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Shares of semiconductor companies are on the rise as investors return to stocks exposed to artificial intelligence after a few turbulent weeks. In Asia, shares of South Korean memory-chip maker SK Hynix closed nearly 30% higher, while Samsung Electronics gained 27%.
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
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.
Infineon Technologies (XTRA:IFX) has drawn fresh attention after announcing that its OPTIGA Trusted Platform Module SLB 9672 will be integrated into NVIDIA’s Jetson Thor platform for Physical AI and robotics security. See our latest analysis for Infineon Technologies. The stock’s recent news around Physical AI security arrives during a strong upswing, with a 30 day share price return of 40.66% and a 1 year total shareholder return of 140.04%, highlighting strong recent performance over both...
Nvidia and Infineon are partnering to introduce an 800V DC power architecture into Nvidia's MGX AI Factory ecosystem. The collaboration targets next generation AI data centers, aiming to improve energy efficiency and system density by simplifying power conversion. This extension of the MGX ecosystem focuses on power delivery, not just compute hardware, and is positioned for large scale AI workloads. Nvidia, listed on NasdaqGS:NVDA, is widely associated with AI compute. This move shows the...
Infineon Technologies (IFNNY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
European chipmakers Infineon, NXP and STMicroelectronics on Monday all announced partnerships with Nvidia to sell hardware for humanoid robots, as they vie for business in a potentially lucrative market. U.S. chipmaker Nvidia coordinated the announcements on the eve of its annual GPU Technology Conference in California where its efforts to become the "brain", or central computing platform for robots with its Jetson Thor processors, are likely to be one focus. The role for Europe’s industrial chipmakers is to provide other parts of the body, including electronics needed to make them work safely and reliably, sensors, motion control, power management, and high-speed internal communications.
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