Semiconductor News & Analysis Feed
66 articles
2026-06-23
www.trefis.com
2026-06-23
Trefis
Own ON Semi For AI Power? NVIDIA Is Growing Faster And Costs Less.
June 23rd, 2026 by Trefis Team
ON
ON Semiconductor
For investors seeking exposure to the AI chip boom, NVIDIA’s proven hyper-growth surprisingly comes at a lower valuation than ON Semiconductor’s turnaround story.
If you own a semiconductor stock, you likely own it for one reason: the immense demand from the buildout of artificia
2026-06-23
finimize.com
2026-06-23
Finimize
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2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-22
www.etvbharat.com
2026-06-22
ETV Bharat
ETV Bharat / Technology
AI Powers Trillion-Dollar Semiconductor Boom: Can India Evolve From Design Leader To Manufacturing Giant?
India’s semiconductor ecosystem is booming with AI demand and strong design talent, but faces energy, manufacturing, and market access challenges to become a global hub.
Key gaps include manufacturing, advanced packaging, equipment making, energy infrastructure, and sk
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
2026-06-19
seekingalpha.com
2026-06-19
Seeking Alpha
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2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Texas Instruments Incorporated (TXN) is up 4.7% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism about Texas Instruments’ position in power semiconductors for AI and data-center infrastructure, alongside continued follow-through from its strong first-quarter results and upbeat second-quarter outlook. This could also be
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Perplexity's CEO Predicts Micron Could Overtake Meta In Stunning AI Power Shift: 'Whatever Is The Bottleneck Will...'
Perplexity's CEO Predicts Micron Could Overtake Meta In Stunning AI Power Shift: 'Whatever Is The Bottleneck Will...'
Rishabh Mishra
Thu, June 18, 2026 at 6:30 AM PDT 6 min read
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Benzinga and Yahoo Finance
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
Infineon’s, Two-Pronged
Infineon’s Two-Pronged Growth Bet: Humanoid Robots and AI Power Grids Fuel Rally
16.06.2026 - 07:51:18 | boerse-global.de
Infineon rides humanoid robotics and AI power waves, shares up 111% YTD. GaN tech for robots, SiC modules for data centers. Guidance raised, market cap over €100B.
Infineon’s - Infineon’s Two-Pronged Growth Bet: Humanoid Robots and AI Power Grids Fuel
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
Infineon, DE0006231004
New AI power push: Infineon’s XDP700 digital multiphase controllers target Nvidia MGX servers
16.06.2026 - 03:15:46 | ad-hoc-news.de
Infineon is sharpening its AI hardware focus with the XDP700 family of digital multiphase controllers, designed to deliver efficient, tightly regulated power to GPUs and accelerators in next-generation Nvidia MGX AI server platforms.
Infineon
2026-06-16
simplywall.st
2026-06-16
simplywall.st
Germany/Semiconductors/XTRA:AIXA
AIXTRON (XTRA:AIXA) Stock Valuation After ROHM GaN Partnership And Strong AI Power Demand
June 16, 2026
Simply Wall St
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ROHM Semiconductor’s decision to deploy AIXTRON (XTRA:AIXA) G10-GaN equipment for in-house gallium nitride epitaxy puts fresh attention on the stock, as investors weigh what this partnership could mean for growth-focused power elec
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGS:ON
Is onsemi’s New Elite Pairing Studio a Clue to ON’s AI Power Strategy?
June 12, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, onsemi launched its cloud-based Elite Pairing Studio, an online design tool that helps engineers optimally match SiC MOSFETs and gate drivers for demanding power electronics in AI data centers, e
2026-06-12
digitimes.com
2026-06-12
United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch mixed-signal fab project.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Vertiv Deepens NVIDIA Ties As AI Power And Valuation Questions Grow
Simply Wall St
Tue, June 9, 2026 at 10:10 AM PDT 3 min read
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Vertiv Holdings Co (NYSE:VRT) expanded its partnership with N
2026-06-09
news.google.com
2026-06-09
Stock Titan
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Infineon, Locks
Infineon Locks In Two Growth Levers: Siemens' Smart Breaker and a €1.5 Billion AI Power Target
08.06.2026 - 13:55:35 | boerse-global.de
Infineon partners with Siemens to supply SiC modules for ultra-fast circuit breakers, while AI data center power revenue is set to double to €1.5B in fiscal 2026.
Infineon - Infineon Locks In Two Growth Levers: Siemens' Smart Breaker and a €1.5 B
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Infineon, The
Infineon: The €1.5 Billion AI Power Bet That Could Outlast the Broadcom Shock
08.06.2026 - 06:04:50 | boerse-global.de
Infineon's 13% rout follows Broadcom's weak earnings, but its AI data center power management story drives long-term optimism, with raised guidance and conservative analyst forecasts.
Infineon - Infineon: The €1.5 Billion AI Power Bet That Could Outlast the Broadco
2026-06-07
digitimes.com
2026-06-07
JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing, power modules, and next-generation data centers.
2026-06-05
www.marketbeat.com
2026-06-05
MarketBeat
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2026-06-05
news.google.com
2026-06-05
Finimize