Core Viewpoint - President Trump signed an executive order blocking the semiconductor deal between HieFo Corp. and Emcore Corp. due to national security concerns related to China [1][5] Group 1: Executive Order Details - The executive order requires HieFo to divest all interests and rights in Emcore's assets within 180 days [2] - The Committee on Foreign Investment in the United States (CFIUS) will oversee the enforcement of this order [2] Group 2: Context and Background - This action is part of a broader strategy by the U.S. government to limit Chinese access to advanced semiconductor technologies [2][5] - CFIUS has a history of recommending the blocking of acquisitions based on national security concerns, as seen in the case of Lattice Semiconductor in 2017 [3] Group 3: Related Legislative Actions - U.S. lawmakers are working on legislation to restrict the Trump administration from allowing China access to advanced AI chips from companies like Nvidia and AMD for the next 2.5 years [4]

KLA Corporation (KLAC), headquartered in Milpitas, California, designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. With a market cap of $163.4 billion, the company offers surface profilers, nanomechanical testers, chips, and semiconductor assembly solutions. The leading supplier of process control and yield management solutions is expected to announce its fiscal second-quarter earnings for 2 ...

Core Insights - Nvidia Corp. has experienced a slight decline in its share price over the past week following the announcement of a significant $14 billion order for chips from ByteDance and the completion of a $5 billion investment in Intel [1] Company Developments - Nvidia announced a $14 billion order for chips from ByteDance, indicating strong demand for its products [1] - The company finalized a $5 billion investment in Intel, which may enhance its strategic positioning in the semiconductor industry [1]

And there it is: the Santa Rally which we predicted would begin a week ago after Abu Dhabi removed much of the AI capex fears festering the OpenAI ecosystem, the S&P has rocketed to a new record high on Tuesday, with stocks looking set for a quiet start to the abbreviated Christmas Eve session. As of 8:00am ET, S&P 500 futures and Nasdaq 100 contracts were little changed following four days of gains in US stocks which signal confidence among investors that 2026 will bring decent corporate earnings growth an ...

Taiwan Semiconductor Manufacturing is positioned to grow rapidly in 2026.Pinpointing the best-performing artificial intelligence (AI) stock for 2026 is no easy feat. It's impossible to know which companies will launch innovative features, or if 2026 will be a year of buildout. Investors only have a bit of information about what to expect in 2026, and using that tidbit to their advantage is the best that they can do.What piece of information can clue investors into 2026's future? Spending projections from th ...

This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. Dive Brief: Luminar Technologies, a maker of sensors and advanced technology for autonomous vehicles, filed for Chapter 11 bankruptcy on Monday and has begun to split the company after losing a major contract with Volvo. The Orlando, Florida-based company entered Chapter 11 proceedings with majority support from its first lien and second lien noteholder ...

This is another megadeal involving Openai. What do we know about it. Yeah, there are a lot of deals going on in in AI right now.An open AI really is at the heart of so many of them. So Openai has been Sam Altman and Openai have been diversifying their suppliers in a number of key areas In the chip space in particular, everybody is pretty dependent on NVIDIA, of course, in video now the most valuable company in the world. Partly that's because everybody has to buy their chips to be able to train these our mo ...

And it's good to have you here, Bradley. So, as you hear all of these different data points, what are you sitting here thinking about as it relates to whether this is good, prudent US policy to now move forward, including with this supposed export tax. >> Yeah, three things come to mind for me.The first is I don't understand why we're sending chips to China when there are US allies like the UAE, like Japan, like South Korea that want these chips, need these chips, and are not our great rival. They are not t ...

Core Viewpoint - Intel Corporation (NASDAQ: INTC) experienced a significant decline of 7.45% to close at $40.50, following a two-day rally, as investors engaged in profit-taking after reaching a record high [1][2]. Group 1: Stock Performance - Intel's stock fell by as much as 8.3% during intra-day trading, indicating volatility and investor caution [1]. - The decline was attributed to profit-taking by investors after a recent surge in stock price [1][2]. Group 2: Market Developments - Reports emerged suggesting that Intel may supply chips to Apple Inc. for its lowest-end M-series chips within the next two years, which had previously led to increased investor interest [2][3]. - Analyst Ming-Chi Kuo noted that visibility on Intel becoming an advanced-node supplier to Apple has improved significantly, indicating potential future collaboration [3]. Group 3: Future Outlook - Intel is scheduled to participate in the Barclays Global Technology Conference on December 10, where investors will look for insights on business developments and potential deals with other technology companies [4].

This software specialist's market-beating run is likely to continue in 2026 despite its expensive valuation.Semiconductor stocks have been one of the biggest beneficiaries of the artificial intelligence (AI) boom in the past three years. That's not surprising, as chips are the basic building blocks of AI infrastructure. It wouldn't be possible to train large language models (LLMs) and run inference applications without chips.As a result, chipmakers such as Nvidia, Broadcom, AMD, and others delivered substan ...