The PHLX Semiconductor Index (SOXX) lost roughly 10% in a single day in June and July 2026, with implied volatility on the VanEck Semiconductor ETF (SMH) surging above 46%—more than double the S&P 500…
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in its Arizona semiconductor operations, bringing total planned US spending to over $165 billion, one of t…
TSMC has no fixed timeline for additional US investment beyond its current $165 billion commitment to build six fabrication plants in Arizona, the company confirmed. The world's largest chipmaker, whi…
Chinese chip startup Yuanjiwei launched the world's first 8-inch 2D semiconductor production line in Shanghai, aiming to produce chips rivaling 5nm silicon by 2029 without EUV lithography. The move es…
AMD's data center revenue surged 57% year-over-year to $5.775 billion in Q1 FY2026, driven by massive GPU deals with Meta and OpenAI for up to 6 gigawatts of capacity. The chipmaker's stock surged 274…
Broadcom and Apple extended their chip supply partnership through 2031, covering custom silicon for multiple Apple device generations. The deal secures roughly 20% of Broadcom's annual revenue and sig…
Susquehanna analyst Mehdi Hosseini raised the price target on Taiwan Semiconductor Manufacturing Company (TSMC) to $575 from $500, citing AI infrastructure demand. Bank of America followed with a $590…