#semiconductors

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#tariffs
World politics
fromArs Technica
3 days ago

Taiwan starts weaponizing chip access after US urged it to, expert says

Taiwan is using its semiconductor dominance to impose export curbs on South Africa over diplomatic disputes, threatening vital industries unless talks occur within 60 days.
Startup companies
fromComputerWeekly.com
4 days ago

Morse Micro secures $59m funding to lead the next era of IoT | Computer Weekly

Morse Micro closed Series C funding, began mass production of Wi‑Fi HaLow chips and will scale global deployment of long‑range, low‑power IoT connectivity.
World news
fromNature
5 days ago

How can universities train the skilled workers of tomorrow?

Global semiconductor production faces severe workforce shortages that threaten high-end chip manufacturing, national security, supply chains, and exceed universities' training capacity.
#ai-investing
fromThe Motley Fool
4 days ago
Artificial intelligence

What Are the 2 Best Bargain Artificial Intelligence (AI) Stocks to Buy Right Now? | The Motley Fool

Taiwan Semiconductor Manufacturing (TSMC) is a diversified, highly profitable chip foundry positioned as a valuable, undervalued AI investment benefiting from strong demand.
from24/7 Wall St.
3 weeks ago
Artificial intelligence

2 AI Stocks That Have Smashed Nvidia, AMD, and TSM This Year

Diversify AI investments beyond GPU giants; PLTR shows a recent correction despite big 2025 gains, while MU appears severely undervalued with strong AI tailwinds.
fromThe Motley Fool
4 days ago
Artificial intelligence

What Are the 2 Best Bargain Artificial Intelligence (AI) Stocks to Buy Right Now? | The Motley Fool

#nvidia
Tech industry
fromFortune
1 week ago

Nvidia shares drop, China tech surges as Beijing tries to push homegrown AI chips | Fortune

Nvidia faces potential market restrictions in China as regulators halt testing of its RTX Pro 6000D amid export-control constraints and rising domestic competition.
World news
from24/7 Wall St.
1 week ago

Beijing's Chip Crackdown: Was Nvidia Just Locked Out of China Forever?

China's policies and export-control aftermath have effectively blocked Nvidia's ability to regain its AI-chip market share in China.
fromFortune
1 week ago
Tech industry

Nvidia shares drop, China tech surges as Beijing tries to push homegrown AI chips | Fortune

#intel
fromFortune
1 week ago
US politics

I'm the VC researcher who helped uncover Intel's close ties to China. Its nationalization just exposes a corporate governance crisis | Fortune

fromFortune
1 week ago
US politics

I'm the VC researcher who helped uncover Intel's close ties to China. Its nationalization just exposes a corporate governance crisis | Fortune

Tech industry
from24/7 Wall St.
1 week ago

Advanced Micro Devices (NASDAQ: AMD) Price Prediction and Forecast 2025-2030 (September 2025)

AMD's stock has surged year-to-date after strong Ryzen-driven product gains and market-share progress, despite a recent monthly pullback and mixed quarterly earnings.
#us-china-relations
fromFortune Asia
1 month ago
US politics

U.S.-China chip war: How Trump's Nvidia-AMD deal has redefined Washington's export control policy

fromFortune Asia
1 month ago
US politics

U.S.-China chip war: How Trump's Nvidia-AMD deal has redefined Washington's export control policy

#ai
fromAxios
1 week ago
Artificial intelligence

Exclusive: "Massive ten-year" AI boom is just starting, AMD CEO says

fromAxios
1 week ago
Artificial intelligence

Exclusive: "Massive ten-year" AI boom is just starting, AMD CEO says

World news
fromNextgov.com
1 week ago

US-UK tech partnership likely to be signed Thursday

The U.S. and U.K. will sign a Tech Prosperity Deal focusing on AI, quantum, and nuclear technologies with major corporate investment and joint infrastructure projects.
#etfs
fromwww.mediaite.com
1 week ago

NYT Bombshell: Steve Witkoff at Center of Shady Crypto Deal Enriching Trump Family

This summer, Steve Witkoff, President Trump's Middle East envoy, paid a visit to the coast of Sardinia, a stretch of the Mediterranean Sea crowded with super yachts. On one of those extravagant vessels, Mr. Witkoff sat down with a member of the ultrarich ruling family of the United Arab Emirates. He was meeting Sheikh Tahnoon bin Zayed Al Nahyan, a trim figure in dark glasses who controls $1.5 trillion of the Emiratis' sovereign wealth.
US politics
Artificial intelligence
fromBusiness Insider
1 week ago

AI's economic boost isn't showing up in GDP, and Goldman says that's a $115 billion blind spot

AI raised US economic activity by about $160 billion since 2022, but official GDP only records about $45 billion of that impact.
World news
fromwww.bloomberg.com
2 weeks ago

China starts probes targeting US semiconductor sector

China opened anti-dumping and anti-discrimination investigations into U.S. semiconductor products and policies ahead of high-level trade talks, escalating tensions over technology restrictions.
World news
fromFortune
2 weeks ago

China starts probes targeting US semiconductor sector | Fortune

China opened anti-dumping and anti-discrimination probes targeting US semiconductor measures ahead of high-level US-China trade and security talks.
from24/7 Wall St.
2 weeks ago

Broadcom (NASDAQ: AVGO) Stock Price Prediction and Forecast 2025-2030 (Sept 2025)

Regardless of this year's stock market volatility, the explosive demand for semiconductors and microchips that has grabbed news headlines and led the market higher over the past few years remains. As the drive toward integrating artificial intelligence (AI) into our everyday lives progresses, a handful of mega-cap companies are capable of meeting that demand. While Nvidia Corp. ( NASDAQ: NVDA) may get the lion's share of attention, companies like Broadcom Inc. ( NASDAQ: AVGO) will also be playing a central role in supply.
Business
Business
from24/7 Wall St.
2 weeks ago

This Semiconductor Stock is Beating Broadcom and Nvidia So Far This Year And It Could Gain Another 34%

Micron's stock has risen over 72% year-to-date, outpacing Broadcom and Nvidia, with a Citi price-target increase to $175 and upcoming earnings that could trigger a breakout.
Tech industry
fromThe Motley Fool
2 weeks ago

3 Tech Stocks You Can Buy and Hold for the Next Decade | The Motley Fool

Meta Platforms, AMD, and Strategy are positioned for substantial long-term growth driven by digital advertising, AI innovations, and semiconductor competitive advantages.
Artificial intelligence
fromThe Motley Fool
2 weeks ago

2 Top AI Growth Stocks to Buy in September | The Motley Fool

Broadcom and Meta Platforms offer complementary AI investments: Broadcom powers infrastructure with custom chips and networking; Meta scales AI across billions of users.
#government-intervention
#ai-chips
Business
from24/7 Wall St.
3 weeks ago

Live: Will Credo Soar After Earnings Tonight?

Credo forecasts explosive growth with Q1 EPS of $0.36 (+801% YoY) and revenue expected to triple to $190.6M driven by AI infrastructure demand.
Artificial intelligence
from24/7 Wall St.
3 weeks ago

The Best Home Run Growth Stocks To Buy Today

Invest in home-run growth companies that dominate niches, leverage cutting-edge technology, and capitalize on megatrends like AI for transformative long-term returns.
#chip-tariffs
Apple
from24/7 Wall St.
3 weeks ago

Why Apple's Big AI Bet Could Supercharge This 1 Stock

Apple is integrating advanced AI across its products, leveraging hardware-software synergy to lead industry innovation and boost growth for supply-chain partners.
#tsmc
fromLondon Business News | Londonlovesbusiness.com
3 weeks ago

UK defence stocks get a boost - London Business News | Londonlovesbusiness.com

Perhaps as a foretaste of seasonal volatility stocks fell Friday as US tech - specifically chipmakers - wobbled, with the Nasdaq down more than 1% for the session. Nvidia was down more than 3% to extend its weakness in the wake of earnings. This seemed to weigh on Asian equities on Monday, but Hong Kong rallied 2% on a huge surge in Alibaba shares, which jumped 15% on its AI revenue growth.
Business
#us-export-controls
Business
from24/7 Wall St.
4 weeks ago

Live: Marvell Technology (MRVL) Reports Earnings Today - Will It Issue a Big Beat?

Marvell targets ~$2.01B Q2 revenue and $0.67 EPS, driven by AI custom silicon, HBM integration, and co‑packaged optics amid volatile stock reactions.
US politics
fromThe Washington Post
4 weeks ago

How Trump's stake in Intel mirrors state ownership in Europe, Taiwan

Government equity stakes in major companies are common globally; a 10% U.S. stake in Intel breaks U.S. precedent but mirrors international practices.
Business
from24/7 Wall St.
1 month ago

SPX Exposure Is Fine - But Pairing It With SOXX Could Supercharge Growth

Allocating to the semiconductor ETF SOXX alongside an S&P 500 position can amplify portfolio returns due to AI-driven chip demand and government support.
Business
fromTechzine Global
1 month ago

Nvidia and Snowflake figures good, HP stable, CrowdStrike poor

Major US tech companies reported mixed quarterly results: Nvidia and Snowflake outperformed and raised forecasts, HP posted steady growth, and CrowdStrike faced operational challenges.
US politics
fromwww.aljazeera.com
1 month ago

Trump threatens new China tariffs over magnets

US threatens steep tariffs on Chinese magnets while China controls about 90 percent of global magnet supply crucial for semiconductors and electronics.
US politics
fromComputerworld
1 month ago

As US takes 10% stake in Intel, new questions arise for enterprise buyers

The US government acquired roughly a 9.9% equity stake in Intel using CHIPS Act and related funds, reshaping global IT procurement dynamics.
Miscellaneous
fromIrish Independent
1 month ago

Simon Harris welcomes clarity on EU-US trade deal and pharma tariffs set at 15pc

EU–US trade agreement sets a 15% maximum tariff on generic pharmaceuticals and chemical precursors, with zero-for-zero aircraft carve-outs protecting Irish exporters.
UK news
fromTheregister
1 month ago

Chinese funding backs sale of British microLED specialist

Haylo Labs acquired Plessey Semiconductors using a $100 million five-year loan from Chinese firm Goertek, with UK government national security approval.
fromwww.mercurynews.com
1 month ago

US seeks Intel stake without governance rights, Lutnick says

Commerce Secretary Howard Lutnick confirmed that the US government is in discussions to take an equity stake in Intel Corp., transforming grants from the Chips and Science Act into stock. This does not grant the federal government governance or voting rights, but could position it as Intel's largest shareholder. He criticized the previous administration's approach for providing subsidies without accountability, emphasizing the change to securing taxpayer interests through equity stakes instead.
US politics
#softbank
Tech industry
fromTheregister
1 month ago

India laments missing out on global chipmaking dominance

India is becoming a global chipmaking contender with six semiconductor facilities under construction and more on the way.
Tech industry
fromenglish.elpais.com
1 month ago

Engineers wanted: Mexico looks to join the global semiconductor race

Mexico's semiconductor strategy focuses on leveraging local human talent rather than just silicon, emphasizing education and investment partnerships.
US politics
fromFortune
1 month ago

Nvidia and AMD's 'special treatment' from Trump shakes up an already tangled global chip supply chain

Trump allows Nvidia and AMD to export AI processors to China, impacting global semiconductor dynamics.
fromwww.mercurynews.com
1 month ago

Silicon Valley chip-gear maker sued in China over alleged trade secret theft

Beijing E-Town Semiconductor Technology Co. filed a lawsuit against Applied Materials, claiming trade secret theft related to plasma source technologies used in wafer surface treatment.
Intellectual property law
fromTechzine Global
1 month ago

US authorities trace AI servers with hidden trackers

US authorities have secretly placed location tracking devices in specific shipments of advanced AI chips to enforce export restrictions on semiconductors to China.
Privacy professionals
US politics
fromFortune
1 month ago

Bessent says unusual Nvidia, AMD revenue-sharing deal could be a 'model' for other industries

Nvidia and AMD will share 15% of their chip sales in China with the U.S. government as part of a new export revenue-sharing deal.
fromLondon Business News | Londonlovesbusiness.com
1 month ago

Nvidia and AMD have agreed to remit 15% of their AI chip sales revenue in China directly to the US government - London Business News | Londonlovesbusiness.com

This arrangement comes less than two months after Washington eased certain export restrictions on semiconductors to the Chinese market. The deal covers Nvidia's H20 and AMD's MI308 chips, both now prerequisites for securing export licenses, allowing the companies to access a market that remains lucrative despite the new 15% US curb.
US politics
fromwww.theguardian.com
1 month ago

Nvidia and AMD reportedly agree to pay 15% of China chip sale revenues to US

Nvidia and AMD have agreed to give the US government 15% of their revenues from chip sales in China as a prerequisite for export licenses.
US politics
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