Semiconductor News & Analysis Feed

The DAX is expected to open weaker as investors weigh geopolitical developments, US tariffs, and profit-taking in the AI sector. While global risk appetite and strong semiconductor and AI stocks continue to support European equities, repeated record highs are triggering profit-taking. NVIDIA’s quart

Micron's upcoming earnings report will serve as a critical test for the AI and semiconductor sectors, with investors closely monitoring HBM memory demand and the sustainability of the AI infrastructure boom. The results will extend far beyond Micron itself, influencing market sentiment toward NVIDIA