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YOU WONT BELIEVE: 36 - You Need To See This

Nvidia And Taiwan Semiconductor Make First US-Built AI Chip In Historic Milestone

Nvidia Corporation (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) are strengthening America’s artificial intelligence (AI) manufacturing base with a significant new milestone — the production of Nvidia’s first Blackwell wafer on U.S. soil.

Benzinga

Nvidia, TSMC Unveil The First US-Made Blackwell Wafer, But Analyst Ming-Chi Kuo Flags This Overlooked Detail

Nvidia Corp (NASDAQ:NVDA) has introduced the first U.S.-made Blackwell wafer, a crucial component for AI chips, at Taiwan Semiconductor Manufacturing Co‘s (NYSE:TSM) facility in Phoenix.

Benzinga

China Talk, Tesla Earnings and Other Can't Miss Items this Week

Markets enter a potentially pivotal week as US-China trade negotiations resume following last week's dramatic tariff escalation, with investors hoping for diplomatic progress that could ease tensions over rare-earth export restrictions and the retaliatory 100% tariffs imposed by President Trump.

Barchart

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AI Momentum Powers Record Growth in Q3: Is TSMC Stock a Buy Now?

TSMC stands at the center of the semiconductor industry’s next big wave.

Barchart

This AI Chip Giant Could Be the Market’s Next Big Winner

Taiwan Semiconductor Manufacturing just released its latest quarterly earnings, showing investors a beat above consensus, driving its ceiling potential higher.

MarketBeat

3 Small Cap Stocks To Play As The Bantamweights Break Out On Wall Street

The SP 600 Small Cap Index is only up 2.0% year-to-date, but the small-cap trajectory is trending to the upside, with the index returning 5.8% since July.

Benzinga

Direxion's QCMU And QCMD ETFs Facilitate Countervailing Trades On Tech's Unusual Sleeper

Artificial intelligence: it's about all the business news media can seemingly discuss these days, and for good reason. Session after session, software specialists and semiconductor giants have witnessed a blistering rise in their valuations. However, one chipmaker — Qualcomm Inc. (NASDAQ:QCOM) — has been unusually quiet compared to its peers.

Benzinga

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Microchip factory in Netherlands caught in tussle between Europe, China and US

Dutch authorities have, for the first time ever, invoked Cold War-era legislation to take control of a Chinese-owned microchip factory – prompting backlash from China. The move underlines the intensifying competition between the United States, China and Europe for global leadership in semiconductor technology.

Radio France Internationale

US Chip Stocks Tumble As Trade Tensions With China Heat Up

Semiconductor equities faced sharp selling pressure on Friday, with shares of Nvidia Corporation (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology, Inc. (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Arm Holdings plc (NASDAQ:ARM), and Micron Technology, Inc. (NASDAQ:MU) all trading lower amid intensifying geopolitical friction between Washington and Beijing.

Benzinga

US-China Trade Fight Hits Chinese Tech Stocks

U.S.-listed shares of major Chinese corporations, including Alibaba Group Holding Ltd. (NYSE:BABA), Baidu Inc. (NASDAQ:BIDU), PDD Holdings Inc. (NASDAQ:PDD), JD.com Inc. (NASDAQ:JD), NIO Inc. (NYSE:NIO), Li Auto Inc. (NASDAQ:LI), and XPeng Inc. (NYSE:XPEV), slid on Friday amid escalating geopolitical tensions between Beijing and Washington.

Benzinga

Russian cosmonauts install semiconductor experiment, jettison old HDTV camera during spacewalk outside ISS

Russian cosmonauts Sergey Ryzhikov and Alexey Zubritsky worked outside the International Space Station on Tuesday (Oct. 16), conducting a spacewalk to install, retrieve and jettison equipment.

Space

Stock Indexes Fall as Regional Bank Stocks Plunge

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed down -0.63%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.36%. December E-mini S&P futures (ESZ25 ) fell -0.68%, and December E-mini Nasdaq futures...

Barchart

Should You Buy the Post-Earnings Dip in Taiwan Semi Stock?

Taiwan Semiconductor reported strong earnings for its fiscal third quarter on Thursday. Jim Cramer recommends buying TSM stock after the earnings release.

Barchart

Who Benefits From AI Spending? JP Morgan's Top Picks

Strong artificial intelligence (AI) and hyperscale demand are driving significant growth for semiconductor companies, with Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and Broadcom (NASDAQ:AVGO) poised to benefit from expanding data center and AI infrastructure investments.

Benzinga

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Benzinga

What Is Going On With Nvidia, Broadcom Stocks On Thursday?

Artificial intelligence (AI) chip players Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO) gained on Thursday in tandem with the AI frenzy, with contract chipmaker Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) upbeat quarterly earnings being the latest to reinforce investor optimism over the sector.

Barchart

Dear Taiwan Semi Stock Fans, Today's Earnings Could Change Everything

Taiwan Semiconductor fans, brace yourselves, as today could redefine the company’s growth story as Q3 2025 results drop.

Barchart

Indexes Turn Red as Stocks Give Up Morning Gains

The S&P 500 Index ($SPX ) (SPY ) today is down -0.66%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.62%. After starting the day higher, stock indexes have turned lower and all 3 indexes...

Benzinga

DuPont's Qnity Expands SK Hynix Partnership As It Prepares To Go Solo

DuPont de Nemours, Inc. (NYSE:DD) said its electronics business, Qnity, has partnered with South Korea’s SK hynix to supply advanced chemical mechanical planarization (CMP) polishing pads used in semiconductor production.

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Euronews

Nearly 40% jump in net profit: Chipmaker TSMC capitalises on AI boom

Taiwan Semiconductor Manufacturing Corp., the world’s biggest semiconductor manufacturer, reported an unexpected jump in its net profit for the July-September quarter.

Benzinga

Taiwan Semiconductor Lifts Outlook After Blowout Quarter, CEO Says AI Signals From Clients Are 'Very Strong'

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock gained on Thursday after the contract chipmaker delivered third-quarter results that blew past analyst expectations, driven by global demand for its advanced processor technologies essential for artificial intelligence applications.

inkl

Alliances, Tariffs, and Chips: Intel’s Fight for Leadership

The semiconductor market is undergoing a full-fledged restructuring, with some companies expanding their influence and capitalization. In contrast, others are forced to seek support from competitors and governments.

International Business Times UK

This Semiconductor Stock Soared 26% Tuesday After Launching Devices for Nvidia's AI Factory Architecture

Navitas Semiconductor shares surged after it unveiled new semiconductor power devices designed for Nvidia's 800 VDC AI factory power architecture.

Benzinga

What's Going On With SEALSQ (LAES) Stock Wednesday?

Shares of post-quantum semiconductor company SEALSQ Corp (NASDAQ:LAES) are trading lower Wednesday morning following Tuesday’s rally. Here’s what investors need to know.

Benzinga

Nvidia, Marvell, Broadcom Bounce Back After ASML Earnings Boost Investor Confidence

Artificial intelligence chipmakers Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), and Super Micro Computer (NASDAQ:SMCI) rebounded on Wednesday following a brief profit-taking selloff.

Tom’s Hardware

Frore's new LiquidJet coldplates are designed to handle up to 4,400W of power from Nvidia's Feynman AI GPUs — new design uses semiconductor manufacturing techniques to create 3D jet-channel microstructures

Frore Systems's LiquidJet coldplate uses semiconductor-style metal wafer fabrication and 3D short-loop jet microstructures to double cooling density and cut pressure loss fourfold, setting the stage for multi-kilowatt AI GPUs.

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