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SK Hynix Prioritizes Profits Over Next-Gen Chips, Delays HBM4 as DDR5 Margins Soar
Asian Markets
July 11, 2026
AMD’s Data Center Victory Raises the Stakes for Its Next-Gen AI Chip Rollout
Analysis
July 11, 2026
Broadcom’s Twin Engines: Apple’s $30 Billion Lock-In and the AI Custom Chip Rocket That’s Only Just Beginning
Mergers & Acquisitions
July 11, 2026
Nvidia’s Historic Valuation Low Meets a Revenue Boom – A Rare Opportunity or a Warning Sign?
AI & Quantum Computing
July 11, 2026
Aixtron Faces a High-Stakes Conversion Test: Can a €359 Million Order Backlog Offset Sector Gloom?
Analysis
July 11, 2026
Intel’s Stock Stumbles as Foundry Delays and AMD’s Data Center Coup Test the Narrative
Analysis
July 11, 2026
Infineon’s Early Dresden Fab and Price Hikes Signal Tightening Chip Market, But a 43x P/E Gives Bulls Pause
Industrial
July 11, 2026
Ams Osram Pockets €570m from Infineon as Chip Sector Volatility Clouds Deleveraging Progress
Analysis
July 10, 2026
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