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The Latest Breaking News from Semiconductor

China has spent 3.6 times more than the US on chipmaking subsidies over the past decade — $142 billion and counting, easily outweighs CHIPS Act

Semiconductor industrial policy spending in China totaled around $142 billion between 2014 and 2023, roughly 3.6 times higher than the $39 billion committed in the United States over the same period.

Tom’s Hardware

Tesla’s Gigafactory water use surges in Austin as new chip plant looms

Tesla’s Giga Texas water use jumped more than 200 million gallons — by about 60% — in two years, as massive chip plant proposal raises concerns about Austin’s strained supply.

The Texas Tribune

On Semiconductor Pops on Analyst Upgrade. Should You Buy ON Stock Here?

On Semiconductor stock gains on a bullish BofA research note. Here’s why analyst Vivek Arya recommends buying ON shares at current levels.

Barchart

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This New ETF Aims to Capitalize on Surging AI Memory Chip Demand

A massive memory chip shortage is driving record gains across the industry, and Roundhill’s new DRAM ETF offers a pure-play way to profit from this AI-fueled supercycle.

MarketBeat

A $1.3 Trillion Reason to Buy Nvidia Stock Here

Bank of America has provided its semiconductor outlook, and it may be a major win for Nvidia stockholders.

Barchart

Option Volatility and Earnings Report for April 13-17

Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.

Barchart

Iran Ceasefire, Bank Earnings and Other Key Things to Watch this Week

Markets face extraordinary uncertainty following the collapse of lengthy U.S.-Iran diplomatic talks that ended with no deal, as Vice President J.D. Vance confirmed Iranian officials "have chosen not to accept our terms."

Barchart

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Seagate and Sandisk Stocks Popped on Ceasefire News. Should You Buy the Memory Stocks Now?

Ceasefire-driven optimism has reignited a rally in Seagate and Sandisk, but is this surge durable?

Barchart

All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now?

TSMC heads into 2026 riding a massive AI wave, but rising costs could test its dominance.

Barchart

Taiwan Semi's Blowout Q1 Makes the AI Foundry Too Cheap to Ignore

Taiwan Semiconductor's preliminary Q1 revenue performance shows that the AI boom shows no signs of letting up. The pure-play foundry is still plowing forward, full steam ahead.

Barchart

Bank of America Wants You to Buy the Dip in These 2 Picks-and-Shovels AI Stocks

Bank of America just upgraded its semiconductor outlook and flagged Cadence and Synopsys as top AI "picks-and-shovels" buys. Here's what investors need to know.

Barchart

Earnings Preview: What to Expect From ON Semiconductor's Report

ON Semiconductor will release its first-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.

Barchart

Micron Stock Is Up on Ceasefire News. Should You Buy MU Here?

Micron stock pops following news of a two-week ceasefire deal as the stock looks to regain momentum.

Barchart

Could AMD's former foundry be quietly building up to become a major Arm — and AMD — rival?

Could AMD’s former foundry be assembling a RISC-V lineup to challenge Arm licensing?

TechRadar

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Barchart

Broadcom Is Getting a New CFO. What Does That Mean for AVGO Stock?

As Broadcom ushers in its first CFO change in over a decade, is the stock worth buying now?

Tom’s Hardware

Taiwanese chip makers call on government to stockpile helium, liquid natural gas — TSIA pleads for strategic supplies as US and Iran sign ceasefire in Middle East

Taiwan's semiconductor industry alliance is urging the government to expand its strategic stockpiles of LNG and helium, find alternative suppliers, and restart nuclear power plants to ensure stability during times of crisis.

Tom’s Hardware

China intensifies efforts to poach semiconductor talent from Taiwan, claims report — international restrictions motivate illicit efforts to obtain talent and equipment

Taiwan's National Security Bureau claims that China is intensifying efforts to steal semiconductor process technologies and other chip-related know-how from Taiwan as international restrictions get more severe.

inkl

Steve Yao Manchester Overcoming Addiction and Finding Purpose in Sales

For many professionals, career growth follows a steady and predictable path. For others, it is shaped by disruption, hardship, and the need to rebuild from the ground up.

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Barchart

Dear Taiwan Semi Stock Fans, Mark Your Calendars for April 16

Taiwan Semiconductor's upcoming earnings may show a growing divide between the company's newer AI and legacy segments.

Barchart

As Broadcom Expands AI Deals With Google and Anthropic, Should You Buy AVGO Stock?

Broadcom has strengthened its position in the AI hardware ecosystem through expanded partnerships with Alphabet’s Google and AI startup Anthropic.

Barchart

An All-Time High Plus Great Revenue and Earnings Has This Tech Stock Towering Above the Rest

Tower Semiconductor (TSEM) has strong technical momentum and is trading at new all-time highs. Shares are up 490% over the past 52 weeks. TSEM maintains a 100% “Buy” technical opinion from Barchart. Analyst sentiment is mixed, with price targets ranging from $54 to $217 and several “Hold” ratings, reflecting valuation...

Tom’s Hardware

Intel joins Elon Musk's TeraFab project — 'Intel is proud to join the Terafab project with SpaceX, xAI, and Tesla to help refactor silicon fab technology'

As Intel joins Elon Musk's TeraFab project, Lip-Bu Tan expects Elon Musk to reimagine the semiconductor industry.

Newslaundry

God on their side, the bill on ours: Counting the real cost of the war in West Asia for India

With guns in their hands and God on their side – Bob Dylan John Mearsheimer writes in The Tragedy of Great Power Politics: “States rarely go to war unless they think that rapid success is likely.”It has been more than a month since Benjamin Netanyahu and Donald Trump started the…

Barchart

Here's What to Expect From NXP Semiconductors' Next Earnings Report

NXP Semiconductors is gearing up to release its first-quarter results this month, and analysts are expecting a double-digit increase in earnings.

Barchart

AMAT, LRCX: Bank of America Is Still Pounding the Table on These 2 Chip Stocks

AMAT and LRCX still look like high‑conviction ways to play the AI and advanced‑node capex cycle, but they sit firmly in “quality growth at a premium” territory rather than obvious bargains.

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