Semiconductor News & Analysis Feed

138 articles
2026-06-13
www.cnbc.com 2026-06-13 CNBC
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2026-06-13
www.ad-hoc-news.de 2026-06-13 AD HOC NEWS
Infineon’s, Meteoric Infineon’s Meteoric Rise Puts Goldman’s €88 Bet to the Test as AI Infrastructure Story Matures 13.06.2026 - 07:53:47 | boerse-global.de Infineon shares double in 2025; Goldman Sachs raises target to €88 on AI power chip demand. High volatility and macro risks loom ahead. Infineon’s - Infineon’s Meteoric Rise Puts Goldman’s €88 Bet to the Test as AI Infrastructure Story Matur
2026-06-13
www.ad-hoc-news.de 2026-06-13 AD HOC NEWS
Infineon’s, Transition Infineon’s Transition from Component Supplier to Power-System Architect Wins Over Goldman Sachs 12.06.2026 - 21:14:10 | boerse-global.de Infineon shifts from chipmaker to power architecture provider, partnering with Siemens on SiC modules, raised by Goldman Sachs to €88, and launching €5B Dresden fab for decarbonization. Infineon’s - Infineon’s Transition from Component Su
2026-06-13
news.google.com 2026-06-13 CNBC
2026-06-13
www.ad-hoc-news.de 2026-06-13 AD HOC NEWS
Infineon, DE0006231004 Infineon Technologies Stock (DE0006231004): Goldman Sachs lifts price target on AI-chip tailwinds 12.06.2026 - 19:02:14 | ad-hoc-news.de Goldman Sachs has raised its Infineon Technologies price target to 88 euros and reiterated its Buy rating, citing stronger growth prospects from AI-related chips, while the stock trades in the high-70s euro range on Xetra. Infineon, DE000
2026-06-12
www.barrons.com 2026-06-12 Barron's
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2026-06-12
www.ad-hoc-news.de 2026-06-12 AD HOC NEWS
Infineon, The Infineon: The Unseen Backbone of AI’s Power Grid Draws Goldman’s Upgrade 12.06.2026 - 12:14:36 | boerse-global.de Infineon shares fell 2.4% on Broadcom caution but Goldman raised target to €88. The chipmaker shifts from auto supplier to AI power infrastructure with Dresden fab and Nvidia security partnership. Infineon - Infineon: The Unseen Backbone of AI’s Power Grid Draws Goldman
2026-06-12
www.marketscreener.com 2026-06-12 marketscreener.com
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2026-06-12
digitimes.com 2026-06-12
India's official think tank NITI Aayog has outlined a 2035 roadmap for India to become a more central part of the global semiconductor industry, warning that continued reliance on imports leaves the country exposed to cost, supply, and security risks.
2026-06-11
www.trendforce.com 2026-06-11 TrendForce
[News] SK hynix Advances DRAM and NAND Roadmap, Targets 3x Wafer Output by 2034, 375-Layer NAND at Year-End 2026-06-11 Semiconductors editor News Please note that this article cites information from Nikkei, The Elec, Newsis, Hankyung, and Global Economic. While SK hynix had only last week outlined plans to double capacity over the next five years, the memory giant is now signaling an eve
2026-06-10
www.tomshardware.com 2026-06-10 Tom's Hardware
Tech Industry Manufacturing Semiconductors Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks Features By Anton Shilov published 4 hours ago TSMC kicks off unprecedented capacity expansion plan. (Image credit: Getty Images / Jimmy Beunardeau) Share Share this article Join the conversation Follow us Add us as a preferred source on Google Newslette
2026-06-10
www.tradingview.com 2026-06-10 TradingView
News / Stocktwits / MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating 2 min read MU −1.41% KEY POINTS: Micron is scheduled to report fiscal Q3 2026 results after market close on June 24. According to data from Fiscal AI, Wall Street on average expects the compan
2026-06-09
finance.yahoo.com 2026-06-09 Yahoo Finance
Micron to deliver ’another strong quarter’, Goldman says Vahid Karaahmetovic Tue, June 9, 2026 at 3:36 AM PDT 2 min read MU -6.81% AVGO -4.62% Explore stocks on Coinbase Trading disclosure Investing.com -- Analysts at Goldman Sachs expect Micron to deliver a strong fiscal third quarter when the company reports later this month, with the bank sharply raising its estimates and price target on the b
2026-06-08
www.indexbox.io 2026-06-08 IndexBox
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2026-06-05
finance.yahoo.com 2026-06-05 Yahoo Finance
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2026-06-04
news.google.com 2026-06-04 MacDailyNews
2026-06-04
www.marketbeat.com 2026-06-04 MarketBeat
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2026-06-04
www.cloudmagazin.com 2026-06-04 Cloudmagazin
RATGEBER **Reducing GPU Costs for AI Inference: FP8, FP4, and vLLM** 3 Juni 2026 8 min read Training costs for a model are one-time, but inference costs accrue every day. That’s where the math is shifting: with native FP4 Tensor Cores on NVIDIA Blackwell and a serving layer like vLLM that leverages these formats, GPU hours and latency can be significantly reduced-without retraining the model. Fo
2026-06-03
eetimes.com 2026-06-03
Low-power memory has evolved from its mobile device roots to meet the demands of AI data centers.
2026-06-03
finance.yahoo.com 2026-06-03 Yahoo Finance
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