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Infineon's $1.12 billion divestiture of its NOR-Flash and F-RAM portfolio to Winbond Electronics represents a deliberate strategic pivot rather than a simple cost-reduction exercise. The German chipmaker is trading a business long squeezed by relentless price competition in commodity memory for conc

Infineon Winbond NOR Flash F-RAM Silicon Carbide AI Data Center Power Semiconductors M&A

Nvidia CEO Pushes Back On The 'AI Apocalypse,' But The Risk Of A Slowdown Remains - Seeking Alpha

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seekingalpha.com 2026-09-26

Twilio downgraded, Synopsys upgraded: Wall Street's top analyst calls - Yahoo Finance

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finance.yahoo.com 2026-09-25

Bank of America doubles down on Micron stock before earnings - Yahoo Finance

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finance.yahoo.com 2026-09-25

Bank of America doubles down on Micron stock before earnings - thestreet.com

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www.thestreet.com 2026-09-25

Jensen Huang Says AI Boom Has 2-3 Years Before Slowdown - NVIDIA (NASDAQ:NVDA) - Benzinga

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www.benzinga.com 2026-09-24

Citi doubles down on Micron stock ahead of earnings - thestreet.com

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www.thestreet.com 2026-09-24

Qualcomm Hops on the Linux Train as PC Users Have Another Way to Say ‘Screw Windows’ - Gizmodo

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gizmodo.com 2026-09-24

Infineon Exits Memory Business to Double Down on AI Data Center Power - AD HOC NEWS

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www.ad-hoc-news.de 2026-09-24

JPMorgan Rebuts HBM Downgrade Concerns, Sees 63% Demand CAGR Through 2026–2028 - finance.biggo.com

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finance.biggo.com 2026-09-24

JPMorgan's September HBM update reframes market anxiety over specification downgrades as a mix-shift narrative rather than demand destruction. The 63% CAGR through 2028 holds, but the underlying mechanics have shifted: rising 8Hi economy-tier share and 16Hi deferral to 2029 mean fewer bits per wafer

HBM High Bandwidth Memory JPMorgan Samsung Electronics SK Hynix Micron Nvidia ASIC

TechInsights Teardown Confirms TSMC 2nm Nanosheet Transistors Now Inside iPhone 18 Pro - Tech Times

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www.techtimes.com 2026-09-24

TechInsights' September 2026 teardown of the A20 Pro marks a pivotal moment in semiconductor validation: for the first time, TSMC's N2 process claims have been independently confirmed on production silicon. The significance extends far beyond Apple's flagship phone. Every foundry and fabless competi

TSMC 2nm Nanosheet GAA Apple A20 Pro Chip Teardown Process Node Memory Packaging

Michael Burry Shorts Micron, Palantir; Famed Investor Expects Chip 'Down Cycle' - Investor's Business Daily

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www.investors.com 2026-09-23

JPMorgan: The downgrading of HBM specifications does not alter the underlying shortage; demand is still projected to grow at a compound annual growth rate of 63% from 2026 to 2028. - 富途牛牛

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news.futunn.com 2026-09-23

Nvidia doubles down on selling to both sides of the AI race - Yahoo Finance

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finance.yahoo.com 2026-09-23

Biwin Storage commits US$672M to double down on 2.5D packaging, compute-memory integration

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digitimes.com 2026-09-23

Nvidia doubles down on selling to both sides of the AI race - thestreet.com

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www.thestreet.com 2026-09-23

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