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The Latest Breaking News from Semiconductor

OpenAI is looking to build an AI chip empire worth more than AMD, Nvidia and intel combined — Sam Altman wants up to $7 trillion says WSJ report

OpenAI's Sam Altman wants to raise $7 trillion for an AI chip empire.

TechRadar

U.S. chip fab construction is among the slowest in the world — a complex web of regulations is to blame according to study

A research paper has concluded that the slow pace of fab construction in the U.S. is largely down to suboptimal regulation.

Tom’s Hardware

Applied Materials quarterly revenue surpasses estimates amid AI boom

Applied Materials reports better-than-expected quarterly revenue driven by the demand for AI technologies. The company's expertise in materials engineering...

Top News

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Karnataka, Wales to collaborate in semiconductor space to help start-up ecosystem

Karnataka and Wales will jointly establish a global innovation alliance, market access programme, and collaboration initiative for start-ups in the semiconductor space next year.

The Hindu

Mexico emerges as a key player in North American chip manufacturing

Explore how Mexico is emerging as an attractive partner for semiconductor chip manufacturing in North America, offering strategic advantages and potential ...

Top News

Nvidia CEO Jensen Huang says $7 trillion isn't needed for AI — cites 1 million-fold improvement in AI performance in the last ten years

Nvidia's Huang doubts the world needs a major boost to semiconductor industry to make AI ubiquitous.

Tom’s Hardware

Applied Materials (AMAT): Earnings Expectations and Strategies

Santa Clara, California-based Applied Materials will report its first-quarter results on February 15. The company is expected to report a year-over-year decline in earnings and revenue. How should investors position themselves before its earnings release? Read on to learn my view….

StockNews.com

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Will These Semiconductor Stocks Deliver 2024 Profits?

The global semiconductor market is expected to grow due to increased demand across industries and technological advancements. Therefore, should you invest in Broadcom (AVGO), NVIDIA (NVDA) and Taiwan Semiconductor Manufacturing Company (TSM) for profits? Read on.

StockNews.com

Global Semiconductor Sales Hit $526.8 Billion in 2023

The global semiconductor industry saw its sales dropped around $47 billion to nearly $527 billion in 2023, according to estimations by the Semiconductor Industry Association (SIA). This was a sharp downturn from the record 2022, but good news is that sales picked up significantly in the second half of the…

AnandTech

3 Semiconductor Stocks in Focus This Week

While macroeconomic concerns have had an impact on the semiconductor industry, long-term prospects appear promising. Therefore, fundamentally strong chip stocks Sumco (SUOPY), STMicroelectronics (STM) and QUALCOMM (QCOM) might be ideal additions to your portfolio. Read on.

StockNews.com

NVDA vs. STM - Which Will Be the Dominant Chip Stock in 2024?

In the middle of the chip industry's boom fueled by rebounding demand, advanced tech adoption, and beefed-up investments, which of the two chip stocks, NVIDIA Corporation (NVDA) and STMicroelectronics (STM), would take the cake as the top dog chip stock in 2024? Read more to find out….

StockNews.com

OpenAI CEO Sam Altman Pursues Trillions In Investments To Revolutionize Semiconductor Industry

OpenAI CEO Sam Altman seeks trillions in investments to revolutionize the semiconductor industry, responding to the Google's recent AI rebranding.

International Business Times

OpenAI Chief Looking To Raise Trillions To Reshape Semiconductor Sector: WSJ

OpenAI chief Sam Altman is seeking to raise trillions of dollars to reshape the global semiconductor industry, and has held talks with potential investors including the UAE government, the Wall Street Journal reported Thursday.

International Business Times

3 Chip Stocks Poised for 2024 Growth

The chip industry is poised to remain resilient, owing to soaring demand for chips across diverse sectors, rapid technological advancements, and government support. To that end, let's explore chip stocks Marvell Technology (MRVL), NVIDIA Corporation (NVDA), and ChipMOS TECHNOLOGIES (IMOS), poised for substantial growth in 2024. Read on….

StockNews.com

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Top News

Arm's Chip Upgrades Fuel Surge in Shares with Strong AI Forecast

Arm Holdings' shares soar as the company releases a strong forecast for AI-driven chip upgrades. Find out how their innovative technology is set to lead th...

AnandTech

German Court Bans Sales of Select Intel CPUs in Germany Over Patent Dispute

A German court has sided with R2 Semiconductor against Intel, ruling that the chip giant infringed one of R2's patent. This decision could lead to sales ban of select Intel processors as well as products based on them in Germany. Intel, for its part, has accused R2 of being a…

Tom’s Hardware

Some Intel chips banned in Germany after company loses patent spat — Alder Lake, Ice Lake, and Tiger Lake chips impacted [Updated]

German court bans sales of Intel's Ice Lake, Tiger Lake, and Alder Lake processors in Germany.

StockNews.com

Semiconductor Stock February Watchlist

The semiconductor industry is well-positioned for long-term growth due to the surging demand driven by its expanding applications across diverse industries. Therefore, it could be wise to add semiconductor stocks Trio-Tech International (TRT), Nikon (NINOY), and Tower Semiconductor (TSEM) to one’s watchlist. Read more.

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AnandTech

TSMC to Build Second Fab in Japan: 6nm and 7nm Coming to Japan

Taiwan Semiconductor Manufacturing Co. on Tuesday formally announced plans to build a second fab in Japan. The fab will be run by Japan Advanced Semiconductor Manufacturing (JASM), a majority-owned TSMC subsidiary, and will make chips on 6 nm and 7 nm-class process technologies, which will make it the most advanced…

Tom’s Hardware

China chipmaker SMIC on track to produce sanctions-busting 5nm processors for Huawei this year: Report

SMIC to produce 5nm AI and smartphone system-on-chips for Huawei's HiSilicon this year, claims Financial Times.

Top News

China Focused on Expanding Chip Production Amid US Restrictions

China is determined to increase chip production despite US restrictions, according to the Financial Times. Despite challenges, China aims to assert itself ...

International Business Times

Toyota Raises Annual Net Profit Forecast As Chip Shortage Eases

Japan's Toyota raised its annual net profit forecast to a record high on Tuesday and reported strong sales in all regions in the first three quarters as the global semiconductor shortage eases.

StockNews.com

3 Semiconductor Standout Stocks to Buy Today

Despite macroeconomic challenges, the chip industry demonstrates resilience and adaptability amid rising demand and innovation. Therefore, fundamentally strong chip stocks Tower Semiconductor (TSEM), Everspin Technologies (MRAM) and ChipMOS TECHNOLOGIES (IMOS) might be ideal additions to your portfolio. Read on.

StockNews.com

NXPI Earnings Preview: Decoding Buy Signals

Should investors consider investing in NXP Semiconductors N.V. (NXPI) before its fourth-quarter earnings release amid a rebounding chip market? Let’s look at its financial metrics to know more….

StockNews.com

3 B-Rated Chip Stocks to Buy to Guard Your Portfolio

The semiconductor industry shows great potential for future prosperity amid rising integration of advanced technology, growing chip demand across sectors, and government support. To that end, fundamentally robust chip stocks Amkor Technology (AMKR), United Microelectronics Corporation (UMC), and Infineon Technologies AG (IFNNY) could be solid buys to guard the portfolio…

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