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The Latest Breaking News from Semiconductor

Well, that's unexpected: Samsung will team up with its fiercest Chinese rival to produce next gen NAND flash

Samsung has signed an agreement with China’s YMTC to use its bonding technology in the production of 400-layer NAND flash memory.

TechRadar

These 4 Tech ETFs Just Hit 50-Day Lows—Time to Buy?

Tech stocks are struggling, pushing major ETFs to bargain-level prices. These four tech ETFs are trading near 50-day lows.

MarketBeat

Will AI Demand Push Broadcom Stock Beyond $1 Trillion Again?

Broadcom’s latest earnings report for Q1 FY25 reignited investor enthusiasm, as the company reported solid financials.

Barchart

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How Is NXP Semiconductors' Stock Performance Compared to Other Chip Stocks?

While NXP Semiconductors has recently underperformed the broader market, Wall Street analysts remain very bullish about the stock’s future potential.

Barchart

2 ‘Strong Buy’ Growth Stocks Analysts Think You Should Buy Now

Based on their high price estimates, Wall Street predicts upside of up to 56% for these two growth stocks.

Barchart

President Trump wants to kill the $52 billion CHIPS Act: 'a horrible, horrible thing'

Trump wants to use tariffs rather than subsidies to encourage US made tech.

PC Gamer

Is Taiwan Semi Stock a Buy, Sell, or Hold on Plans to Invest $100 Billion in the U.S.?

With a $100 billion U.S. expansion, is Taiwan Semi stock set for long-term gains, or is this a wait-and-see moment for investors?

Barchart

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TSMC expands investments in the U.S. to $165 billion with new fabs and R&D center: A closer look

TSMC is set to build a major semiconductor production hub in the U.S. for $165 billion, but the plans still need to be set.

Tom’s Hardware

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

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

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The Independent UK

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

Barchart

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.

TechRadar

TSMC announces huge US investment to boost AI development

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

Barchart

The Best AI Stock to Invest $200 in Right Now

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

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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.

The Guardian - UK

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

Fortune

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.

The Independent UK

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

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.

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