Semiconductor News & Analysis Feed

Applied Materials stands out in quality investing screens, demonstrating its significance within the semiconductor industry. According to ChartMill analysis, the company's investment value has been thoroughly recognized. Quality investing strategies typically focus on companies with stable profitabi

Texas Instruments (TI) has seen increased institutional interest in Q2 2026, with Carolina Wealth Advisors LLC raising its stake by 57.9%, holding 17,316 shares valued at $5.16 million. Other investors such as Strategic Wealth Investment Group and Portus Wealth Advisors also added positions. Analyst

The semiconductor power chip sector is witnessing a new wave of patent litigation, as Navitas Semiconductor faces dual lawsuits from Renesas and Wolfspeed, reflecting the growing demand for efficient power chips in AI data centers. Renesas filed suit in California on July 22, accusing former executi

Infineon has launched a €225 million share buyback program amid a 30% decline in its stock price from the 52-week high, signaling management confidence in current valuations. While the company reported record Q3 revenue and strong AI business performance, investor focus has shifted to margin outlook