The Latest Breaking News from Semiconductor

Nvidia Is The Winner In Intel Partnership: Analyst Says Deal Widens 'Customer Base'

A semiconductor partnership between NVIDIA Corporation (NASDAQ:NVDA) and Intel Corp (NASDAQ:INTC) could benefit both companies, but one analyst sees a clear winner in the tie-up.

Benzinga · Sep 19, 2025

TSMC Confirms Chiayi Plant On Track Debunking Rumors

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reaffirmed Thursday that construction of its second advanced packaging plant in Chiayi County remains on schedule, countering reports that the project had been suspended and its equipment diverted to the U.S.

Benzinga · Sep 19, 2025

Quantum Tech Meets AI Chips — Global X's New ETF Goes All In

Global X is planning to expand its lineup of technology offerings with the filing for the launch of the Global X AI Semiconductor Quantum ETF, as per a Securities and Exchange Commission filing on Tuesday.

Benzinga · Sep 18, 2025

This Tech Stock Just Hit Another All-Time High

Lam Research (LRCX) is a leading semiconductor equipment supplier, showing strong technical momentum and consistent price appreciation. LRCX maintains a 100% “Buy” rating from Barchart. Shares have gained 58% over the past year. Fundamentals remain robust with projected revenue and earnings growth, a wide economic moat, and strong analyst and...

Barchart · Sep 17, 2025

This Stock Quietly Benefits From Oracle and NVIDIA’s AI Surge

Oracle's new earnings breakout suggests that Taiwan Semiconductor should follow suit as the root provider of this new infrastructure growth.

MarketBeat · Sep 17, 2025

China Bans Nvidia Chip Purchases For Major Tech Firms: NVDA Stock Falls In Wednesday Pre-Market

China has banned its leading technology companies from procuring Nvidia Corporation (NASDAQ:NVDA)’s artificial intelligence (AI) chips. During Wednesday’s pre-market trading session, Nvidia stock fell nearly 1.5%.

Benzinga · Sep 17, 2025

China's SMIC Pilots Domestic Lithography Machine To Push 7nm Chips As Beijing Turns Regulatory Heat On Nvidia

China's leading chipmaker is testing its first domestically produced advanced lithography machine for 7nm chips, even as regulators intensify scrutiny of U.S. rival Nvidia Corporation (NASDAQ:NVDA).

Benzinga · Sep 17, 2025

Chipmakers Ride AI Wave Towards Record Breaking Rally

Chipmakers extended their rally on Tuesday, pushing the Philadelphia Semiconductor Index toward its longest winning streak in nearly eight years. The benchmark has climbed 8.7% over the past nine sessions and is now up 22% in 2025, outpacing the Nasdaq 100’s nearly 16% advance.

Benzinga · Sep 16, 2025

What Is Going On With Intel Stock On Tuesday?

President Donald Trump's administration plans to take a stake in Intel Corp (NASDAQ:INTC) to help the key U.S. chipmaker unlock value. The administration aims to replicate the public-private model that fueled Taiwan Semiconductor Manufacturing Co's (NYSE:TSM) success.

Benzinga · Sep 16, 2025

3 Dividend Stocks Raising Payouts in 2025 — With More to Come

While Verizon and JCI just boosted their dividend, investors should gear up for the second biggest name in AI semiconductors to do the same in 2025.

MarketBeat · Sep 16, 2025