ASML CEO says China is 10 to 15 years behind in chipmaking capabilities Without EUV, Chinese semiconductor industry is over a decade behind Taiwan, U.S. Tom’s Hardware · Dec 25, 2024
Taiwan struggles to reconcile climate ambitions and chip manufacturing The island’s semiconductor industry represents one-quarter of GDP but is a major source of carbon emissions. Al Jazeera · Dec 25, 2024
South Korea mulls creating 'KSMC' contract chipmaker to compete with TSMC, requires a $13.9 billion investment South Korea wants to replicate Taiwan's success by establishing KSMC, a government-funded chipmaker. Tom’s Hardware · Dec 24, 2024
How High Can the AI Boom Take This Semiconductor Stock in 2025? Wall Street expects upside potential of 35% for this little-known company in the semiconductor space. Barchart · Dec 23, 2024
U.S. gov't launches probe into ongoing China dominance of legacy semiconductor market amid concerns of Chinese vendors flooding the market The new investigation is yet another escalation in the U.S. government's efforts to tighten its scrutiny of China’s semiconductor industry Tom’s Hardware · Dec 23, 2024
Market Overreaction: 2 Stocks to Buy on the Way Down Discover key insights into Nike's turnaround strategy and Synopsys' AI-driven growth, including challenges from market headwinds and geopolitical tensions. MarketBeat · Dec 23, 2024
US Probes China Chip Industry On 'Anticompetitive' Concerns The United States said Monday it is opening an investigation into China's policies for its semiconductor industry, over concerns that Beijing is turning to "extensive anticompetitive and non-market means" to undermine other economies. International Business Times · Dec 23, 2024
From lab to life - atomic-scale memristors pave the way for brain-like AI and next-gen computing power Research on atomically tunable memristors aims to advance neuromorphic computing. TechRadar · Dec 22, 2024
Is It Time to Sell This Second-Fiddle AI Stock Before 2025? Bank of America has cut its rating on AMD while lowering its price target. Barchart · Dec 22, 2024
US Confirms Billions In Chips Funds To Samsung, Texas Instruments President Joe Biden's administration said Friday that it has cemented deals for billions in funding to South Korean semiconductor giant Samsung Electronics and Texas Instruments to boost their chipmaking facilities in the United States. International Business Times · Dec 22, 2024
Is ON Semiconductor Stock Underperforming the Dow? ON Semiconductor has trailed behind the Dow index over the past three months, and analysts remain cautiously bullish about the stock's growth potential. Barchart · Dec 20, 2024
Why This Underdog Semiconductor Stock Is Still a Top Pick at Bernstein Qualcomm's strategic push into Edge AI and the IoT space positions it for long-term growth. Barchart · Dec 19, 2024
Intel Stock: Turnaround Opportunity or Trap for 2025? Intel is taking aggressive actions to reinvent itself in the highly competitive semiconductor landscape. Barchart · Dec 19, 2024
Rapidus is first Japanese company to install ASML's cutting-edge EUV machine — chipmaking tool for 2nm chips expected to be operational this year Rapidus gets ASML's Twinscan NXE:3800E, almost completes its installation. Tom’s Hardware · Dec 19, 2024
MarketBeat · Dec 19, 2024 Why Aehr Test Systems Could Be a Hidden AI Semiconductor Winner Aehr Test Systems is a small-cap chip stock that may be getting to explode higher after it inked its first AI-related deal.
The Guardian - US · Dec 19, 2024 US environmental agency fast-tracking new PFAS approvals for semiconductors Hastened reviews of compounds as industry ramps up could increase pollution from likely toxic chemicals
Al Jazeera · Dec 19, 2024 As Trump 2.0 looms, Taiwan’s chip industry braces for upheaval Trump’s return casts doubt on Joe Biden’s signature initiative providing billions in funding to semiconductor firms.
StockNews.com · Dec 18, 2024 3 Semiconductor Stocks Driving the Digital Revolution As global industries become increasingly reliant on advanced computing and connectivity, semiconductor companies are well-positioned for sustained growth. Thus, investors could watch fundamentally solid semiconductor stocks NVIDIA Corp (NVDA), Broadcom (AVGO), and Taiwan Semiconductor (TSM). Keep reading….
MarketBeat · Dec 18, 2024 Trump’s China Tariffs Could Reshape These 2 Semiconductor Stocks Learn how Taiwan Semi and ASML stocks could be affected by Trump’s proposed tariffs. Discover the potential market impacts on these semiconductor leaders.
Tom’s Hardware · Dec 17, 2024 China developing critical chipmaking supply chains — photoresist ecosystem emerges for ArF and KrF lasers Chinese photoresists are getting better, could eventually address advanced process technologies.
PC Gamer · Dec 17, 2024 Critical metals for electronic components and gadgets jump in price, as China's trade restrictions with the US begin to bite Gallium, germanium, and antimony are all vital to the semiconductor industry.
MarketBeat · Dec 17, 2024 Broadcom’s Stellar Outlook Sparks Hopes for a Semi Sector Rally The semi ETF (SMH) has reclaimed key technical levels and is approaching significant resistance, signaling a potential breakout as investor sentiment improves.
Barchart · Dec 17, 2024 Is Micron Stock a Buy, Sell, or Hold Before December 18? With Micron Technology's Q1 earnings release on the horizon, should investors grab a slice of the shares or let the earnings guide the next move?
Barchart · Dec 16, 2024 Deutsche Bank Says These 2 Semiconductor Stocks Are Top Buys in 2025, Here's Why This article highlights two semiconductor stocks that Deutsche Bank recommends as top buys for 2025.
MarketBeat · Dec 16, 2024 2 Semiconductor Stocks That Could Break Out in 2025 These two semiconductor manufacturing equipment stocks could have a big 2025. One is a massive industry leader, while the other is an up-and-coming player.