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The Latest Breaking News from Semiconductor

ASML Is a Hidden Gem in This Technology Rally, a Catch Up Play

ASML stock hit a 52-week high after a 26% rally, boosted by 23% revenue growth, falling short interest, and bullish analyst upgrades tied to AI demand.

MarketBeat · Sep 29, 2025

'Much of the value creation in the semiconductor industry is occurring outside the EU' says EU member states, and they want a fresh plan to claw some chips back

It'll take some serious cash or pressure to bring semiconductor production back to Europe, as the US is currently finding out.

PC Gamer · Sep 29, 2025

Why Washington Wants Half Of America's Chips Made Locally

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) stock gained on Monday amid renewed geopolitical and supply chain discussions, as the United States intensifies its efforts to onshore semiconductor production.

Benzinga · Sep 29, 2025

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EU pushes for Chips Act 2.0 investment as it looks set to miss global silicon production targets by a wide margin — seeks quadrupling of semiconductor investment as $50 billion initiative flounders

A Dutch coalition has brought together all EU member nations to revise the 2022 Chips Act to encourage greater investment in silicon manufacturing, with estimates suggesting it is on track to miss its 2030 target of 20% of global chip production in the EU by a wide margin.

Tom’s Hardware · Sep 29, 2025

Taiwan Semiconductor Shuts Down Rumors Of Intel Deal

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) reiterated last week that it has not discussed potential investments or partnerships with any company, ending rumours regarding Intel (NASDAQ: INTC) linkups.

Benzinga · Sep 29, 2025

US Commerce head notes China 'isn't even shy' about its goal to 'take' Taiwan, says US-Taiwan tariff deal coming soon — goal is to have 40% of chips made in America

Commerce Secretary Howard Lutnick said Saturday that a major semiconductor deal with Taiwan was coming “pretty soon,” signaling a potential breakthrough in U.S. efforts to shore up domestic chip production.

Tom’s Hardware · Sep 28, 2025

A $5 Billion Reason to Buy Marvell Stock Here

Marvell stock is gaining attention after the semiconductor firm authorized a massive $5 billion buyback alongside record AI-fueled revenue growth.

Barchart · Sep 26, 2025

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What's Going On With Intel Shares Friday?

Intel Corporation (NASDAQ: INTC) shares are trading higher on Friday following reports suggesting President Donald Trump wants to curb dependence on foreign-made semiconductors and expand domestic manufacturing.

Benzinga · Sep 26, 2025

SEALSQ Teams With Quantix To Develop Spain's First Post-Quantum Semiconductor Personalization Hub

SEALSQ Corp (NASDAQ: LAES) has signed a definitive deal with Quantix Edge Security to create Spain's first post-quantum semiconductor personalization facility in the Region of Murcia.

Benzinga · Sep 26, 2025

Trump administration is reportedly planning to tariff US tech firms that don't source equal numbers of imported and American chips

How the US chip-making industry is supposed to ramp up to the scale required doesn't seem to be part of the plan.

PC Gamer · Sep 26, 2025

Trump's Chip Plan Could Mean Big Trouble For Apple And Dell

The Trump administration is preparing a sweeping plan to cut U.S. dependence on foreign-made semiconductors and expand domestic manufacturing.

Benzinga · Sep 26, 2025

Morgan Stanley Is Pounding the Table on this Chip Stock

This chip stock just got a big upgrade from Morgan Stanley, citing industry-wide improvement.

Barchart · Sep 25, 2025

This ETF Has Surged An Eye-Watering 470% — And It's Not Even Tech

While 2025 thus far has been all about headlines regarding AI stocks and semiconductor ETFs, one of the year’s most sensational performers comes from a category few would anticipate: gold miners.

Benzinga · Sep 25, 2025

Taiwan Semiconductor Unveils Ultra-Advanced Chip Tech

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) shares were trending on Thursday as the company showcased its new A14, or 1.4nm, logic process technology at its North America Technology Symposium in Santa Clara, California.

Benzinga · Sep 25, 2025

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Benzinga · Sep 24, 2025

Taiwan Semiconductor Plans Ultra-Advanced Chips By 2028 With Massive Taichung Fab

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) stock trended on Wednesday following reports that the contract chipmaker plans to break ground on a new 1.4-nanometer fabrication plant in Taichung next quarter.

Benzinga · Sep 24, 2025

Forget Nvidia—Tepper Just Banked $57 Million On This Under-The-Radar AI Play

David Tepper, billionaire hedge fund manager at Appaloosa Management, is quietly reaping big rewards this summer. While Nvidia Corp (NASDAQ:NVDA) grabs headlines, Tepper's under-the-radar bet on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has surged nearly 25% in under three months, generating roughly $57 million in paper gains.

Benzinga · Sep 24, 2025

Move Over, Nvidia—Micron's Rally Just Rewired The AI ETF Playbook

Micron Technology Inc’s (NASDAQ:MU) fiscal Q4 profit beat on both the top and bottom line is placing the chipmaker under sharper focus for ETF investors seeking to catch the next wave of the semiconductor rally. The timing is especially noteworthy as investors in the industry’s bellwether, Nvidia Inc (NASDAQ:NVDA), look…

Benzinga · Sep 24, 2025

Micron CEO Says 'Trillions' Will Be Invested In AI, With Significant Portions 'Spent On Memory' As We Are The 'Only US-Based Manufacturer'

Semiconductor giant Micron Technology Inc. (NASDAQ:MU) is well-positioned for the AI infrastructure boom, as CEO Sanjay Mehrotra says the ongoing wave of investment stands to significantly benefit the memory market.

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Benzinga · Sep 24, 2025

Forget Nvidia And Arm, These 3 Chip Stocks Are Flashing Bullish Signals

Three semiconductor stocks are capturing attention with powerful momentum gains just as the broader tech sector surges.

Benzinga · Sep 23, 2025

ON Semiconductor To Acquire Aura's Vcore Power Tech

ON Semiconductor (NASDAQ:ON) agreed to acquire Aura Semiconductor’s Vcore power technologies and related intellectual property (IP) licenses, strengthening its push into artificial intelligence data center power management.

Benzinga · Sep 23, 2025

Can MediaTek's New Chip Take On Qualcomm?

MediaTek, a key player in Taiwan’s mobile chip industry, has strategically launched its new Dimensity 9500 mobile processor, intensifying its competition with Qualcomm (NASDAQ:QCOM) in the race to power on-device agentic artificial intelligence.

Benzinga · Sep 22, 2025

Taiwan Semiconductor, MediaTek Discuss Plans To Develop Next-Gen Chips On US Soil

Taiwan mobile chip developer MediaTek is in talks with Taiwan Semiconductor Manufacturing Co (NYSE:TSM) to produce some of its chips on U.S. soil, Nikkei Asis reported on Monday.

Fortune · Sep 20, 2025

I’m the VC researcher who helped uncover Intel’s close ties to China. Its nationalization just exposes a corporate governance crisis

It wasn’t my plan to find myself embroiled in international intrigue involving semiconductors. I'm a VC who used to be the general counsel for a hockey team.

Benzinga · Sep 20, 2025

Former Intel Directors Call For Trump And Nvidia To Take Chip Giant Private: 'Hope Is Not A Strategy'

Four former Intel directors, including former U.S. Trade Representative Charlene Barshefsky and former FCC Chair Reed Hundt, are calling for Intel Corp. (NASDAQ:INTC) to go private as the company struggles to regain its footing in the global semiconductor market.

Fortune · Sep 19, 2025

It's time for Intel to go private, former board members say

After taking rival Nvidia into its major shareholders, it's time for the government to arrange for Intel to go completely private.

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