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2026-07-25
After a 22% Pullback, Semiconductor Equipment Stocks Face a Pivotal Earnings Test - ChartMill
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www.chartmill.com 2026-07-25
The semiconductor equipment sector has experienced a sharp pullback, with average declines exceeding 22%, raising questions about whether this is a healthy correction or the beginning of a deeper downturn. With key players like Lam Research, KLA, and Teradyne set to report earnings, their results wi
Semiconductor EquipmentEarnings TestMarket PullbackWafer FabricationEquipment DemandProfitabilityValuation AnalysisIndustry Trends
2026-07-25
Jensen Huang Signed Toyota, Fanuc, Kioxia, and 5 Other Japanese Industrial Giants Into Nvidia's Physical AI Coalition This Week. Nvidia Has $1 Trillion in Confirmed Demand Through 2027. - The Motley Fool
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www.fool.com 2026-07-25
NVIDIA CEO Jensen Huang has been actively advancing the company's physical AI strategy by engaging with major Japanese industrial players such as Toyota, Fanuc, and Kioxia. This move underscores NVIDIA's ambition to lead the next wave of AI integration into real-world applications, particularly in r
NVIDIAPhysical AIArtificial IntelligenceSemiconductorRoboticsJapanese Industrial GiantsToyotaFanuc
2026-07-25
Jensen Huang Signed Toyota, Fanuc, Kioxia, and 5 Other Japanese Industrial Giants Into Nvidia's Physical AI Coalition This Week. Nvidia Has $1 Trillion in Confirmed Demand Through 2027. - Yahoo Finance
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finance.yahoo.com 2026-07-25
This week, NVIDIA CEO Jensen Huang secured commitments from several major Japanese industrial companies, including Toyota, Fanuc, and Kioxia, to join NVIDIA's Physical AI coalition. This move underscores NVIDIA's strategic push to extend artificial intelligence beyond data centers into real-world ap
NVIDIAPhysical AIArtificial IntelligenceSemiconductor IndustryJapanese Industrial GiantsRoboticsAutomotive ManufacturingData Center
2026-07-24
SK Hynix, Samsung and Kioxia Face Pivotal Earnings Test on AI Swings - Bloomberg.com
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www.bloomberg.com 2026-07-24
2026-07-23
SK Hynix Capped Amount Of South Korea-Listed Shares That Can Be Converted Into US-Traded ADRs At 2.5% Of Total Shares Outstanding - Bloomberg News - TradingView
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www.tradingview.com 2026-07-23
2026-07-22
Infineon’s 5 Billion Euro Dresden Bet and Patent Win Set the Stage for a Pivotal Earnings Report - Ad-hoc-news.de
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www.ad-hoc-news.de 2026-07-22
Infineon has been making significant moves in the semiconductor sector, including the completion of a €570 million acquisition of ams OSRAM’s analog and mixed-signal sensor portfolio, and the official opening of its €5 billion 'Smart Power Fab' in Dresden — the company’s largest single investment to
InfineonSemiconductorPower SemiconductorDresden FabPatent WinAI ChipsSensorsAutomotive Electronics
2026-07-22
Ams Osram’s €570m Infineon Windfall Sets the Stage for a Pivotal Q2 Report - Ad-hoc-news.de
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www.ad-hoc-news.de 2026-07-22
ams osram has completed a €570 million asset sale, transferring its non-optical analog and mixed-signal sensor business to Infineon Technologies, marking a strategic pivot toward photonics and AI technologies. The transaction, alongside previous disposals of its CMOS image sensor unit, is part of a
ams osramsemiconductor industryasset disposaldebt restructuringphotonics technologyAI technologyinfineonsensor business
2026-07-21
Did Trump confuse 'transistor' with 'transgender' in speech criticizing CHIPS Act? We examined footage - Snopes
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www.snopes.com 2026-07-21
2026-07-20
Rotating Billet Inspection System Market Growth Driven by Semiconductor Quality Demands, Forecast Points Higher Toward 2035 - IndexBox
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www.indexbox.io 2026-07-20
2026-07-20
TSMC drops $100B on Arizona expansion, bringing total US investment to $265B - Crypto Briefing
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cryptobriefing.com 2026-07-20
2026-07-19
Ams Osram Drops 14% as €570m Infineon Sale Fails to Overcome Sector Rotation and Debt Skepticism - ad-hoc-news.de
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www.ad-hoc-news.de 2026-07-19
2026-07-18
Apple Tops Nvidia as World’s Largest Company Amid Tech Rotation - Advisor Perspectives
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www.advisorperspectives.com 2026-07-18
2026-07-17
AMD Falls 5%, Intel Drops 4%, NVIDIA Slides 3% Before Recovering as Rotation Hits Semiconductor Stocks - Yahoo Finance
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finance.yahoo.com 2026-07-17
2026-07-17
AMD Falls 5%, Intel Drops 4%, NVIDIA Slides 3% Before Recovering as Rotation Hits Semiconductor Stocks - 24/7 Wall St.
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247wallst.com 2026-07-17
2026-07-17
GameStop CEO says Sony's decision to go disc-less is 'totally irrelevant'
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tomshardware.com 2026-07-17
GameStop CEO Ryan Cohen stated that Sony's decision to cease physical game disc production by 2028 is irrelevant to the company’s business model. This reflects a significant shift in GameStop’s strategic focus, as evidenced by its 2025 financials, where software sales accounted for only 20.1% of tot
Video Game RetailSonyDisc-less ConsoleGameStopeBay AcquisitionDigital GamesPhysical GamesIndustry Transformation
2026-07-17
Apple Tops Nvidia as World’s Largest Company Amid Tech Rotation - Bloomberg.com
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www.bloomberg.com 2026-07-17
On July 17, 2026, Apple Inc. reclaimed its position as the world's largest company by market capitalization, overtaking NVIDIA Corp., which had held the title since May 2025. NVIDIA’s stock fell 3.7% on Friday, reducing its valuation to $4.8 trillion, while Apple’s stock rose 0.4%, bringing its mark
AppleNVIDIATech RotationMarket CapitalizationArtificial IntelligenceSemiconductor IndustryTechnology StocksInvestment Trends
2026-07-17
TSMC says it’s investing another $100B in Arizona, bringing total U.S. investments to $265B - KJZZ
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www.kjzz.org 2026-07-17
2026-07-16
Jensen Huang Just Returned to Thank the 1 Man Who Saved Nvidia From Total Collapse - inc.com
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www.inc.com 2026-07-16
2026-07-16
TSMC To Invest Additional $100 Billion In U.S. Semiconductor Manufacturing, Bringing Total To $265 Billion - Pulse 2.0
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pulse2.com 2026-07-16
2026-07-16
TSMC says it may build 12 Arizona chip plants in total, but be skeptical - 9to5Mac
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9to5mac.com 2026-07-16