Semiconductor News & Analysis Feed

Despite reporting record quarterly results, Infineon's stock continues to decline, shedding 19% over the past month. While the company posted a record revenue of €4.172 billion and raised its full-year guidance, investor confidence remains weak. The primary driver of the downturn is a broader sector

Micron Technology's stock dropped about 5% as sector rotation swept through the semiconductor industry, with no specific company-related news triggering the decline. The stock had surged 680% over the past year, making it one of the biggest beneficiaries of the AI boom. However, the sharp rally has