites that can make materials impossible to produce on Earth.

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International Business Times

Protection Racket? Asian Semiconductor Giants Fear Looming Tariffs

Inside one of South Korea's oldest semiconductor research institutes, the cleanrooms and workshops are calm and immaculate, but outside the Seoul National University campus, a chip storm is brewing.

Barchart

Can Broadcom Stock Hit $300 in 2025?

Broadcom is a tech stock that trades at a discount to consensus price targets in 2025. Can AVGO stock hit $300 this year?

MarketBeat

Tech Bears Should Jump on These 3 Inverse ETFs

With the tech sector down year-to-date and reasons to believe more trouble is in store, these ETFs provide a way to capitalize.

MarketBeat

5 Reasons the Rebound in Microchip Technology Stock Is Real

Microchip Technology is well-positioned with a U.S.-based fab footprint and improving demand, an inflection was reached at the end of F2204.

Al Jazeera

Fact-checking Trump’s claim of securing $10 trillion in investments for US

The White House reports $5.1T in promised investments, with $4.3T newly pledged. Experts say $2.1T may not fully happen.

MarketBeat

Taiwan Semiconductor Has a New Reason to Rally on Chip Curbs

President Trump has removed a ban on chips coming in an out of China, clearing the way for Taiwan Semiconductor to rally higher.

Fortune

TSMC’s $65B AI factories are rising in Phoenix. But Route 66 towns know how quickly boom turns to bust

As Phoenix bets big on AI with TSMC's new semiconductor fabrication factories, Arizona’s Route 66 towns reveal what it takes to survive technological upheaval.

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