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SHOCKING: 33 - What They Never Told You

Quantum diamond scanner delivers non-invasive 3D imaging of semiconductors — EuQlid Qu-MRI could ‘save chip foundries billions of dollars’

EuQlid reveals a breakthrough diamond-based quantum sensing device for the non-invasive 3D imaging of semiconductors.

Tom’s Hardware

Nvidia is building an "AI Megafactory" for Samsung with 50,000 GPUs - could this be the start of a new AI dawn?

Samsung’s AI Megafactory aims to unify semiconductor, robotics, and digital twin systems, all powered by Nvidia GPUs.

TechRadar

China's Bold Move To Boost AI Competition - Cut Energy Costs for Homegrown Tech

Artificial intelligence chip companies including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Marvell Technology Inc (NASDAQ:MRVL), Advanced Micro Devices Inc (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Micron Technology Inc (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM), Intel Corp (NASDAQ:INTC) were under pressure on Tuesday.

Benzinga

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Amazon To Rally Around 24%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Technology IP firm files lawsuits against AMD for 'its extensive and unauthorized use of our semiconductor portfolio,' citing the move as a 'business highlight'

It might be TSMC's tech being used, but it's AMD that's getting the blame.

PC Gamer

China blames Netherlands for chip supply tensions amid Nexperia standoff

China's Commerce Ministry has blamed the Netherlands for what it called “chaos” in the semiconductor supply chain

The Independent UK

AMD Hit With Two Lawsuits From Adeia Alleging Massive Patent Violations Ahead Of Q3 Earnings

U.S. tech licensing firm Adeia (NASDAQ:ADEA) has filed two lawsuits against Advanced Micro Devices (NASDAQ:AMD) in the Texas federal court, alleging the chip giant infringed on ten patents related to semiconductor innovations, ahead of its earnings.

Benzinga

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Semiconductor Supercycle: Why Onsemi Stock Could Double as AI and EV Growth Accelerate

Onsemi is well-positioned for an AI-fueled supercycle as demand for power control and efficiency increases across all end markets.

MarketBeat

This AI Stock Is Cheaper Than AMD and Crushing It in Returns

While AMD’s prospects remain strong, other semiconductor players are offering better value.

Barchart

Nasdaq Surges 1%; ON Semiconductor Posts Upbeat Q3 Earnings

U.S. stocks traded higher this morning, with the Nasdaq Composite gaining 1% on Monday.

Benzinga

Nvidia’s most powerful chips will stay in the United States, Trump says

Nvidia’s most powerful semiconductors will be reserved for American AI companies, says US President Donald Trump.

Euronews

What Are Wall Street Analysts' Target Price for ON Semiconductor Stock?

ON Semiconductor has underperformed the broader market over the past year, but analysts continue to hold a cautiously optimistic outlook for the stock.

Barchart

Earnings, Manufacturing Data and Other Can't Miss Items this Week

Markets enter November following a strong finish to October, with U.S. stocks closing higher on Friday as the S&P 500, Nasdaq, and Dow all posted gains driven by impressive tech earnings and optimism around potential Federal Reserve rate cuts.

Barchart

Researchers create superconducting germanium semiconductor material using standard chip-making techniques - prototype demonstrates millions of superconducting junctions on a 2-inch wafer

Researchers at NYU and the University of Queensland have demonstrated superconductivity in gallium-doped epitaxial germanium, fabricated using industry-standard semiconductor tools.

Tom’s Hardware

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Benzinga

Nvidia's Jensen Huang Downplays Trump's National Security Concern, Says China Has 'Plenty' Of Its Own AI Chips: 'Foolish To Underestimate'

On Friday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang downplayed U.S. national security concerns over selling advanced AI chips to China, arguing that the country already has a strong semiconductor ecosystem and that collaboration benefits both nations.

Barchart

Qualcomm Is Becoming an AI Company. That Means Earnings on November 5 Could Supercharge QCOM Stock.

Qualcomm is reshaping itself from a mobile-chip maker into a key player in AI and edge computing, and with the current valuation still trailing its peers, the stock looks increasingly attractive for investors seeking exposure to the next phase of semiconductor growth.

MarketBeat

$14B Japanese Facility Signals TSMC's Bold AI Strategy

TSMC's second Japanese factory is a strategic move to meet AI demand, expand capacity, and fortify its position as the indispensable leader in semiconductors.

InsideEVs

Another Chip Shortage Could Disrupt The Auto Industry

We also discuss why BYD’s profits are shrinking and how Volvo turned back on its EV promises.

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Tom’s Hardware

American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV — X-ray lithography system has potential to surpass ASML's EUV scanners

A U.S. startup is developing a compact particle-accelerator-based X-ray lithography system that could surpass ASML's EUV scanners in resolution and cut wafer costs tenfold by the end of the decade, but its plan to build its own fabs rather than sell tools means it must reinvent the entire semiconductor production…

Tom’s Hardware

Nexperia conflict spills overseas as it halts exports to China — German automotive manufacturers slow production due to semiconductor shortages from Dutch chipmaker

The fallout of the Nexperia ownership scuffle between the Dutch government and Chinese business interests is spilling overseas, with German automotive parts suppliers slowly reducing production due to semiconductor shortages. Meanwhile, Nexperia's Dutch facilities have now blocked exports to its Chinese facilities.

Barchart

Do Wall Street Analysts Like Microchip Technology Stock?

Semiconductor developer Microchip Technology has notably underperformed the broader market over the past year, yet analysts remain optimistic about the stock’s prospects.

Benzinga

Nvidia's $5 Trillion Milestone Turns These AI ETFs Into Hot Trades

NVIDIA Corp.‘s (NASDAQ:NVDA) market cap just did what no company in history has: crossed the $5 trillion threshold, and ETF investors are racing to catch the wave.

MarketBeat

After Q3 Beat, Chip Giant Cadence Eyes AI's Horizon 2: Robots

Leading chip stock Cadence just posted a strong Q3. Although this didn't excite markets, Cadence's long-term opportunities in robots, cars, and drones should.

Tom’s Hardware

U.S. and China agree on one-year tariff truce, including semiconductor and rare earth breakthroughs — future of Nvidia AI chip sales to the nation remains murky

President Trump and Xi Jinping have agreed a one-year tariff truce.

MarketBeat

NXP Semiconductors Set to Break Out as AI and Analyst Support Surge

NXP Semiconductor's stock price is on track to rebound and advance to a new all-time high, driven by improving end markets and the return of growth.

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