The Latest Breaking News from Semiconductor

Amazon's Breakthrough Robot Is Powered By Teradyne: Hunterbrook Report

A new report from Hunterbrook Media suggests that semiconductor testing giant Teradyne Inc (NASDAQ:TER) is the supplier for the robotic arms of Amazon.com Inc’s (NASDAQ:AMZN) new breakthrough warehouse robot, Vulcan.

Benzinga · Jul 10, 2025

Intel CEO says it's "too late" for them to catch up with AI competition — reportedly claims Intel has fallen out of the "top 10 semiconductor companies" as the firm lays off thousands across the world

Intel CEO says it's "too late" for them to catch up with competition and claims Intel has fallen out of the "top 10 semiconductor companies" as the firm lays off thousands across the world and loses contract manufacturing for 18A node.

Tom’s Hardware · Jul 10, 2025

Zombie fabs plague China's chipmaking ambitions, failures burning tens of billions of dollars

China has made progress in advanced chipmaking, but many ambitious fab projects failed due to lack of expertise, poor planning, and U.S. export restrictions — leaving behind numerous costly but unused 'zombie fabs' across the country.

Tom’s Hardware · Jul 10, 2025

3 Stocks Poised to Benefit From the "Big Beautiful Bill"

Domestic semiconductor and non-EV manufacturing could benefit from the One Big Beautiful Bill alongside coal production.

MarketBeat · Jul 7, 2025

This Analyst Just Raised His Broadcom Stock Price Target by 70%. Should You Buy AVGO Now?

With Broadcom’s AI semiconductor revenue surging 46% and HSBC now projecting its custom chip business to far exceed market expectations, analysts see further upside even after the stock’s rapid rally.

Barchart · Jul 7, 2025

Steve Jobs Knew The Chip Was The Queen Bee—Kevin O'Leary Says US Must Let Nvidia Spread Its Hive: 'Convince Every Bee Around To Make The Honey'

“Shark Tank” investor Kevin O’Leary is calling on U.S. policymakers to reverse export restrictions on artificial intelligence chips, arguing that blocking sales to adversaries like China could backfire by allowing competitors to establish their semiconductor ecosystems.

Benzinga · Jul 7, 2025

US Plans To Restrict AI Chip Exports to Malaysia, Thailand To Curb Diversion to China

In a bid to curb semiconductor smuggling into China, the US government is considering restrictions on the export of AI chips, including those produced by Nvidia Corp. (NASDAQ:NVDA), to Malaysia and Thailand.

Benzinga · Jul 6, 2025

Tariff Dealine, Fed Minutes and Other Key Thing to Watch this Week

Markets enter the second week of July with the S&P 500 digesting the implications of President Trump's landmark tax-and-spending package signed into law Friday afternoon, while bracing for a pivotal week featuring the start of earnings season and crucial policy developments. here are 5 things to watch for this week.

Barchart · Jul 6, 2025

Why Citi Thinks Micron Stock Is Headed to $150 After Earnings Beat

Citi and many other Wall Street analysts see exceptional long-term potential in this semiconductor stock.

Barchart · Jul 5, 2025

Micron’s Big Q3 Drives Applied Materials’ Bullish Outlook

Micron's strong results just poured fuel on the fire of Applied Materials bulls, strengthening the prospects for AMAT to generate big long-term gains.

MarketBeat · Jul 3, 2025