The Latest Breaking News from Semiconductor

Lip-Bu Tan seemingly also said that "we are not in the top 10 semiconductor companies" any longer - a frank admission indeed.

Semiconductor manufacturing equipment giant Lam Research (NASDAQ:LRCX) has seen its stock surge a remarkable 40% year-to-date, significantly outperforming the Nasdaq 100 index’s nearly 9% gain.

China has made progress in advanced chipmaking, but many ambitious fab projects failed due to lack of expertise, poor planning, and U.S. export restrictions — leaving behind numerous costly but unused 'zombie fabs' across the country.

Thanks to another strong showing for its second-quarter earnings report, semiconductor giant Broadcom Inc. (NASDAQ:AVGO) has been one of the strongest performers among major publicly traded tech firms. On a year-to-date basis, AVGO stock has gained nearly 19%. Since the close of April 4, however, the security has nearly doubled…

A new lift on Chinese chip imports and exports may create significant demand bottlenecks to drive Taiwan Semiconductor stock higher.

LG Innotek introduced Copper Post packaging technology, which replaces traditional solder balls in semiconductor substrates, enabling slimmer, denser, and cooler smartphone designs.

On Tuesday, Samsung Electronics Co. (OTC:SSNLF) reported a sharp 56% drop in second-quarter operating profit, citing U.S. export restrictions on advanced AI chips for China — a blow to its semiconductor business just days before its major Galaxy Unpacked product launch.

Domestic semiconductor and non-EV manufacturing could benefit from the One Big Beautiful Bill alongside coal production.

With Broadcom’s AI semiconductor revenue surging 46% and HSBC now projecting its custom chip business to far exceed market expectations, analysts see further upside even after the stock’s rapid rally.