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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.
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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.
European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.
Sept 14 (Reuters) - European shares were subdued on Monday as technology stocks fell after executives at leading AI companies called for a slower pace of development, while another surge in oil prices
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.
Investing.com -- Morgan Stanley has upgraded Synopsys to Overweight and turned more selective on European semiconductor stocks, citing widening valuation dispersion and signs that the memory cycle is nearing a late-cycle turn.
European stock indexes, including the Stoxx 600, mostly edged lower in early trade, with higher oil prices weighing on sentiment.
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.
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.
Marvell offers high-octane growth at the center of the AI chip build-out, while Verizon offers steady income and improving fundamentals for more conservative investors.
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
FTSE 100 up 19 points to 10,899 Oil prices waver as Hormuz deal mooted SpaceX's earnings beat runs into a $116bn problem Next, Glencore, Legal & General, 4imprint, S4 Capital among results S&P services PMI due today 9.43am: Some L&G analysis L&G shares fell 1.2%...
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.
