Semiconductor News & Analysis Feed
18 articles
2026-08-09
2026-08-05
2026-07-29
2026-07-22
en.macromicro.me
2026-07-22
Taiwan Semiconductor Manufacturing Company (TSMC) continues to intensify its investment in the artificial intelligence sector, with the introduction of its N2 process technology marking a significant advancement in semiconductor manufacturing. As AI computing demand surges, TSMC's substantial capita
2026-07-16
tomshardware.com
2026-07-16
OpenAI has entered the hardware market with its first product, the Codex Micro, an RGB-enabled macropad designed to integrate with its Codex agent-based coding platform. Manufactured by Work Louder, it is built on the existing Creator Micro 2 platform and retails for $230. The device features tactil
2026-07-09
2026-06-30
news.stocktradersdaily.com
2026-06-30
This article analyzes the technical reactions and macro trends related to the Cambria Global Asset Allocation ETF (GAA), focusing on near-term market sentiment and price signals. While long-term support signals are evident, no clear short-term positioning signals have been identified, and downside r
2026-06-12
news.google.com
2026-06-12
2026-06-10
www.benzinga.com
2026-06-10
NVIDIA's stock has recently declined due to conflicts between macroeconomic interest rate concerns and CEO Jensen Huang's infrastructure investment commitments. While NVIDIA maintains its leading position in the AI chip market, overall economic environment worries, particularly the impact of rising
2026-06-09
2026-06-07
www.ad-hoc-news.de
2026-06-07
Infineon's stock plummeted 12.81% on June 6, marking a sharp correction from its yearly high, driven by a confluence of factors: a skeptical analyst note, a weak forecast from rival Broadcom, and stronger-than-expected US payroll data that pushed bond yields higher. Despite the steep drop, the compa
2026-06-01
www.ad-hoc-news.de
2026-06-01
As AMD’s next-generation server chip, codenamed 'Venice', enters mass production, its stock price remains near a 52-week high, but investors are now facing a macroeconomic reality check. The chip, built on TSMC’s 2nm process and based on the sixth-generation EPYC architecture, promises up to 70% per
2026-05-31
www.ad-hoc-news.de
2026-05-31
Infineon’s stock has surged to a 52-week high, with a year-to-date gain of 113.58%, driven by strong demand in AI data centers, electric vehicles, and renewable energy. However, with the stock trading nearly 98% above its 200-day moving average, its sustainability is under scrutiny. Despite positive
2026-05-30
www.ad-hoc-news.de
2026-05-30
Infineon Technologies' market capitalization has approached €100 billion, with its stock more than doubling over the past year, driven by surging demand for power semiconductors in artificial intelligence (AI). Deutsche Bank and Morgan Stanley have raised their price targets to €90 and €91, respecti
2026-05-30
www.ad-hoc-news.de
2026-05-30
Infineon's stock has surged 113.58% year-to-date, driven by strong demand for power infrastructure in the AI era. The company, traditionally a semiconductor manufacturer, is increasingly positioned as a key supplier of power electronics for data centers, electric vehicles, and energy systems. Its pr
2026-05-20
app.hedgeye.com
2026-05-20
2026-05-17
news.stocktradersdaily.com
2026-05-17
2026-05-11
amro-asia.org
2026-05-11
South Korea's dominance in AI memory technology may not be sufficient to maintain its competitive edge. The ASEAN+3 Macroeconomic Research Office (AMRO), established in 2011 by ASEAN+3 Finance Ministers, aims to enhance macroeconomic and financial resilience in the region. AMRO's research indicates