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The Latest Breaking News from Semiconductor

Taiwan Semi Stock Still Looks Cheap. Here's Why.

Taiwan Semiconductor’s AI revenue is growing at a rate of 50% annually, which is expected to continue through at least 2027. However, as 'AI bubble' chatter grows, TSM stock still looks cheap, based on its forward p/e. The largest business segment for the company is high-performance computing (HPC), which accounted…

Barchart

Fact-checking Biden’s State of the Union - Roll Call

Biden’s speech included misleading claims on inflation, crime, clean energy investments, wages, FactCheck.org reports.

Roll Call

Marvell's 2nm IP Platform Enables Custom Silicon for Datacenters

Marvell this week introduced its new IP technology platform specifically tailored for custom chips for accelerated infrastructure made on TSMC's 2nm-class process technologies (possibly including N2 and N2P). The platform includes technologies essential for developing cloud-optimized accelerators, Ethernet switches, and digital signal processors. "The 2nm platform will enable Marvell to…

AnandTech

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Huawei And SMIC Utilized US Tech For Advanced Chips

Bloomberg report reveals Huawei and SMIC's use of US technology in chip production, raising export control concerns.

Top News

President Biden's CHIPS Act Boosts US Semiconductor Manufacturing

Learn about the CHIPS Act, a significant boost to US semiconductor manufacturing with billion funding for key companies.

Top News

Broadcom Q1 Revenue Exceeds Expectations With AI Networking Demand

Broadcom's impressive Q1 results driven by AI-powered networking chips, poised for continued growth in the semiconductor market.

Top News

3 Best ETFs for Nvidia Stock Bulls

Nvidia is among the hottest stocks on the planet. Here are three ETFs that offer you exposure to this highly disruptive company.

Barchart

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India's Semiconductor Sector Eyes Expansion Amid AI Chip Boom: The Kiplinger Letter

As Wall Street’s love affair with chip firms continues, a recent report highlights India’s plans to expand its semiconductor industry.

Kiplinger

NVDA vs. TSM - Analyzing the Better Market Positions

Amid the semiconductor industry's flourishing momentum driven by resurging demand, heightened technological integration, and increased financial injections, which of the two stocks, NVIDIA Corporation (NVDA) or Taiwan Semiconductor (TSM), will seize superior market positioning and yield greater profits? Read more to find out….

StockNews.com

Sam Altman's Ambitious Vision For Future Technological Transformation

Sam Altman, CEO of OpenAI, is shaping the future with investments in energy, semiconductors, life extension, and utopian ideas.

Top News

Semiconductor group says China chipmaking sanctions should be the 'last resort,' cautions EU against further restrictions

SEMI Europe calls for clear and unified export control rules, international partnerships, simplified investments and ongoing dialog with European legislators.

Tom’s Hardware

Dutch ministers trying to stop tech firm ASML moving abroad over foreign labour fears

Prime minister will reportedly meet CEO of semiconductor equipment maker ASML, which has warned against anti-migrant stance

The Guardian - UK

Dutch Government Works To Retain ASML In Netherlands

The Dutch government is working to retain ASML in the Netherlands to strengthen the economy and tech industry, recognizing its strategic value in the globa...

Top News

US Officials Navigate Subsidizing AI Chip Manufacturing Challenges

US officials are weighing options to subsidize AI chip manufacturing for competitiveness and national security.

Top News

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Top News

Dutch Startup Landscape Thrives With Semiconductors

Discover the rise of semiconductor startups in the Netherlands, driven by innovation, talent, and a supportive ecosystem, poised to make a significant impa...

The Hindu

Why ASML’s new chip-making machine is a scientific marvel | Explained

Semiconductor lithography machines by ASML revolutionize computing with extreme precision, pushing boundaries of technology and innovation.

The Hindu

IIST in Kerala capital in the frame for Bharat Semiconductor Research Centre, says Rajeev Chandrasekhar

The Indian Institute of Space Science and Technology (IIST) at Valiyamala in Thiruvananthapuram is being “actively considered” as a possible location for the proposed Bharat Semiconductor Research Centre, Union Minister of State for Electronics and IT Rajeev Chandrasekhar has said.

StockNews.com

Marvell Technology (MRVL) Pre-Earnings Analysis: Is There Potential for Stellar Performance?

Marvell Technology (MRVL) is gearing up to announce its quarterly earnings, while its strategic partnerships and cutting-edge product portfolio are establishing the company as a leader in the ever-evolving semiconductor and data infrastructure domains. Given these strengths, does MRVL exhibit the potential for stellar stock performance? Let's find out.

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StockNews.com

Pre-Earnings Alert: AVGO Stock Poised for Growth Surge?

Broadcom Inc.’s (AVGO) strategic acquisitions and collaborations with industry leaders are undoubtedly laying a solid foundation for significant long-term growth. However, with earnings on the horizon, would it be prudent to invest in AVGO shares now? Let's explore whether the company's fundamentals support this potential….

TechRadar

South Korean chipmaking giants reportedly hacked by North Korea

North Korea is conducting increasingly complex cyber attacks, and has now turned its attention to the semiconductor market

Top News

JCET Acquires Stake In Flash Memory Facility From Western Digital

JCET's acquisition of stake in Western Digital's flash memory facility to boost semiconductor capabilities and drive innovation.

Al Jazeera

Vietnam’s bid to exploit US-China chip tensions confronts labour hurdles

Hanoi is hoping to benefit from the push to de-risk from China amid intensifying geopolitical tensions.

Barchart

Up 15% YTD, Is Qualcomm Stock Still a Buy?

This dividend-paying semiconductor stock has already joined in the industry-wide chip rally YTD, and now trades above Wall Street's mean price target.

The Hindu

IIT-Madras holds 4-day summit for researchers

IIT Madras hosts research scholars' summit with industry leaders discussing semiconductor innovation and research funding.

Tom’s Hardware

Intel Foundry is trying to poach Samsung's South Korean customers in its bid to become world's second-biggest foundry: report

In its drive to become a heavyweight in semiconductor manufacturing, Intel is trying to take Samsung's clients.

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