Semiconductor News & Analysis Feed
6355 articles
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
In a report released today, Tammy Qiu from Berenberg Bank maintained a Buy rating on Infineon Technologies AG, with a price target of €100.00.
According to TipRanks, Qiu is ranked #148 out of 12296 analysts.
In addition to Berenberg Bank, Infineon Technologies AG also received a Buy from Deutsche Bank ‘s Johannes Schaller CFA in a report issued yesterday. However, on the same day, UBS maintained
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
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2026-07-04
aimagazine.com
2026-07-04
AI Magazine
The historical grounds at Wimbledon attract roughly half a million fans each year, with hundreds of millions of global audience watching digitally.
With the 2026 tournament starting today, IBM and the All England Lawn Tennis Club (AELTC) have revealed how AI-powered technology is transforming fan engagement at Wimbledon whilst preserving the tournament's 150-year heritage and traditions.
The AEL
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
First Dallas Securities Inc. Sells 1,847 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
First Dallas Securities reduced its stake in Taiwan Semiconductor Manufacturing by 20.2% in the first quarter, selling 1,847 shares and leaving it with 7,276 shares valued at about $2.46 million.
Analysts remain broa
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Cambient Family Office LLC Has $48.33 Million Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Cambient Family Office LLC increased its NVIDIA stake by 6.3% in the first quarter, adding 16,326 shares to bring its total to 277,107 shares. The position was valued at about $48.33 million and represented 6.7% of the firm’s portfolio,
2026-07-04
global.morningstar.com
2026-07-04
Morningstar
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2026-07-04
www.energetica-india.net
2026-07-04
Energetica India Magazine
Infineon Technologies has inaugurated its Euro 5 billion Smart Power Fab in Dresden, expanding semiconductor manufacturing capacity for AI data centres, electric vehicles and clean energy while reinforcing Europe's technology leadership and supply chain resilience.
Infineon Technologies AG has opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant, with an investmen
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
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2026-07-04
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
Infineon, Doubles
Infineon Doubles Down on Diversification With Sensor Buyout and Third GaN Patent Victory
Veröffentlicht: 04.07.2026 um 07:43 Uhr, Redaktion boerse-global.de
Infineon shares close up 2.26% at €77.44 after completing ams OSRAM sensor acquisition and securing third German court victory against Chinese GaN rival Innoscience. Stock up 102% YTD.
Infineon - Infineon Doubles Down on Di
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SK Hynix weighs 0.5% underwriting fee for blockbuster U.S. share sale
Simon Mugo
Fri, July 3, 2026 at 10:13 PM PDT 2 min read
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Investing.com -- SK Hynix is considering paying banks underwriting its planned U.S. listing a fee of about 0.5% of the offering proceeds, Bloomberg reported on Saturday, as th
2026-07-04
autonews.gasgoo.com
2026-07-04
Gasgoo
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Total Investment Reaches 5 Billion Euros, Infineon Dresden Wafer Fab Starts Production Ahead of Schedule
Infineon
Total Investment Reaches 5 Billion Euros, Infineon Dresden Wafer Fab Starts Production Ahead of Schedule
Edited by Betty From Gasgoo
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July 4 , 2026 12:48 BJT
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Gasgoo Munich- Infineon Technologies AG has officially commissioned its Smart Power
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron Earned $24.67 Per Share Last Quarter. Its Dividend Is Still 15 Cents. Something Has to Give.
Daniel Sparks, The Motley Fool
Fri, July 3, 2026 at 8:52 PM PDT 4 min read
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Every so often, a company's numbers stop making sense next to its soaring profits. Micron Technology (NASDAQ: MU) is having one of those moments. In its fis
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics' foundry business is rapidly emerging as the production base for global Big Tech companies' application-specific integrated circuits (ASICs), positioning itself as a key player in the artificial intelligence (AI) semiconductor market. With Meta and Anthropic selecting Samsung's 2-nanometer (nm) process as their next-generation AI chip production partner, Samsung's foundry divis
2026-07-04
theindependent.sg
2026-07-04
The Independent Singapore News
Malaysia's semiconductor industry gains from AI-driven chip demand (Photo: Nick Karean/AI-Generated for illustration purposes only)
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Malaysia is well-positioned to benefit from AI semiconductor boom through advanced packaging and supply-chain shift
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July 4, 2026
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2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron vs. Intel: Which AI Stock Is the Better Buy?
Marc Guberti, The Motley Fool
Fri, July 3, 2026 at 5:50 PM PDT 5 min read
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Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) have been some of the top-performing stocks of the year. Both stocks are up by more than 200% year to date as AI tailwinds extend their r
2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
digitimes.com
2026-07-04
China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and partners that it will raise prices across its entire product lineup starting July 1, with increases beginning at 15%.
2026-07-04
eetimes.com
2026-07-04
Nitin Dahad
At the opening of its Dresden smart power fab, Infineon’s COO said virtual fab cloning enabled delivery three months ahead of schedule.
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
digitimes.com
2026-07-04
Germany's District Court Munich I ruled on July 3 that Innoscience infringed Infineon Technologies' gallium nitride (GaN) patents, barring the Chinese chipmaker from importing, selling, or marketing the affected products in Germany and ordering it to pay damages.