Intel에 대한 매도 수량은 투자자에게 Intel의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Intel (NASDAQ:INTC) 주식, 공매도 수량 보고

Intel

Intel is a leading digital chipmaker, focused on the design and manufacturing of microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors and was the prime proponent of Moore's law for advances in semiconductor manufacturing. Intel remains the market share leader in central processing units in both the PC and server end markets. Intel has also been expanding into new adjacencies, such as communications infrastructure, automotive, and the Internet of Things. Further, Intel expects to leverage its chip manufacturing capabilities into an outsourced foundry model where it constructs chips for others.

Santa,Clara,,Ca,,Usa,-,Nov,22,,2023:,Intel,Corporation's

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JP모건 애널리스트 할란 서(Harlan Sur)는 화요일(15일) 인텔(NASDAQ:INTC)에 대한 비중축소 의견을 유지하면서 목표주가는 23달러로 제시했다.

인텔, 성장의 어려움은 알테라 지분 매각으로 끝나지 않아 - JP모건

Amd,Chairman,And,Ceo,Lisa,Su,Delivers,The,First,Ai

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AMD(NASDAQ:AMD) CEO인 리사 수(Lisa Su)는 화요일(15일) AMD가 TSMC(NYSE:TSM) 애리조나 시설에서 칩 생산을 시작할 준비가 되어 있으며, 미국에서 더 많은 인공지능 서버를 제조할 것이라고 확인했다.

리사 수 AMD CEO &#34;미국 애리조나 TSMC 시설에서 HPC 칩 &#39;베니스&#39; 생산할 것&#34;

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반도체 업계가 글로벌 무역 긴장의 중심에 서면서 이번 주 반도체 ETF가 투자자들의 관심을 끌고 있다. 도널드 트럼프 미국 대통령은 며칠 내로 외국산 반도체에 대한 새로운 관세 수준을 발표할 예정인데, 이는 공급망을 재편하고 최근 무역 변동성으로 인해 이미 불안한 시장을 자극할 수 있는 조치다.

트럼프의 관세 폭탄 앞두고 주목할 만한 반도체 ETF 3종목

Intel Corp

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Shares of chip stocks are trading lower after NVIDIA said it was recently informed by the US government that it will need a license to export chips to China.

JP Morgan analyst Harlan Sur reiterated an Underweight rating on Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) on Tuesday, setting a <a target="_blank" href="https://www.benzinga.com/quote/INTC/analyst-ratings" rel="noreferrer noopener">price forecast of $23</a>.
On Monday, before the market opened, Intel announced a <a target="_blank" href="https://www.benzinga.com/25/04/44792707/intel-stock-surges-5-on-potential-altera-sale-trumps-tariff-relief-provides-added-boost" rel="noreferrer noopener">51% stake sale</a> of its programmable chip business, Altera, to private equity firm Silver Lake Management for $4.46 billion, valuing Altera at $8.75 billion with a transaction multiple of ~5.7 times calendar 2024 sales.
As a reference, Intel bought Altera in 2015 at 9 times calendar 2014 sales and in 2020, and Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) bought Xilinx for 11 times calendar 2019 sales).
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44786708/why-are-semiconductor-stocks-trading-higher-on-monday" rel="noreferrer noopener">Chip Stocks Rise as Trump Pushes Tariffs, Exempts Phones and Backs US Semiconductor Production</a>
Over the past 10 years, since Intel acquired Altera, revenues have declined by 20% compared to 87% growth for the overall semiconductor industry.
The transaction marks Intel&#8217;s first significant strategic move under its new CEO, Lip-Bu Tan. It underpins the company&#8217;s broader turnaround strategy and refocuses on its core x86 businesses.&nbsp;&nbsp;
Financially, Altera generated $1.54 billion in revenue last year (putting the deal value at 6 times calendar 2024 sales) with ~50% adjusted gross margin, and we estimate Altera&#8217;s revenue to grow to $1.6 billion (+4%) in calendar 2025.
Intel originally acquired Altera for $16.7 billion in December 2015, 9 times calendar 2014 sales. The lower transaction value reflects a lower revenue profile (Altera revenues are down 20% over the past 10 years versus 87% growth in the semiconductor industry) and margin profile.
Intel plans to de-consolidate Altera from its financial statements and expects to close the deal in the second half of calendar 2025.&nbsp;The sale strengthens Intel&#8217;s balance sheet amid a more challenging macro environment.
Raghib Hussain will succeed Sandra Rivera as CEO of Altera (effective May 5). Previously, Raghib was President of Products and Technologies at Marvell Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), overseeing advancements in its custom AI chips and networking solutions business.
Raghib led the Data Center Cloud Group, focusing on integrated silicon portfolios for switching, connectivity, and computing.
Overall, Sur noted this is a step in the right direction. However, he remained underweight on the stock as Intel continues to navigate through a challenging period, as it right-sizes the company and continues to move forward with its technology/manufacturing product roadmaps.
Sur projected first-quarter revenue of $12.2 billion and adjusted EPS of $0.00.
Price Action: INTC stock closed lower by 2.26% at $19.85 on Tuesday.
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Photo Courtesy: Tada Images On Shutterstock

Intel Growth Challenges Are Not Over Despite Altera Stake Sale: Analyst

Dutch exports to China dropped in March, <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">implying that shipments</a> from ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) neared clearing a backlog of orders from China.
ASML makes the most advanced machines used in chip production, known as extreme ultraviolet, or EUV, lithography tools to produce the chips necessary for premium <a target="_blank" href="https://www.benzinga.com/25/04/44651259/asml-stock-hits-52-week-low-as-trumps-eu-tariffs-and-china-sanctions-weigh-on-outlook" rel="noreferrer noopener">smartphones and computers</a>.
The EUV lithography market was worth $10.09 billion in 2023 and could reach&nbsp;$35.70 billion by 2032, implying a CAGR of 15.1% from&nbsp;2024 to 2032.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44631510/asml-to-boost-japan-workforce-5x-amid-global-race-for-advanced-semiconductor-tech" rel="noreferrer noopener">Chip Equipment Maker ASML To Boost Japan Workforce 5x Amid Global Race For Advanced Semiconductor Tech</a>
Chinese researchers announced the creation of the N-polar gallium nitride (GaN) wafer at eight inches (20.3 cm), which&nbsp;could slash production costs by 40%, thereby speeding up global adoption of the technology in satellite communications and&nbsp;electric vehicles&nbsp;(EVs), SCMP <a target="_blank" href="https://www.scmp.com/news/china/diplomacy/article/3306481/dutch-exports-china-tumble-chip-machine-giant-asml-clears-back-orders-amid-us-bans" rel="noreferrer noopener">reported</a> Tuesday.
Experts consider the GaN a flagship third-generation compound semiconductor catering to high-frequency, high-power applications, including&nbsp;5G/6G networks, satellite communications, autonomous vehicles, and radar systems.
Industry analysts told the SCMP that GaN could trigger shifts across these sectors once mass-production technology reaches its critical point.
Meanwhile, the Street awaited clarity on the risks posed by U.S. President Donald Trump on the semiconductor industry when computer chip equipment maker ASML&nbsp;reports first-quarter earnings on Wednesday.
On Sunday, Trump&nbsp;offered respite to ASML from the 10% &#8220;baseline&#8221; tariffs as he prepares to impose a sector-wide tariff on chips.
ASML&#8217;s net bookings will likely reach 4.89 billion euros ($5.56 billion) in the first quarter, Reuters cited Visible Alpha estimates.
The U.S. accounted for 17% of ASML&#8217;s revenue in 2024. The share will likely grow as Trump seeks&nbsp;to push&nbsp;chipmaking investments back to the U.S. and a slowdown in Chinese spending.
ASML&#8217;s biggest customer, Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), has committed over&nbsp;$100 billion&nbsp;to five new factories in Taiwan.
ASML stock plunged 34% in the last 12 months as it grappled with the Biden administration&#8217;s <a target="_blank" href="https://www.benzinga.com/25/03/44136859/asml-faces-uncertainty-as-us-sanctions-on-china-cut-demand-stock-down-24-in-12-months" rel="noreferrer noopener">embargo on China</a>. Additionally,&nbsp;struggling chipmaker Intel&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) is a key client of ASML. Therefore, reports of a possible takeover or split of the company may impact ASML demand.
Morningstar analyst Javier Correonero told Reuters that he does not expect chipmakers to refuse ASML technology due to the tariffs. He also highlighted that ASML&#8217;s EUV has no substitute in certain instances.
Still, Mizuho and Jefferies analysts expect Chinese chipmakers to stock up in the first quarter in fear of more semiconductor embargoes on its trading partners.
Price Action:&nbsp;ASML stock closed higher by 1.53% at $683.16 on Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/eurozone/25/03/44253751/asml-boosts-ai-chip-rd-in-europe-amid-us-sanctions-china-slowdown-and-subsidy-uncertainty" target="_blank" rel="noreferrer noopener">ASML Boosts AI Chip R&amp;D In Europe Amid U.S. Sanctions, China Slowdown, And Subsidy Uncertainty</a></li>
</ul>
Photo via ASML

Media

ASML Approaches End Of China Backlog, Eyes Growth in AI and Advanced Chip Demand

Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) CEO Lisa Su confirmed on Tuesday that the company is ready to start chip production at Taiwan Semiconductor Manufacturing Co.&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) Arizona facility and will manufacture more artificial intelligence servers in the United States.
What Happened: Speaking to reporters at National Taiwan University in Taipei, Su&#8217;s announcement comes amid increasing focus on domestic semiconductor manufacturing and potential new tariffs on imported chips, reported Reuters. President Donald Trump said that he would announce semiconductor import tariff rates this week on Sunday, though he noted that there would be &#8220;flexibility with some companies.&#8221;
AMD also revealed Monday it has achieved a significant manufacturing milestone with its next-generation EPYC processor, codenamed &#8220;Venice,&#8221; becoming the first high-performance computing product in the industry to be taped out on TSMC&#8217;s advanced 2-nanometer (N2) process. The Venice processors are scheduled to launch next year.
&#8220;TSMC has been a key partner for many years and our deep collaboration with their R&amp;D and manufacturing teams has enabled AMD to consistently deliver leadership products,&#8221; Su said in Monday&#8217;s statement.
See Also: <a href="https://www.benzinga.com/25/04/44802211/5-small-businesses-hit-trump-with-lawsuit-over-tariffs-trade-deficits-are-not-an-emergency">5 Small Businesses Hit Trump With Lawsuit Over Tariffs: Trade Deficits &#8216;Are Not An Emergency&#8217;</a>
Why It Matters: The company also announced successful validation of its 5th generation EPYC CPU products at TSMC&#8217;s new Arizona fabrication facility, underscoring AMD&#8217;s commitment to U.S. manufacturing at a time when semiconductor supply chains face geopolitical scrutiny.
TSMC Chairman and CEO C.C. Wei highlighted the partnership, saying: &#8220;By working together, we are driving significant technology scaling resulting in better performance, power efficiency and yields for high-performance silicon.&#8221;
AMD relies heavily on TSMC, the world&#8217;s largest contract chipmaker, to manufacture its processors as it competes against Intel Corp.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) dominance in the microprocessor market and NVIDIA Corp.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) strength in graphics processing units.
AMD trails Nvidia in momentum but outperforms Intel on growth metrics, according to Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Sign up for more insights</a>.
Photo Courtesy: jamesonwu1972 On Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

AMD CEO Lisa Su Confirms AI Server Production in US, Taps TSMC Arizona For Chips As 'Venice' Hits 2nm Milestone Amid Tariff Uncertainty

<a href="https://www.bloomberg.com/news/articles/2025-04-14/silver-lake-lines-up-2-billion-debt-financing-for-altera-deal" title="https://www.bloomberg.com/news/articles/2025-04-14/silver-lake-lines-up-2-billion-debt-financing-for-altera-deal">https://www.bloomberg.com/news/articles/2025-04-14/silver-lake-lines-up-2-billion-debt-financing-for-altera-deal</a>

Asset Sales

"A Group Of Banks Is Providing Silver Lake Management $2B In Debt For Its Acquisition Of A 51% Stake In Programmable Chips Unit Altera From Intel" - Bloomberg News

UBS analyst Timothy Arcuri maintains Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) with a Neutral and lowers the price target from $23 to $22.

UBS Maintains Neutral on Intel, Lowers Price Target to $22

<a href="https://www.benzinga.com/etfs">Semiconductor ETFs </a>are attracting investor attention this week as the industry finds itself at the focal point of global trade tensions. U.S. President Donald Trump is poised to announce new tariff levels on foreign semiconductors within days, a move that could remake supply chains and spook markets already nervous following recent trade volatility.
While the White House considers the shape of the <a href="https://www.benzinga.com/topic/semiconductors">future chip industry</a>, investors are focusing on ETFs with heavy exposure to chipmakers. Whether tariffs fuel more market volatility or offer a buying opportunity largely depends on how the policy plays out over the next few weeks.
Also Read: <a href="https://www.benzinga.com/trading-ideas/movers/25/04/44724362/chip-stocks-surge-as-trump-pauses-tariffs-for-us-allies-targets-china-with-125-duties">Chip Stocks Surge As Trump Pauses Tariffs For US Allies, Targets China With 125% Duties</a>
3 Semiconductor ETFs To Watch Amid Tariff Headlines
iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)
One of the sector&#8217;s most liquid and best-followed funds, SOXX provides exposure to U.S.-listed behemoths such as Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), and Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>). As it is based on global manufacturing and cross-border supply chains, SOXX may be vulnerable to import tariffs and higher component prices.
VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)
SMH is distinguished by its international makeup, featuring giants such as Taiwan Semiconductor Manufacturing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and ASML Holding&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>). Taiwan&#8217;s tariff talks with the U.S. will be important here, particularly if the island achieves exemptions that may protect SMH&#8217;s non-U.S. holdings from policy jolts.
SPDR S&amp;P Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XSD#NYSE">XSD</a>)
An equally weighted ETF, XSD leans slightly more toward small and mid-cap chipmakers such as ON Semiconductor (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) and some large-cap ones like Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>). It may provide a hedge against large-cap concentration risk if giants like Nvidia or TSMC are subject to tariff pressure.
The Policy Backdrop: Tariffs, Taiwan And Tech
Trump&#8217;s planned action is part of a larger national security investigation into the electronics supply chain, unveiled over the weekend. Whereas smartphones and laptops had previously been spared recent retaliatory tariffs on China, officials now indicate that advanced technology products—such as semiconductors, personal electronics, and medicines—will soon bear standalone duties, as reported by Reuters.
On Sunday, Trump said that the White House wants to simplify the chip market from many other companies and aims to produce chips in the U.S., adding that some companies might be allowed flexibility in implementation. He said new tariff levels on foreign semiconductors will be announced this week.
Commerce Secretary Howard Lutnick confirmed that a &#8220;special focus-type of tariff&#8221; on fundamental tech imports will be introduced over the next two months. The standalone regime would operate in parallel to reciprocal tariffs, which, according to Reuters, rose to 125% on Chinese imports last week.
The uncertainty has unsettled markets. The S&amp;P 500 has fallen over 10% since Trump&#8217;s Jan. 20 inauguration, and the chip sector has experienced some of the deepest intraday plunges in months.
Simultaneously, Taiwan, which plays a vital role in the world chip community, has been positively negotiating with Washington to avoid getting engulfed in the tariff wave. President Lai Ching-te affirmed that the initial dialogue has been &#8220;smooth,&#8221; and Taipei is looking to turn the crisis into a silver lining as far as deep trade integration with Washington is concerned, as per another Reuters report. TSMC&#8217;s latest promise of further investing $100 billion in America complements such a strategy.
While the world holds its breath for what Trump will do next, investors in semiconductor ETFs are keeping a close watch. Whether the result produces tariff clarity or more turbulence, the industry is at the crossroads of geopolitics, policy and market performance.
Next Up: 
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Photo: Shutterstock

Chip Shock: 3 Hot Semiconductor ETFs To Watch As Trump's Tariff Bomb Ticks

Needham analyst Quinn Bolton reiterates Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) from Hold to Hold.

Needham Reiterates Hold on Intelto Hold

A temporary delay in new U.S. tariffs on tech imports from China sparked <a href="https://www.benzinga.com/topic/semiconductors">a broad semiconductor rally</a>.
What Happened: The iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) jumped 2.5% by 9:40 a.m. ET Monday, extending its rally to 19% from last week's lows.
Monday&#8217;s top individual gainers within the SOXX ETF included:
<ul>
<li>Entegris Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTG#NASDAQ">ENTG</a>) surged 6.7% to $74.37</li>
<li>Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) rose 6.1% to $20.95</li>
<li>Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) gained 5.8% to $73.56</li>
<li>Qorvo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>) added 5.1% to $59.16</li>
<li>MKS Instruments Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MKSI#NASDAQ">MKSI</a>) climbed 4.2% to $68.25</li>
<li>Universal Display Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLED#NASDAQ">OLED</a>) rose 3.8% to $117.02</li>
<li>Texas Instruments Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) advanced 3.7% to $153.01</li>
</ul>
In a research note published on Monday, Bank of America analyst Vivek Arya called the one-to-two-month delay on electronics tariffs &#8220;incrementally positive.&#8221; The delay, which allows industry debate before the White House finalizes so-called &#8220;sectoral&#8221; tariffs targeting semiconductors, was enough to trigger <a href="https://www.benzinga.com/topic/chipmakers">sharp gains in chip stocks</a>.
Sentiment also improved following the U.S. Customs and Border Protection's decision Friday to exclude several electronic categories—such as smartphones and PCs—from immediate reciprocal tariffs.
"The delay is a net positive," Arya said, citing how electronics represent roughly 50% of global chip demand. 
"It allows for debate and discussion on this critical end-market,&#8221; he added. 
Arya noted that Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), the world's largest semiconductor buyer, was also excluded from tariff pressure during Trump&#8217;s first term.
Arya reaffirmed a bullish stance on chipmakers with exposure to artificial intelligence and reshoring themes, including Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
Cadence Design Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) and Synopsys Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) remain his key preferences among chip-design software firms.
For semiconductor capital equipment—a group seen as direct beneficiaries of U.S. manufacturing—Arya highlighted Lam Research Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) and KLA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>).
The analyst also noted a potential tailwind from increased domestic production efforts. Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)&#8217;s $195 billion U.S. investments, Apple's $500 billion pledge and Nvidia's $200 billion U.S. expansion could all influence the shaping of final tariff rules.
"We expect over time for TSMC to front-end process most—if not all—semis required by its U.S. fabless customers within its Arizona fabs," Arya said, adding that a potential Intel-TSMC joint venture could further boost domestic chip output.
See Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44788262/apples-margins-catch-a-break-but-road-ahead-still-looks-bumpy">Apple&#8217;s Margins Catch A Break, But Road Ahead Still Looks Bumpy</a>
Why It Matters: Despite Monday's rally, Arya maintained a cautious view on chipmakers heavily exposed to consumer-facing segments like smartphones and PCs. 
After all, President Donald Trump clarified Sunday that electronics aren&#8217;t fully exempt. They will instead be folded into a separate sector-focused tariff plan to be announced in the coming months. 
Therefore, it&#8217;s unclear how sectoral tariffs will apply to U.S. electronics assembled in China using foreign-made chips.
"Semis remain a high beta sector and exposed to volatility," Arya said. However, he expects companies tied to AI and infrastructure to remain well-positioned to deliver on earnings expectations.
One risk Arya flagged is the upcoming May 15 compliance deadline for new U.S. rules governing the export of AI chips, which could limit shipments outside a small group of 19 &#8220;Tier 1&#8221; nations.
Still, with the delay in electronics tariffs offering space for negotiation, investors appear to be betting that the worst-case trade scenarios for U.S. chipmakers could be avoided, at least for now.
Now Read: 
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<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44787080/goldman-sachs-cheers-china-tariff-exemptions-lifts-earnings-forecasts-for-apple-dell-hp">Goldman Sachs Cheers China Tariff Exemptions, Lifts Earnings Forecasts For Apple, Dell, HP</a></li>
</ul>
Image: Shutterstock

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OLED

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7 Chipmaker Stocks Set To Gain As Trump Delays Tariff Blow On Key China Tech Imports: Bank Of America

On Monday, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) announced plans to sell 51% of its Altera business to Silver Lake at a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44787167/intel-announces-strategic-investment-by-silver-lake-in-altera" rel="noreferrer noopener">valuation of $8.75 billion</a>.
Intel will own the remaining 49% of the Altera business, enabling it to participate in Altera&#8217;s future success while focusing on its core business.
Intel also announced that Raghib Hussain will succeed Sandra Rivera as CEO of Altera, effective May 5.&nbsp;
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44732800/taiwan-semiconductor-reports-255-billion-q1-revenue-surges-42-in-despite-us-tensions" rel="noreferrer noopener">Taiwan Semiconductor Clocks Massive Q1 Revenue Growth Despite US Tensions</a>
The transaction will likely close in the second half of 2025, subject to customary closing conditions.
The transaction establishes Altera&#8217;s operational independence and makes it the largest pure-play FPGA (field programmable gate array) semiconductor solutions company.
In fiscal 2024, Altera generated revenues of $1.54 billion, with an adjusted gross margin of $769 million and an adjusted operating income of $35 million.
Intel agreed in 2015 to pay ~$17 billion for Altera, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-14/intel-intc-said-close-to-unveiling-deal-to-sell-altera-to-silver-lake?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">reported</a> Monday. In 2024, Intel shared plans to explore selling a stake in Altera.
Altera drew interest from firms, including&nbsp;Lattice Semiconductor Corp. However, the companies had valued Altera at $9 billion.
Intel stock plunged 46% in the last 12 months as it failed to tap the shift to artificial intelligence accelerators akin to the likes of&nbsp;Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Intel fired its chief&nbsp;Pat Gelsinger&nbsp;in 2024 after his turnaround plan to take on the likes of Taiwan Semiconductor failed to impress the board. Intel&#8217;s new CEO, Lip-Bu Tan,&nbsp;recently shared the chipmaker&#8217;s plans to spin off non-core assets and create new products to drive value.
Taiwan Semiconductor <a target="_blank" href="https://www.benzinga.com/25/04/44640394/tsmc-to-take-20-stake-in-joint-venture-with-intel-amid-us-chipmakers-struggles-with-188-billion-net-loss-in-2024-report" rel="noreferrer noopener">is reportedly set</a> to acquire a 20% stake in a new joint venture with&nbsp;Intel.
The deal&nbsp;coincided with pressure&nbsp;from the White House and the Commerce Department to resolve Intel&#8217;s ongoing manufacturing and customer service challenges. Intel has struggled to manufacture chips for external clients, which has led to delays and failed tests.
Trump&#8217;s <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44786708/why-are-semiconductor-stocks-trading-higher-on-monday" rel="noreferrer noopener">plans to offer</a> flexibility on tariff rates on imported semiconductors offered some respite to Intel stock on Monday.
Price Action: INTC stock is up 5.13% to $20.75 at the last check on Monday.
Read Next:
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<li><a href="https://www.benzinga.com/general/social-media/25/04/44747892/amazon-wayfair-pinterest-win-analyst-backing-due-to-tariff-pause-supply-chain-relief-discretionary-spend-recovery" target="_blank" rel="noreferrer noopener">Amazon, Wayfair, Pinterest Win Analyst Backing Due To Tariff Pause, Supply Chain Relief, Discretionary Spend Recovery</a></li>
</ul>
Image via Shutterstock

Intel To Offload 51% Of Altera Business To PE Firm Silver Lake

Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) surged over 3% early Monday after announcing a deal to sell 51% of its Altera business to Silver Lake. However, the charts indicate that the semiconductor giant&#8217;s stock remains stuck in a bearish rut.
<h2 class="wp-block-heading">A Billion-Dollar Breakup (Sort Of)</h2>
Intel's move to carve out its FPGA (field programmable gate array) arm, Altera, in an<a href="https://newsroom.intel.com/corporate/intel-partner-deal-news-april2025"> $8.75 billion valuation deal</a> is its latest play to shed weight, refocus on its core and please investors. Silver Lake will take majority control, while Intel retains 49%.
To sweeten the separation, Intel handed the CEO reins to Raghib Hussain, a seasoned Silicon Valley veteran fresh off the Marvell express. With Hussain at the helm and Silver Lake writing checks, Altera is ready to go full throttle into AI, edge computing and robotics.
Read Also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44783083/intel-gave-up-on-bitcoin-mining-chip-business-nearly-2-years-ago-heres-how-its-stock-has-fared-compared-with-btc-since-then">Intel Gave Up On Bitcoin Mining Chip Business Nearly 2 Years Ago — Here&#8217;s How Its Stock Has Fared Compared With BTC Since Then</a>
<h2 class="wp-block-heading">Stock Pops, But Technicals Still Scream ‘Bearish'</h2>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0414"><img loading="lazy" decoding="async" width="628" height="487" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14095532/Screenshot-2025-04-14-at-7.25.20-PM.png" alt="" class="wp-image-870286" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14095532/Screenshot-2025-04-14-at-7.25.20-PM.png 628w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14095532/Screenshot-2025-04-14-at-7.25.20-PM-300x233.png 300w" sizes="(max-width: 628px) 100vw, 628px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0414" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
Investors cheered the deal, pushing shares up 3% by mid-morning. This sent Intel stock above the eight-day moving average of $20.19, signaling positive trading momentum driven by the news. However, the INTC stock still trades well below its 20, 50 and 200-day simple moving averages.
The MACD (moving average convergence/divergence) indicator, at negative 0.78, further suggests bearishness. The RSI (relative strength index), at 44.45, is in the neutral zone.
Even with buying pressure emerging, Intel's technical signals indicate negative momentum over the medium-to-long term horizon.
For now, the trend is firmly bearish, with the next narrative pivot likely coming in 10 days, when Intel&#8217;s first-quarter earnings hit.
<h2 class="wp-block-heading">Investor Brew: Bitter Or Just Bold?</h2>
Intel&#8217;s Altera deal meets strategic criteria, but for now, the market wants more than a flashy spin-off.
With earnings around the corner and the chart still under water, Intel has a shot to flip the narrative &#8211; if it can prove it's still got chips worth betting on.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/04/44786708/why-are-semiconductor-stocks-trading-higher-on-monday">Why Are Semiconductor Stocks Trading Higher On Monday?</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Technicals

Intel Offloads Half Of Altera, But INTC Stock Hasn't Turned Around From Bear Mode

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<li>AAPL</li>
<li>TSLA</li>
<li>NVDA</li>
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<li>MAGA</li>
<li>META</li>
<li>$BTC</li>
<li>INTC</li>
<li>AMZN</li>
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$BTC

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TSLA

Top 10 Trending Stocks On WallStreetBets As Of April 14, 2025 (Via Swaggy Stocks)

Intel shares are trading higher after the company announced it will sell 51% of its Altera business for a transaction that values Altera at $8.75 billion..

Intel Enters Definitive Agreement To Sell 51% Of Its Altera Business To Silver Late; Transaction Values Altera At $8.75B

On Sunday, U.S. President Donald Trump <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">shared plans to</a> impose tariffs on imported semiconductors over the coming weeks. However, he promised flexibility with some companies in the sector.
Trump stressed the country&#8217;s focus on domestic production of chips and semiconductors, Reuters reports.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44751749/dell-cuts-discounts-as-tariffs-hit-passes-rising-cost-to-us-shoppers-bloomberg" rel="noreferrer noopener">Dell Cuts Discounts As Tariffs Hit, Passes Rising Cost To US Shoppers: Bloomberg</a>
Semiconductor stocks, including Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), Marvell Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), and Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), are trading higher on Monday.
Trump excluded smartphones and computers from his 145% reciprocal tariffs on China. On Sunday, He Also announced a national security trade probe into the semiconductor sector.
On Friday, Trump announced the exclusions from&nbsp;steep reciprocal tariffs, igniting tariff relief expectations for products like phones and laptops.
However, on Sunday, Trump&#8217;s commerce secretary, Howard Lutnick, clarified that critical technology products from China would face separate new duties along with semiconductors within the next two months.
The benchmark Standard &amp; Poor&#8217;s 500 index&nbsp;has lost over 10% in value since Trump took office on January 20. Additionally, the tariffs could affect the demand-supply balance by making products dearer, thereby affecting companies&#8217; revenue and profit margins.
The tech sector is already reeling from concerns over the sustainability of the massive artificial intelligence technology investments.
Trump&nbsp;<a target="_blank" href="https://www.benzinga.com/25/04/44584283/trump-sets-up-investment-accelerator-for-chips-act-management-heres-a-list-of-beneficiaries-that-could-be-impacted" rel="noreferrer noopener">also established a</a> new body within the Commerce Department to manage the CHIPS and Science Act of 2022, which will benefit beneficiaries like Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Intel, Micron, and more.
<a target="_blank" href="https://www.benzinga.com/25/04/44770461/intel-on-slump-as-china-hits-us-made-chips-with-tariffs-amd-and-taiwan-semiconductor-rise-on-exemption-boost" rel="noreferrer noopener">Beijing on Friday</a> retaliated against the 145% U.S. tariff duties by increasing its tariffs on U.S. imports to 125%.
Semiconductor ETFs VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) have lost 18%-21% in value year-to-date.
Price Action: NVDA stock is trading higher by 3.13% to $114.40 premarket at the last check on Monday.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/upgrades/25/04/44751387/apple-analyst-slashes-price-forecast-on-weak-iphone-demand-ai-revenue-despite-less-tariff-risk" target="_blank" rel="noreferrer noopener">Apple Analyst Slashes Price Forecast On Weak iPhone Demand, AI Revenue Despite Less Tariff Risk</a></li>
</ul>
Photo via Shutterstock

Government

Regulations

Why Are Semiconductor Stocks Trading Higher On Monday?

<a href="https://www.bloomberg.com/news/articles/2025-04-14/intel-intc-said-close-to-unveiling-deal-to-sell-altera-to-silver-lake" title="https://www.bloomberg.com/news/articles/2025-04-14/intel-intc-said-close-to-unveiling-deal-to-sell-altera-to-silver-lake">https://www.bloomberg.com/news/articles/2025-04-14/intel-intc-said-close-to-unveiling-deal-to-sell-altera-to-silver-lake</a>

Rumors

Bloomberg Reported Intel Near Deal To Sell Altera Chip Unit To PE Group Silver Lake

Leading chip manufacturer Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) entered the Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) mining hardware market with its Blockscale chip line but ended it after only a year of operation.
What Happened: In April 2022, Intel launched Blockscale, a set of application-specific integrated circuits designed for cryptocurrency mining in proof-of-work networks. The semiconductor giant initially aimed to supply these chips to companies like Argo Blockchain and Block, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYZ#NYSE">XYZ</a>)
But despite initial optimism, Intel <a href="https://www.benzinga.com/markets/cryptocurrency/23/04/31864909/intel-signals-end-of-bitcoin-mining-chip-business-amid-cost-cutting-effort">discontinued the line</a> in April 2023. The form stopped taking new orders for the chips and stopped shipping in April 2024.
The decision could have been motivated by the <a href="https://www.benzinga.com/topic/bear-market">prolonged downturn</a> in the cryptocurrency industry, with Bitcoin trading 55% down from its 2021 highs.
However, things have changed remarkably since then.
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Entity</td>
<td>Price (Recorded on April 18)</td>
<td>Price (Recorded at 2:10 a.m. ET)</td>
<td>Gains +/-</td>
</tr>
<tr>
<td>Bitcoin</td>
<td>$29,449.09</td>
<td>$84,307.89</td>
<td>+186%</td>
</tr>
<tr>
<td>Intel Stock</td>
<td>$32.43</td>
<td>$19.74</td>
<td>-39%</td>
</tr>
</tbody>
</table>
</figure>
See Also:<a href="https://www.benzinga.com/25/04/44621245/gold-backed-cryptos-match-yellow-metals-highs-following-trumps-liberation-day-shock"> </a><a href="https://www.benzinga.com/25/04/44677895/another-crypto-firm-set-to-go-public-galaxy-digital-foresees-nasdaq-listing-soon-after-sec-approves-delaware-move">Another Crypto Firm Set To Go Public: Galaxy Digital Foresees Nasdaq Listing Soon After SEC Approves Delaware Move</a>
Cut to April 2025, and Bitcoin was worth $84,307.89 a piece, marking an impressive 186% since Intel ended its mining chips. But that's not all.
The mining sector has also grown by leaps and bounds, with the total Bitcoin hash rate surging by more than 163%, <a href="https://www.coinwarz.com/mining/bitcoin/hashrate-chart">according </a>to Coinwarz data.&nbsp;
Typically, an increase in hash rate implies an increase in computational power needed to perform mining, which, in turn, suggests the entry of more miners into the network.
Interestingly, Intel shares moved in the opposite direction, plummeting 39%, according to the last closed price of $19.74.
Price Action:&nbsp; At the time of writing, Bitcoin was exchanging hands at $84,539.42, down 0.25% in the last 24 hours, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA..">data from Benzinga Pro</a>. 
Shares of Intel closed 0.70% lower at $19.74 during Friday&#8217;s regular session. Year-to-date, the stock has lost 1.55%.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="561" height="248" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14030629/image-87.png" alt="" class="wp-image-869491" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14030629/image-87.png 561w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14030629/image-87-300x133.png 300w" sizes="(max-width: 561px) 100vw, 561px" /></figure>
Intel stock had a low momentum and growth score as of this writing. Visit <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Benzinga Edge Stock Rankings </a>to compare how its rival, Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), performs on these parameters.
Photo Courtesy: Tada Images On Shutterstock.com
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/25/04/44677671/does-the-us-government-know-who-is-satoshi-nakamoto-crypto-lawyer-sues-department-of-homeland-security-to-unravel-bitcoin-creators-identity">Crypto Attorney Sues US Government To Unmask Satoshi Nakamoto, Creator Of Bitcoin</a></li>
</ul>

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Intel Gave Up On Bitcoin Mining Chip Business Nearly 2 Years Ago — Here's How Its Stock Has Fared Compared With BTC Since Then

President&nbsp;Donald Trump&#8217;s&nbsp;announcement that he will place a 90-day pause on tariffs for countries that have not retaliated against U.S. trade measures. Markets rose on the <a target="_blank" href="https://www.benzinga.com/news/large-cap/25/04/44725578/technology-stocks-outperform-after-trumps-tariff-pause-microchip-technology-amd-lead-sector-higher" rel="noreferrer noopener">news, driven&nbsp;higher by tech stocks</a>.&nbsp;
U.S. President&nbsp;Donald Trump&nbsp;has been on the receiving end of criticism from Michigan auto and business groups as tariffs on<a target="_blank" href="https://www.benzinga.com/25/04/44729157/michigan-auto-groups-criticize-trump-for-not-halting-auto-tariffs" rel="noreferrer noopener">&nbsp;automotive imports&nbsp;remain in effect</a>.
The U.S. and Vietnam have launched trade negotiations after President&nbsp;Donald Trump&nbsp;paused the implementation of a&nbsp;46% tariff on Vietnam's exports, a move that could bolster the country's <a target="_blank" href="https://www.benzinga.com/tech/25/04/44726879/vietnam-a-hub-for-us-tech-giants-like-apple-and-nvidia-wants-to-talk-trade-after-trump-pauses-46-tariff" rel="noreferrer noopener">growing tech manufacturing sector</a>.
The European Union and China have agreed to explore setting minimum prices for Chinese-made electric vehicles as an alternative to tariffs imposed last year, <a href="https://www.benzinga.com/news/global/25/04/44756940/europe-china-eye-ev-price-pact-to-avert-trump-tariff-escalation-after-tesla-ceo-elon-musk-pushes-for-zero-eu-tariffs-amid-declining-sales" target="_blank" rel="noreferrer noopener">a European Commission spokesperson</a>.
The sales figures for Q1 2025 for EVs showcase a growth in U.S. EV sales for several manufacturers and paint a strong picture <a href="https://www.benzinga.com/25/04/44755934/us-q1-ev-sales-data-shows-106-yoy-growth-tesla-experiences-decline-but-still-dominates-domestic-ev-sales" target="_blank" rel="noreferrer noopener">for the domestic EV sector</a>.
Technology
European Commission president&nbsp;Ursula von der Leyen&nbsp;has said the EU is preparing a&nbsp;slate of retaliatory measures&nbsp;that could include levies on digital advertising <a target="_blank" href="https://www.benzinga.com/markets/25/04/44754753/meta-google-and-other-big-us-tech-firms-could-end-up-paying-up-if-trump-tariff-talks-collapse-warns-european-commission-president-no-winners-in-this-only-losers" rel="noreferrer noopener">revenues from U.S. tech companies</a>.
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) has reportedly fired two employees who disrupted the tech giant&#8217;s 50th-anniversary event on Friday after protesting the company&#8217;s contracts with Israel and <a target="_blank" href="https://www.benzinga.com/25/04/44677497/microsoft-fires-employee-protestors-who-disrupted-50th-anniversary-event-you-have-shown-no-remorse-for-the-effect-that-your-actions-have" rel="noreferrer noopener">accusing its&nbsp;AI CEO of war profiteering</a>.
Microsoft has decided to suspend its billion-dollar data center project in Licking County, Ohio. ​This decision marks the most recent in a line of data center project <a target="_blank" href="https://www.benzinga.com/25/04/44733013/microsoft-shelves-1-billion-ohio-data-center-plans-amid-global-project-withdrawals-we-are-slowing-or-pausing-some-early-stage-projects" rel="noreferrer noopener">cancellations by the software behemoth</a>.
Microsoft reportedly contemplating another wave of job cuts, primarily <a target="_blank" href="https://www.benzinga.com/25/04/44729860/microsoft-stock-had-a-rough-ride-over-the-past-year-and-the-satya-nadella-led-company-is-now-mulling-more-job-cuts-this-time-focused-on-managers-and-non-coders" rel="noreferrer noopener">targeting middle managers and non-coders</a>.
Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) announced new restrictions for teen users, prohibiting those under 16 from live streaming on Instagram without parental permission, as the company expands its Teen <a target="_blank" href="https://www.benzinga.com/general/social-media/25/04/44704723/meta-restricts-live-streaming-for-teens-under-16-as-part-of-expanded-safety-measures" rel="noreferrer noopener">Account&nbsp;protections across its platforms</a>.
Taiwan Semiconductor Manufacturing Co. Ltd.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) reported first-quarter revenue growth of 41.6% year-on-year to&nbsp;839.25 billion<a target="_blank" href="https://www.benzinga.com/25/04/44732800/taiwan-semiconductor-reports-255-billion-q1-revenue-surges-42-in-despite-us-tensions" rel="noreferrer noopener"> New Taiwan dollars ($25.5 billion)</a>.
Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) newly appointed CEO,&nbsp;Lip-Bu Tan, has deep financial ties to China&#8217;s tech sector, including investments in companies <a target="_blank" href="https://www.benzinga.com/25/04/44755999/new-intel-ceo-lip-bu-tan-linked-to-hundreds-of-chinese-tech-firms-including-companies-tied-to-chinas-military-report" rel="noreferrer noopener">reportedly linked to the Chinese military</a>.
Smartphones
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly shifting more of its&nbsp;iPhone&nbsp;production to India to mitigate the financial impact of President&nbsp;Donald Trump&#8217;s&nbsp;escalating tariffs on Chinese goods, potentially&nbsp;offsetting the projected 30% to 40% <a target="_blank" href="https://www.benzinga.com/25/04/44677880/apple-reportedly-plans-to-move-more-iphone-production-to-india-amid-trump-tariff-fearscould-this-solve-the-300-price-hike-on-550-hardware" rel="noreferrer noopener">price&nbsp;increase on its device</a>.
U.S. consumers are reportedly rushing to&nbsp;Apple stores to purchase new&nbsp;iPhones&nbsp;ahead of potential price hikes caused by President&nbsp;Donald Trump&#8217;s&nbsp;newly <a target="_blank" href="https://www.benzinga.com/media/25/04/44679666/apple-customers-flock-to-stores-as-tariffs-threaten-to-drive-iphone-prices-up-by-45-report" rel="noreferrer noopener">announced tariffs on Chinese imports</a>.
Apple completed an urgent logistics operation in late March, transporting five planeloads of iPhones and other products from manufacturing centers in India and<a target="_blank" href="https://www.benzinga.com/25/04/44706383/apple-airlifts-iphones-from-india-and-china-in-72-hour-race-to-beat-trumps-tariffs-as-stock-sinks-amid-us-china-trade-panic" rel="noreferrer noopener"> China to the U.S. within 72 hours</a>.
Automotive &amp; Social Media
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)&nbsp;has unveiled a new trim for its Cybertruck. The new trim is RWD (rear-wheel drive) and offers a range of over 362 <a target="_blank" href="https://www.benzinga.com/markets/equities/25/04/44755221/tesla-unveils-new-cybertruck-long-range-trim-with-a-362-mile-range-and-reduced-features" rel="noreferrer noopener">miles on a single charge</a>.
Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) CEO&nbsp;Andy Jassy&nbsp;has warned that President&nbsp;Donald Trump&#8217;s&nbsp;new tariffs on Chinese imports could result in higher prices for consumers, as many of the company&#8217;s third-party sellers <a target="_blank" href="https://www.benzinga.com/25/04/44754457/amazon-ceo-andy-jassy-says-trump-tariff-costs-could-hit-consumers-as-sellers-pass-them-on-company-working-to-limit-price-hikes-amid-1771-ytd-stock-drop" rel="noreferrer noopener">are unlikely to absorb the additional costs</a>.
Amazon reportedly pulled back on importing a wide range of consumer goods from Asia, leaving vendors stuck with <a target="_blank" href="https://www.benzinga.com/media/25/04/44729831/amazon-halts-orders-worth-over-500000-from-china-vietnam-and-other-asian-countries-following-trumps-tariff-plans-report" rel="noreferrer noopener">unsold inventory and mounting costs</a>.
TikTok&nbsp;has reportedly laid off some of its U.S.-based e-commerce governance and experience team, just days after President&nbsp;Donald Trump&nbsp;extended the deadline&nbsp;for parent company&nbsp;ByteDance&nbsp;<a target="_blank" href="https://www.benzinga.com/general/social-media/25/04/44754260/with-tiktoks-future-in-limbo-e-commerce-team-reportedly-hit-by-layoffs-days-after-trumps-bytedance-deadline-push-amid-chinas-opposition-and-tariff-hikes" rel="noreferrer noopener">to divest its U.S. operations</a>.
Artificial Intelligence
OpenAI&nbsp;is reportedly in discussions to acquire the AI hardware startup co-founded by&nbsp;Jony Ive&nbsp;and&nbsp;Sam Altman&nbsp;in a deal <a target="_blank" href="https://www.benzinga.com/25/04/44678864/openai-eyes-500-million-deal-to-acquire-jony-ive-and-sam-altmans-ai-hardware-startup-report" rel="noreferrer noopener">worth approximately $500 million</a>.
OpenAI&nbsp;countersued&nbsp;Elon Musk, accusing him of using harassment tactics to slow the company&#8217;s progress and disrupt its plans for growth, <a target="_blank" href="https://www.benzinga.com/25/04/44726544/elon-musk-faces-legal-backlash-as-sam-altman-led-openai-countersues-over-harassing-tactics-and-bid-for-control-musk-has-tried-every-tool-available-to-harm-openai" rel="noreferrer noopener">including a&nbsp;contentious bid&nbsp;for control</a>.
Mira Murati, the former chief technology officer of ChatGPT-parent OpenAI, is reportedly seeking to raise a staggering $2 billion seed round for her <a href="https://www.benzinga.com/media/25/04/44756971/former-openai-cto-mira-murati-targets-record-breaking-2-billion-seed-round-for-new-ai-startup" target="_blank" rel="noreferrer noopener">new AI venture, </a><a href="https://www.benzinga.com/media/25/04/44756971/former-openai-cto-mira-murati-targets-record-breaking-2-billion-seed-round-for-new-ai-startup" target="_blank" rel="noreferrer noopener">Thinking Machines Lab</a>.
Image: Shutterstock

MSFT

Consumer Tech News (April 7-April 11): US President Puts 90-Days Pause On Tariffs, Microsoft May Cut Jobs & More

On Friday, China's General Administration of Customs implemented a new rule that determines the country of origin for semiconductor products based on the location of wafer fabrication — not where the chips are designed, developed, or packaged.
What Happened: As a result of this development, chips designed by U.S.-based companies like Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) but manufactured by foundries in Taiwan, such as Taiwan Semiconductor Manufactoring Co. Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and United Microelectronics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>), will be exempt from <a href="https://www.benzinga.com/markets/25/04/44756353/xi-jinping-says-there-are-no-winners-in-tariff-war-as-china-slaps-125-tariffs-on-us-goods-urges-trump-to-immediately-correct-wrongdoings">China's 125% retaliatory tariffs</a> on U.S. imports, <a href="https://www.tomshardware.com/tech-industry/chinas-new-semiconductor-rule-spares-taiwan-fabs-punishes-intel-globalfoundries-and-texas-instruments">reported</a> Tom's Hardware.
However, this rule delivers a blow to U.S. chipmakers like Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), GlobalFoundries (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>), and Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), which fabricate their chips domestically.
Products from these companies will now face the full brunt of China&#8217;s import tariffs, dramatically impacting their competitiveness in the Chinese market.
See Also: <a href="https://www.benzinga.com/tech/25/04/44630304/qualcomm-expands-ai-ambitions-with-acquisition-of-vinais-generative-ai-division">Qualcomm Expands AI Ambitions With Acquisition of VinAI&#8217;s Generative AI Division</a>
The China Semiconductor Industry Association (CSIA) issued a notice clarifying that the "country of origin" for all chips — packaged or unpackaged — will be based solely on where the wafers were processed.
Because China considers Taiwan part of its own territory, chips produced in Taiwanese fabs are not subject to the punitive tariffs, even if designed and sold by American firms.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">BIG: &quot;China Semiconductor Industry Association Issues Urgent Notice on Rules for Determining the &#39;Country of Origin&#39; of Semiconductor Products&quot; The China Semiconductor Industry Association has issued an urgent notice regarding the rules for determining the &quot;country of origin&quot; of… <a href="https://t.co/41JJL0fdg5">pic.twitter.com/41JJL0fdg5</a>
&mdash; Ray Wang (@rwang07) <a href="https://twitter.com/rwang07/status/1910532580861935953?ref_src=twsrc%5Etfw">April 11, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: This change effectively divides U.S. semiconductor firms into winners and losers. Designers like Nvidia, AMD, Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), and Qualcomm benefit from outsourcing production to Taiwan, which keeps their products tariff-free and their access to China intact.
Meanwhile, chipmakers with U.S.-based fabrication operations—such as Intel's fabs in Arizona and Oregon and GlobalFoundries' Fab 8 in New York—are now disadvantaged.
The rule bolsters China's geopolitical stance by treating Taiwan as a domestic supplier and incentivizes more outsourcing to Taiwanese and Chinese foundries, the report noted.
It may also redirect chip business away from U.S. fabs, pushing global firms to avoid sourcing from the U.S. to sidestep tariffs.
In a note released Thursday, Goldman Sachs economists, led by Andrew Tilton, warned that the abrupt hike in U.S. tariffs on Chinese imports — raised to 125% as of April 9 — could significantly impact China's economy and put as many as 20 million export-related jobs at risk.
Qualcomm has a growth score of 60.95, according to Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against</a> companies like Nvidia, AMD, TSMC, Intel, and others.
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/quote/QCOM"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/12020305/Screenshot-2025-04-12-at-11.32.55%E2%80%AFAM.png" alt="" class="wp-image-868815" style="width:420px;height:auto" /></a></figure>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/25/03/44392577/qualcomm-makes-a-renewed-push-into-handheld-gaming-unveils-3-new-snapdragon-g-series-gaming-chipsets">Qualcomm Makes A Renewed Push Into Handheld Gaming, Unveils 3 New Snapdragon G-Series Gaming Chipsets</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

QCOM

Trump Tariff Wars: China's New Rule To Exempt Nvidia, Qualcomm And Others From Levies, But These Chip Companies Will Be Hit With 125% Tariffs

China&#8217;s retaliatory tariffs on U.S. imports seek to relieve <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">U.S. chipmakers that</a> outsource manufacturing, Reuters reported Friday, citing the China Semiconductor Industry Association (CSIA).
For U.S. chip designers such as Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) that outsource manufacturing to Taiwanese contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Chinese customs authorities will classify these chips&#8217; place of origin as Taiwan, exempting them of China&#8217;s retaliatory tariffs on U.S. imports, Reuters cited EETop. 
AMD and Taiwan Semiconductor stocks gained on Friday after the update.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44744276/amazon-cancels-china-orders-as-tariffs-bite-vendors-to-hike-us-prices" rel="noreferrer noopener">Amazon Cancels Some China Orders After Tariffs, Vendors To Hike US Prices</a>
Meanwhile, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), Analog Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>), and ON Semiconductor Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>), which operate their U.S.-based fabs could be liable for tariff rates of 84% or higher as per CSIA. The update sent the stock prices sliding on Friday.
Beijing on Friday retaliated against the 145% U.S. tariff duties by increasing its tariffs on U.S. imports to 125%.
Also, this week, Trump&nbsp;<a target="_blank" href="https://www.benzinga.com/news/large-cap/25/04/44725578/technology-stocks-outperform-after-trumps-tariff-pause-microchip-technology-amd-lead-sector-higher" rel="noreferrer noopener">announced that he</a> would pause tariffs on countries that have not retaliated against U.S. trade measures for 90 days.
Wedbush&#8217;s&nbsp;Dan Ives&nbsp;expected&nbsp;&#8220;massive negotiations&#8221; and highlighted China as the &#8220;biggest wild card&#8221; for markets.&nbsp;
Taiwan Semiconductor <a target="_blank" href="https://www.benzinga.com/25/04/44732800/taiwan-semiconductor-reports-255-billion-q1-revenue-surges-42-in-despite-us-tensions" rel="noreferrer noopener">launched an additional</a> $100 billion&nbsp;investment&nbsp;in U.S. chipmaking (on top of $65 billion in April 2024) to escape Trump&#8217;s wrath for allegedly &#8220;stealing&#8221; the U.S. semiconductor business, leading to massive trade deficits for Washington.
Trump also criticized Taiwan for its lack of a defense treaty, as the U.S. is a key military backer of Taiwan. The President suggested scrapping U.S. subsidies to chipmakers like Taiwan Semiconductor to build fabs in the country to boost its semiconductor position.
Price Action: INTC is down 3.24% to $19.24 and TSM is up 3.96% to $156.95 at the last check on Friday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/04/44761003/sony-nintendo-hike-console-prices-as-us-tariffs-bite-microsoft-may-dodge-the-hit" target="_blank" rel="noreferrer noopener">Sony, Nintendo Hike Console Prices As US Tariffs Bite, Microsoft May Dodge The Hit</a></li>
</ul>
Photo via Shutterstock

China Hits US-Made Chips With Tariffs, But Those Outsourcing To Taiwan Semiconductor Exempt

Press Releases

MWC 2025: Intel Showcases Foundational Network Infrastructure with Xeon 6

China's AI Breakthrough Sends NVIDIA Reeling and Sparks National Security Fears

Intel Appoints Lip-Bu Tan as Chief Executive Officer

Volkswagen Group cooperates with Valeo and Mobileye to enhance driver assistance in future MQB vehicles

U.S. Infrastructure and Manufacturing Investments: Apple's $500 Billion Bet on Domestic Growth

Mobileye selects Valens Semiconductor's VA7000 MIPI A-PHY chipsets for automated and autonomous driving projects

Intel to Report First-Quarter 2025 Financial Results

Mobileye Announces Timing of its First Quarter 2025 Results

Intel Corporation Names UDT 2025 Partner of the Year for Education

Intel Announces Strategic Investment by Silver Lake in Altera

MBLY

Analog Devices

Astera Labs

Advanced Micro Devices, Inc. - Common Stock

Advanced Micro Devices

Arm Holdings plc - American Depositary Shares

ARM Holdings

ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares)

ASE Technology Holding Co

Broadcom

Credo Technology Group Holding Ltd - Ordinary Shares

Credo Technology Group

First Solar

GLOBALFOUNDRIES

Lattice Semiconductor Corporation - Common Stock

Lattice Semiconductor

Microchip Technology Incorporated - Common Stock

Microchip Technology

Monolithic Power Systems, Inc. - Common Stock

Monolithic Power Systems

Marvell Tech

MACOM Technology Solutions Holdings, Inc. - Common Stock

MACOM Technology Solns

Micron Technology

NVIDIA

Universal Display Corporation - Common Stock

Universal Display

ON Semiconductor Corporation - Common Stock

ON Semiconductor

Qualcomm

Qorvo

STMicroelectronics

Skyworks Solutions

Taiwan Semiconductor Manufacturing Company Ltd.

Taiwan Semiconductor

Texas Instruments Incorporated - Common Stock

Texas Instruments

United Microelectronics Corporation (NEW) Common Stock

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