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The Latest Breaking News from Semiconductor

3D X-DRAM aims for 10x capacity of today's memory — NEO Semiconductor's memory has up to 512 Gb per module

NEO Semiconductor has announced progress on its new 3D X-DRAM technology, with new 1T1C and 3T0C chip designs increasing DRAM speeds by an order of magnitude for tomorrow’s top-end computing.

Tom’s Hardware

Ampere CEO sings Amazon's praises on chips because it 'has an outstanding team'

Renee James, CEO of semiconductor designer Ampere, said Amazon’s team had the benefit of having worked on many iterations of chips together.

Fortune

ON Semiconductor Stock: Analyst Estimates & Ratings

Despite ON Semiconductor’s underperformance relative to the broader market over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.

Barchart

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Are Wall Street Analysts Predicting QUALCOMM Stock Will Climb or Sink?

Although QUALCOMM has trailed the broader market over the past year, Wall Street analysts remain cautiously optimistic about its long-term potential, citing strong fundamentals and strategic positioning in the semiconductor industry.

Barchart

Buy the Dip: Top Tech Stocks Analysts Say Are Undervalued

While the tech sector has been battered in 2025, declining share prices do open up value opportunities for some stocks in the space.

MarketBeat

Should You Buy, Sell, or Hold Sony Stock on Rumors of a Chips Business Spinoff?

Sony stock is stirring interest as reports suggest the tech giant is weighing a spinoff of its semiconductor unit to unlock value for shareholders.

Barchart

Advanced Micro Devices Stock: Analyst Estimates & Ratings

While Advanced Micro Devices has underperformed the broader market over the past year, analysts are fairly optimistic about the stock’s prospects.

Barchart

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TSMC committed to Arizona chip plant ahead of potential tariff impact

With its first plant in full swing and its second now scaling up production, TSMC starts work on its third US chip plant.

TechRadar

Taiwan Semi Just Announced Its New A14 Tech. Should You Buy TSM Stock Now?

Taiwan Semiconductor just announced its cutting-edge A14 technology at its North American Symposium.

Barchart

Samsung reports revenue increase thanks to mobile phone sales but its chip business suffers

Samsung Electronics reported Wednesday a sharp increase in consolidated revenue for the first quarter thanks to strong sales of its new smartphones, but its semiconductor business suffered a setback

The Independent UK

How the UK’s microchip industry is bouncing back after a quarter of a century

Silicon microchips underpin our modern lives. They are at the heart of our smartphones and laptops. They also play critical roles in electric vehicles and renewable energy technology.

The Conversation

Taiwan's government strengthens 'silicon shield,' restricts exports of TSMC's most advanced process technologies

Taiwan is set to enforce strict controls on outbound semiconductor investments and advanced process technology exports under the amended Industrial Innovation Act, but uncertainty remains over how the government will define and restrict its future flagship nodes.

Tom’s Hardware

Could Selling Taiwan Semiconductor Be Buffett’s Biggest Regret?

Warren Buffett might have sold out too early from Taiwan Semiconductor stock, leaving a lot more gains on the table for the coming years.

MarketBeat

Texas Instruments: Earnings Beat, Upbeat Guidance Fuel Recovery

Texas Instruments' recent financial report surpassed expectations and offered an optimistic forecast, indicating favorable momentum for the chipmaker.

MarketBeat

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International Business Times

China Reportedly Rolls Back Chip Tariffs Amid Ongoing US Trade Tensions

China has quietly rolled back tariffs on some U.S. semiconductors, signaling a shift amid ongoing trade tensions with the US.

Barchart

This 1 Chip Stock Says Tariffs Haven’t Changed Its Growth Story as Profits Surge 60%

The world's largest contract manufacturer of chips forecasts limited impact from tariffs.

Barchart

What You Need to Know Ahead of ON Semiconductor's Earnings Release

ON Semiconductor will release its first-quarter earnings next month, and analysts anticipate a double-digit profit dip.

Barchart

Microchip Technology’s Q4 2025 Earnings: What to Expect

Microchip Technology is expected to unveil its fiscal fourth-quarter results next month, with analysts bracing for a steep double-digit drop in earnings as the company navigates ongoing headwinds in the semiconductor sector.

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MarketBeat

Breaking Down Taiwan Semiconductor's Earnings and Future Upside

Even during tariff uncertainty and a potential trade war with China, shares of Taiwan Semiconductor are still the prime stock pick today.

Barchart

Broadcom Stock Is Plunging on China Export Restrictions. Analysts Think It Can Rally 45% From Here.

The recent drawdown presents an opportune moment to shore up holdings in one of the chip industry’s foremost names.

International Business Times

Analysts Warn US Could Be Handing Chip Market To China

As the Trump administration attempts to choke off exports of strategically important computer chips to China, experts say the effort might well backfire, fueling innovation at Chinese firms that could help them seize the world semiconductor market.

Laptop

TSMC's chip price hike could make your next iPhone very expensive

Your next iPhone could come with hidden costs, thanks to price hikes from silicon manufacturer TSMC (Taiwan Semiconductor Manufacturing Company).

Barchart

‘Check Your Portfolio’: Gavin Newsom Sues Trump in Response to Tariffs, Citing Nvidia’s $5.5 Billion Loss

California Governor Gavin Newsom is suing President Donald Trump over his tariffs.

MarketBeat

Tariff Exemptions Set the Stage for a Taiwan Semiconductor Rally

Taiwan Semiconductor stock might be in the clear after President Trump applied new tariff exemptions for consumer electronics and chips.

Tom’s Hardware

TSMC to build 30% of its 2nm and more advanced chips in the U.S., to speed up Fab 21 build out

TSMC plans to produce 30% of its 2nm and 1.6nm chips in Arizona as part of a its effort to transform its Fab 21 site into a major U.S. semiconductor hub.

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