Semiconductor News & Analysis Feed
558 articles
2026-06-21
247wallst.com
2026-06-21
24/7 Wall St.
Video Muted
The AI boom has created a market where good results are no longer good enough. Investors have rewarded companies tied to artificial intelligence with premium valuations, but they have also become far less forgiving. A strong quarter can still lead to a falling stock price if management fails to convince Wall Street that growth is accelerating. We’ve already seen it happen to semicondu
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon’s, Patent
Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness
21.06.2026 - 13:34:40 | boerse-global.de
Infineon shares rocket 114% as patent victory protects GaN chip dominance, targeting €12B AI revenue, but near-term revenue dips 9%.
Infineon’s - Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness 21.06.2026 -
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon’s, GaN
Infineon’s GaN Courtroom Victory and Robotics Foray Underscore Its AI Infrastructure Pivot
21.06.2026 - 08:06:14 | boerse-global.de
Infineon shares remain near €82 as a German court bans Chinese rival Innoscience's GaN products, while sector-wide EUV export fears trigger minor dip. The stock's 113% YTD rally shows stretched valuation.
Infineon’s - Infineon’s GaN Courtroom Victory
2026-06-21
www.benzinga.com
2026-06-21
Benzinga
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2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon’s, Infrastructure
Infineon’s Infrastructure Rally Faces a Reality Check as Goldman Trims Its Bet
20.06.2026 - 17:55:47 | boerse-global.de
Infineon's AI infrastructure pivot fuels 113% stock surge; Goldman Sachs cut stake below 5% after a one-day flip, signaling caution amid stretched valuations and macro risks.
Infineon’s - Infineon’s Infrastructure Rally Faces a Reality Check as Goldma
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI
Habib Ur Rehman
Fri, June 19, 2026 at 7:34 AM PDT 1 min read
NVDA
-0.97%
SIE.DE
+1.64%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing AI infrastructure stocks to buy. In its fiscal Q1 2027 results, NVIDIA reported revenue of $81.6 billion, up 85% year-over
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
Video Muted
The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales, exploding data center spending, and the race among technology giants to build the computing power needed for AI. Now the financing behind that expansion is becoming just as important as the technology itself.
Hyperscalers such as Amazon (NASDAQ:AMZN | AMZN Pr
2026-06-19
tomshardware.com
2026-06-19
Bruno Ferreira
Tesco UK supermarket chain moves 40,000 servers off of VMWare infrastructure — mass exodus continues thanks to Broadcom's pricing shenanigans
2026-06-19
siliconangle.com
2026-06-19
SiliconANGLE
CoreWeave Inc. wants to step in before the infrastructure stack buckles under the weight of agentic artificial intelligence.
The company recently announced the industry’s first validation of Nvidia Vera Rubin NVL72 on CoreWeave Cloud. This suggests that AI infrastructure is entering a new stage, according to Rob Strechay, principal analyst for theCUBE Research, who sees CoreWeave as one of multip
2026-06-18
news.google.com
2026-06-18
24/7 Wall St.
2026-06-18
tomshardware.com
2026-06-18
Mark Tyson
An enterprising young man aims to catch up with the collective wealth of Elon Musk, and his first money spinner is a portable NFT minting gadget.
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-18
digitimes.com
2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.
2026-06-18
digitimes.com
2026-06-18
Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.
2026-06-18
digitimes.com
2026-06-18
Taiwan's electronics industry is stepping up its global ambitions as AI, data center infrastructure, and advanced manufacturing reshape supply chains. Speaking at the Chinese National Association of Industry and Commerce (CNAIC) on June 18, 2026, Foxconn chairman and Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) chairman Young Liu outlined a strategy that combines overseas in
2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
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2026-06-17
news.futunn.com
2026-06-17
富途牛牛
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2026-06-17
www.datacenterdynamics.com
2026-06-17
Data Center Dynamics
Australia's Sharon AI is making moves to build out its AI capacity.
This week has seen the AI cloud company sign a six-year AI infrastructure agreement with Nvidia, and a 600PB agreement with Vast Data for its AI Operating System.
– James Manning via LinkedIn
The agreement with Nvidia will see the two deploying 72MW of AI data center capacity in Australia, using the Nvidia DSX AI factory design
2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
Bull and Foxconn advance European AI infrastructure with NVIDIA Vera Rubin NVL72 platform built in Europe
GlobeNewswire · GlobeNewswire Inc.
BULL SAS
Tue, 16 June 2026 at 9:00 pm GMT-7 3 min read
2317.TW
+1.12%
NVDA
-2.37%
Paris, France – 17 June, 2026 – As part of their recently unveiled collaboratio
2026-06-17
www.digitimes.com
2026-06-17
digitimes
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data...
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