Semiconductor

TSMC Cautions Red-Hot Chip Industry Growth Could Cool Amid Declining Automotive Chip Demand
Taiwan Bolsters 'Chip Diplomacy' With Canada And France Amid China Tensions
Samsung Goes Big In America: $44B Chip Plant Reportedly Planned In Texas
Taiwan Bolsters 'Chip Diplomacy' With Canada And France Amid China Tensions
Samsung Goes Big In America: $44B Chip Plant Reportedly Planned In Texas
Threat For Nvidia, AMD? Huawei Ramps Up Semiconductor R&D In Shanghai To Counter US Restrictions
US Overtakes China As Taiwan's Biggest Export Market For The First Time In Over 20 Years

Semiconductor Recent News

Japan's Towa Soars On AI Chip Demand From Obscurity To Nearly 400% Gains
The surging demand for artificial intelligence has resulted in a 390% stock price increase for Towa Corp, a Japanese firm critical to the chipmaking process.
With HBM Weighing Down, Could AI Propel Samsung's Stock Performance?
Artificial Intelligence could be the stabilizing factor the fluctuating memory chip market has been waiting for, with Samsung at the forefront of this shift.
US Treasury Chief Yellen Pursues Closer China Ties But Calls Out Excess Manufacturing Concerns
The U.S. Treasury Secretary, Janet Yellen, has commenced her four-day visit to China, pledging to strengthen economic relations while cautioning against the global risks associated with China's manufacturing overcapacity.
Nvidia Supplier SK Hynix Bets $3.87B On US Chip Future, Scores Win For Biden's Supply Chain Goals
SK Hynix, a global memory chip giant, has revealed plans to invest a substantial $3.87 billion in its first-ever chip packaging facility in the United States. This move is a significant win for the Biden administration's efforts to reshore chip production.
Can China-US Tensions Propel This Country With A Rich Semiconductor Heritage As The Next Chip Superpower?
As the U.S.-China tech war continues to intensify, Malaysia has emerged as a critical location for semiconductor manufacturing. The country's well-established infrastructure and skilled labor force have made it an attractive destination for global chip firms.
US To Unveil List Of Chinese Chip Factories Banned From Receiving Key Tech: Report
The United States is reportedly preparing to release a list of Chinese chipmaking facilities that will be prohibited from receiving crucial tools, a move that could significantly impact the global semiconductor industry.
Taiwan's Tech Surge Boosts Stocks With Rising AI And Semiconductor Demand
On Friday, Taiwanese stocks soared to new heights, driven by the burgeoning demand for artificial intelligence and semiconductor technology. This trend is expected to continue, according to market analysts.
Micron's Q2 Earnings Growth Fueled By AI — High Bandwidth Memory Investments Key
Micron Technology has reported robust financial results for the second quarter of fiscal 2024, citing significant market demand driven by strategic investments in high-bandwidth memory (HBM).
Synopsys CEO Dives Into How They Are 'Mission Critical' For Nvidia In Shaping The Future Of Chip Design
Ghazi spoke with Jim Cramer on Tuesday, highlighting Synopsys' significance in the creation of graphics chips that power advanced artificial intelligence (AI) technology. Nvidia, a major player in the chip industry, is reliant on Synopsys' electronic design automation software for chip architecture, design, and verification.
NextEra's Boss Says AI Is Going To Shoot Up Our Electric Bills By 81%
NextEra CEO John Ketchum has made a bold prediction about the future of the U.S. electricity market, citing the rise of artificial intelligence as a major driving force.
TSMC Considers Advanced Chip Packaging Expansion In Japan: Report
Taiwan Semiconductor is reportedly considering expanding its advanced chip packaging capacity in Japan, a move that could significantly impact the global semiconductor industry.
Jim Cramer Pumped Up About Nvidia CEO Jensen Huang's GTC 2024 Speech : 'When Our Modern-Day DaVinci Speaks, I Listen'
Jim Cramer, the host of CNBC's "Mad Money," is gearing up to hear Nvidia CEO Jensen Huang speak at the company's annual GPU Technology Conference this week.
'Way Too Early': Expert Warns As Investors 'Trading Out' Of Nvidia, AMD, Microsoft And Other AI Stocks
Light Street Capital managing partner Glen Kacher has advised investors to hold onto their semiconductor stocks, suggesting that it's still early to exit the market. He also highlighted his top five picks in the sector.
Nvidia Isn't The Only AI Contender, Fidelity Suggests Investors Look Beyond 'Hot AI Stocks': 'Names That Are Big Today May Not Be The Winners Of Tomorrow'
The AI sector is currently the hottest in the market, and Fidelity International is advising investors to consider indirect plays in addition to the obvious choices, such as Nvidia.
After Nvidia, AMD's Recent Rally, Cathie Wood Says Chip Stocks 'Could See A Correction': 'We're Not Calling It The End Of This At All'
Cathie Wood, CEO of ARK Investment Management, has raised concerns about a potential market correction in the semiconductor sector due to improvements in the supply chain, particularly highlighting Nvidia's stretched valuation and easing shortages in GPUs.
Xi Jinping's Minister Slams US For Tech Monopolization Amid Semiconductor Restrictions: 'It Only Wants Itself To Prosper'
The Chinese Foreign Minister, Wang Yi, has criticized the U.S. for monopolizing technology, alleging that it hinders China's development. This comes amid reports of the President Joe Biden administration pressuring allies to further restrict China's access to semiconductor technology.
Taiwanese Chip Firms Flock To Japan As China Decoupling Accelerates
Taiwanese chip companies are increasingly expanding their operations in Japan, a move that is reshaping the global semiconductor industry.
Broadcom, The Magnificent 7 Stock In Waiting: Can The Chipmaker Replace EV Carmaker Tesla?
If Broadcom maintains its share price growth trajectory it's market cap could pass Tesla's within months.
TSMC, ASML And Other Chip Stocks Slide As Market Anticipates Nvidia's Earnings Report Impact
TSMC, the world's leading producer of advanced processors, saw its shares fall by over 1% on Wednesday morning. TSMC is responsible for manufacturing chips for companies like Nvidia and Apple. ASML, a Dutch semiconductor equipment manufacturer, experienced a 2.09% drop in its Nasdaq-listed shares on Tuesday
Wednesday Watch: Investors Await Fed Minutes, Nvidia Earnings For Market Direction
Investors' focus on Fed minutes & Nvidia's earnings. Fed maintains rates & positive economy, while Nvidia's EPS & revenue expected to surge.
Nvidia Options Market Buzzes Ahead Of Earnings: Traders Brace For Possible 11% Swing In Stock
The U.S. equity options market is rife with speculation about Nvidia's upcoming earnings report, which could potentially trigger a substantial movement in the stock.
Will Lattice Semiconductor Continue Facing Soft Demand? 4 Analysts Examine Q4 Outlook
Shares of Lattice Semiconductor Corp (NASDAQ: LSCC) recovered slightly in early trading on Tuesday, after the company reported mixed results for the four
Biden Reportedly Plans Billion-dollar Chip Initiative Ahead Of Elections: Eyes On Intel, Taiwan Semiconductor And More
Biden administration plans to announce billions in subsidies for major semiconductor companies, including Intel and TSMC.