Semiconductor News & Analysis Feed
341 articles
2026-06-17
www.indexbox.io
2026-06-17
IndexBox
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2026-06-17
www.ad-hoc-news.de
2026-06-17
AD HOC NEWS
Infineons, Dresden
Infineon's Dresden Fab Inauguration Three Months Early Bolsters AI Pipeline as Stock Takes a Breather
16.06.2026 - 22:34:36 | boerse-global.de
Infineon stock pulls back from 108% YTD gain as €5B Dresden fab starts early 2026; Goldman Sachs raises target to €88, citing AI chip demand.
Infineons - Infineon's Dresden Fab Inauguration Three Months Early Bolsters AI Pipeline as Sto
2026-06-16
tomshardware.com
2026-06-16
Luke James
SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.
2026-06-16
www.channelnewsasia.com
2026-06-16
CNA
Singapore
PUB channels S$12 million to develop water efficiency solutions for wafer fabrication, data centres: DPM Gan
The data centre and chipmaking industries are water-intensive and provide critical components and services for artificial intelligence.
A file photo of an employee walking through a data centre. (Photo: REUTERS/Priyanshu Singh)
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2026-06-16
www.barchart.com
2026-06-16
Barchart.com
The logo for ASML on a corporate office by Skorzewiak via Shutterstock
ASML Holding N.V. (ASML) holds one of the most critical positions in the global semiconductor supply chain. As the world’s sole supplier of extreme ultraviolet lithography machines, the Dutch chip equipment giant plays an indispensable role in producing the most advanced chips used in artificial intelligence (AI), high-perform
2026-06-15
www.tikr.com
2026-06-15
TIKR.com
Key Stats for ASML Stock
Price change for ASML stock in last month: 24%
$ASML Share Price as of Jun. 12: $1,864
52-Week High: $1,904
$ASML Stock Price Target: $1,708
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
ASML (ASML) stock is drawing fresh attention after Elon Musk addressed the company’s annual technolog
2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Infineons, Dresden
Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally
15.06.2026 - 16:15:05 | boerse-global.de
Infineon stock up 109% to €80; 34x P/E above historical peak. €5B Dresden fab opens July 2 – key test for AI demand amid China supply risks.
Infineons - Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally 15.06.2026 - Bild: üb
2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Infineon’s, Dresden
Infineon’s €5B Dresden Fab Opens Early as China GaN Sales Ban Clouds Outlook
15.06.2026 - 04:13:47 | boerse-global.de
Infineon opens €5B Dresden smart-power fab ahead of schedule, but a Chinese patent ruling bans its GaN products, forcing a strategic pivot amid booming AI and EV demand.
Infineon’s - Infineon’s €5B Dresden Fab Opens Early as China GaN Sales Ban Clouds Outlook
2026-06-15
digitimes.com
2026-06-15
Tata Electronics' planned US$11 billion semiconductor fab in Dholera, Gujarat, has become the anchor of India's front-end chip manufacturing ambitions. The project, supported by technology from Taiwan's PSMC, has also drawn a strategic partnership with Dutch lithography equipment supplier ASML.
2026-06-15
digitimes.com
2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-14
tomshardware.com
2026-06-14
Luke James
David Sacks said the US government warned Anthropic that Claude Fable 5 had been jailbroken and that CEO Dario Amodei refused to fix the flaw.
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-13
tomshardware.com
2026-06-13
Luke James
Anthropic disabled its two most capable AI models, Claude Fable 5 and Claude Mythos 5, for every customer worldwide on Friday.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades
Simply Wall St
Fri, June 12, 2026 at 9:14 AM PDT 3 min read
MU
-0.26%
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Micron Technology (MU) has been back in the spotlig
2026-06-13
www.taipeitimes.com
2026-06-13
Taipei Times
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2026-06-12
news.google.com
2026-06-12
simplywall.st
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon’s, Dresden
Infineon’s Dresden Fab Lights Up Three Months Early as AI’s Energy Needs Reshape the Chipmaker’s Valuation
12.06.2026 - 16:43:20 | boerse-global.de
Infineon's €5B Dresden fab starts July 2026, ahead of schedule. AI revenue to hit €1.5B, Goldman raises target to €88 amid growing data center and auto demand.
Infineon’s - Infineon’s Dresden Fab Lights Up Three Months Early as AI