Based on a discount rate of 9.6% (company’s WACC) and terminal value based on the average chipmaker EV/EBITDA of 17.13x, our model shows an upside of 13.84%.

Source: https://seekingalpha.com/article/4653780-texas-instruments-best-semiconductor-dividend-stock-to-buy?source=feed_all_articles

China has launched a cybersecurity review of imports from America’s largest memory chipmaker, Micron Technology Inc., opening a new front in the escalating battle between the two countries over dominance in the semiconductor market.

Source: https://biztoc.com/x/21ed2df0a4e2c5dc?ref=ff

China's cyberspace regulator said on Sunday that products made by U.S. memory chipmaker Micron Technology Inc (MU.O) had failed its network security review and it would bar operators of key infrastructure from buying from the company.

Source: https://www.emirates247.com/technology/china-fails-micron-s-products-in-security-review-bars-some-purchases-2023-05-22-1.711808

Corp briefly joined an elite club of U.S. companies sporting a $1-trillion market value on Tuesday, as investors piled into the chipmaker that has quickly become one of the biggest winners of the AI boom.

Source: https://business.inquirer.net/403480/nvidia-briefly-joins-1t-valuation-club

European chipmaker STMicroelectronics and chip design software maker Synopsys on Tuesday said STMicro had for the first time used artificial intelligence software running on Microsoft Corp's cloud to design a working chip.

Source: https://www.channelnewsasia.com/business/stmicro-leans-ai-cloud-chip-designs-become-more-complex-3260516?cid=cna_flip_070214

European Union antitrust enforcers slapped Intel on Friday, Sept. 22, 2023, with a fresh $400 million fine in a long-running legal fight that the chipmaker appeared to have won last year, in a postscript to a case that dates back more than a decade.

Source: https://www.sandiegouniontribune.com/news/california/story/2023-09-22/eu-hits-intel-with-400-million-antitrust-fine-in-long-running-computer-chip-case

Giant chipmaker Intel has released its earnings report for the latest quarter of 2022, missing Wall Street’s targets for sales and earnings.

Source: https://biztoc.com/x/c227383316346546?ref=ff

If that happens, the strategy would match an earlier, smaller deal involving a U.S. chipmaker: Intel and its attempt to buy Israeli chip firm Tower Semiconductor for $5.4 billion.

Source: https://fortune.com/2023/10/20/beijing-delay-approval-broadcom-vmware-merger-intel-tower-china-us-chips/

In exchange, it was agreed that the US chipmaker would get a government grant at a rate of 12.8% of the investment amount.

Source: https://www.timesofisrael.com/intel-to-boost-chipmaking-in-israel-doesnt-confirm-25b-deal-lauded-by-jerusalem/

In September, U.S. chipmaker GlobalFoundries a $4 billion manufacturing plant in the country.

Source: https://thediplomat.com/2023/12/asean-holds-the-key-to-reducing-us-dependence-on-taiwans-chip-industry/

Interest in companies involved in artificial intelligence continued to make more headlines this week, with investors keying in especially on chipmaker Nvidia (NASDAQ:NVDA).

Source: https://biztoc.com/x/925b3be4369091a3?ref=ff

Jensen Huang, the 60-year-old chief of chipmaker Nvidia, is only the second U.S. CEO after Jeff Bezos to lead a trillion-dollar company they co-founded.

Source: https://www.dailymail.co.uk/news/article-12141439/Nvidia-CEO-says-firms-revolutionary-AI-chip-allow-programmer.html?ns_mchannel=rss&ns_campaign=1490&ito=1490

Just days before the ban, Micron announced a plan to invest up to 500 billion yen (US$3.7 billion) in Japan in extreme ultraviolet technology, becoming the first chipmaker to bring the advanced chipmaking technology to Japan.

Source: https://www.channelnewsasia.com/business/chinas-micron-ban-chipmakers-dilemma-sino-us-tensions-analysts-3507756?cid=cna_flip_070214

Khanna added that he "particularly appreciated" a meeting with Morris Chang, founder of Taiwan Semiconductor Manufacturing Company (TSMC), which is the world's largest contract chipmaker.

Source: https://www.ndtv.com/world-news/will-boost-military-ties-with-us-taiwan-president-amid-china-threat-3801444

Micron is the first US chipmaker to be targeted by Beijing following a series of export controls by Washington on certain American components and chipmaking tools to block them being used to advance China's military capabilities.

Source: https://www.gadgets360.com/laptops/news/micron-forecasts-revenue-hit-quarterly-results-china-ban-4057326

Nvidia has become the first US chipmaker to reach a market cap of $1 billion after investors were encouraged by signs it was being bolstered by a surge in demand for semiconducters used in artificial intelligence.

Source: https://www.standard.co.uk/business/ftse-100-live-30-may-asda-eg-merger-issa-brothers-us-debt-ceiling-deal-stock-market-reaction-us-debt-default-london-shares-pound-dollar-b1084415.html

Samsung Electronics, the world's biggest memory chipmaker, declined to comment on the matter, citing the ongoing investigations.

Source: https://gazette.com/news/us-world/indictment-details-plan-to-steal-samsung-secrets-for-foxconn-china-project/article_55a1bfdf-6eb8-558b-aa2e-d5cc9d321447.html

Shares in SMIC, China’s largest contract chipmaker, plunged on Thursday, after two US congressmen called on the White House to further restrict export sales to the company.

Source: https://biztoc.com/x/3e348560d66618c1?ref=ff

TAIPEI : Shares in Taiwan's TSMC opened 3.3 per cent lower on Wednesday after Warren Buffett's Berkshire Hathaway Inc slashed its stake in the chipmaker.

Source: https://www.channelnewsasia.com/business/tsmc-shares-fall-after-berkshire-cuts-stake-3279041?cid=cna_flip_070214

Taiwanese chipmaker TSMC is planning to spend more than 1 trillion yen ($7.4 billion) to build a second chip factory in Japan, the Nikkan Kogyo newspaper reported on Friday.

Source: https://biztoc.com/x/5108c1c24ba21d66?ref=ff