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The Latest Breaking News from Semiconductor

ASML Is Down 7% Over the Past Month. Should You Buy the Chip Stock on the Dip?

Analyst signals entry point for ASML with a "Buy" rating and 25% upside from current level.

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Elon Musk Announces Massive 'Terafab' Chip Factory in Austin to Power Tesla AI, SpaceX Satellites and Robotics

Elon Musk unveiled an ambitious plan March 21, 2026, for a joint Tesla and SpaceX semiconductor fabrication facility dubbed "Terafab," aiming to produce custom chips on an unprecedented scale to fuel artificial intelligence, humanoid robotics, autonomous vehicles and space-based computing.

International Business Times

Elon Musk unveils $20 billion ‘TeraFab’ chip project to make chips, memory, and package processors all under one roof — targets a terawatt of annual compute

Tesla and SpaceX CEO, Elon Musk, announced Saturday night that his TeraFab semiconductor project will be built on the Tesla campus in eastern Travis County, Austin, Texas, as a joint venture.

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'Silicon' is a new five-pound art book charting the semiconductor revolution with full-page die shots and commentary — 384 page tome is $99 to pre-order now

Silicon, Arena’s stylish and premium “coffee table book like no other,” is up for pre-order now priced at $99.

Tom’s Hardware

Up 33% YTD, This Stock Isn’t Making Headlines, But Investors Keep Buying

Surging demand for advanced chips is translating into steady growth for Lam Research.

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Nvidia Stock Warning: How NVDA Could Plunge 30% from Here

Nvidia is starting to echo broader semiconductor fragility as geopolitical stress and crowded positioning raise the risk of a 30% slide.

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Tesla hiring semiconductor fabs construction manager — Elon Musk's ambitious Terafab project begins

Tesla begins to form a core team behind its Terafab project, which will define the fab and spearhead its construction and tamp.

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Global chip supply chain under threat as US-Iran conflict enters third week — Strait of Hormuz blockade is days away from crippling Taiwan's semiconductor industry

Taiwan imports almost all of its energy and requires large amounts of LNG to sustain its electrical grid. That grid is then used by local chipmakers — like TSMC who is responsible for making most of the world's high-end chips. Fabrication for these chips requires helium, which Taiwan also imports…

Tom’s Hardware

Oil Supply Disruptions Are Rocking Chip Stocks Like Nvidia or AMD, But Should You Buy the Dip?

Oil disruptions are dragging chip stocks lower. Does the selloff in Nvidia and AMD signal trouble ahead or a buying window for investors?

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Is Teradyne Stock Outperforming the Dow?

Teradyne has substantially outperformed the Dow over the past year, and analysts are cautiously optimistic about the stock’s prospects.

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Elon Musk says his chipmaking 'Terafab Project' venture will launch in seven days — Musk's latest moonshot multi-billion project launches on a Saturday

Elon Musk plans to start his 'Terafab Project' semiconductor production venture in a week.

Tom’s Hardware

309% Gain in One Year: Can This Under-$20 Semiconductor Stock Keep Soaring in 2026?

The rally in this under-$20 semiconductor stock is supported by a shift toward high-growth markets, which appears strategically sound and is already showing early results.

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Qualcomm Stock Warning: Why Bank of America Is Betting That QCOM Will Underperform

Bank of America reinstated coverage on Qualcomm with an “Underperform” rating, warning that smartphone headwinds and rising competition could limit future growth.

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Is ON Semiconductor Stock Outperforming the Dow?

As ON Semiconductor has outperformed the Dow recently, analysts remain moderately optimistic about the stock’s prospects.

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International Business Times UK

Michael Burry Blames Nvidia 'Mafia-Like' Behaviour For OpenAI Oracle Deal Collapse

Michael Burry accuses Nvidia of anti-competitive tactics in a major AI infrastructure deal with OpenAI and Oracle, raising antitrust concerns in the semiconductor market.

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Applied Materials and Micron Are Partnering on Memory. Is AMAT or MU Stock a Better Buy Here?

Applied Materials and Micron have partnered to create next-gen memory chips for AI.

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Is Monolithic Power Systems Stock Outperforming the Dow?

Monolithic Power Systems has outperformed the Dow Jones Industrial Average over the past year, and analysts seem very upbeat about the stock’s outlook.

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As Adeia Strikes a Deal with AMD, Should You Buy the Lesser-Known Chip Stock Now?

Adeia's revenue from semiconductor firms looks poised to climb rapidly.

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PC Gamer

How to make your very own semiconductor-class cleanroom in a wooden shed and build your own chips, well kinda

Knocking up a cleanroom isn't as hard as you might think, the rest of the job, however...

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Is KLA Corporation Stock Outperforming the S&P 500?

KLA Corporation has outperformed the S&P 500 over the past year, and analysts remain somewhat optimistic about the stock’s growth potential.

Tom’s Hardware

China warns of fresh chip shortage as Nexperia dispute escalates again - Dutch headquarters allegedly locked Chinese staff out of IT systems

China's commerce ministry warned on Saturday of a renewed global semiconductor supply chain crisis, after Nexperia's Netherlands disabled IT accounts for all employees at its Chinese operations.

International Business Times

Broadcom Inc. Stock Climbs Toward $336 as Q1 Earnings Beat Fuels AI Optimism, Shares Up 0.9% Midday March 6

Broadcom Inc. (NASDAQ: AVGO) shares advanced modestly Friday, March 6, 2026, trading around $335.84 midday, up approximately 0.93% or $3.10 from Thursday's close of $332.74, as investors digested the company's strong fiscal first-quarter results and robust guidance tied to surging artificial intelligence demand.

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As Marvell Breaks Through Key Resistance Levels, Should You Chase the Rally in MRVL Stock?

Marvell stock soars as the semiconductor firm reports a strong Q4 and issues encouraging guidance. But is it wise to buy MRVL shares into the post-earnings strength?

International Business Times

The Clean Energy Transition Runs on Palladium From Russia, But Help is Coming

The western industrial economy built its palladium dependency over decades without adequately modeling its disruption risk. Catalytic converter manufacturers, semiconductor fabs, and hydrogen technology developers all drew from the same concentrated source without building resilience into the system.

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AVGO Stock Alert: Should You Buy, Sell, or Hold Broadcom After Q1 Earnings?

Broadcom anticipates $100 billion in AI chip revenue by 2027.

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