Semiconductor News & Analysis Feed
20 articles
2026-08-22
ca.finance.yahoo.com
2026-08-22
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www.tradingview.com
2026-08-22
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www.gurufocus.com
2026-08-22
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www.tradingview.com
2026-08-21
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seekingalpha.com
2026-08-21
2026-08-21
techwireasia.com
2026-08-21
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finance.biggo.com
2026-08-21
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2026-08-20
thenextweb.com
2026-08-20
2026-08-20
tomshardware.com
2026-08-20
Reuters reported that Samsung increased pricing for its 4nm, 5nm, and 8nm foundry processes in July, with price hikes reaching up to 15% for customers in China and the U.S. This move follows sustained full capacity utilization at Samsung's 4nm lines since late last year. Chinese chip designers, cut
2026-08-19
news.google.com
2026-08-19
2026-08-19
www.moomoo.com
2026-08-19
2026-08-18
www.moomoo.com
2026-08-18
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2026-08-17
www.ad-hoc-news.de
2026-08-17
Infineon reported a record Q3 revenue of €4.17 billion, up 13% year-over-year, with net profit rising 39% to €423 million. Despite strong financial performance, the company faces a new bottleneck due to high demand for 800V power chips in AI data centers, leading to rationing of inventory. This high
2026-08-16
finance.yahoo.com
2026-08-16
2026-08-16
pluang.com
2026-08-16
The worsening laser chip shortage amid surging AI demand presents significant implications for the semiconductor industry. This supply constraint reflects the rapid growth in demand for high-performance computing and data transmission across critical sectors including data centers, 5G communications
2026-08-15
www.ad-hoc-news.de
2026-08-15
Infineon reported record Q3 earnings, with revenue and profits rising significantly, and raised its full-year guidance, while Goldman Sachs increased its stake to over 5.5%. Despite this, the stock remains about 31% below its 52-week high, trading near 62 euros, indicating market skepticism. Althoug
2026-08-14
qz.com
2026-08-14
Applied Materials delivered a strong Q3 2026 performance, reporting record revenue of $9.12 billion, up 25% YoY, driven by robust demand for AI infrastructure. The company reported net income of $2.54 billion, or $3.17 per diluted share, surpassing analyst expectations. The semiconductor systems seg
2026-08-14
simplywall.st
2026-08-14
Taiwan Semiconductor Manufacturing (TSMC) stock has surged in recent years, but current valuation presents a mixed picture. The Discounted Cash Flow (DCF) model estimates an intrinsic value of approximately $337 per share, suggesting a 27.7% premium over the current market price, indicating potentia