Semiconductor News & Analysis Feed
199 articles
2026-07-24
tomshardware.com
2026-07-24
Anton Shilov
When AMD's Helios meets giant wafers from Cerebras, it is not like when Odysseus meets with the Laestrygonian Giants, they collaborate to build an ultimate data center solution.
2026-07-23
www.ad-hoc-news.de
2026-07-23
Ad-hoc-news.de
Infineon’s, Summer
Infineon’s Summer Offensive: A €5 Billion Fab, a Patent Win, and a Bullish Analyst Call Collide
Published on 07/22/2026 at 18:52 | Redaktion boerse-global.de
Infineon shares trade 22% below highs despite record factory opening, patent victory, and DZ Bank upgrade citing humanoid robotics as a key growth driver.
Infineon’s Summer Offensive: A €5 Billion Fab, a Patent Win, and a
2026-07-22
www.ad-hoc-news.de
2026-07-22
Ad-hoc-news.de
Infineon’s
,
Billion
Infineon’s 5 Billion Euro Dresden Bet and Patent Win Set the Stage for a Pivotal Earnings Report
Published on 07/22/2026 at 17:22 |
Redaktion boerse-global.de
Infineon finalizes €570M acquisition of ams OSRAM’s sensor portfolio, opens €5B Dresden fab, and wins patent ruling, as stock remains 23% below highs ahead of August 5 earnings.
Infineon’s 5 Billion Euro Dresde
2026-07-22
news.google.com
2026-07-22
Ad-hoc-news.de
2026-07-22
www.ad-hoc-news.de
2026-07-22
Ad-hoc-news.de
Infineon’s, Rally
Infineon’s Rally Gathers Steam on TSMC Price Hike and Patent Victory, but Q3 Earnings Will Be the Real Test
Published on 07/22/2026 at 05:01 | Redaktion boerse-global.de
Infineon reclaims DAX lead amid broad chip sector recovery, driven by bargain hunting, TSMC price hikes, and positive earnings outlook.
Infineon’s Rally Gathers Steam on TSMC Price Hike and Patent Victory, but
2026-07-22
digitimes.com
2026-07-22
Nvidia has outlined the design of its Vera CPU, positioning the chip for agentic AI systems that rely heavily on the processor for code execution, tool calls, retrieval, and data handling. The company said the architecture is intended to improve responsiveness, throughput, and latency consistency for developers and operators worldwide as AI infrastructure becomes more CPU-dependent.
2026-07-22
www.ad-hoc-news.de
2026-07-22
Ad-hoc-news.de
2026-07-21
www.ad-hoc-news.de
2026-07-21
Ad-hoc-news.de
2026-07-20
news.bloomberglaw.com
2026-07-20
Bloomberg Law News
2026-07-20
digitimes.com
2026-07-20
AI competition is widening from chips to connectivity, memory, talent, patents, and model access, with governments and suppliers tightening control across the stack. Below are the most-read DIGITIMESstories from the week of July 13-19, 2026.
2026-07-19
www.ad-hoc-news.de
2026-07-19
ad-hoc-news.de
2026-07-19
www.ad-hoc-news.de
2026-07-19
ad-hoc-news.de
2026-07-18
quasa.io
2026-07-18
quasa.io
2026-07-18
quasa.io
2026-07-18
quasa.io
2026-07-16
www.inkworldmagazine.com
2026-07-16
Ink World magazine -
2026-07-16
simplywall.st
2026-07-16
simplywall.st
2026-07-16
www.digitimes.com
2026-07-16
digitimes
2026-07-16
www.romesentinel.com
2026-07-16
Rome Sentinel
2026-07-16
digitimes.com
2026-07-16
A US trade agency has opened an investigation that could block imports of the DDR5 server memory and high-bandwidth memory (HBM) feeding the AI data center boom, handing a small California patent holder a border lever that runs parallel to President Donald Trump's campaign to force chip production back onto US soil.
2026-07-16
digitimes.com
2026-07-16
An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now setting up an unusual confrontation with its largest customer, TSMC, and threatens to fall hardest on Chinese chipmakers with the fewest alternatives. It also lands in the middle of a broader 2026 repricing cycle that