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U.S. chip shares trade sharply lower premarket, extending the reach of a global wobble in artificial intelligence-related stocks following Samsung's quarterly update. Micron Technology and Intel fell around 6% and 4%, respectively Applied Materials and Lam Research, both major suppliers to Samsung--each lost around 5%.
Shares of European semiconductor companies were following their Asian peers in green territory, a day after investors shunned stocks linked to artificial intelligence.
The acquired business is expected to produce around €230m in revenue in calendar year 2026.
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
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
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.
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
Investing.com -- European semiconductor stocks fell on Thursday after Broadcom held its $100 billion artificial intelligence revenue forecast unchanged, disappointing investors and sending the U.S. chipmaker’s shares down more than 13% in premarket trading.
European stocks defied falls in the U.S. and Asia with banking, retail-focused companies and software stocks rallying. Travel and leisure stocks also gained.
June 2 (Reuters) - European shares opened higher on Tuesday as strong forecasts from chipmaker STMicroelectronics lifted technology stocks, while investors awaited a key inflation report later in the
European stock markets closed higher Friday as the Stoxx Europe 600 rose 0.7%, Germany's DAX 40 clim
By Twesha Dikshit and Avinash P May 14 (Reuters) - European shares closed higher on Thursday, after hitting the highest in a week with a boost from technology stocks, while investors remained cautious
Find insight on Wolters Kluwer, Infineon Technologies, ZZZ and more in the latest Market Talks covering Technology, Media and Telecom.
(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi
Infineon Technologies said revenue for the year to the end of September should grow significantly as artificial intelligence fuels demand for semiconductors.
Infineon Technologies raised its full-year guidance on Wednesday as demand for power supply solutions for AI data centers surged and automotive order intake improved, joining a wave of chipmakers benefiting from AI infrastructure spending. The German chipmaker, which provides parts for automotive, power and security systems, posted second-quarter revenue of 3.81 billion euros ($4.47 billion), up 6% from the same quarter a year earlier. Infineon now expects revenue to rise significantly year-on-year for fiscal 2026, up from a previous forecast of moderate growth.
The Japanese companies are exploring a possible merger of their power semiconductor businesses to cope with increasingly fierce international competition.
Japan's Rohm, Toshiba and Mitsubishi Electric will start talks to integrate their power semiconductor businesses to form the world's second-biggest power chip group after Germany's Infineon, the Nikkei newspaper said on Thursday. The talks could complicate rival Denso's bid to acquire Rohm, after the Toyota Motor group supplier earlier this month approached the chipmaker about a potential buyout.
Germany's Elmos Semiconductor is exploring a sale as its founders consider exiting the business, according to three people familiar with the matter. Elmos, which has a market value of around 2.3 billion euros ($2.5 billion), has hired Morgan Stanley to advise on the process, the people said, requesting anonymity because the deliberations are confidential. Elmos and Morgan Stanley declined to comment.
Europe's semiconductor industry must invest in more automated and larger 300-millimeter wafer fabs to counter growing competition from Chinese rivals in power and analog chips, an Infineon Technologies executive said last Friday. Speaking at a conference for semiconductor industry executives in Poland, Thomas Altenmueller, Vice President Manufacturing Analytics at Infineon, said that Chinese manufacturers were rapidly gaining capacity and expertise in areas historically dominated by European chipmakers. Altenmueller said the shift toward power and analog chips by Chinese companies was pushed by export restrictions on more advanced semiconductor tools like ASML's EUV lithography machines.
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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