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The Latest Breaking News from Semiconductor

Global semiconductor sales hit nearly $300 billion in Q1 2026 — chips are on track to top $1 trillion for this year, says report

Sales of chips in Q1 2026 hit $298.5 billion and are on track to exceed $1 trillion this year, according to the Semiconductor Industry Association.

Tom’s Hardware

AXT's Explosive Run Proves Photonics Is Where the AI Boom Is Heading Next

AXT's Explosive Run Proves Photonics Is Where the AI Boom Is Heading Next

AXTI stock has skyrocketed on AI-driven demand for indium phosphide substrates, far outpacing the S&P 500. High valuation and analyst caution underscore the risks in this volatile semiconductor materials play.

Intel vs AMD: Why the Risk-Reward Is Skewed in Intel Stock’s Favor

Intel vs AMD: Why the Risk-Reward Is Skewed in Intel Stock’s Favor

Recent analyst commentary suggests AMD's upside is limited anyway due to capacity constraints.

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Dear Microchip Technology Stock Fans, Mark Your Calendars for May 7

Microchip Technology gears up for its Q4 results following a strong rally.

NXP Semiconductors Stock Nears All-Time High. Here's Why NXPI is a Buy Now.

NXP’s diversified business and strong cash generation make it a compelling long-term semiconductor bet.

China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export restrictions

China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.

Tom’s Hardware

Is Wall Street Bullish or Bearish on ON Semiconductor Stock?

As ON Semiconductor has notably outperformed the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.

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Taiwan Semi Just Dumped Its Stake in ARM Stock. Why Investors Don’t Seem to Care.

Taiwan Semi Just Dumped Its Stake in ARM Stock. Why Investors Don’t Seem to Care.

Taiwan Semiconductor sold its Arm Holdings stake, yet ARM stock has held firm as Wall Street keeps betting on AI, data centers, and fresh chip ambitions.

Jobs, Earnings and Other Key Things to Watch this Week

Jobs, Earnings and Other Key Things to Watch this Week

Markets enter a big week following last week's Federal Reserve meeting and mega-cap technology earnings convergence, with focus now shifting to Friday's April jobs report at 8:30am that will provide insights into labor market health amid geopolitical uncertainties and energy-driven economic pressures.

NVIDIA vs Intel Stock Battle 2026: AI Leader or Turnaround Star – Which to Buy Now?

NVIDIA vs Intel Stock Battle 2026: AI Leader or Turnaround Star – Which to Buy Now?

As investors weigh semiconductor giants amid the ongoing artificial intelligence boom, NVIDIA Corp. stands out as Wall Street's clear favorite heading into the second half of 2026, with analysts projecting 30-40% upside while urging caution on Intel Corp. despite its recent share-price surge.

International Business Times

The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches

The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches

Dylan Jovine of Behind the Markets identifies five chip stocks set to benefit from the SpaceX IPO and the agentic AI wave driving it.

Taiwan Semi Is Selling ARM Stock. Should You?

Taiwan Semi Is Selling ARM Stock. Should You?

As Taiwan Semiconductor Manufacturing Company cashes out of Arm Holdings, should you follow suit?

MaxLinear’s Explosive 200% Rally Looks Impressive—But Can It Last?

MaxLinear’s Explosive 200% Rally Looks Impressive—But Can It Last?

MaxLinear surged 80% after Q1 2026 earnings on strong data center growth, but negative net margins and a forward P/E of 60 raise valuation concerns.

NXP Semiconductors Stock Is Surging as Automotive Chip Demand Returns. The Rebound May Just Be Getting Started.

NXP Semiconductors Stock Is Surging as Automotive Chip Demand Returns. The Rebound May Just Be Getting Started.

NXPI's medium-to-long-term outlook remains promising for investors who want in on the chip sector.

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Options Traders Are Betting on Increasingly Diverging Paths for Intel Stock in 2026

Options pricing suggests traders are bracing for a more than 23% move in Intel stock by July 2026, signaling sharply divergent outcomes following its massive post-earnings rally.

Semiconductor Stocks Are the New Elephant in the Room at 14% of the S&P 500. How to Play This Tech Super-Sector.

The semiconductor industry group has ballooned to an unprecedented 14% of the S&P 500’s total market weight.

Broadcom Just Hit $2 Trillion Market Cap. Is AVGO Stock a Buy Now?

Broadcom is no longer overlooked, although it remains a powerful long-term AI investment.

TSMC Is Doubling Down on AI With A13. Does That Make TSM Stock a Buy?

Taiwan Semiconductor pushes deeper into AI with A13, reinforcing its tech lead as strong growth and valuation keep the buy debate alive.

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International Business Times UK

Jim Cramer Warns 'Parabolic' Chip Rally Signals Dot-Com Risks — How To Protect Your Portfolio

Jim Cramer said the semiconductor index's record 18-session winning streak and 47% surge are 'worrisome,' drawing parallels to February 2000.

Micron Has Been on an Explosive 557% Run Higher. It’s Still 1 of the Cheapest Semiconductor Stocks to Buy Now.

Micron’s stock has gained 557% over the past year on AI demand for memory chips, but it’s still trading at a reasonable valuation.

International Business Times UK

Michael Burry Bets Against Red-Hot Chip Stocks — Says They 'Will Return To Earth'

Michael Burry recently bet against the semiconductor industry's rapid growth while disclosing new investments in undervalued software stocks.

As SOX Crosses 10,000 for the First Time, Atomera and GCT Semiconductor Are the 2 Top-Rated Chip Stocks to Buy Now

Analysts reckon these two stocks could be an effective way to play the rally in semiconductors.

Tom’s Hardware

Scientists create electronic devices that function reliably at extreme temperatures from 500 degrees Celcuis to absolute zero — advanced semiconductor material unlocks new possibilities in space tech and quantum computing

Scientists have demonstrated a new semiconductor material that can operate at extreme temperatures, from 500°C and down to -271.1°C.

Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel

Amazon’s chip business is scaling rapidly and approaching the size of top semiconductor firms, yet investors still largely value the company as a cloud and retail player.

Taiwan Semi’s Latest Breakthrough Isn’t Just Bad for ASML Stock, It Could Disrupt the Entire Chip Industry

Taiwan Semiconductor's A13 Process and N2U could sidestep ASML's $400 million High-NA machines, raising questions about the company's moat.

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