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The Latest Breaking News from Semiconductor

ASML Ends Ties With Former France FM Bruno Le Maire, Stock Hits 52-Week High

ASML Holding (NASDAQ:ASML) confirmed that France's former finance minister Bruno Le Maire is no longer serving as an advisor to its executive board, the Dutch semiconductor equipment giant told Reuters on Monday.

Benzinga

Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'

Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.

Benzinga

Taiwan Rejects 50–50' Chip Production Demand, Ming-Chi Kuo Explains Real Bottleneck Lies In America's Labor And Regulation, Not TSMC

Earlier this month, Taiwan firmly rejected the Donald Trump administration's proposal for an even split in semiconductor production between the U.S. and Taiwan.

Benzinga

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Government Shutdown, OpenAI Conference and Other Can't Miss Items this Week

Markets face a week of critical catalysts including the ongoing US government shutdown impacting federal operations, Tesla's (TSLA) Full Self-Driving v14 release Monday, OpenAI's developer conference showcasing AI advancement, and Friday's September jobs report.

Barchart

The transistor was patented 75 years ago today — the age of silicon and software began with a three-electrode circuit element using semiconductor materials

75 years ago, the three Bell Labs scientists behind the invention of the transistor would, at last, have the U.S. Patent in their hands.

Tom’s Hardware

Congressman Misses Out On 67% Gains Selling Intel Stock Early: Here's How Much He Could Have Made

The U.S. Government took a 10% stake in semiconductor company Intel Corporation (NASDAQ:INTC). With the stock up over 50% since the stake was taken, President Donald Trump is gaining praise. One member of Congress may be wishing they held on to shares a bit longer.

Benzinga

4 Hot Chip Stocks You Can't Ignore

The semiconductor industry is experiencing a remarkable surge, with several stocks demonstrating robust momentum gains that have propelled them into the top 10th percentile of their peers.

Benzinga

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Global X Launches CHPX ETF To Ride The AI And Quantum Semiconductor Surge

Global X Management Company LLC, the New York ETF provider, has launched the Global X AI Semiconductor Quantum ETF (NASDAQ:CHPX), a new ETF designed for investors looking to gain exposure to next-generation computing technologies. The passively managed ETF features a 0.50% expense ratio and is positioned to track innovation in…

Benzinga

Wolfspeed (WOLF) Stock Consolidates After 1,800% Bankruptcy Exit Rally

Shares of semiconductor firm Wolfspeed Inc (NYSE:WOLF) are trading flat Friday, holding steady after this week’s marked rally. The stock has surged 1,800% since Monday’s session open as the company announced its successful emergence from Chapter 11 bankruptcy.

Benzinga

Mobix Labs Plans Aggressive Buyouts After Breakout Revenue Year

Mobix Labs Inc. (NASDAQ:MOBX) outlined an aggressive mergers and acquisitions strategy designed to fuel growth in fiscal 2026. The Irvine, California-based semiconductor firm, which supplies connectivity technologies for aerospace, defense, and 5G markets, said the plan will expand its reach and add new revenue streams.

Benzinga

What's Really Inside Huawei's 'Domestic' AI Chips?

Huawei's latest AI chips, promoted as a milestone in China's push for technological self-reliance, continue to rely on critical components from Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), Samsung (OTC:SSNLF), and SK Hynix, a teardown by TechInsights reveals.

Benzinga

Science history: Invention of the transistor ushers in the computing era — Oct. 3, 1950

On Oct. 3, 1950, three Bell Labs scientists received a patent for a "three-electrode circuit element" that would usher in the transistor age and the era of modern computing.

LiveScience

Intel CEO Lip-Bu Tan Backs $24M Corintis Board As Startup Solves AI's Biggest Bottleneck Problem

Semiconductor cooling startup Corintis announced on Sept. 25 that it closed a $24 million Series A funding round and a collaboration with Microsoft (NASDAQ:MSFT) that achieved a breakthrough chip cooling system three times more effective than current technology.

Benzinga

This Semiconductor Stock Seems Unstoppable

Taiwan Semiconductor (TSM) hit new all-time highs in Thursday morning trading. TSM boasts a 100% “Buy” opinion from Barchart, trades above key moving averages, and has gained 27% in the past month. Fundamentals remain robust, with projected revenue and earnings growth and widespread analyst support. While TSM faces geopolitical risks,...

Barchart

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Benzinga

Taiwan Keeps Chip Edge While Eyeing US Deal

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) remains at the heart of U.S.-Taiwan trade talks as they explore a U.S. chip production strategic partnership while preserving Taiwan’s global supply chain moat.

Barchart

Wolfspeed Just Reincorporated in Delaware. Does That Make WOLF Stock a Buy?

A change of home location has come for this long struggling semiconductor company.

Benzinga

The Insider Report: Are Bulls Allowed to Ever Rest?

Bulls finally took a breather last week, and despite hitting new all-time highs across the board, stocks finished lower. The Nasdaq was down the most, as it sold off 0.65%. The SP 500 was down 0.31%, while the Dow Jones Industrial Average was down 0.15%. Crypto also saw some major…

Tom’s Hardware

Taiwan refuses to move half of U.S.-bound chip production to American shores — trade discussion to be focused on Section 232 investigation for preferential deal on semiconductors

The White House wants to move at least 50% of U.S.-bound chip production into the United States, but Taiwan says no.

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Benzinga

Taiwan Rejects US Proposal For 50-50 Chip Production Deal: 'Never Made Any Commitment'

Taiwan has declined a proposal from the United States for an equal split in semiconductor production, as confirmed by the island’s leading tariff negotiator.

International Business Times

Taiwan Says 'Will Not Agree' To Making 50% Of Its Chips In US

Taiwan "will not agree" to making 50 percent of its semiconductors in the United States, the island's lead tariff negotiator said Wednesday, as Washington pressures Taipei to produce more chips on US soil.

International Business Times

India Ready To Rev Up Chipmaking, Industry Pioneer Says

When Prime Minister Narendra Modi declared India's "late entry" into the global semiconductor race, he pinned hopes on pioneers such as Vellayan Subbiah to create a chip innovation hub.

International Business Times UK

The Next-Gen Huawei Chip That Threatens Nvidia's Dominance: Insiders Reveal Ambitious Four-Die Packaging Design

Huawei has filed patents for a next-generation Ascend AI chip with a bold quad-die packaging design, a move insiders say could challenge Nvidia's dominance as US sanctions push China to build homegrown semiconductor power.

Benzinga

Trump And Lutnick Demand: Half Of America's Chips Must Be Made At Home—Or Else

President Donald Trump and Commerce Secretary Howard Lutnick have placed a bold demand on the global semiconductor industry: half of all chips used in America must be manufactured in America.

Benzinga

Wolfspeed's 1,700% Rebirth: The Wildest Trade of 2025?

In a year packed with AI mania, biotech moonshots and crypto comebacks, one trade has stunned them all: Wolfspeed Inc (NYSE:WOLF) stock's 1,700% explosion on Monday. The semiconductor firm, fresh out of Chapter 11 restructuring, didn't just rally—it exploded.

Benzinga

Why This Investor Is Trimming His Largest Holding Taiwan Semiconductor

Contract chipmaker Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) stock trended Tuesday as escalating geopolitical tensions sharpen Washington’s push to shift critical semiconductor production to the United States.

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