Semiconductor News & Analysis Feed

In a July 22, 2026 episode of 'Mad Money,' renowned financial host Jim Cramer drew a clear line regarding NVIDIA's presence in China, emphasizing that national security must take precedence over commercial interests. Despite strong fundamentals and robust earnings growth, NVIDIA's stock has remained

Taiwan’s prosecutors on Monday issued the first national security indictment targeting a former deputy manager at TSMC for allegedly attempting to leak core semiconductor technology to China. This marks a significant development as Taiwan applies its National Security Act for the first time to prose

NVIDIA CEO Jensen Huang emphasized that national security takes precedence over commercial opportunities, stating that if a conflict arises between business interests and U.S. national interests, the company will align with America. This statement comes amid intensifying U.S.-China tensions in the t

NVIDIA CEO Jensen Huang emphasized national security over commercial opportunities at the company's June 25 annual meeting, signaling a strategic shift in the semiconductor industry amid intensifying geopolitical tensions. His commitment to full compliance with US export controls while positioning N

Recent reports from CNBC highlight growing U.S. national security concerns over the heavy reliance on Chinese-made printed circuit boards (PCBs) for AI chips. PCBs, essential components in nearly all electronic devices, are predominantly manufactured in China, raising vulnerabilities such as the pot