Semiconductor News & Analysis Feed
50 articles
2026-08-14
news.google.com
2026-08-14
On August 14, 2026, Infineon Technologies AG's stock remained steady as analysts revised expectations for earnings and chip demand. As a leading German semiconductor manufacturer, Infineon is benefiting from strong market demand in power and automotive semiconductors, particularly in electric vehicl
2026-08-14
news.google.com
2026-08-14
Genori Technology, a listed domestic semiconductor component company, has announced a RMB 520 million investment in a new R&D and manufacturing base in Wuhan Optics Valley. The facility will focus on silicon carbide components, high-purity silicon parts, and aluminum nitride ceramics—key consumables
2026-08-14
news.google.com
2026-08-14
The semiconductor equipment sector is drawing significant attention ahead of Friday's market session, with Applied Materials leading the focus. As a global leader in semiconductor manufacturing equipment, Applied Materials plays a crucial role in the entire semiconductor supply chain. Market analyst
2026-08-14
news.google.com
2026-08-14
Infineon presents a stark 'two-speed' reality: while the company posted record revenue of €4.172 billion in Q3, up 13% YoY, and raised its full-year guidance to €16.3 billion, its share price has dropped nearly 30% from its June peak, reflecting investor anxiety over cyclical market conditions. Desp
2026-08-14
news.google.com
2026-08-14
LG and NVIDIA have deepened their collaboration to develop a next-generation humanoid robot powered by NVIDIA's Isaac GR00T open reasoning humanoid foundation model. This move marks a shift from strategic planning to execution across robotics, AI factories, and mobility. LG plans to launch an AI fac
2026-08-14
news.google.com
2026-08-14
LG and NVIDIA have signed a memorandum of understanding on August 13, 2026, marking a shift from strategic planning to execution in their collaboration. The partnership extends beyond humanoid robotics into AI factories and autonomous mobility. LG plans to unveil its next-generation bipedal humanoid
2026-08-14
news.google.com
2026-08-14
Goldman Sachs has secured a leading role in Nvidia’s $500 billion AI-compute financing deal, positioning itself as the central player in one of the largest infrastructure funding efforts in the industry. The bank leverages its long-standing relationship with Nvidia, having previously led the chipmak
2026-08-14
news.google.com
2026-08-14
Frontken reported record results in Q2FY2026, driven by stronger semiconductor activity in Taiwan and increased contributions from Malaysia's oil and gas sector. Revenue rose 19% year-on-year to MYR186.9 million, with profit before tax increasing 55% to MYR73.8 million. The company's semiconductor b
2026-08-14
news.google.com
2026-08-14
Applied Materials delivered a strong Q3 performance, surpassing Wall Street estimates driven by robust demand for semiconductor manufacturing equipment fueled by continued AI investment. The company reported adjusted earnings of $3.50 per share, beating estimates of $3.40, and revenue of $9.12 billi
2026-08-14
news.google.com
2026-08-14
Tier IV's participation in JST's next-generation edge AI semiconductor R&D program marks a significant development in the convergence of autonomous driving and semiconductor industries. This initiative, led by Japan's Science and Technology Agency (JST), aims to advance edge AI chip technology for a
2026-08-14
news.google.com
2026-08-14
As artificial intelligence semiconductor demand surges, TSMC—the world's largest foundry—has revealed it has doubled its advanced packaging capacity annually over the past three years. Despite this expansion, the company cannot fully meet customer demand, highlighting the robust growth in AI chip ma
2026-08-14
news.google.com
2026-08-14
Eternal Precision Mechanics (EPM), a fast-growing subsidiary of Eternal Materials, is accelerating its transition from IC substrates to advanced packaging equipment with the introduction of wafer lamination technology. This strategic move represents a significant advancement in semiconductor manufac
2026-08-14
news.google.com
2026-08-14
Samsung Electronics is reportedly considering relocating general-purpose DRAM and NAND packaging and testing operations from its Korean facilities in Cheonan and Onyang to Vietnam. This strategic move aims to free up domestic backend capacity for high-bandwidth memory (HBM) production. HBM is critic
2026-08-14
news.google.com
2026-08-14
SK Hynix, in collaboration with SanDisk, has unveiled a new High Bandwidth Flash (HBF) specification through the Open Compute Project, aimed at supporting AI inference workloads. This standard targets high-bandwidth, high-capacity near-compute memory, guiding AI hardware designers and encouraging ea
2026-08-14
news.google.com
2026-08-14
NVIDIA's recent $50 billion financing deal with top Wall Street firms has sparked intense debate among investors, with some viewing it as either the largest asset-class creation event of the AI era or a highly sophisticated circular-financing structure. While the deal aims to fund infrastructure exp
2026-08-14
news.google.com
2026-08-14
Applied Materials reported strong third-quarter results for fiscal year 2026, with revenue reaching $9.12 billion, up 25% year-over-year. Non-GAAP earnings per share rose 41% to $3.50, while gross margins expanded to 50.4%. The company also achieved record operating income and free cash flow, reflec
2026-08-14
news.google.com
2026-08-14
Applied Materials delivered a strong Q2 FY2026 performance, reporting revenue of $9.12 billion, up 24.8% year-on-year and exceeding analyst expectations. Non-GAAP EPS of $3.50 also beat estimates. The company's Q3 revenue guidance of $10.25 billion surpassed analyst forecasts by 6.1%. Despite these
2026-08-14
news.google.com
2026-08-14
Applied Materials (AMAT) exceeded market expectations in its Q3 2026 earnings report, with both revenue and earnings showing strong growth. The company reported revenue of $9.12 billion, up 24.8% year-over-year, surpassing the Zacks consensus estimate of $9 billion. Earnings per share (EPS) came in
2026-08-14
news.google.com
2026-08-14
Applied Materials, a leading U.S. semiconductor equipment supplier, reported record quarterly revenue of $9.12 billion, driven by strong demand for chips used in AI infrastructure. Despite ongoing U.S. export controls on China, the company forecasts continued revenue growth in the Chinese market by
2026-08-14
news.google.com
2026-08-14
NVIDIA’s plan to mobilize over $500 billion in third-party financing for AI data centers is expected to deepen its global dominance and challenge the competitiveness of Chinese chips. By partnering with major financial institutions like BlackRock and Goldman Sachs, NVIDIA is turning its compute infr