5 Reasons the Rebound in Microchip Technology Stock Is Real Microchip Technology is well-positioned with a U.S.-based fab footprint and improving demand, an inflection was reached at the end of F2204. MarketBeat · May 12, 2025
Fact-checking Trump’s claim of securing $10 trillion in investments for US The White House reports $5.1T in promised investments, with $4.3T newly pledged. Experts say $2.1T may not fully happen. Al Jazeera · May 11, 2025
Taiwan Semiconductor Has a New Reason to Rally on Chip Curbs President Trump has removed a ban on chips coming in an out of China, clearing the way for Taiwan Semiconductor to rally higher. MarketBeat · May 9, 2025
TSMC’s $65B AI factories are rising in Phoenix. But Route 66 towns know how quickly boom turns to bust As Phoenix bets big on AI with TSMC's new semiconductor fabrication factories, Arizona’s Route 66 towns reveal what it takes to survive technological upheaval. Fortune · May 8, 2025
3D X-DRAM aims for 10x capacity of today's memory — NEO Semiconductor's memory has up to 512 Gb per module NEO Semiconductor has announced progress on its new 3D X-DRAM technology, with new 1T1C and 3T0C chip designs increasing DRAM speeds by an order of magnitude for tomorrow’s top-end computing. Tom’s Hardware · May 7, 2025
Ampere CEO sings Amazon's praises on chips because it 'has an outstanding team' Renee James, CEO of semiconductor designer Ampere, said Amazon’s team had the benefit of having worked on many iterations of chips together. Fortune · May 7, 2025
ON Semiconductor Stock: Analyst Estimates & Ratings Despite ON Semiconductor’s underperformance relative to the broader market over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects. Barchart · May 6, 2025
Are Wall Street Analysts Predicting QUALCOMM Stock Will Climb or Sink? Although QUALCOMM has trailed the broader market over the past year, Wall Street analysts remain cautiously optimistic about its long-term potential, citing strong fundamentals and strategic positioning in the semiconductor industry. Barchart · May 5, 2025
Buy the Dip: Top Tech Stocks Analysts Say Are Undervalued While the tech sector has been battered in 2025, declining share prices do open up value opportunities for some stocks in the space. MarketBeat · May 3, 2025
Should You Buy, Sell, or Hold Sony Stock on Rumors of a Chips Business Spinoff? Sony stock is stirring interest as reports suggest the tech giant is weighing a spinoff of its semiconductor unit to unlock value for shareholders. Barchart · May 3, 2025
Advanced Micro Devices Stock: Analyst Estimates & Ratings While Advanced Micro Devices has underperformed the broader market over the past year, analysts are fairly optimistic about the stock’s prospects. Barchart · May 1, 2025
TSMC committed to Arizona chip plant ahead of potential tariff impact With its first plant in full swing and its second now scaling up production, TSMC starts work on its third US chip plant. TechRadar · Apr 30, 2025
Taiwan Semi Just Announced Its New A14 Tech. Should You Buy TSM Stock Now? Taiwan Semiconductor just announced its cutting-edge A14 technology at its North American Symposium. Barchart · Apr 30, 2025
Samsung reports revenue increase thanks to mobile phone sales but its chip business suffers Samsung Electronics reported Wednesday a sharp increase in consolidated revenue for the first quarter thanks to strong sales of its new smartphones, but its semiconductor business suffered a setback The Independent UK · Apr 30, 2025
The Conversation · Apr 29, 2025 How the UK’s microchip industry is bouncing back after a quarter of a century Silicon microchips underpin our modern lives. They are at the heart of our smartphones and laptops. They also play critical roles in electric vehicles and renewable energy technology.
Tom’s Hardware · Apr 28, 2025 Taiwan's government strengthens 'silicon shield,' restricts exports of TSMC's most advanced process technologies Taiwan is set to enforce strict controls on outbound semiconductor investments and advanced process technology exports under the amended Industrial Innovation Act, but uncertainty remains over how the government will define and restrict its future flagship nodes.
MarketBeat · Apr 28, 2025 Could Selling Taiwan Semiconductor Be Buffett’s Biggest Regret? Warren Buffett might have sold out too early from Taiwan Semiconductor stock, leaving a lot more gains on the table for the coming years.
MarketBeat · Apr 27, 2025 Texas Instruments: Earnings Beat, Upbeat Guidance Fuel Recovery Texas Instruments' recent financial report surpassed expectations and offered an optimistic forecast, indicating favorable momentum for the chipmaker.
International Business Times · Apr 25, 2025 China Reportedly Rolls Back Chip Tariffs Amid Ongoing US Trade Tensions China has quietly rolled back tariffs on some U.S. semiconductors, signaling a shift amid ongoing trade tensions with the US.
Barchart · Apr 23, 2025 This 1 Chip Stock Says Tariffs Haven’t Changed Its Growth Story as Profits Surge 60% The world's largest contract manufacturer of chips forecasts limited impact from tariffs.
Barchart · Apr 23, 2025 What You Need to Know Ahead of ON Semiconductor's Earnings Release ON Semiconductor will release its first-quarter earnings next month, and analysts anticipate a double-digit profit dip.
Barchart · Apr 23, 2025 Microchip Technology’s Q4 2025 Earnings: What to Expect Microchip Technology is expected to unveil its fiscal fourth-quarter results next month, with analysts bracing for a steep double-digit drop in earnings as the company navigates ongoing headwinds in the semiconductor sector.
MarketBeat · Apr 22, 2025 Breaking Down Taiwan Semiconductor's Earnings and Future Upside Even during tariff uncertainty and a potential trade war with China, shares of Taiwan Semiconductor are still the prime stock pick today.
Barchart · Apr 21, 2025 Broadcom Stock Is Plunging on China Export Restrictions. Analysts Think It Can Rally 45% From Here. The recent drawdown presents an opportune moment to shore up holdings in one of the chip industry’s foremost names.
International Business Times · Apr 20, 2025 Analysts Warn US Could Be Handing Chip Market To China As the Trump administration attempts to choke off exports of strategically important computer chips to China, experts say the effort might well backfire, fueling innovation at Chinese firms that could help them seize the world semiconductor market.