Semiconductors & Semiconductor Equipment

AMD bolsters AI inference with the Taalas acquisition, adding low‑latency silicon to its GPU and CPU lineup for faster, cost‑effective data‑center workloads.

First Solar taps new U.S. polysilicon tariff to boost domestic production, cut costs, and gain a competitive edge, while insider trades signal leadership confidence and a commitment to governance and R&D.

Infineon slashes Q3 record revenue to €3.6bn driven by AI‑chip demand, but margins dip – learn how the shift to AI‑powered data centers fuels growth and the trade‑offs investors face.

AMD beats earnings estimates, but shares fell amid AI‑chip rivalry and cautious investor sentiment.

Infineon’s Q3 earnings will reveal how AI and automotive chips together could boost stock value amid market volatility.

AMD beats Q2 forecasts, driving AI‑powered server demand and pushing 4 nm/3 nm yields forward – how capital‑expenditure and design‑process alignment shape the semiconductor future.

Discover how NVIDIA’s new GPU‑direct persistent memory and industry‑wide standards reshape AI storage, cut latency, and boost efficiency—while navigating supply‑chain, privacy, and environmental impacts.

Citigroup upgrades First Solar’s price target, highlighting steady revenue growth, thin‑film tech advantages, and a robust pipeline while the company maintains disciplined governance through routine equity filings.

Analog Devices’ Rule 144 filing shows a routine insider‑sale, compliance with SEC rules, and no impact on its strategy or earnings—just a snapshot of transparent governance.

Entegris delivers double‑digit Q2‑26 growth, boosting revenue and EBITDA amid the semiconductor upgrade cycle and a strategic cost‑cutting restructure.