semiconductor

Wall Street analysts rerated ON Semiconductor Corp (NASDAQ:ON) after the company reported upbeat quarterly results on Monday. The company reported a quarterly revenue decline of 22.4% to $1.45 billion, topping the analyst consensus estimate of $1.40 billion. The adjusted EPS of $0.55...

Intel Corp (NASDAQ:INTC) reported first-quarter financial results after the market close on Thursday. Here’s a look at the key metrics from the quarter. Q1 Earnings: Intel reported first-quarter revenue of $12.67 billion, beating analyst estimates of $12.3 billion, according to Benzinga Pro....

Banning Nvidia Corp. (NASDAQ:NVDA) chips won’t stop China’s artificial intelligence development, according to Bernstein analysts, who suggest the export restrictions could instead strengthen domestic competitors like Huawei Technologies. What Happened: “Banning the H20 would make...

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang continued his high-level tour in China with a meeting in Shanghai on Friday, following discussions with central government officials in Beijing a day earlier. The visit comes amid tightening U.S. restrictions on chip exports to China, which have created...

A fresh round of U.S. export restrictions on China’s AI capabilities has caught NVIDIA Corp. (NASDAQ:NVDA) off guard, with ETFs with high exposure to the chip giant are feeling the pain (or gain, in some cases). While Nvidia plummeted 6.87% by market close Wednesday, some semiconductor-themed...

President Donald Trump said on Sunday that he would reveal the tariff rate on imported semiconductors in the coming week, suggesting that excluding smartphones and computers from reciprocal tariffs in China might be temporary. What Happened: Trump, speaking aboard Air Force One,...

On Friday, China's General Administration of Customs implemented a new rule that determines the country of origin for semiconductor products based on the location of wafer fabrication — not where the chips are designed, developed, or packaged. What Happened: As a result of this development, chips...

President Donald Trump has set up a new body within the Commerce Department to manage the CHIPS and Science Act, 2022. What Happened: A new entity, the United States Investment Accelerator within the Commerce Department, will now oversee the CHIPS Act program, as established by an executive order...

On Thursday, Wolfspeed, Inc (NYSE:WOLF) announced the appointment of Robert Feurle as CEO, effective May 1, 2025. The decision follows a comprehensive internal and external search by the board of directors. Feurle brings over two decades of leading global organizations developing the most advanced...

Malaysia plans to strengthen semiconductor regulations following U.S. demands to monitor the movement of high-end NVIDIA Corp. (NASDAQ:NVDA) chips amid suspicions they’re being illicitly diverted to China, violating U.S. export controls. What Happened: Malaysian Trade Minister Zafrul Aziz...

Editor’s Note: The headline has been updated to accurately reflect the CEO’s statement. The short interest in the outstanding shares of the conversational artificial intelligence solution provider, SoundHound AI Inc. (NASDAQ:SOUN) rose during the latest reporting period, however, the...

A slew of announcements at the GTC AI Conference in San Jose, California failed to ignite the shares of Nvidia Corp. (NASDAQ:NVDA) on Tuesday as it slipped over 3% in trade. The chipmaker led by Jensen Huang has wiped $420 billion in investor wealth since DeepSeek was launched on Jan. 10, 2025 What...

Semiconductor contract manufacturer and design company Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) reported a 39.2% jump in its two-month revenue for January and February in 2025 as compared to the same period last year. What Happened: TSM reported on Monday that its February 2025 revenue rose 43...

Marvell Technology Inc. (NASDAQ:MRVL) smashed its artificial intelligence data center revenue target in fiscal 2025. The chipmaker also reiterated plans to exceed fiscal 2026’s target but issued a soft earnings and revenue guidance which was roughly in-line with analyst estimates. What...

President Donald Trump during his joint address to Congress on Tuesday evening called for ending the CHIPS Act, which provides manufacturing incentives to semiconductor companies setting up their facilities in the U.S. What Happened: During a primetime address to Congress on Tuesday, the president...