Semiconductor News & Analysis Feed

Infineon delivered a record €4.172 billion in quarterly revenue for Q3 2026 and raised its full-year guidance to approximately €16.3 billion, yet its stock price fell 14% below its 50-day moving average. Despite strong operational performance, market sentiment remains cautious, reflecting investor u

As demand for artificial intelligence and data centers surges, investment interest in AI infrastructure continues to rise. This article analyzes three representative stocks in this sector: Rambus, Advanced Energy Industries, and Montage Technology. Rambus specializes in high-performance DDR5 memory

NVIDIA's latest earnings report once again underscores its dominance in the high-growth artificial intelligence (AI) chip market, delivering $96 billion in revenue and $59 billion in profit. While its stock has risen 800% over the past five years, recent concerns about increased competition and slow