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The Latest Breaking News from Semiconductor

Stocks Set for Muted Open as Investors Await U.S. Economic Data and More Big Bank Earnings, Fed Speak on Tap

June S&P 500 E-Mini futures (ESM25) are up +0.05%, and June Nasdaq 100 E-Mini futures (NQM25) are up +0.14% this morning, pointing to a muted open on Wall Street, while investors await U.S. economic data, quarterly reports from more big banks, and remarks from Federal Reserve officials.

Barchart

US social security administration accuses Biden of lying in speech – as it happened

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The Guardian - US

European markets open higher on hopes of Trump tariff exemptions

European markets opened higher after US President Donald Trump hinted at potential auto tariff relief, despite the push ahead with probes into pharma products and semiconductors.

Euronews

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S. Korea Plans Extra $4.9 Bn Help For Chips Amid US Tariff Anxiety

South Korea on Tuesday announced plans to invest almost $5 billion extra in the country's semiconductor industry, citing "growing uncertainty" over US tariffs.

International Business Times

S. Korea Govt Plans $4.9 Bn More Help For Semiconductors As US Tariff Risk Bites

South Korea on Tuesday announced plans to invest an additional $4.9 billion in the country's semiconductor industry, citing "growing uncertainty" over US tariffs.

International Business Times

Did Trump really ‘exempt’ Chinese phones, chips from tariffs?

Trump only rolled back tariffs imposed since April 2. Laptops, phones and semiconductors still face hefty levies.

Al Jazeera

Trump says new chip tariffs will be announced next week

President Trump announced new semiconductor tariffs to be introduced next week as part of an effort to shift tech manufacturing to the U.S.

Tom’s Hardware

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China halts critical rare earth mineral exports as Trump teases new tariffs

US president says he will announce tariff rates on semiconductors next week

The Independent UK

Trump warns exemptions on smartphones, electronics will be short-lived, promises future tariffs

The US president has said no one is ‘getting off the hook’, as he promises to launch a national security investigation into the semiconductor sector

The Guardian - AU

Commerce Secretary Howard Lutnick says tariff exemption on electronic devices is temporary and semiconductor duties will come in ‘a month or two’

Lutnick referred to the new tariffs as “duties on semiconductors,” but they will span across other tech imports.

Fortune

Howard Lutnick says tariffs on smartphones ‘coming soon’ after Apple gets China reprieve

Howard Lutnick says tech exemptions will end within two months after investors celebrate tariff relief

The Independent UK

Pat Gelsinger turns to particle accelerators for a new way to make chips, joins xLight

Pat Gelsinger is back in the semiconductor game with xLight, a company that plans to make an EUV light source using a collider.

Tom’s Hardware

Trump exempts computers, smartphones, and more from tariffs

The tech industry is delighted that computers, smartphones, semiconductor chips, and more are officially exempt from tariffs on foreign imports.

Tom’s Hardware

Is Broadcom Stock a Buy or Sell as the Trade War Escalates?

Broadcom stock rebounds after falling below $150 price as the trade war rages on.

Barchart

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Tom’s Hardware

China's new semiconductor rule spares Taiwan fabs, punishes Intel, GlobalFoundries & Texas Instruments

China now considers wafer fabrication location as origin of chips, no matter where they were packaged or developed, which is good news for those outsourcing to Taiwan, but bad news for those who manufacture in America.

Tom’s Hardware

Researchers make breakthrough in cleaning up the 'forever chemicals' used in chip manufacturing

Monash University has developed a water filter to catch PFAS used in chip manufacturing and other industries. The chip industry has been lobbying for years against any progress on legislating PFAS-use.

Barchart

After Rallying Nearly 20% in a Single Day, Should You Still Buy the 2025 Dip in Broadcom Stock?

After the most recent pop, Broadcom stock has regained some of its lost ground in 2025.

Fortune

The Biden administration gave TSMC billions to build its semiconductors in the U.S., but Trump says he threatened 100% tariffs and got the company to double down

TSMC announced an additional $100 billion investment in the U.S. in March.

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Euronews

TSMC shares soar as semiconductor firm announces surprise revenue lift

The world's biggest contract chipmaker, Taiwan Semiconductor Manufacturing Company (TSMC), recorded a 41.6% year-on-year revenue rise in the first three months of the year.

Barchart

Is Advanced Micro Devices Stock a Buy as Shares Plunge Below $80?

With a forward price-earnings ratio of 21.6x, AMD appears attractively priced, especially given its double-digit earnings growth potential.

Barchart

Lam Research’s Quarterly Earnings Preview: What You Need to Know

Lam Research is set to announce its third-quarter results this month, with analysts forecasting a double-digit growth in its bottom-line figure.

Fortune

The 'absurd' career question young people ask $230bn semiconductor boss

ASML CEO Christophe Fouquet says young workers should focus on what they're going to do tomorrow.

MarketBeat

Intel-Taiwan Semiconductor Alliance Fuels Turnaround Hopes

Potential Intel-TSMC joint venture reports highlight a significant strategic opportunity for Intel's foundry business and its path toward renewed leadership.

Tom’s Hardware

New 'DRAM+' memory designed to provide DRAM performance with SSD-like storage capabilities, uses FeRAM tech

FMC and Neumonda develop non-volatile FeRAM products, revive memory production in Germany.

MarketBeat

Taiwan Semiconductor Spared From New Tariffs: Bullish Path Ahead?

New trade tariffs have sent most of the stock market into turmoil, leading investors to seek safety, Taiwan Semiconductor might be the answer.

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