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The Latest Breaking News from Semiconductor

Taiwanese law prevents TSMC from producing 2nm chips overseas, Taiwanese govt official confirms

TSMC cannot transfer its leading-edge technologies abroad in accordance with Taiwanese laws, says Minister of Economic Affairs.

Tom’s Hardware

Gorilla Glass maker Corning is set to receive $32 million under the CHIPS and Science Act

Corning may not make chips, but its contribution to semiconductor production is rather huge.

Tom’s Hardware

2 Must-Own Semiconductor Stocks to Buy Now and Hold Forever

As the demand for advanced chips continues to skyrocket, Taiwan Semiconductor Manufacturing Company (TSM) and GlobalFoundries (GFS) are emerging as essential players in the semiconductor industry, with both companies demonstrating strong growth potential and solid financials.

Barchart

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ASE to bolster North American semiconductor supply chain — new packaging and test facility in Mexico expected to hire 500 engineers and technicians in first year

ASE's subsidiary, ISE Labs, will build an OSAT facility in Mexico.

Tom’s Hardware

ON Semiconductor Stock Outlook: Is Wall Street Bullish or Bearish?

While ON Semiconductor has lagged behind the broader market over the past year, Wall Street analysts remain cautiously optimistic about the stock's future potential.

Barchart

Semiconductor sales rose to $166,000,000,000 in a single quarter this year thanks to all that demand for AI-crunching silicon

The AI boom goes hypersonic for some.

PC Gamer

Up 160% in 3 Months, Is It Too Late to Buy Astera Labs Stock?

Breakout semiconductor stock ALAB has more than doubled in just a few months.

Barchart

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3 Semiconductor Stocks to Buy on Cyclical Weakness

These three semiconductor stocks with strong upside potential just dipped - making this cyclical weakness a prime buying opportunity for investors.

Barchart

Is ARM Stock Still a Buy After Light Q3 Guidance?

Arm Holdings is solidifying its position in the semiconductor industry, leveraging its robust software ecosystem and cutting-edge technology to drive long-term growth.

Barchart

China ordered to sell stake in Scottish chipmaking firm by UK Government

THE Chinese owners of a Scottish semiconductor firm has been ordered to sell its stake in the business due to “national security” concerns ...

The National (Scotland)

TSMC, GlobalFoundries Set To Win Final Chips Act Awards: Report

The Chips Act allocates $39 billion in grants, along with billions more in loans and 25% tax credits, to boost U.S. semiconductor manufacturing after much of the production moved to Asia.

International Business Times

Huawei trying to poach TSMC employees with 3X salary

Huawei is attempting to poach TSMC employees by offering up to three times the going rate.

Tom’s Hardware

Why the Intel Stock Recovery Is a Slow Process

Intel’s aggressive cost reduction measures and the recent Q3 report offered some hope as results exceeded analyst expectations, leading to a slight recovery in share prices.

Barchart

MIT unveils ultra-efficient 3D nanoscale transistors that could revolutionize future electronics

Ultrathin nanoscale 3D transistors made out of advanced semiconductor materials operate more efficiently than silicon-based devices by harnessing quantum properties, potentially enabling ultra-low-power AI applications.

Tom’s Hardware

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Barchart

Did This AI Chip Giant Just Score a Major Victory Over Nvidia?

With a new strategic partnership under its belt, can Broadcom steal AI chip king Nvidia’s crown?

PC Gamer

Ex-AMD fab GlobalFoundries has been fined $500K after admitting it shipped $17,000,000 worth of product to a company associated with China's military industrial complex

The CHIPS-funded manufacturer takes a significant slap on the wrist.

Windows Central

Sam Altman believes AGI is "achievable with current hardware" — but it could absurdly require "$7 trillion and many years to build 36 semiconductor plants and additional data centers"

In a recent Reddit AMA (ask me anything) session, OpenAI CEO Sam Altman and other top executives discussed intricate details about the company's future and upcoming products and services.

International Business Times

US Fines Chipmaker $500,000 For Selling To Blacklisted Chinese Company

GlobalFoundries sent SJ Semiconductor 74 shipments worth $17.1 million without seeking a license, the Commerce Department said.

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Tom’s Hardware

TSMC rumored to receive High NA EUV machines from ASML this year

TSMC is set to receive its first shipment of ASML's High NA EUV machine later this year.

Tom’s Hardware

GlobalFoundries fined $500,000 for restricted chip exports to Chinese firm on U.S. entity list — chipmaker shipped $17 million worth of silicon wafers to China’s SJ Semiconductor

GlobalFoundries is said to have shipped 74 orders, totaling $17.1 million, to SJ Semiconductor, a SMIC affiliate, without obtaining the required license.

The Independent UK

Harris slams House speaker for suggesting GOP would probably try to cut federal semiconductor aid

Kamala Harris is criticizing House Speaker Mike Johnson for suggesting that Republicans would probably try to cut government subsidies for semiconductor manufacturing

The Independent UK

Nvidia replaces Intel on the Dow index in AI-driven shift for semiconductor industry

Nvidia is replacing Intel on the Dow Jones Industrial Average, ending a 25-year-run for a pioneering semiconductor company that has fallen behind as Nvidia cornered the market for chips that run artificial intelligence systems

International Business Times

Mike Johnson Totally Reverses Himself On Killing Federal Backing Of Semiconductor Industry If Trump Wins

Instead he aims to just strip out regulations and environmental requirements, he noted in a statement

Top News

House Speaker Backtracks On Potential Repeal Of CHIPS Act

House Speaker Mike Johnson's comments on the CHIPS Act and its implications for semiconductor manufacturing in the US spark controversy and political debate.

Tom’s Hardware

New York State to get new $825 million semiconductor R&D facility

The NSTC is getting a flagship facility in Albany, New York that's dedicated to EUV research and development.

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