Semiconductor News & Analysis Feed

Hello, this is Leonie Kidd writing to you from London. Welcome to today's edition of the Daily Open newsletter. Chatting to my colleagues in the London newsroom this Monday morning, we remarked how there appears to be two parallel markets at play. There is an AI-fueled bull market driving stocks from Wall Street to Japan to record highs, as every inch of the AI stack is scrutinized for investmen

SoftBank carries over $130 billion in debt and took a $40 billion bridge loan in March to fund its latest OpenAI investment.

Infineon, Gets Infineon Gets a Trifecta of Tailwinds as Softbank’s €75 Billion AI Bet Fuels a Record Run 31.05.2026 - 11:41:57 | boerse-global.de Infineon hits €81.81, up 113% YTD, driven by SoftBank’s €75B AI facility, energy-efficiency regulations, ExoMatter materials AI, and surging automotive chip demand. Infineon Gets a Trifecta of Tailwinds as Softbank’s €75 Billion AI Bet Fuels a Record R

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SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints of high-bandwidth memory.The article requires paid subscription.Subscribe Now