Semiconductor News & Analysis Feed
20 articles
2026-09-13
finance.biggo.com
2026-09-13
2026-09-03
news.google.com
2026-09-03
2026-08-23
en.sedaily.com
2026-08-23
2026-08-12
www.digitimes.com
2026-08-12
Japan is advancing a comprehensive chip investment plan worth over $2.3 trillion through fiscal 2040, targeting strategic sectors including AI and space. Central to this initiative is Rapidus, a joint venture aimed at developing 2nm chip manufacturing capabilities. The plan reflects Japan's ambition
2026-08-12
www.digitimes.com
2026-08-12
Japan has unveiled a strategic plan involving over $2.3 trillion in public and private investment across 17 key sectors, including AI and space, through fiscal 2040. Central to this initiative is Rapidus, a government-backed chip manufacturer aiming to achieve commercial 2nm process production. This
2026-07-31
simplywall.st
2026-07-31
Qualcomm's stock has been trending downward recently, but the company is increasingly shifting its focus from traditional smartphone chips toward higher-margin segments such as automotive, IoT, and data centers. While Q3 revenue and net income declined, non-handset revenue grew significantly, partic
2026-07-28
news.google.com
2026-07-28
2026-07-28
news.google.com
2026-07-28
2026-07-11
www.tradingview.com
2026-07-11
Allegro MicroSystems (ALGM) is evolving beyond its traditional automotive chip focus, expanding into high-growth markets such as electric vehicles, AI data centers, robotics, and advanced driver assistance systems. While automotive sales still account for approximately 70.6% of total revenue, the co
2026-07-02
news.google.com
2026-07-02
2026-07-01
247wallst.com
2026-07-01
The iShares Semiconductor ETF (SOXX) has experienced dramatic volatility, with a year-to-date gain of 96% and a 148% rise over the past 12 months. However, it dropped nearly 8% in a single week, triggered by weaker AI chip sales forecasts from Broadcom and SK Hynix’s slowdown in AI memory expansion.
2026-07-01
finance.yahoo.com
2026-07-01
The iShares Semiconductor ETF (SOXX) has surged 96% year-to-date but dropped nearly 8% in a single week, driven by weaker AI chip forecasts from Broadcom and slowing memory expansion by SK Hynix. SOXX, which holds around 30 semiconductor and equipment companies, including NVIDIA, Broadcom, and Micro
2026-06-30
en.sedaily.com
2026-06-30
Recent reporting by Seoul Economic Daily indicates that artificial intelligence (AI) investment is increasingly dependent on adequate funding support, a key variable reshaping the global chip market. As AI technology advances rapidly, demand for high-performance computing chips surges, driving inves
2026-06-30
en.sedaily.com
2026-06-30
This Seoul Economic Daily article delves into the critical relationship between artificial intelligence development and the semiconductor industry, emphasizing how funding support determines AI chip advancement. The report analyzes current challenges facing the chip market, including capacity constr
2026-06-15
www.ad-hoc-news.de
2026-06-15
Micron Technology's high-bandwidth memory (HBM) production is fully committed through 2026, with 2027 capacity already queued. This reflects a structural shift in demand driven by AI infrastructure, rather than a cyclical upturn. HBM, a core component in AI accelerators, is in short supply globally,
2026-06-14
www.ad-hoc-news.de
2026-06-14
ams Osram's stock has surged 136% year-to-date, driven by expectations surrounding Infineon's antitrust approval and the company's debt reduction strategy. At its annual general meeting, shareholders reaffirmed confidence in management by re-electing key board members. Despite high volatility, the s
2026-06-11
2026-06-02
www.ad-hoc-news.de
2026-06-02
Infineon has surged in 2026, hitting a 52-week high as its stock price rose over 114% since January. This momentum stems from three strategic moves set for July 2: a major corporate restructuring, the early opening of its €5 billion Dresden fab, and a second price hike in three months. These actions
2026-06-01
www.bloomberg.com
2026-06-01
2026-05-29
www.digitimes.com
2026-05-29
Intel is reportedly intensifying its focus on advanced semiconductor packaging to bolster its foundry business and expand capacity for Embedded Multi-die Interconnect Bridge (EMIB) technology, according to ETNews. This strategic pivot reflects Intel's challenges in the competitive semiconductor manu