Semiconductor News & Analysis Feed

Infineon, DE0006231004 Infineon Technologies Stock (DE0006231004): Stock in focus after recent volatility and sector headwinds 14.06.2026 - 22:50:41 | ad-hoc-news.de Infineon Technologies shares remain in focus after a volatile spell and sector headwinds in European semiconductors, with investors tracking the German chipmaker’s positioning against global peers and macro-sensitive end markets. In

ASML (NASDAQ:ASML | ASML Price Prediction) is the name dominating every chip-equipment headline this month after its shares rose 78.18% year to date on AI-driven lithography demand. The setup deserves scrutiny. Video Muted Tighter central bank liquidity is punishing overextended growth multiples, and ASML now trades at a trailing P/E of 60 with a forward multiple of 48. That is a premium reserve

Forget ASML: As Post-June 5 Volatility Shakes High-Beta Tech, This Dividend-Paying Chip Index Is a No-Brainer Buy Alex Sirois Fri, June 12, 2026 at 10:19 AM PDT 4 min read ASML.AS +3.40% NVDA -0.03% SOXX +1.90% ASML -1.34% Explore stocks on Coinbase Trading disclosure Quick Read SOXX delivered 160% returns over the past year and nearly 2,000% over ten years, holding the full AI chip supply chain

ON Semiconductor (ON) is down 5.0% today. Here is some analysis on what might have caused this price movement. Analysis: The move appears tied to renewed volatility across semiconductor and AI-adjacent stocks, with investors de-risking after a sharp late-week sector selloff driven by interest-rate worries and elevated expectations. In ON’s case, recent company updates (including a sizable convert

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Arm Holdings ( ARM +5.47% ) and Qualcomm ( QCOM +3.19% ) are two established chip companies with more opportunities opening up due to artificial intelligence (AI). Everything from cars to consumer devices will be transformed by this technology, driving growing demand for chips. While Arm has grown its revenue at higher rates over the past few years, Qualcomm is worth watching as it shifts its bus

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