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The Latest Breaking News from Semiconductor

I’ve spent 25+ years in the semiconductor industry. Here’s why I’m confident we can take on the A.I. challenge

We are at one of the most impactful inflection points for the chip industry in decades, writes Intel's Michelle Johnston Holthaus.

Fortune

Qualcomm Posts Earnings: Q3 Revenue Of $8.44 Billion Misses Analysts’ Estimates, Down 23% YoY

Semiconductor and technology company predicts Q4 revenue coming in $8.1 billion–8.9 billion range.

Zenger

Semiconductor Researchers Solve Diamond Wafer Slicing Challenges With Lasers

The semiconductor industry's use of diamond wafers has been held back by technical issues, but a new laser slicing technique might popularise the material.

Tom’s Hardware

From analysis to the latest developments in health,
read the most diverse news in one place.

2 Chip Stocks to Buy as US Decouples from China

The US/China tech sanctions war continues. Yet, many US semiconductor firms still get the majority of their revenues (as high as 62%) from China. What chip companies – among those with high revenue percentages from China – are best poised to grow, despite the growing tech war? Two of them…

StockNews.com

SoftBank’s Arm targets $60 billion-plus value for September IPO

TOKYO: SoftBank Group Corp’s semiconductor unit Arm Ltd is targeting an initial public offering at a valuation of between $60 billion and $70 billion as soon as September, a sign of bullish interest in artificial-intelligence chips, according to people familiar with the matter.

The Times of India

ON Semiconductor Surges On Upbeat Q2 Earnings, Analysts Boost Price Targets

Automotive and Industrial Growth Drive Strong Results, SiC Production Exceeds Expectations.

Zenger

Will Advanced Micro Devices (AMD) Have Enough Momentum to Get Through August?

Amid turbulent market conditions and dampened demand, Advanced Micro Devices’ (AMD) revenue and adjusted profits tumbled in the most recent quarter. Given the headwinds in the semiconductor market, will the stock be able to deliver stable returns this month? Keep reading.

StockNews.com

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3 Quality Chip Stocks to Consider This August

With the growing demand for consumer electronics and the rapid adoption of emerging technologies, the chip industry is poised for solid long-term growth. Hence, fundamentally strong chip stocks Nikon (NINOY), Everspin Technologies (MRAM), and Taiwan Semiconductor Manufacturing (TSM) might be worth considering this August. Keep reading.

StockNews.com

U.S. Tech Sanctions Against China Are Starting to Bite Hard

The U.S. plans to slowly choke china's access to leading-edge chips and semiconductor manufcturing equipment seems to be bearing fruits, as imports of both chips and fabrication tools fell by over 20% YoY.

Tom’s Hardware

India’s semiconductor mission is not limited to the domestic demand: External Affairs Minister

External Affairs Minister S. Jaishankar addressed the SemiconIndia Conference 2023 saying India’s semiconductor mission is not just about meeting domestic requirements but also aimed at contributing to global demand

The Hindu

Beijing’s Move To Limit Gallium And Germanium Exports Signals Escalation In Global Tech Battle

China Implements Export Restrictions on Semiconductor Metals Amid Escalating Tech War

Zenger

EeroQ Tapes Out "Wonder Lake" Quantum Processing Unit Chip

EeroQ, a quantum computing specialist, has announced the tape-out of its "Wonder Lake" Quantum Processing Unit (QPU). Based on CMOS technology compatible with standard semiconductor manufacturing tech, the company aims to scale faster than other quantum-focused companies.

Tom’s Hardware

Up 74% Year-to-Date, Is Advanced Micro Devices Stock Still a Buy?

AMD is one of the top-performing chip stocks of 2023, but is it too late to buy the rally? Here's what investors need to know before Q2 earnings.

Barchart

Our made-in-India chip will be ready in 2.5 years: Vedanta chairman on semiconductor plan

Vedanta group chairman Anil Agarwal said that first phase of its semiconductor project will involve $5 billion investment of the overall $20-billion outlay, and the venture will be ready with made-in-India chip in two and a half years.

The Hindu

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Fortune

A broken U.S. immigration system is helping foreign countries woo California's tech founders. The Golden State’s new global talent program could reverse the trend

As 'entrepreneurs in residence,' participants will collaborate with U.C. researchers, and the university will sponsor their work visas.

The Hindu

50% financial assistance to firms setting up semiconductor-manufacturing unit in India: Prime Minister Modi

Technology firms will be given 50% financial assistance for setting up semiconductor-manufacturing facilities in the country, Prime Minister Narendra Modi said on Friday, July 28, 2023. Speaking after inaugurating Semicon India 2023 conference, Mr. Modi announced that his government had rolled out the red carpet for semiconductor industries.

The Independent UK

India and Japan look to collaborate in building semiconductors and resilient supply chains

India and Japan are exploring collaboration in critical and emerging technologies, including semiconductors and resilient supply chains, as part of a target of $35.9 billion Japanese investment in the country by 2027

Zenger

Intel Posts Q2 Revenue Of $21.9 Billion, Down 15% YoY But Beats Estimates

Semiconductor firm continues to execute its strategy and has seen momentum “across process and product technology and foundry.”

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Windows Central

European Union approves €43 billion Chips Act to boost semiconductor production

The European Union has passed the €43 billion Chips Act. It is designed to enhance the production of semiconductors in the region.

StockNews.com

Is Taiwan Semiconductor Manufacturing (TSM) a Buy, Sell or Hold Before August?

Taiwan Semiconductor Manufacturing (TSM) is witnessing a revenue slump amid a chip market downturn. As the company’s top line is expected to remain under pressure in the near term, should you buy, sell or hold this chipmaking giant? Keep reading.

PC Gamer

European Union Council approves €43 billion Chips Act

It aims to reduce reliance on foreign made semiconductors.

Barchart

Is It Time to Sell Semiconductor Stocks?

Many semiconductor stocks are up big in 2023. Should investors take profits or hold tight?

Tom’s Hardware

GlobalFoundries: European Chip Subsidies May Damage Ability to Compete

GlobalFoundries, a specialist semiconductor foundry company, has come forward with warnings about how Europe's planned chip subsidies might impact the highly-competitive semiconductor manufacturing landscape.

Roll Call

Senators look to undo jurisdictional snag on Taiwan tax bill - Roll Call

Lawmakers want to strengthen the economic partnership with Taiwan and bolster the U.S. microchip industry.

Tom’s Hardware

European Council Greenlights Chips Act: $47 Billion for Semiconductor Industry

EU seeks to double global chip production market share to 20% by 2030 with $47 billion subsidies to manufacturers.

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