Semiconductor News & Analysis Feed

Cadence Design Systems (CDNS), a global provider of electronic design automation (EDA) software, hardware, and IP, saw a new stake acquired by institutional investor Persistent Asset Partners Ltd in Q2 2026, purchasing 11,111 shares worth approximately $4.17 million, representing 1.2% of its portfol

GuruFocus analysis reveals that High Bandwidth Memory (HBM) valuation is overpriced by 111.3%, while GlobalFoundries' value is undervalued. This finding highlights significant market valuation discrepancies in the semiconductor industry. HBM, a critical memory technology for high-performance computi

Infineon shares dropped sharply by 6.48% amid market jitters from Asian tech stocks, including a new open-source AI model from China and a major sell-off in South Korea. Yet, the company's YTD gain remains at an impressive 111%, suggesting the pullback is more a profit-taking pause than a reversal.

At the 2026 WWDC, Apple unveiled its strategic AI approach, integrating Google's Gemini and Nvidia's GPU technologies to build an AI system emphasizing privacy while balancing local and cloud processing capabilities. Despite being late to the AI race, Apple's unique platform integration and strong f