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The Latest Breaking News from Semiconductor

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.

As Intel Triggers a Major Rally in Semiconductor Companies, DA Davidson Hikes Its AMD Stock Price Target by More Than 70%

As Intel Triggers a Major Rally in Semiconductor Companies, DA Davidson Hikes Its AMD Stock Price Target by More Than 70%

Intel's surprising quarter has given one major analyst all the ammunition needed to completely rethink Advanced Micro's story.

1 Top Semiconductor Stock Nobody Is Talking About

1 Top Semiconductor Stock Nobody Is Talking About

Lam stock is up 52% YTD, beating Nvidia, Alphabet, and Apple. Yet, it isn’t making headlines.

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Intel Is Leading SanDisk Higher. Should You Chase SNDK Stock Today?

SanDisk stock rallies as Intel’s strong Q1 release boosts the entire semiconductor and storage sector. Options pricing suggests SNDK shares will rip higher after earnings on April 30.

AMD Stock Buy or Sell in 2026: AI Momentum Fuels Bullish Outlook Despite Valuation Risks

Advanced Micro Devices Inc. shares have delivered strong gains in 2026, but the question of whether to buy, sell or hold the semiconductor giant remains a hot debate on Wall Street as the company rides the artificial intelligence wave while facing steep competition and elevated valuations.

International Business Times

NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative

NEO Semiconductor says its 3D X-DRAM passed proof-of-concept testing, using 3D NAND processes to target cheaper AI memory than HBM. The company has secured funding for development.

Tom’s Hardware

AMD Stock Just Hit Yet Another All-Time High. It Can Thank Intel for Making the CPU Relevant Again.

AMD stock just surged above $340 as Intel leads a broad-based rally in chip stocks.

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STMicronelectronics Sends Industrial Chips Into Overdrive

STMicronelectronics Sends Industrial Chips Into Overdrive

STMicroelectronics is well-positioned for a global supercycle driven by AI and extending to all corners of the semiconductor ecosystem.

Texas Instruments Stock Soars Nearly 19% on Q1 Earnings Beat, Strong Data Center and Industrial Demand

Texas Instruments Stock Soars Nearly 19% on Q1 Earnings Beat, Strong Data Center and Industrial Demand

Texas Instruments Inc. shares skyrocketed more than 18% Thursday after the analog chip giant crushed Wall Street expectations for the first quarter and issued upbeat guidance fueled by surging demand from data centers and industrial customers.

International Business Times

Broadcom Stock Is Trading at New All-Time Highs. Should You Buy Shares Here?

Broadcom Stock Is Trading at New All-Time Highs. Should You Buy Shares Here?

Riding a wave of AI-driven partnerships and improving market sentiment, Broadcom has climbed to record highs. Should you buy the stock now?

Samsung, SK Hynix and TSMC Battle for AI Chip Supremacy in Asia as 2026 Race Intensifies

Samsung, SK Hynix and TSMC Battle for AI Chip Supremacy in Asia as 2026 Race Intensifies

As artificial intelligence demand drives the global semiconductor industry toward a trillion-dollar scale in 2026, three Asian powerhouses — Taiwan's TSMC, South Korea's Samsung Electronics and SK Hynix — are locked in a high-stakes contest that will largely determine who controls the critical infrastructure powering the AI revolution.

International Business Times

Making your own DRAM cells in a garden shed isn't the most practical solution to the RAMpocalypse, but it's still awesome to watch

Making your own DRAM cells in a garden shed isn't the most practical solution to the RAMpocalypse, but it's still awesome to watch

It's about the struggle, right?

U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry

U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry

U.S. Commerce Secretary Howard Lutnick says Nvidia still hasn't sold a single H200 AI GPU to China, despite the ban being lifted four months ago. The Chinese government is making it difficult for Chinese companies to import Nvidia chips in a bid to support the country's own domestic semiconductor industry.

Tom’s Hardware

The ‘ChatGPT Moment’ for Cadence Design Systems Might Just Have Arrived, Says Needham. Should You Buy CDNS Stock Now?

The ‘ChatGPT Moment’ for Cadence Design Systems Might Just Have Arrived, Says Needham. Should You Buy CDNS Stock Now?

Cadence Design Systems may be on the verge of its “ChatGPT moment,” as agentic AI promises to revolutionize chip design. Is now the time to invest in this stock?

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Mizuho Analysts Are Bullish on Custom Chips: Broadcom Could Have 87% Compound Annual Growth Rate Through 2028

Mizuho met with executives at an analyst presentation and believes that Broadcom's AI revenue will continue to grow.

Applied Materials Just Joined the Tesla Terafab Project. Does That Make AMAT Stock a Buy?

AMAT stock is riding the AI chip boom, and the Terafab project could mean upside if it actually turns into orders.

Why Stifel Just Raised Its AMD Stock Price Target by 14%

Stifel’s 14% price target hike on AMD signals rising Wall Street conviction that the chipmaker is poised to capitalize on accelerating AI-driven demand.

Investors Are Betting on a Major Short Squeeze in Navitas Semiconductor Stock

Navitas Semiconductor stock rallies amid retail enthusiasm for AI infrastructure. Here’s why investors should trim exposure to NVTS shares at current levels.

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'We have no choice but to impose a severe punishment': Ex Samsung researcher sentenced to 7 years in prison for leaking DRAM tech to a Chinese competitor

The semiconductor process tech was reportedly deemed 'a core national technology' of South Korea.

Tom’s Hardware

Enthusiast builds his own RAM in garden shed cleanroom — fledgling array of memory cells groundwork for much larger future project

This is the ‘first time ever RAM has been made at home’ boasts a garden shed-based semiconductor maker.

Next-generation AI could be powered by Aussie chips

High-performance computer chips ready to handle AI tasks of the future could be made in Australia after a multimillion-dollar funding boost.

International Business Times

KOSPI Soars to Record 6388 as Semiconductor Rally Defies Middle East Tensions

Gains were led by heavyweight technology names, particularly memory chip giants. SK Hynix soared more than 5 percent to top 1.2 million won per share for the first time, hitting the symbolic "1.2 million nix" milestone.

International Business Times

Is Navitas Semiconductor Website Down? User Experiences Brief Outage Amid Surging Stock Interest

Navitas Semiconductor Corp.'s official website, navitassemi.com, went down for some users early Tuesday as the gallium nitride and silicon carbide power semiconductor specialist's shares exploded higher in morning trading, raising questions about whether heavy traffic from retail investors contributed to temporary access issues.

International Business Times

Navitas Semiconductor Stock Explodes 19% in Early Trading on AI Power Momentum

Shares of Navitas Semiconductor Corp. skyrocketed more than 18% in early trading Tuesday, surging to $15.66 as investors piled into the gallium nitride and silicon carbide power chip specialist amid growing optimism over its role supplying high-efficiency solutions for artificial intelligence data centers and next-generation energy infrastructure.

International Business Times

5 Reasons Navitas Semiconductor Stock Is Exploding Higher in 2026

Navitas Semiconductor Corp. shares exploded more than 18% in early trading Tuesday, reaching $15.66 as momentum built around the company's gallium nitride and silicon carbide power solutions for artificial intelligence data centers and energy infrastructure.

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