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On 9 September 2026, SolarEdge Technologies announced it had extended its collaboration with Infineon Technologies to use Infineon’s silicon carbide JFET devices in ultra-fast solid-state circuit breakers for 800 VDC distribution in AI and hyperscale data centers. This move highlights Infineon’s role in enabling DC-native, grid-to-rack power architectures for AI infrastructure, targeting faster fault protection, higher efficiency, and lower environmental impact in power-hungry data...

Shares of European semiconductor companies were mixed after a Monday selloff that was triggered by calls for a slowdown in the development of advanced artificial-intelligence models over safety concerns.

Japanese stocks were lower in early trade, weighed by concerns about the Iran conflict and higher energy costs.

Find insight on European chip stocks, Anthropic, Venture Corp. and more in the latest Market Talks covering Technology, Media and Telecom.

Amazon-backed (AMZN) Anthropic Chief Executive Dario Amodei called for the AI industry to slow the p

European chip stocks opened sharply lower, tracking declines in Asia, after the leaders of some of the biggest AI companies said they needed to slow development of the technology. Shares in Dutch supplier of chip-making equipment ASML Holding fall 4.

Investing.com -- Morgan Stanley has taken a more selective stance on European semiconductor stocks, staying positive on the sector overall while adjusting ratings and price targets as the memory cycle nears a turn and valuations diverge.

European stock indexes, including the Stoxx 600, mostly edged lower in early trade, with higher oil prices weighing on sentiment.

Japanese stocks were higher in early trade amid continued hopes for artificial intelligence-related demand and signs of U.S. economic strength.

Shares of semiconductor companies edged higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.

Japanese stocks rose after Nvidia’s strong quarterly results alleviated concerns about the sustainability of AI-related spending.

Shares of semiconductor companies were mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International were down 0.

STOCKS 0015 GMT — Japanese stocks decline as uncertainty over the Iran war and its economic implications persists. Chip-related stocks are leading declines ahead of Nvidia’s quarterly earnings later Wednesday.

Shares of semiconductor companies were in green territory on Tuesday following Monday's selloff. Chinese tech giant Alibaba said it planned to raise $10.2 billion to invest in artificial intelligence, weighing on global chip stocks on Monday.

STOCKS 0011 GMT — Japanese stocks are lower after U.S. technology shares fell overnight. Chip and other electronics stocks lead declines. Kioxia Holdings falls 2.8%, Advantest is 3.6% lower and Panasonic Holdings is down 4.

As part of the collaboration, MediaTek has qualified Infineon's 512Mb quad SPI (QSPI) NOR Flash, an automotive-grade NOR Flash memory product, for deployment in its Dimensity Auto Cockpit platform C-X1.

Analysts have lifted their fair value estimate for Infineon Technologies from €77.67 to €86.71, a change of about 12% in the underlying price target model. This shift lines up with a recent cluster of higher price targets in the €80 to €100 range and a generally constructive tone on the company’s ability to execute its plans, even as some analysts stay cautious on risk and reward. Read on to see how these moving targets fit into the broader Infineon Technologies story and how you can track...

Infineon Technologies guidance puts AI and automotive demand in focus Infineon Technologies (XTRA:IFX) has drawn fresh attention after issuing fourth quarter and fiscal 2026 revenue guidance, alongside record quarterly revenue linked to AI data center demand and automotive related orders. See our latest analysis for Infineon Technologies. Despite record guidance and AI focused orders, Infineon Technologies’ 1 day share price return declined 5.71% to €60.08, extending a 30 day share price loss...

Infineon Technologies AG (IFNNF) posts all-time high quarterly revenue of EUR4,172 million, driven by booming AI power solutions and broad-based recovery.

From problem child of the chip industry to winner of the AI era: Infineon has reinvented itself. Its semiconductors now power electric cars, data centres and the energy transition.View on euronews

It expects revenue of roughly €16.3 billion for the current fiscal year as the race to build AI infrastructure keeps adding fuel to red-hot semiconductor demand.

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European stock indexes gained in early trade as the continent’s tech stocks followed Asian peers higher.

July 31 (Reuters) - European shares hit a record high on Friday, powered by improving investor appetite for tech shares globally, while corporate earnings buoyed markets through a week of central bank

0014 GMT — Japanese stocks are lower in early trade following overnight drops in U.S. technology stocks. Uncertainty over the Iran conflict is also weighing on the market. Investors are closely watching crude oil prices and developments in the Middle East after Saudi Arabia said it had intercepted drones that Iran-backed militias in Iraq had launched at the kingdom’s oil facilities.

The E-mini Nasdaq 100 futures contract was up 1.6%, pointing to a strong opening for tech stocks in the U.S Monday, after the Trump administration paused plans to escalate its war in Iran, boosting stocks globally.

European semiconductor companies started the week in green territory after the Trump administration paused plans to escalate its war in Iran, boosting stocks globally.

Mitsubishi Electric, Toshiba, and Rohm aim to combine operations as AI infrastructure drives demand for power semiconductors.