Semiconductor News & Analysis Feed
20 articles
2026-10-01
www.marketscreener.com
2026-10-01
2026-09-30
finance.biggo.com
2026-09-30
2026-09-29
thedailyrecord.com
2026-09-29
2026-09-28
www.newser.com
2026-09-28
2026-09-28
2026-09-27
news.google.com
2026-09-27
2026-09-27
www.ad-hoc-news.de
2026-09-27
Infineon's $1.12 billion divestiture of its NOR Flash and F-RAM units to Winbond is best read as a deliberate de-risking maneuver rather than a routine portfolio trim. By exiting the commodity memory segment—characterized by deep cyclicality and pricing volatility—management is trading top-line brea
2026-09-26
finance.biggo.com
2026-09-26
2026-09-26
www.tradingview.com
2026-09-26
2026-09-25
2026-09-25
www.thestreet.com
2026-09-25
2026-09-24
www.reuters.com
2026-09-24
2026-09-24
finance.yahoo.com
2026-09-24
2026-09-22
www.ad-hoc-news.de
2026-09-22
ASML's trajectory into 2028 underscores a structural shift in the semiconductor equipment landscape, where AI-driven demand has effectively decoupled lithography capacity from traditional cyclical patterns. The company's decision to evaluate 110-plus EUV systems for 2028—up from a near-sold-out 2027
2026-09-22
finance.yahoo.com
2026-09-22
Qualcomm's 7% surge to $191 on Monday represents a meaningful narrative shift rather than a routine earnings reaction. The catalyst—a joint die-to-die optical interconnect demonstration with Lumentum and Corning, slated for an optical communications conference in Málaga—signals Qualcomm's strategic
2026-09-22
news.google.com
2026-09-22
2026-09-18
phnompenhpost.com
2026-09-18
2026-09-18
news.alphastreet.com
2026-09-18
2026-09-17
seekingalpha.com
2026-09-17
2026-09-17
finance.yahoo.com
2026-09-17