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The Latest Breaking News from Semiconductor

Broadcom surges 20%, hits $1 trillion valuation on AI boom

Broadcom's AI revenue grew 220% to $12.2 billion this past quarter, pushing semiconductor revenue to a record $30.1 billion.

Fortune

Western self-sufficiency in computer chips is just not going to happen

American microchip giant Intel is looking for a new CEO following Pat Gelsinger’s shock resignation. This represents more than just a corporate shake-up. It’s the end of an era in which one company could totally control a strategically vital American technology.

The Conversation

ASML Holding: A Correction That Might Signal Opportunity

ASML, a semiconductor industry leader, is down 35% from its 52-week highs; however, the stock is beginning to show early signs of recovery.

MarketBeat

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Bank of America Is Losing Faith in This AI Semiconductor Stock. Should You Sell?

This semiconductor stock has taken a tumble after a flying start to the year, and was just hit with a downgrade from analysts at BofA.

Barchart

Pat Gelsinger rallies against claims some chipmakers are struggling to produce good wafers: anyone using yields as a % 'doesn't understand semiconductor yield'

It's all about the defect density.

PC Gamer

The Great CPU Race: AMD and Intel Battle for Dominance

The semiconductor industry's future hinges on the rivalry between AMD and Intel, with both companies pursuing distinct strategies to secure market dominance.

MarketBeat

NXP Semiconductors Stock: Is NXPI Underperforming the Technology Sector?

Despite NXP Semiconductors' underperforming relative to the technology sector, Wall Street analysts remain moderately optimistic about the stock’s prospects.

Barchart

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3 Standout Growth Stocks to Buy Now, According to JPMorgan

These three stocks of companies with strong financials are poised to benefit from trends in AI, renewable energy, and cybersecurity.

Barchart

US Firms Up $6.2 Bn Micron Funding To Boost Chipmaking

US President Joe Biden's administration finalized nearly $6.2 billion in funding for Micron Technology on Tuesday, firming up a deal to boost domestic semiconductor production before Donald Trump returns to the White House.

International Business Times

Semiconductor Giant Synopsys Slides 14% — Time to Take Notice

Synopsys hasn't been a great investment in 2024. However, with long-term tailwinds in tact, that could change in 2025 and beyond.

MarketBeat

Qualcomm vs. Taiwan Semiconductor: Which Is the Better Chip Stock to Buy?

Both semiconductor companies reported robust growth in the most recent quarter, but one of them is the better buy for the long haul.

Barchart

Taiwan Semiconductor Extends Lead As Top Chipmaker

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) maintained its global wafer foundry business turf in the third quarter of 2024.

Benzinga

Broadcom Likely For Upside Backed By AI Pipeline, Market Recovery, VMWare Synergy: Analyst

JP Morgan analyst maintains Overweight rating on Broadcom Inc with price target of $210. Expects better than expected earnings and growth in AI products, with strong demand and revenue opportunities.

Benzinga

Investigating NVIDIA's Standing In Semiconductors & Semiconductor Equipment Industry Compared To Competitors

In the dynamic and cutthroat world of business, conducting thorough company analysis is essential for investors and industry experts. In this article, we will undertake a comprehensive industry comparison, evaluating NVIDIA (NASDAQ:NVDA) and its primary competitors in the Semiconductors & Semiconductor Equipment industry. By closely examining key financial metrics, market…

Benzinga

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Benzinga

Broadcom Notches Strongest Session In 3 Months: Why Seasonal Trends May Bolster Year-End Gains

Broadcom Inc. (AVGO) surged 5%, outperforming the semiconductor sector thanks to its innovative 3.5D XDSiP technology and favorable seasonal trends.

Benzinga

Behind the Scenes of Taiwan Semiconductor's Latest Options Trends

Whales with a lot of money to spend have taken a noticeably bearish stance on Taiwan Semiconductor.

Benzinga

SkyWater Technology Shares Rise As Semiconductor Maker Secures $16 Million In Federal Funds

SkyWater shares are up following an announcement about securing up to $16 million in funding administered by the U.S. Department of Commerce.

Benzinga

Investigating NVIDIA's Standing In Semiconductors & Semiconductor Equipment Industry Compared To Competitors

In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing NVIDIA (NASDAQ:NVDA) alongside its primary competitors in the Semiconductors & Semiconductor Equipment industry. By meticulously examining crucial…

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Barchart

1 Overlooked Semiconductor Stock Hedge Funds Are Buying

This semiconductor stock is down 21% YTD, but hedge funds are going long.

Benzinga

Little-Known Pricing Dynamics May Warrant A Closer Look At Direxion's AVGO-Focused ETFs

Bullish speculators seemingly lack no shortage of justifications for their stance in semiconductor and software giant Broadcom Inc. (NASDAQ:AVGO). Earlier in the week, AVGO stock shot up amid the backdrop of the U.S. government announcing its latest round of sanctions, specifically targeting the Chinese semiconductor industry.

Barchart

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

Despite its relative underperformance compared to other semiconductor stocks, analysts remain moderately bullish on Lam Research's prospects.

Benzinga

Intel Shakes Up Board With ASML And Microchip Technology Veterans Amid CEO Transition

Intel Corporation has appointed semiconductor industry veterans Eric Meurice and Steve Sanghi to its board of directors, the company announced Thursday, Dec. 5, 2024, as it navigates through significant leadership transitions and market challenges.

Tom’s Hardware

Intel appoints two new board members with semiconductor backgrounds following Gelsinger exit

Intel strengthens board of directors with two new members from ASML and Microchip.

Barchart

Why This Defensive AI Stock Will Be a Big Winner

As analysts call for defensiveness in the semiconductor sector, this top equipment maker stands out.

Benzinga

This Is What Whales Are Betting On ON Semiconductor

Investors with a lot of money to spend have taken a bearish stance on ON Semiconductor (NASDAQ:ON).

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