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The Latest Breaking News from Semiconductor

Alibaba's New AI Chip Sparks Nvidia Dip, But Ross Gerber Calls It 'Laughable' Posturing To Still Secure Blackwell Sales

Alibaba Group Holding Ltd. (NYSE:BABA) is reportedly working on a new artificial intelligence chip aimed at reducing China's reliance on U.S. semiconductor giant Nvidia Corp. (NASDAQ:NVDA), but prominent investor Ross Gerber dismissed the move as "laughable."

Benzinga

PDD Holdings Rockets, Analog Devices Strengthens, Fomento Económico Re-Rated, Parker Grows: Fundamental Shifts Signal New Market Momentum

While daily stock price moves tend to dominate headlines, shifts in fundamental ranking scores can often tell a deeper story about a company’s trajectory. This week, Benzinga’s proprietary Growth, Value, Quality and Momentum data revealed major swings among several popular stocks, from e-commerce to semiconductors.

Benzinga

What's Going On With Taiwan Semiconductor Stock Friday?

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) shares were in focus on Friday after key clients Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) reported strong quarterly earnings powered by AI chip demand.

Benzinga

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How Is Broadcom's Stock Performance Compared to Other Semiconductor Stocks?

Broadcom has outpaced its semiconductor peers over the past year, and Wall Street analysts hold a strongly bullish view of the company’s future growth prospects.

Barchart

Options Corner: Diverging Narratives For Microchip Counterintuitively Opens A Rare Reversal Signal

Although several innovators tied to the explosive artificial-intelligence ecosystem swung higher on Thursday, Microchip Technology Inc (NASDAQ:MCHP) represented a conspicuous laggard. What appears to have dragged down the semiconductor firm — which specializes in microcontrollers used in industrial, automotive and embedded systems — is investor anxiety related to management's tepid…

Benzinga

Apple–TSMC Chip Pact Builds Firewall Against Trump's Tariffs

Apple Inc (NASDAQ:AAPL) isn't just building the iPhone 18—it's creating a moat. By reportedly securing nearly half of Taiwan Semiconductor Manufacturing Co Ltd's (NYSE:TSM) initial 2nm chip production capacity, Apple has locked in supply for its flagship device while also erecting a "firewall" against President Donald Trump's proposed 100% tariffs…

Benzinga

NVIDIA's Earnings Show a Green Light for Taiwan Semiconductor

NVIDIA's new earnings results show a new path higher for Taiwan Semiconductor stock, as demand is quickly outpacing production supply.

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Lam Research Stock: Is Wall Street Bullish or Bearish?

Lam Research has outpaced the broader market over the past year, and Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Barchart

American capitalism is being remade by state power

Is the Trump administration trying to reshape American capitalism? Recent moves by Washington, such as taking a 10% share of semiconductor maker Intel, point to a shift in that direction. For decades, Washington has supported free-market capitalism. Today, the government appears to be supporting a new direction – state-directed capitalism.

The Conversation

Trump's First-Term Ban On EUV Tools Stalled Huawei, SMIC, Cambricon — Now China's Chip Factories Are Roaring Back, Warns David Sacks

White House-appointed “Crypto Czar” David Sacks warned Wednesday that Chinese semiconductor manufacturers are surging back despite previous export controls, citing new production data showing China’s chipmakers planning to triple artificial intelligence processor output.

Benzinga

Peter Thiel Once Said Elon Musk And Mark Zuckerberg Are Convincing, But Jensen Huang's Nvidia Is The Real AI Race Winner Because Of This One Reason

Billionaire investor Peter Thiel once said that he won't choose between Elon Musk, Sam Altman or Mark Zuckerberg in the AI race, but argued that Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) was dominating the hardware layer—a feat made possible because, ironically, only a few talented founders pursued semiconductors after the early…

Benzinga

Jensen Huang Loves Taiwan Semiconductor. Should You Buy TSM Stock Here?

With Nvidia CEO Jensen Huang’s soaring confidence in TSMC, should investors see this as the perfect moment to jump on TSM stock?

Barchart

Dear Broadcom Stock Fans, Mark Your Calendars for September 4

Broadcom is approaching Q3 earnings with steady growth and consistent performance drawing market attention.

Barchart

Wall Street Is Having a ‘Chips and Dip’ Moment. Here Are the Top 3 Semiconductor Stocks to Buy Here.

Semiconductor stocks such as MCHP, TXN, and ADI remain top investment picks in 2025 due to the recovery in the chip manufacturing segment.

Barchart

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MarketBeat

AEHR Spikes 36% on Hyperscaler Order—Investors Should Take Notice

Aehr Test Systems is a little-known chip stock that just made a huge move. Investors should not ignore this small name generating interest from big customers.

Benzinga

Trump Tariffs Won't Hurt TSMC, Says Taiwan Official As $100 Billion US Investment And Tariff Exemption Shield Chip Giant

Taiwan's top economic planning official said the Donald Trump administration's tariff threats on semiconductors would have minimal impact on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), citing the chipmaker's massive U.S. investments, global dominance in AI chip production and the tariff exemptions.

Benzinga

Options Corner: With Micron Beaten Down Recently, The Red Ink May Offer An Enticing Discount

While frontline semiconductor companies like Nvidia Corp (NASDAQ:NVDA) have garnered most of the spotlight when it comes to artificial intelligence, infrastructure players like Micron Technology Inc (NASDAQ:MU) deserve attention. Primarily, Micron specializes in high bandwidth memory (HBM) chips, which undergird AI-related functionalities. This arena has enjoyed significant growth, helping MU…

Benzinga

Nvidia's Anticipated $8 Billion China Drag Puts Semiconductor ETFs On Alert Ahead Of Earnings

NVIDIA Corp (NASDAQ:NVDA) is slated to release its second-quarter report with a heavy policy hangover: a forecasted $8 billion impact related to U.S. chip-export restrictions to China.

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Barchart

Is AMD a Top Quantum Computing Stock to Buy Now?

Advanced Micro Devices stock has more than doubled from its April lows, and just partnered with IBM on quantum computing.

Tom’s Hardware

U.S. gov't seizes $7.4 billion semiconductor research fund created under Biden admin, calling it 'illegal' — Lutnick says fund 'served as a semiconductor slush fund that did nothing but line the pockets of Biden loyalists with American tax dollars'

The US Commerce Department of the Trump administration has pulled back billions of dollars in funding for a non-profit aimed at promoting US chip design and fabrication, suggesting that its appointment under the Biden administration somehow made it inappropriate for distributing taxpayer funds.

Benzinga

Mohammed bin Salman-Backed Humain Begins Building 100MW AI Data Centers With Nvidia, AMD's Latest Chips

Saudi Arabia's new artificial intelligence company Humain has begun construction of its first large-scale data centers, aiming to power the kingdom's Vision 2030 tech ambitions with chips from U.S. semiconductor giants like Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD).

Benzinga

This Nvidia Supplier Is Turning Up The Heat: Growth Metrics Spike As Stock Looks Set For A Breakout

Nvidia Corp’s (NASDAQ:NVDA) biggest manufacturing partner, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), saw a big spike in its Growth metrics in Benzinga’s Edge Stock Rankings.

Benzinga

Jensen Huang Wants To Know If CC Wei Is 'Still Paying For Dinner' As Nvidia And TSMC CEO's Discuss High-Stakes China-Specific AI Chips

Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang's trip to Taiwan for high-stakes talks with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) CEO CC Wei was punctuated by playful banter over dinner.

Benzinga

Nvidia Rally Meets Moment Of Truth: What It Means For Tech ETFs

Nvidia Corp. (NASDAQ:NVDA), trading just two percentage points below its all-time high, has emerged as a catalyst for large ETFs ahead of its earnings announcement on Wednesday. With the AI sweetheart having contributed a staggering $2 trillion in market capitalization gains since April, the stock is a behemoth mover of tech- and…

Barchart

Intel Is Trading at a Valuation Not Seen Since the Dot-Com Era. Will Trump Sweeten the Deal for INTC Stock?

It’s unclear if Intel will be able to grow its foundry business and benefit from the stakes taken by the Trump administration and SoftBank.

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