Semiconductor News & Analysis Feed
20 articles
2026-07-31
www.ad-hoc-news.de
2026-07-31
Infineon experienced a more than 30% drop in share price from its June peak, followed by a nearly 10% rebound in a single session, raising questions among investors about whether this was a genuine recovery or merely a dead-cat bounce ahead of its third-quarter earnings report on August 5. The stock
2026-07-31
www.digitimes.com
2026-07-31
Unimicron has stated that Intel's EMIB-T advanced packaging platform will not achieve true mass production until 2027, intensifying competition in the advanced packaging sector. With TSMC's CoWoS capacity already strained and demand for alternative supply routes growing, this delay underscores the s
2026-07-31
2026-07-30
www.smartkarma.com
2026-07-30
2026-07-28
news.google.com
2026-07-28
2026-07-22
www.moomoo.com
2026-07-22
The semiconductor industry is once again capturing global investor attention amid rapid growth in the artificial intelligence (AI) market, driven by NVIDIA's influence. Recent estimates suggest that each AI server rack is valued at approximately $9.1 million, highlighting the immense commercial pote
2026-07-22
www.ad-hoc-news.de
2026-07-22
On July 21, 2026, Infineon shares surged by 6.77%, reclaiming the top spot in the DAX index. The rally was driven by a confluence of positive catalysts, including TSMC’s planned 2027 price hike, strong demand for AI data centers, and a significant patent victory against Chinese rival Innoscience. Ad
2026-07-22
www.ad-hoc-news.de
2026-07-22
Taiwan Semiconductor Manufacturing Company (TSMC) experienced a sharp stock rally on July 22, climbing 5.5%, driven by confirmed 2027 price hikes and a surge in demand for its 2nm chipmaking technology. Despite recent post-earnings weakness, the company’s pricing strategy, aimed at offsetting increa
2026-07-22
www.moomoo.com
2026-07-22
Kioxia Holdings experienced a sharp rise in share price, following the strong performance of overseas semiconductor memory stocks. As a leading global manufacturer of storage chips, Kioxia's stock movements are significantly influenced by industry-wide trends, technological advancements, and shifts
2026-07-22
www.ad-hoc-news.de
2026-07-22
Infineon staged a sharp rebound on July 22, 2026, surging 7.13% to top the DAX index, driven by a confluence of positive catalysts including TSMC's planned price hike, bullish analyst calls, and a surge in Germany’s ZEW economic sentiment index. This marked a dramatic reversal from a 30-day sell-off
2026-07-18
www.investing.com
2026-07-18
2026-07-18
www.smartkarma.com
2026-07-18
2026-07-17
2026-07-17
2026-07-16
2026-07-15
finance.yahoo.com
2026-07-15
2026-07-15
2026-07-10
2026-07-09
2026-07-08
www.digitimes.com
2026-07-08
Onsemi's decision to sell two manufacturing facilities in the Philippines and US reflects a strategic shift toward cost optimization and focused power chip development under its Fab Right initiative. This move demonstrates the semiconductor industry's response to mounting cost pressures and competit