Semiconductor News & Analysis Feed
137 articles
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon’s, Infrastructure
Infineon’s Infrastructure Rally Faces a Reality Check as Goldman Trims Its Bet
20.06.2026 - 17:55:47 | boerse-global.de
Infineon's AI infrastructure pivot fuels 113% stock surge; Goldman Sachs cut stake below 5% after a one-day flip, signaling caution amid stretched valuations and macro risks.
Infineon’s - Infineon’s Infrastructure Rally Faces a Reality Check as Goldma
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman lifts target as robotics push and patent win draw attention
20.06.2026 - 10:11:10 | ad-hoc-news.de
Infineon stock is back in the analyst spotlight after Goldman Sachs raised its price target and the chipmaker detailed its humanoid robotics ambitions and a fresh patent victory in GaN power chips. Saturday’s focus: long-term strategy and business mode
2026-06-19
tomshardware.com
2026-06-19
Hassam Nasir
Epic Games has just shown off a new year-long roadmap for its launcher, promising to bring community-requested features and a faster overall platform in the next 12 months.
2026-06-18
openthemagazine.com
2026-06-18
Open Magazine
US President Donald Trump has announced that Apple will partner with Intel to design and manufacture chips in the United States, a move that could mark a significant shift in the global semiconductor landscape and support Washington's efforts to rebuild domestic chip manufacturing capacity.
The announcement comes amid growing concerns over supply-chain resilience, geopolitical tensions and increa
2026-06-18
news.google.com
2026-06-18
AD HOC NEWS
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics is reportedly working with multiple partners to develop production equipment for its seventh-generation 10nm-class (1d) DRAM process. The company aims to begin tool installation as early as the second quarter of 2027, with initial volume production expected by the end of that year.
2026-06-18
www.tomshardware.com
2026-06-18
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Intel's fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node
Features
By Luke James published 4 hours ago
Intel canceled fabs in three countries and then ran out of capacity. What gets built next will be decided this year.
When you purchase through links on our site, we may earn an affiliate commission. Here’s
2026-06-17
news.google.com
2026-06-17
PCWorld
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
BlackRock’s Jay Jacobs told Earn Your Leisure that the hyperscalers are set to spend "close to a trillion dollars this year on CapEx", and that math problem is the entire trade. Goldman just flagged Marvell and Micron as the next-wave winners. The tape already agrees: MRVL is up 230% year to date and MU is up 244%. If you’re still treating this as a chip story, you’re already a step behind. Here a
2026-06-17
tomshardware.com
2026-06-17
Anton Shilov
Nvidia may be ahead of AMD and Intel with PCIe Gen6-supporting platform for client PCs due to its client agentic AI ambitions, and that roadmap has suppliers like Silicon Motion paying attention.
2026-06-17
news.google.com
2026-06-17
TradingView
2026-06-17
www.openpr.com
2026-06-17
openPR.com
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2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States
/Software
/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 16, 2026
Simply Wall St
D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to US$100 million in CHIPS and Science Act f
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Software/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 17, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to
2026-06-16
www.cnbc.com
2026-06-16
CNBC
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2026-06-16
www.marketscreener.com
2026-06-16
marketscreener.com
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2026-06-16
digitimes.com
2026-06-16
TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in glass substrate technology. The company is also signaling that next-generation packaging competition is shifting from CoWoS toward CoPoS as it builds out a fuller ecosystem ahead of rivals.
2026-06-16
digitimes.com
2026-06-16
Samsung Electronics has secured key technology for a 5nm-class magnetoresistive random-access memory cell, according to Korean financial daily Sedaily, moving ahead just four months after presenting what it described as the world's first 8nm-class MRAM at an international conference.
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Goldman’s, Derivatives
Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play
14.06.2026 - 04:33:58 | boerse-global.de
Goldman Sachs raises Infineon stake to 5.15% via derivatives, bullish on AI and electrification. Stock up 123% YoY but trades well above averages.
Goldman’s - Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play 1
2026-06-13
www.cnbc.com
2026-06-13
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of