Semiconductor News & Analysis Feed
20 articles
2026-09-04
2026-09-04
www.storagereview.com
2026-09-04
2026-09-04
www.androidheadlines.com
2026-09-04
2026-09-03
seekingalpha.com
2026-09-03
2026-09-03
www.bisinfotech.com
2026-09-03
Infineon Technologies has announced that its security chip technology will be integrated into Hammer smartwatches, enabling secure NFC payment capabilities. This collaboration represents a significant advancement in secure payment solutions for wearable devices within the semiconductor industry. Inf
2026-09-03
timestech.in
2026-09-03
Infineon's HiRel semiconductor products have been successfully deployed in NASA's Roman Space Telescope launch, marking a significant milestone in semiconductor technology application within aerospace. This collaboration demonstrates Infineon's technical capabilities in high-reliability semiconducto
2026-09-03
www.newelectronics.co.uk
2026-09-03
2026-09-03
www.digitimes.com
2026-09-03
Korea Electric Power Corporation (KEPCO) has proposed a significant investment initiative requiring Samsung Electronics and SK Hynix to contribute approximately $18 billion toward building South Korea's power grid infrastructure. This move underscores the Korean government's emphasis on energy secur
2026-09-03
www.ad-hoc-news.de
2026-09-03
Infineon Technologies AG's strategic acquisition of C2i Semiconductors in Bangalore has sparked market debate over its future growth potential. Despite record order intake, strong financial performance, and strategic expansion in AI data centers, the company's stock remains about 37% below its June
2026-09-03
www.ad-hoc-news.de
2026-09-03
As of early September 2026, Infineon Technologies AG's stock price remains near 56 euros, reflecting investor interest in the company's momentum in the power-chip segment. Despite reporting record revenue in its third fiscal quarter 2025/26 and upgrading its annual guidance, the stock has declined a
2026-09-03
www.kedglobal.com
2026-09-03
Korea Electric Power Corporation (KEPCO) is seeking $17 billion in advance electricity payments from Samsung and SK Hynix, highlighting the mounting power cost pressures in the semiconductor industry. SK Hynix has approved $38 billion for new DRAM and NAND flash fabrication plants, demonstrating the
2026-09-03
finance.yahoo.com
2026-09-03
In Q2 2026, Bridgewater Associates significantly reduced its NVIDIA stake by 18% while increasing its Vistra position by over 116%. This move has sparked speculation about a shift from chip investments to power sector exposure. While NVIDIA remains a key growth driver in AI computing, with data-cent
2026-09-03
www.chosun.com
2026-09-03
Korea Electric Power Corporation (KEPCO) is negotiating with Samsung Electronics and SK Hynix to prepay 25 trillion KRW in electricity fees to support the development of semiconductor clusters in Yongin and Honam. This initiative aims to address KEPCO’s financial constraints due to its debt exceedin
2026-09-03
www.techpowerup.com
2026-09-03
Taiwan Semiconductor Manufacturing Company (TSMC) has delayed its investment in hybrid bonding technology for high-bandwidth memory (HBM), opting instead for the more mature microbump technology. This strategic shift highlights the complexities and uncertainties in advanced packaging technology deve
2026-09-03
www.eurekalert.org
2026-09-03
2026-09-03
globalcompetitionreview.com
2026-09-03
The Taiwan Fair Trade Commission (FTC) is monitoring semiconductor markets for potential competition concerns, particularly regarding TSMC's market power. While the FTC has initiated investigations, no enforcement actions are currently planned. This move reflects global scrutiny over semiconductor i
2026-09-03
www.datacenterdynamics.com
2026-09-03
German semiconductor manufacturer Infineon has partnered with Estonian power systems provider Skeleton Technologies to develop high-efficiency, resilient power solutions for AI data centers. The companies signed a non-binding Memorandum of Understanding (MoU) to jointly explore advanced architecture
2026-09-03
www.ad-hoc-news.de
2026-09-03
2026-09-03
www.trefis.com
2026-09-03
NVIDIA's stock has surged amid the AI boom and investments in large-scale data centers by major tech firms. However, Trefis highlights that the real growth engine may lie in a less visible segment: a diverse customer base including sovereign nations, regional cloud providers, and enterprises across
2026-09-02
www.techpowerup.com
2026-09-02