Semiconductor News & Analysis Feed
2027 articles
2026-06-13
tomshardware.com
2026-06-13
Luke James
Anthropic disabled its two most capable AI models, Claude Fable 5 and Claude Mythos 5, for every customer worldwide on Friday.
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineons, Momentum
Infineon's Momentum Hits a Test: Jefferies Lifts Target to €96 While Chart Warns of Overextension
13.06.2026 - 12:54:24 | boerse-global.de
Infineon's 107% DAX gain pushes it 82% above 200-day MA; Jefferies raises target to €96 on AI data center growth, but high P/E and volatility pose risks.
Infineons - Infineon's Momentum Hits a Test: Jefferies Lifts Target to €96 While Char
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
digitimes.com
2026-06-13
TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and holding an immense NT$3 trillion cash reserve. By June 11, 2026, its market value surged to NT$58.3 trillion, triggering a bizarre banking phenomenon where local financial institutions offer TSMC deposit rates that ex
2026-06-13
seekingalpha.com
2026-06-13
Seeking Alpha
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ASML: The Rally May Be Overdone
Jun 12, 2026, 6:23 PM ETASML Holding N.V. (ASML) Stock, ASMLF Stock, ASML:CA StockTSLA, TSLA:CA, ZTSL:CA
, SPCX, INTC, INTC:CA, ZINT:CA, SMH
Jonathan Weber
Investing Group
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ASML Holding N.V. is a clear beneficiary of the AI-driven semiconductor boom, with strong demand for its lithography machines.
Despite r
2026-06-13
seekingalpha.com
2026-06-13
Seeking Alpha
__fail__
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon’s, Transition
Infineon’s Transition from Component Supplier to Power-System Architect Wins Over Goldman Sachs
12.06.2026 - 21:14:10 | boerse-global.de
Infineon shifts from chipmaker to power architecture provider, partnering with Siemens on SiC modules, raised by Goldman Sachs to €88, and launching €5B Dresden fab for decarbonization.
Infineon’s - Infineon’s Transition from Component Su
2026-06-13
news.google.com
2026-06-13
24/7 Wall St.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Fri, June 12, 2026 at 10:06 AM PDT 4 min read
ORCL
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Oracle dropped 22.1% after a record Q4 while FY27 guidance rose to $90 billion, creating a classic contrarian entry as forward estima
2026-06-13
news.google.com
2026-06-13
citybiz
2026-06-13
tomshardware.com
2026-06-13
Hassam Nasir
Step into the world of flight sims without breaking the bank.
2026-06-12
news.google.com
2026-06-12
TradingView
2026-06-12
tomshardware.com
2026-06-12
Bruno Ferreira
AMD took over four months to fix a critical security bug in its autoupdater, and the security researcher didn't see a dime for his efforts
2026-06-12
tomshardware.com
2026-06-12
Mark Tyson
Tens of officers have been fired, and some even arrested, for abuse of the Flock license plate reader system used by police departments throughout the US, according to a new report.
2026-06-12
www.businesstimes.com.sg
2026-06-12
The Business Times
Infineon to open 5 billion euro chip fab as part of EU sovereignty push
It benefits from soaring demand for power chips used in AI data centres, which will be produced at the facility
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Published Fri, Jun 12, 2026 · 04:23 PM
Infineon has invested around two billion euros on construction, with the remainder to be spent on more machines, says COO Alexan
2026-06-12
www.theedgesingapore.com
2026-06-12
The Edge Singapore
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2026-06-12
www.theedgesingapore.com
2026-06-12
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2026-06-12
theedgemalaysia.com
2026-06-12
The Edge Malaysia
BERLIN (June 12): Infineon Technologies AG is preparing to open its largest single investment, a €5 billion (US$5.8 billion or RM23.43 billion) semiconductor factory built with the help of European Union subsidies, as the bloc seeks to boost chip production.
The power chip fab, which is an extension of the German company’s Dresden campus, will open on July 2, chief operating officer Alexander Go
2026-06-12
news.financial
2026-06-12
news.financial
June 12th, 2026 | 08:15 CEST
PAY ATTENTION! SOMETHING IS BREWING HERE: IS HPQ SILICON UNDERVALUED? ARE INFINEON AND SIEMENS ENERGY OVERVALUED?
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Photo credits: Pixabay
The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers a
2026-06-12
www.tradingview.com
2026-06-12
TradingView
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Reuters
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Banks Curb Hedge Fund Bets On SK Hynix, Samsung After Wild Moves- Bloomberg News
Banks Curb Hedge Fund Bets On SK Hynix, Samsung After Wild Moves- Bloomberg News
RefinitivLess than 1 min read
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