NXP Semiconductors’ Q2 2025 Earnings: What to Expect NXP Semiconductors is expected to release its fiscal second-quarter earnings next month, and analysts project a double-digit earnings decline. Barchart · Jul 1, 2025
AI boom drives explosive demand for leading-edge process nodes — 7nm and below nodes set to expand by 69% in three years Surging adoption of AI, next-generation technologies is driving semiconductor makers to expand 7nm and more advanced production capacity by 69% through 2028. Tom’s Hardware · Jun 30, 2025
China could be the world's top semiconductor foundry hub by 2030 — despite US curbs, nation to hold 30% of global installed capacity, surpassing Taiwan China is projected to become the biggest manufacturer of semiconductors by 2030, but how advanced will these chips be? Tom’s Hardware · Jun 30, 2025
SpaceX launches UK satellite to create semiconductors in low Earth orbit — sub-zero temps and vacuum of space could advance AI data centers and quantum computing A satellite designed to produce semiconductors in space has reached low-Earth orbit, launching on a SpaceX rideshare mission. ForgeStar-1 from Space Forge seeks to be a proof of concept to prove that fabrication in space is possible and scalable. Tom’s Hardware · Jun 28, 2025
From Power-Hungry AI to Energy Saver: Snowcap's $23M Move to Revolutionize Computing Snowcap Compute, a semiconductor startup developing superconducting AI chips, announced a $23 million seed round on Monday. According to Reuters, the company is backed by Playground Global and led by former Intel CEO Pat Gelsinger, who will also serve as board chair. Benzinga · Jun 28, 2025
Nvidia Just Became The World's Most Valuable Stock; Is It Time For A Semiconductor ETF Rethink? Nvidia Corp. (NASDAQ:NVDA) just did the unimaginable: it leaped over Microsoft to become the most valuable company in the world on Thursday, with a market capitalization crossing $3.7 trillion. But as the chipmaker solidifies its position as the foundation of the AI era, one segment of Wall Street is somewhat… Benzinga · Jun 27, 2025
Top semiconductor toolmaker launches talent competition in China — ASML is looking for 16 skilled lithography engineers ASML launches an online competition in China to boost lithography awareness and recruit talented engineers for its operations in the country. Tom’s Hardware · Jun 27, 2025
AMD, Taiwan Semiconductor And A Financial Stock On CNBC's 'Final Trades' On CNBC's “Halftime Report Final Trades,” Odyssey Capital Advisors’ Chief Investment Officer Jason Snipe said he likes Advanced Micro Devices, Inc. (NASDAQ:AMD). NVIDIA Corporation (NASDAQ:NVDA), he says, is not the only game in town. Benzinga · Jun 26, 2025
Semiconductor industry faces critical talent crisis — one million additional skilled workers needed by 2030 The semiconductor industry is experiencing strong growth and soaring demand, but a worsening shortage of engineers, managers, and technical talent threatens to undermine its ability to grow further. Tom’s Hardware · Jun 26, 2025
Micron's $200 Billion US Chip Investment Plan Gets Backing From Trump Admin As AI Demand Soars Memory chipmaker Micron Technology Inc. (NASDAQ:MU) announced on Wednesday it will invest approximately $200 billion in U.S. manufacturing and research over the next 20-plus years, marking one of the largest domestic semiconductor investments in American history. Benzinga · Jun 26, 2025
ASML Keeps Buying Back Its Own Stock—Chasing Discount and Upside ASML management keeps buying large blocks of its own stock, with expectations for higher prices set forward in the company; are they justified? MarketBeat · Jun 25, 2025
The AI Rally Just Flipped—These Stocks Are Now Outgunning Nvidia The artificial intelligence rally that made Nvidia Corp. (NASDAQ:NVDA) a market juggernaut appears to have entered a new phase in 2025, as a sharp rotation in semiconductor leadership has seen rivals outperform the AI front-runner. Benzinga · Jun 25, 2025
3 Semiconductor Stocks Poised to Surge on AI Spending With the AI infrastructure buildout in full swing, here are 3 semiconductor stocks well-positioned to grow significantly as revenue and earnings increase MarketBeat · Jun 25, 2025
Blacklisted Chinese GPU makers line up to file for IPOs as US sanctions and trade war take toll on AI hardware market Amid rising demand for AI hardware in China and U.S. sanctions, China's GPU industry is rapidly expanding, with companies like Biren, Moore Threads, MetaX, and Zhaoxin pursuing IPOs to secure funding and strengthen their position. Tom’s Hardware · Jun 25, 2025
Barchart · Jun 25, 2025 Taiwan Semiconductor Option Trade has a Profit Zone Between $220 and $250 Taiwan Semiconductor (TSM) stock is showing impressive price action and it could continue to grind higher in the lead up to earnings on July 17th.
Benzinga · Jun 24, 2025 Intel (INTC) Shares Rise As Chip Stocks Rebound On Geopolitical Optimism Shares of Intel Corp (NASDAQ:INTC) and other semiconductor giants surged on Tuesday, riding a wave of market optimism following reports of a ceasefire agreement between Israel and Iran.
Barchart · Jun 24, 2025 Broadcom Stocks Gains 36% in 3 Months, Wall Street Sees More Upside for AVGO The demand for Broadcom’s AI chips continues to surge, providing a strong tailwind for its semiconductor division.
MarketBeat · Jun 24, 2025 Texas Instruments Stock: Congress Likes It, Should You Too? Texas Instruments is well-positioned to meet the increasing demand for domestically produced semiconductor products across sectors and industries.
Benzinga · Jun 24, 2025 Cathie Wood's Ark Invest Cashes Out $109 Million Out Of Circle Internet Stock As Shares Spike, Pivots Into Robinhood And These Chip Stocks On Monday, Cathie Wood-led Ark Invest made significant trades involving Circle Internet Group Inc. (NYSE:CRCL), Robinhood Markets Inc. (NASDAQ:HOOD), Advanced Micro Devices Inc. (NASDAQ:AMD), and Taiwan Semiconductor Manufacturing Co., Ltd (NYSE:TSM). These trades highlight Ark’s strategic positioning in the market amidst evolving industry dynamics.
inkl · Jun 24, 2025 U.S. companies currently performing the best during this economic climate : Markets are in flux, but tech and banks shine. Discover the U.S. companies winning in 2025 and how MT4 helps investors stay ahead.
Benzinga · Jun 23, 2025 Nvidia's Best Chips May Be Powering China's Military—Via DeepSeek A senior U.S. official revealed on Monday that the Chinese AI company DeepSeek is supporting the Asian nation’s military and intelligence agencies and found ways around U.S. export restrictions on advanced semiconductor chips.
Barchart · Jun 23, 2025 The Next Trillion-Dollar Boom? 3 Stocks to Buy with 300 Million Humanoid Robots on the Horizon. Here’s why these three mega-cap tech stocks are poised to benefit from the robotics boom over the next three decades.
Benzinga · Jun 23, 2025 This TSMC, Samsung Supplier Just Made A Golden Cross Lam Research Corp (NASDAQ:LRCX), a go-to supplier for chip giants like Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) and Samsung Electronics Co (OTCPK:SSNLF), just flashed a golden signal on its chart – a technical Golden Cross – as the stock surged nearly 25% year to date.
Benzinga · Jun 23, 2025 Sequans Takes A Page From MicroStrategy: Is Bitcoin The New Corporate Treasury Play? Sequans Communications (NYSE:SQNS), a publicly listed semiconductor company known for its 4G and 5G IoT solutions, on Monday announced plans to raise approximately $384 million to establish a Bitcoin (CRYPTO: BTC) treasury as part of its broader strategic shift.
Kiplinger · Jun 20, 2025 Stock Market Today: Stocks Chop as Chipmakers Decline Several semiconductor stocks fell Friday on reports that the White House may consider revising license waivers for global chipmakers.