Semiconductor News & Analysis Feed
16 articles
2026-08-28
seekingalpha.com
2026-08-28
2026-08-11
www.tradingview.com
2026-08-11
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker, faces growing uncertainty in its revenue outlook, particularly from 2028 to 2029, according to a Morningstar analyst. While AI demand continues to drive growth, the returns on AI investments remain unproven, p
2026-08-11
stocktwits.com
2026-08-11
According to Morningstar analyst Phenix Lee, while Taiwan Semiconductor Manufacturing Company (TSMC) is expected to see strong revenue growth through 2027, greater uncertainty looms for 2028 and 2029 as AI investments must prove their returns. Although TSMC is projected to achieve a 30% revenue incr
2026-08-11
www.tradingview.com
2026-08-11
Amid escalating geopolitical uncertainty, U.S. stocks experienced a modest pullback, with the Nasdaq Composite slipping 0.3%. NVIDIA and Intel were the primary drag, as NVIDIA’s stock fell 2.9% following announcements of a $500 billion AI-infrastructure financing initiative, and Intel dropped 4.1% a
2026-07-28
news.google.com
2026-07-28
2026-07-28
news.google.com
2026-07-28
2026-07-20
seekingalpha.com
2026-07-20
2026-07-18
finance.biggo.com
2026-07-18
2026-06-19
www.tradingview.com
2026-06-19
HBM reported a 4.9% year-over-year increase in net sales to €2.0 billion, driven by strong performance in European markets and continued market share expansion. Despite macroeconomic and geopolitical uncertainties, adjusted EBIT remained stable, and full-year guidance was confirmed. This performance
2026-06-18
www.ad-hoc-news.de
2026-06-18
Infineon, which has more than doubled its stock price this year, is now facing two distinct headwinds that have stalled its rally. On one hand, board member Andreas Urschitz sold nearly €474,000 worth of shares, raising concerns about profit-taking after a sharp run-up. On the other, a Chinese court
2026-06-17
news.google.com
2026-06-17
2026-05-22
www.investing.com
2026-05-22
2026-05-18
uk.finance.yahoo.com
2026-05-18
2026-05-17
www.indexbox.io
2026-05-17
2026-05-15
www.mixvale.com.br
2026-05-15
2026-05-07
eetimes.com
2026-05-07
As industrial AI advances, manufacturers face a core challenge: making intelligent decisions in environments rife with uncertainty. In complex settings like steelmaking, sensor readings can vary significantly due to temperature, airflow, and contamination, requiring AI systems to make accurate judgm