President Donald Trump said late Tuesday that new tariffs on semiconductors could be coming soon. Wedbush analysts said his stance could soften.

NVDA’s $4T market cap milestone has boosted chipmakers alongside explosive AI demand. Learn about three semiconductor groups offering growth at a reasonable price.

Nvidia chipmaker Taiwan Semiconductor and Netflix report Thursday after stocks ultimately shrugged off a Trump-Powell report.

Nvidia Corp. boss Jensen Huang anticipates getting the first batch of US licenses to export H20 AI chips to China soon, formally allowing the company to resume sales of a much sought-after component to the world’s top semiconductor arena.

Navitas Semiconductor expects to remain unprofitable through 2027, with additional financing needed to sustain. Read why I downgrade NVTS stock to a sell rating.

Key Points Navitas Semiconductor's products will be used in Nvidia's new 800-volt architecture. Navitas has struggled with declining sales growth recently. The stock popped after the Nvidia announcement.

The United States’ plan to “re-industrialize” technology manufacturing is “exactly the right thing,” Jensen Huang, CEO of the world’s largest chipmaker, said Thursday.

Nvidia Corporation surges on China export approval, boosting H20 chip momentum. Click for my updated look at NVDA stock and why I am downgrading it.

That is big news for both the semiconductor industry and U.S.-China relations. Nvidia stock plunged in April when it said it would take an estimated $5.5 billion write-down after it lost the license to sell H20s, dragging the rest of the chip sector down with it.