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Onsemi (NASDAQ:ON) is well positioned to benefit from rising data center power demand, Jefferies said, arguing that investor concerns about margins following the semiconductor maker’s recent analyst day were overstated. The broker said Onsemi (NASDAQ:ON)’s 53% gross margin target should be...
Shares of semiconductor companies started the new week in green territory, building on gains from Friday. Investors have rewarded stocks exposed to artificial intelligence in recent days. In Asia, South Korea's SK Hynix closed 0.
Find insight on LG Display, OpenAI, Soitec and more in the latest Market Talks covering Technology, Media and Telecom.
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.
Find insight on European chip stocks, Anthropic, Venture Corp. and more in the latest Market Talks covering Technology, Media and Telecom.
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.
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.
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
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