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The Latest Breaking News from Semiconductor

Taiwan Semi's $100 Billion Investment: Fate of the Chipmakers

The latest round of tariffs have done the opposite of what economists expected, as new rounds of investment have come in for the chipmaking industry.

MarketBeat

Intel Foundry’s Moment of Truth: Will 18A Deliver?

Industry leaders are evaluating Intel's advanced 18A chip manufacturing process, potentially signaling a resurgence in its foundry business.

MarketBeat

Is KLA Corporations Stock Underperforming the Nasdaq?

KLA Corporation has struggled to keep up with the broader Nasdaq Composite over the past year, yet Wall Street analysts remain moderately optimistic about the stock’s prospects.

Barchart

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Trump Declares War On The CHIPS Act, Calling It A 'Horrible' Waste Of Government Money

Should President Trump proceed to dismantle the CHIPS and Science Act, the United States could face significant setbacks in its semiconductor industry.

International Business Times UK

Is Lam Research Stock Outperforming the S&P 500?

While Lam Research’s outperformance compared to the S&P 500 Index on a YTD basis, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

Barchart

Malaysia is buying Arm's blueprints for $250 million to realize its ambitions to be a 'non-aligned' chip player

Malaysia hopes its Arm deal will help foster 10 local chip companies with annual revenue between $1.5 billion to $2 billion each.

Fortune

Taiwan downplays national security concerns after Trump and TSMC’s $100bn semiconductor deal

Opposition leaders raise concerns over country’s defence after deal with US

The Independent UK

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Is Intel Stock Outperforming the Dow?

While Intel has outperformed relative to the Dow recently, Wall Street analysts maintain a cautious outlook on the stock’s prospects.

Barchart

TSMC announces huge US investment to boost AI development

TSMC pledges further $100 billion investment into US semiconductor manufacturing.

TechRadar

The Best AI Stock to Invest $200 in Right Now

Taiwan Semi’s client base and rapid growth create an exceptional long-term opportunity.

Barchart

After Nvidia’s Q4 Report, These 3 Stocks to Buy Could Be the Real Winners

Analysts have tapped these Asia-based AI companies as potential stars in 2025.

Barchart

Taiwan vows most advanced tech will not go to US under $100bn Trump deal

Country’s government says deal with TSMC needs assessment as opposition claims it will reduce defences

The Guardian - UK

DeepSeek hype and geopolitics make this Chinese chipmaker one of Hong Kong’s best performing stocks

Semiconductor Manufacturing International Corp. (SMIC) is up over 75% for the year so far, making it one of the Hang Seng’s best performing stocks.

Fortune

Giant chipmaker TSMC to spend $100B to expand chip manufacturing in US, Trump announces

Chip giant Taiwan Semiconductor Manufacturing Co. plans to invest an additional $100 billion in the United States, President Donald Trump announced Monday as he appeared with the company’s head at the White House

The Independent UK

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Top News

TSMC To Invest 0 Billion In US Chip Manufacturing

TSMC, the world's largest semiconductor manufacturer, plans a 0 billion U.S. investment, boosting chip production and economic growth.

MarketBeat

These 3 Tech Stocks Are Gaining Steam After NVIDIA’s Report

While the entire market is focused on NVIDIA and its future, there are signs that these three lateral plays could offer much more upside.

Barchart

1 Cheap Semiconductor Stock With 64% Potential Upside to Buy Now

This under-the-radar company could benefit significantly from the growth of the AI-driven semiconductor industry.

Tom’s Hardware

Former Intel directors strongly oppose TSMC takeover, call for Intel fabs spinoff

Former Intel directors say TSMC fabs takeover is a terrible idea, but fab spinoff to a consortium of companies is a good idea.

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news in one place.

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Fortune

Intel is back—stop talking about breaking it up: Craig Barrett

If we want semiconductor manufacturing leadership in the U.S., then build on the current resurgence of Intel, don’t tear it apart.

The Independent UK

Intel again pushes back expected opening for semiconductor plant in central Ohio

Intel Corp. has once again pushed back the expected opening for its semiconductor project in central Ohio

The Guardian - AU

A journey through the hyper-political world of microchips

From the raw materials required to the machines that make them, every part of the chip supply chain is fiercely contested in the global race for tech supremacy

Fortune

Beijing accuses Taiwan of giving away chip companies like TSMC as ‘souvenirs’

Beijing’s Taiwan Affairs Office alleged, without evidence, that Taiwanese were worried TSMC could turn into the “United States Semiconductor Manufacturing Co.”

Tom’s Hardware

China accuses Taiwan of giving away chip industry to the US as a 'souvenir'

China claims Taiwan's leadership is 'selling out' Taiwan's industry by making them tools for diplomatic manoeuvring.

PC Gamer

China taunts Taiwan with claim that chip foundry TSMC could soon become 'USSMC' or the 'United States Semiconductor Manufacturing Co.'

Won't somebody please think of the people...?

Tom’s Hardware

Trump wants tighter AI chip export restrictions but may face staffing shortage and other issues

Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to persuade Japan and the Netherlands to curb services of ASML and TEL machines in China.

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