NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, May 29

17:05Impact score 10
Most Read – Royal Mint e-waste, Intel Re-Spins, Huawei 1.4nm
Intel CEO Lip-Bu Tan enforces a strict 'A0 to production' rule to eliminate re-spins, firing engineers for multiple revisions.
Chip DesignProcess TechnologyIntel CorporationElectronics WeeklyFinancial/Earnings

17:43Impact score 90
Infineon raises full-year guidance as AI demand drives Q2 growth
Infineon raised its full-year revenue guidance for fiscal 2026, with Q2 revenue reaching EUR 3.81 billion. Surging demand for power supply solutions in AI data centers drove the margin target hike to around 20%. Bullish. AI-related revenue is projected to reach EUR 1.5 billion in fiscal 2026, with capacity expansion accelerating.
Power ICsInfineon TechnologiesEvertiqFinancial/Earnings

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NuAxi Stream - Real-Time Semiconductor Intelligence