Semiconductors & Semiconductor Equipment

How KLA’s June‑July slump reflects AI chip demand shifts—and what investors can learn about balancing growth and value in the semiconductor equipment market.

Infineon’s €5 bn “Smart Power Fab” in Dresden will double capacity and lead the world in power‑semiconductor chips, boosting AI, EV and renewable markets with energy‑efficient, AI‑optimized manufacturing.

AMD shares dip 4% in July, but record data‑center revenue and a 10% GPU price hike could reshape AI‑driven HPC investments and investor strategy.

Qualcomm shares dip modestly as the semiconductor sector corrects, but its automotive, AI and data‑centre diversification signals long‑term growth potential.

NVDA shares dip as tech sector swings; discover why AI demand vs. cap‑ex gaps are reshaping chip valuations—and what IT leaders should plan for.

Intel shares drop 1.7% as semiconductor sector weakens—explore AI‑driven demand shifts, supply‑chain constraints, and strategic tips for IT leaders.

Meta’s new AI‑cloud plan rattles Asian tech stocks, prompting a sharp pullback in chipmakers while defensive and financial sectors offer limited relief.

Applied Materials’ rise amid the AI‑chip boom: how Burry’s short, market volatility, and supply‑chain gains shape its future in advanced lithography and tech‑driven growth.

Texas Instruments’ Q2 earnings call reveals how the semiconductor boom fuels TI’s strategy—diversifying revenue, expanding globally, and advancing AI‑hardware, with insights that echo across the tech market.

Credo Technology’s July 2026 insider sale, a 3,451‑share block, shows compliance and small‑cap ETF inclusion, while earnings‑driven gains hint at sector‑level upside.