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German semiconductor giant Infineon opened a five-billion-euro ($5.7 billion) microchip plant Thursday, at a time Europe seeks to bolster its high-tech autonomy.The facility was backed by the EU's Chips Act with one billion euros in subsidies, part of a broader policy aimed at doubling the EU's share of global semiconductor production from 10 to 20 percent by 2030.
STM advances its China-for-China strategy, as local STM32 wafer supply and stronger industrial demand support MCU momentum.
July 1 (Reuters) - European shares slipped on Wednesday, pausing after a strong finish to the second quarter and amid caution over signs that peace talks between Iran and the United States hit a new
Apple's chip-related pricing moves and Asian semiconductor stocks take center stage as investors weigh AI momentum heading into the second half of 2026.
By Johann M Cherian and Tharuniyaa Lakshmi June 30 (Reuters) - European shares opened higher on Tuesday and were on track for their biggest quarterly rise in more than five years, boosted by optimism
By Utkarsh Hathi and Johann M Cherian June 26 (Reuters) - European shares declined on Friday, with technology shares tracking global sector weakness, while Zalando fell after Germany's financial
Shares of European semiconductor companies were following their Asian peers in negative territory as investors ditched stocks linked to artificial intelligence. A strong set of earnings and outlook from Micron Technology late Wednesday failed to reignite a rally in AI stocks on Thursday.
STM's NXP MEMS acquisition expands its automotive sensor portfolio as it targets long-term growth in vehicle sensing.
7.50am: 3i reveals slower growth for Action 3i Group said its largest portfolio company, Action, remains on track for a good second quarter despite like-for-like sales growth slowing. Ahead of its annual general meeting on Thursday, the FTSE 100-listed private equity investor said European...
South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technology's quarterly results and forecast beat expectations, boosting optimism over sustained demand for AI-related chips. Shares of SK Hynix and Samsung Electronics rose as much as 11.6% and 6.2%, respectively, in early trade, tracking a rally in U.S. chip stocks after Micron's earnings and outlook reinforced confidence in the memory sector. The rally also followed SK Hynix's announcement on Wednesday of plans to raise up to 45.45 trillion won ($29.52 billion) through a secondary listing on Nasdaq, as it seeks to capitalise on strong investor appetite for AI stocks.
Analysts have lifted their central fair value estimate for Infineon Technologies from €72.13 to €77.67, pointing to a higher modeled anchor for the stock. This shift aligns with research highlighting stronger conviction around AI related power demand, industrial supply tightness, and the contribution of the Dresden fab. In the sections that follow, you will see how these changing targets fit into the broader bull and bear debate and how to track the evolving Infineon Technologies story over...
China's Supreme Court has upheld an injunction against Infineon Technologies' Gallium Nitride products. The ruling finalizes Infineon's loss in a patent lawsuit brought by Innoscience. Infineon is now blocked from selling GaN products in mainland China following the decision. Infineon Technologies (XTRA:IFX) faces this legal setback at a time when its share price stands at €80.69. The stock has recorded a 1.8% return over the past week and 9.9% over the past month. Returns over the past...
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
A global rout of technology stocks spilled over into Europe in early trading, as investors balked at sky-high valuations in stocks linked to artificial-intelligence. The maker of equipment crucial for the manufacturing of semiconductors tumbled after shares in key customers SK Hynix and Samsung Electronics fell sharply in Asia trade. Dutch peers BE Semiconductor and ASM International fell on the same forces, down 5% and 6%, respectively.
Investing.com -- Global chip stocks tumbled on Tuesday as a broad selloff in technology shares swept from Asia through Europe and threatened to drag Wall Street lower at the open, fuelled by mounting concerns over stretched AI valuations and the prospect of higher U.S. borrowing costs.
By Utkarsh Hathi and Johann M Cherian June 23 (Reuters) - Europe's benchmark STOXX 600 fell to a more than one-week low on Tuesday, as expectations for imminent interest rate hikes by the Federal
June 22 (Reuters) - European shares were muted at the open on Monday as investors assessed the latest round of U.S.-Iran negotiations for signs of progress toward resuming shipping through the Strait
Europe faces fresh pressure to build domestic AI and semiconductor strength after foreign access to Mythos was blocked.
Can ON stock's discounted valuation, AI data center growth and improving automotive demand support more upside after its 2026 rally?
STMicroelectronics sees AI and cloud as major growth drivers, with data-center revenues set to top $500M in 2026 and exceed $1B in 2027.
Infineon Technologies (XTRA:IFX) is integrating its OPTIGA Trusted Platform Module with NVIDIA's Jetson Thor platform to bring quantum resilient, hardware based security to next generation robotics and Physical AI systems. The company is also joining NVIDIA's MGX AI Factory ecosystem to support power delivery solutions tailored for AI data centers. For you as an investor, this ties Infineon more closely to two fast evolving areas: AI enabled robotics and high performance computing...
A number of stocks fell in the afternoon session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.
A number of stocks fell in the afternoon session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.
A number of stocks fell in the afternoon session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.
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