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The Latest Breaking News from Semiconductor

The 'Mullin Trade,' Leaked: 4 Defense Stocks Investors Are Watching After Trump’s Homeland Security Shake-Up

After a Cabinet shake-up, here are 4 defense stocks for investors to watch now.

In Trump’s precarious world, NZ will need all the middle-sized friends it can get

In Trump’s precarious world, NZ will need all the middle-sized friends it can get

When a local political commentator recently suggested (partly tongue-in-cheek) that New Zealand might respond to US President Donald Trump’s new world order by becoming the seventh state of Australia, it was dismissed by the prime minister and most political leaders.

The Conversation

Will AI Tailwinds Power Broadcom Stock Higher?

Will AI Tailwinds Power Broadcom Stock Higher?

Broadcom is seeing solid demand for its custom chips and has the potential to hit $100 billion in annual AI chip revenue by 2027.

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China's top chip execs claim ASML alternative 'small, fragmented, and weak' — Chinese industry titans call for national effort to invest in advanced chipmaking tools

China's most senior semiconductor executives issued a public call this week for a consolidated national effort to build a domestic alternative to Dutch lithography giant ASML.

Tom’s Hardware

China seeks to enhance rare earth advantages, take 'extraordinary measures' to achieve semiconductor breakthroughs — new five-year plan marks doubling down on technological self-reliance

China just released the latest draft of its five-year plan, which mentions it goal of building a more robust "response mechanism" to supply chain threats and focusing on enhancing its "competitive advantages in rare earths."

Tom’s Hardware

SanDisk Corporation Shares Surge in Volatile Trading Amid AI Memory Demand

SanDisk Corporation (NASDAQ: SNDK) stock experienced sharp fluctuations in recent sessions, reflecting broader market dynamics in the semiconductor sector driven by artificial intelligence infrastructure needs and geopolitical uncertainties.

International Business Times

The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It

The VanEck Semiconductor ETF (SMH) offers targeted exposure to industry leaders, while iShares' SOXX provides broad exposure to the sector.

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Taiwan expects power demand to increase by more than 5GW by 2030, enough to power nearly 4 million homes — rise in electricity consumption driven by semiconductor manufacturing and AI data center deployments

Taiwan expects power demand to increase by more than 5GW by 2030, enough to power nearly 4 million homes — rise in electricity consumption driven by semiconductor manufacturing and AI data center deployments

New semiconductor fabs and data centers are fueling Taiwan's growing power demand, with the island expected to require more than 5GW of new electricity sources and power infrastructure to keep up.

Tom’s Hardware

Dear Broadcom Stock Fans, Mark Your Calendars for March 4

Dear Broadcom Stock Fans, Mark Your Calendars for March 4

Can AVGO keep its momentum, or is Broadcom due for a pullback?

Data Centers Are in ‘Hyperdrive.’ Buy These 2 Top-Rated Stocks Now.

Data Centers Are in ‘Hyperdrive.’ Buy These 2 Top-Rated Stocks Now.

Data center demand is in full-blown expansion, setting the stage for these two top-rated stocks to benefit.

NXP Semiconductors Stock: Is NXPI Underperforming the Technology Sector?

NXP Semiconductors Stock: Is NXPI Underperforming the Technology Sector?

Despite NXP Semiconductors' underperforming relative to the technology sector, Wall Street analysts remain bullish about the stock’s prospects.

How Is Lam Research’s Stock Performance Compared to Other Semiconductor Stocks?

How Is Lam Research’s Stock Performance Compared to Other Semiconductor Stocks?

Having substantially outpaced its semiconductor peers over the past year, Lam Research continues to command strong analyst confidence, with sentiment toward the stock remaining decidedly bullish.

‘This is Not Business as Usual. This is Risk’: Michael Burry Warns Nvidia Looks Strikingly Similar to Cisco Just Prior to Dot Com Bubble Crash

‘This is Not Business as Usual. This is Risk’: Michael Burry Warns Nvidia Looks Strikingly Similar to Cisco Just Prior to Dot Com Bubble Crash

Michael Burry, the investor immortalized in The Big Short for predicting the subprime mortgage collapse, is raising fresh alarms about Nvidia (NVDA) , the semiconductor giant at the heart of the artificial intelligence (AI) boom. In a recent Substack post published Thursday, Burry argued that Nvidia’s latest financial disclosures reveal...

2 Reasons to Buy Broadcom Stock Before March 4

2 Reasons to Buy Broadcom Stock Before March 4

Broadcom is set to deliver double-digit revenue and earnings growth, and the recent share price consolidation has reduced valuation pressures.

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Intel Foundry exec leaves to head up Qualcomm's semiconductor biz as Intel shake-up continues

Intel has lost a few key execs over the past 18 months.

How Is Analog Devices’ Stock Performance Compared to Other Semiconductor Stocks?

Analog Devices has outperformed its semiconductor peers over the past year and analysts are very bullish on its future growth potential.

How Is Micron Technology's Stock Performance Compared to Other Semiconductor Stocks

Micron Technology has outperformed other semiconductor stocks over the past year, and analysts remain highly optimistic about the stock’s growth potential.

European chip research giant imec opens Qatar hub in Middle East push

Semiconductor and research hubs like imec are training talent and supporting startups in computing, AI and life sciences.

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Intel ditches human customer support for 'one of the first of its kind in the semiconductor industry' system made up of Copilot-powered AI agents

Ask Intel is an AI-powered assistant replacing phone-based support and centralizing warranty, troubleshooting, and case management online.

The Conversation

Why India joining the US alliance on AI tech is an opportunity for Australia

India has formally joined the United States’ flagship international alliance on artificial intelligence (AI) supply chain security: “Pax Silica”. Officials from both countries signed the Pax Silica declaration on the sidelines of a major AI summit in New Delhi last week.

Evening Standard

Facebook owner Meta agrees £74bn deal with chipmaker AMD

The deal will see Meta, which also owns Instagram and WhatsApp, snap up a 10% shareholding in the US semiconductor company.

The Guardian - UK

Meta agrees $60bn deal with chipmaker AMD despite AI bubble fears

Facebook owner’s investment described by semiconductor company as ‘big bet’ on artificial intelligence

3 Industrial Chip Stocks Riding a New Semiconductor Supercycle in 2026

Industrial semiconductors are heating up in 2026. See why Analog Devices, onsemi, and Texas Instruments matter—and where analysts see shares heading next.

The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It

Get a clear map of the nanotech stack behind AI chips—lithography, fabrication tools, and ultra-pure materials—and why these suppliers matter for long-term investors.

Major Japanese semiconductor supplier hit by ransomware attack

Advantest confirms being hit by ransomware, but says investigation is currently ongoing.

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