Semiconductor News & Analysis Feed
4015 articles
2026-07-22
simplywall.st
2026-07-22
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVDA) Could Be 11% Undervalued After Its AI Power Chip Push
July 22, 2026
Simply Wall St
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Why the Wolfspeed lawsuit matters for Navitas Semiconductor
The recent lawsuit filed by Wolfspeed against Navitas Semiconductor (NVTS) has put intellectual property questions alongside the company’s push into AI related power chip
2026-07-22
finance.yahoo.com
2026-07-22
Yahoo Finance
Taiwan Semiconductor Manufacturing Just Gave 100 Billion Reasons Why the AI Build-Out Will Last for Several More Years
Keithen Drury, The Motley Fool
Wed, July 22, 2026 at 1:10 AM PDT 3 min read
TSM
+5.55%
NVDA
+1.97%
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Trading disclosure
Concerns in the market are swirling about the long-term health of the artificial intelligence (AI) computing build-out. Investors are w
2026-07-22
www.fool.com
2026-07-22
The Motley Fool
Concerns in the market are swirling about the long-term health of the artificial intelligence (AI) computing build-out. Investors are worried that an overbuild is occurring and that far too much money is being sunk into these technologies without any real payoff.
While that
may
be true, the AI hyperscalers aren't paying much attention. They're full speed ahead and spending major sums up front to g
2026-07-22
simplywall.st
2026-07-22
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Still Looks Undervalued As Its 338% Run Continues
July 22, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Taiwan Semiconductor Manufacturing stock has delivered a very large 337.6% return over the past three years, yet the current checks suggest the shares may still trade below an intrinsic value estimate
2026-07-22
www.ad-hoc-news.de
2026-07-22
Ad-hoc-news.de
Infineon, DE0006231004
Infineon stock trades near recent highs as automotive and power semiconductor demand supports margins
Published on 07/22/2026 at 08:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Infineon stock reflects resilient demand for automotive and industrial semiconductors, with recent results showing rising revenue and solid margins despite a mixed cycle
2026-07-22
finance.yahoo.com
2026-07-22
Yahoo Finance
Taiwan Semiconductor (TSM) Stock Is Down Nearly 15% This Month Despite Record AI Demand. Here Is Why
Faheem Tahir
Tue, July 21, 2026 at 11:11 PM PDT 5 min read
TSM
+5.55%
DX-Y.NYB
-0.03%
TSM
+5.55%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) reported results on July 16, 2026, triggering a selloff that extended the stock's decline for the mon
2026-07-22
ca.finance.yahoo.com
2026-07-22
Yahoo! Finance Canada
Taiwan Semiconductor (TSM) Stock Is Down Nearly 15% This Month Despite Record AI Demand. Here Is Why
Faheem Tahir
Tue, July 21, 2026 at 11:11 p.m. PDT 5 min read
TSM
+5.55%
DX-Y.NYB
-0.06%
TSM
+5.55%
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) reported results on July 16, 2026, triggering a selloff that extended the stock's decline for the month.
A Record Quarter, A Falling Stock
Taiw
2026-07-22
www.moomoo.com
2026-07-22
Moomoo
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2026-07-22
www.thedailyupside.com
2026-07-22
The Daily Upside
If Sir Isaac Newton had been an ETF investor, his law of gravity would have asserted: What goes up must come down, but will hopefully go right back up again.
After an astronomical run for semiconductors in which the memory sector fund DRAM rose almost 200% after launch, the sector is coming back down to Earth. Some 14 of the 30 companies in the PHLX Semiconductor Sector index have tumbled 20% or
2026-07-22
www.benzinga.com
2026-07-22
Benzinga
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2026-07-22
news.google.com
2026-07-22
Business Wire
2026-07-22
finance.yahoo.com
2026-07-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Mitsubishi Electric and Sony Semiconductor Solutions Agree to Establish a Joint Venture to Build AI Vision Sensor Solutions for Manufacturing Applications
Business Wire
Tue, July 21, 2026 at 8:00 PM PDT 2 min read
6503.T
+2.72%
―To Enhance Recognition, Decision-Making and Control in Manufacturing and
2026-07-22
simplywall.st
2026-07-22
simplywall.st
United States/Electronic Equipment and Components/NasdaqGS:AEIS
Tower Semiconductor Stock And 2 AI Infrastructure Plays Riding Data Center Demand
July 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI and technology stocks are sitting at the crossroads of big questions about inflation, interest rates, and how much real-world value AI investment will deliver. With markets and economists split
2026-07-22
finance.yahoo.com
2026-07-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Air Products to Expand Integrated Gas Supply Network for Semiconductor Manufacturer in Taiwan
PR Newswire
Tue, July 21, 2026 at 6:59 PM PDT 3 min read
APD
-0.08%
Trade APD on Coinbase
Trading disclosure
New investment to support next-generation facility expansion
TAIPEI, July 22, 2026 /PRNewswire/ --
2026-07-22
www.moomoo.com
2026-07-22
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA.
For further inform
2026-07-22
www.moomoo.com
2026-07-22
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-07-22
digitimes.com
2026-07-22
Samsung Electronics is sounding out major suppliers about whether they can support four proposed new semiconductor fabrication plants through 2030, as South Korea's chipmakers prepare for a concentrated cycle of factory construction.
2026-07-22
digitimes.com
2026-07-22
Chinese semiconductor equipment suppliers are beginning to secure production orders for through-glass via (TGV) manufacturing tools, marking a shift from prototype validation toward commercial deployment as the industry moves to develop glass substrates for next-generation AI chip packaging.
2026-07-22
digitimes.com
2026-07-22
HKC, the world's third-largest LCD panel supplier, plans to invest CNY4 billion (approx. US$590 million) in a 12-inch chip packaging and testing project, joining BOE and other Chinese display makers in expanding upstream into semiconductors.
2026-07-22
www.moomoo.com
2026-07-22
Moomoo