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The Latest Breaking News from Semiconductor

Goldman Sachs Warns Of $150B TSMC Spending Spree To Meet AI Demand

TSMC surges to record after Goldman lifts target 35%. Taiwan semiconductor AI boom accelerates with $150B investment plan.

International Business Times UK

Earnings Preview: What to Expect From NXP Semiconductors’ Report

Earnings Preview: What to Expect From NXP Semiconductors’ Report

NXP Semiconductors is set to report its fourth-quarter results soon, with analysts forecasting a single-digit increase in its EPS.

Xi Jinping: 2025 was a year of AI and chip breakthroughs amid US-China tech rivalry

Xi Jinping: 2025 was a year of AI and chip breakthroughs amid US-China tech rivalry

Chinese President Xi Jinping said 2025 was the year of breakthroughs for Chinese artificial intelligence and semiconductor chip companies. What did they accomplish and what can we expect in 2026?

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Find the Next NVIDIA With This Semiconductor ETF

AI continues to drive tech gains. For investors searching for the next big semiconductor stock, a thematic ETF that provides broad exposure is a good bet.

Sleeping With the Enemy: Inside the NVIDIA-Intel Deal

NVIDIA has officially joined forces with Intel to secure essential packaging capacity and stabilize the future of the domestic semiconductor industry.

UK company shoots a 1,000-degree furnace into space to study off-world chip manufacturing — semiconductors made in space could be 'up to 4,000 times purer' than Earthly equivalents

British startup Space Forge has just successfully turned on its first in-orbit furnace, reaching 1,000 degrees Celsius in space. This is a crucial first step for the company in studying the feasibility of manufacturing chips in space.

Tom’s Hardware

Why Lam Research Is a Must-Own Pick-and-Shovel Stock for the AI Boom

Lam Research stock soared 141% in 2025 on surging AI-driven demand for advanced semiconductor equipment, solidifying its position as a premier pick-and-shovel play and backed by analyst support for future gains.

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As Nvidia Reportedly Snubs the Intel 18A Process, How Should You Play INTC Stock for 2026?

As Nvidia Reportedly Snubs the Intel 18A Process, How Should You Play INTC Stock for 2026?

Nvidia apparently halted its trial of 18A, sending Intel stock down on the news.

US Quietly Greenlights Samsung and SK Hynix to Ship Chip Tools Into China — But There's a Catch

US Quietly Greenlights Samsung and SK Hynix to Ship Chip Tools Into China — But There's a Catch

The US has approved annual licences for Samsung and SK Hynix to ship chipmaking tools to China in 2026 — replacing broad waivers with tighter controls.

International Business Times UK

China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain

China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain

China has quietly mandated that at least 50% of equipment used for new semiconductor capacity be domestically sourced. However, as China's industry cannot produce enough lithography tools, authorities tend to get flexible and allow foreign alternatives in.

Tom’s Hardware

The Lazy Way to Play NVIDIA’s $20B Groq Deal

The Lazy Way to Play NVIDIA’s $20B Groq Deal

The acquisition of Groq by NVIDIA signals a shift toward AI inference that investors can capture through specific semiconductor ETFs focused on growth.

Trump administration announces new tariffs on Chinese chips and electronic components — but fresh sanctions won't take effect until 2027, and rates remain unknown

Trump administration announces new tariffs on Chinese chips and electronic components — but fresh sanctions won't take effect until 2027, and rates remain unknown

The United States has slapped a fresh set of tariffs on Chinese electronic components, but their implementation has been delayed until 2027.

Tom’s Hardware

Broadcom Just Raised Its Dividend—But It’s Not the Only One Signaling Strength

Broadcom Just Raised Its Dividend—But It’s Not the Only One Signaling Strength

Broadcom, Abbott, and Nordic American raised dividends, offering strong yields and long-term upside despite market volatility and sector headwinds.

Did Nvidia Just Lose Its Spot as Wall Street’s AI Chip Darling? JPMorgan Says This ‘Overall Top Pick’ Is Better.

Did Nvidia Just Lose Its Spot as Wall Street’s AI Chip Darling? JPMorgan Says This ‘Overall Top Pick’ Is Better.

What exactly does Broadcom do, and why are Wall Street’s biggest investors loading up on shares?

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This 1 Lesser-Known Stock Is Set to Dominate with Nvidia and Broadcom in 2026

AI-driven semiconductor growth is accelerating, with Lam Research strategically positioned to capitalize alongside leading industry players.

Broadcom Stock Just Raised Its Dividend by 10%. Should You Buy AVGO Stock Now?

As part of its quarterly earnings release, Broadcom raised its dividend by 10%.

It's not just RAM getting more expensive - the tools to make chips are set to explode in cost too, experts warn

Chipmakers are spending more as components become more advanced and demand for AI hardware continues.

This Analyst Just Raised Their Micron Stock Price Target by 50%. Should You Buy Shares Here?

After a strong run-up this year, Micron is winning fresh confidence from Wall Street bulls like Needham. Should investors chase the momentum, or wait for a better entry?

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Chip Stocks Are No Longer an Automatic Path to Profits. What the Numbers Say About This Key Semi ETF Now.

This key semiconductor ETF is waving a red flag.

Analysts Say This 1 Lesser-Known Chip Stock Is a Top Buy for 2026. Should You Add It to Your Portfolios Here?

KLAC stock is gaining momentum after Jefferies grouped it with Nvidia and Broadcom as one of the best semiconductor buys for 2026.

How Is Qnity Electronics’ Stock Performance Compared to Other Semiconductor Stocks?

Qnity has underperformed its semiconductor peers over the past month. However, Wall Street analysts remain strongly optimistic about its prospects.

Tom’s Hardware

New Texas Instruments fab will pump out tens of millions of chips per day — first 300mm fab starts production after $60 billion investment

Texas Instruments has started producing 300mm wafers at its new Sherman, Texas mega-site, with the SM1 fab capable of outputting tens of millions of chips per day.

Tom’s Hardware

Sales of chip production equipment to reach $156 billion by 2027 — China, Taiwan, and Korea lead intense demand

Driven by demand for AI and HPC accelerators, sales of chip production equipment are projected to increase through 2027. Asian countries are expected to lead the pack, according to SEMI.

JPMorgan Says the Dip in Broadcom Stock Is a Screaming Buy. Are You Loading Up on Shares Now?

The financial services major highlights strong ASIC demand to make a bull case for the semiconductor company.

Broadcom Stock Is Up 120% in the Past Year. This Analyst Thinks It Is One of the Highest-Quality Stocks to Buy for the Next Year Too.

After a massive rally, Broadcom sits at the uncomfortable intersection of elite business quality and uncomfortable valuation. That tension is exactly why the stock remains so compelling.

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