Semiconductor News & Analysis Feed

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

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

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

Nvidia is set to report its second-quarter earnings on August 26, with strong market sentiment surrounding its performance. As the leading manufacturer of processors powering artificial intelligence workloads, Nvidia remains the world's largest company by market cap. Cathie Wood, CEO of Ark Invest,

Applied Materials delivered record financial results in Q3 2026, with revenue reaching $9.1 billion, up 25% year-over-year, and non-GAAP EPS of $3.50, up 41% YoY. The company's non-GAAP operating margin hit a record 34%, driven by strong demand for AI-related semiconductor manufacturing equipment. M

Applied Materials delivered better-than-expected earnings and revenue in its third quarter, with revenue rising 25% year-over-year to $9.12 billion and adjusted earnings per share reaching $3.50, surpassing the consensus estimate of $3.40. The company also issued strong guidance for the current quar

Applied Materials (AMAT), a leading semiconductor equipment manufacturer, is at the heart of the AI infrastructure boom. Despite strong earnings growth and consistent beat-and-run performance, its stock has dropped around 25% from its year-high, reflecting market sentiment and macroeconomic headwind

Applied Materials' stock price rose ahead of its third-quarter earnings report, reflecting positive market expectations. Analysts forecast revenue of approximately $8.99 billion, a year-over-year increase of around 23%, with adjusted earnings per share expected to reach $3.36, up about 36%. The comp