Tag: semiconductors
4 articles found
SEMICON Korea 2026 opens amid AI chip supply squeeze
SEMICON Korea 2026 opens Feb 11–13 in Seoul as AI-driven chip demand collides with supply constraints, putting HBM, advanced packaging, and capex signals in focus.
U.S. stocks fell as tech-led AI selloff hits semis
U.S. stocks fell on Wed., Feb. 4, 2026 as semis slid and tech multiples reset. The S&P 500 lost about 0.8% and the Nasdaq dropped about 1.9%, with AMD down roughly 16–17% on guidance focus and a rotation into value.
Infineon 2026 capex raised to €2.7bn for AI demand
Infineon 2026 capex is rising as the chipmaker lifts its FY2026 investment target by €500m to €2.7bn to meet AI data-center demand. The company says AI-related revenue should move from about €1.5bn in FY2026 to €2.5bn in FY2027, reshaping Europe’s AI-infra supply chain.
AI capex risks reviving inflation, investors warn
AI capex is emerging as a 2026 market risk as investors warn the data-center and chip buildout could keep inflation sticky, limit rate cuts, and force a rotation away from crowded AI trades.