US stocks turned higher on Monday, after a turbulent week that ended with the Dow closing above 50,000 for the first time as investors face another busy schedule of earnings and economic data. The S&P 500 (^GSPC) rose around 0.5%, while the tech-heavy Nasdaq Composite (^IXIC) gained nearly 1%. The Dow Jones Industrial Average (^DJI) hovered around the flatline, keeping above its milestone. Wall Street continues to debate the AI disruption risk to software companies, with a sharp decline in shares of Mon ...

To add Benzinga News as your preferred source on Google, click here .Here are some other stocks moving in pre-market trading.Shares of STMicroelectronics NV (NYSE:STM) rose sharply in pre-market trading after the company expanded strategic engagement with Amazon Web Services to enable new high performance compute infrastructure for cloud and AI data centers. ...

By Christina Kyriasoglou   Amazon.com Inc.’s cloud service AWS is deepening its ties with Franco-Italian chipmaker STMicroelectronics NV to secure semiconductor technologies for its data centres.  STMicro will supply various semiconductors to AWS, including chips to support high-bandwidth connectivity and for energy-efficient power management required for hyperscale data centre operations, STMicro said in a statement on Monday.   Under the agreement, AWS received warrants to acquire as many as 24.8 mill ...

Core Viewpoint - STMicroelectronics has expanded its strategic collaboration with Amazon Web Services (AWS) through a multi-year, multi-billion USD commercial engagement, positioning ST as a key supplier of advanced semiconductor technologies for AWS's compute infrastructure [1][4]. Group 1: Commercial Agreement - The engagement encompasses a wide range of semiconductor solutions utilizing ST's proprietary technologies, including high-bandwidth connectivity, high-performance mixed-signal processing, advanced microcontrollers, and energy-efficient analog and power ICs [2]. - This collaboration aims to help AWS reduce total cost of ownership and accelerate product market entry, addressing the growing demands for compute performance, efficiency, and data throughput in AI and cloud workloads [3]. Group 2: Strategic Importance - The partnership validates ST's innovation and manufacturing capabilities, positioning the company at the center of the AI revolution and enabling AWS's next-generation infrastructure [4]. - ST will collaborate with AWS to optimize electronic design automation (EDA) workloads in the cloud, leveraging AWS's scalable compute power for silicon design acceleration and dynamic compute demands [4]. Group 3: Financial Aspects - ST has issued warrants to AWS for the acquisition of up to 24.8 million ordinary shares, with vesting tied to payments for ST products and services purchased by AWS over a seven-year period at an initial exercise price of $28.38 [5].

公众号记得加星标⭐️，第一时间看推送不会错过。 全球MEMS产业正进入新的整合阶段，其驱动因素包括技术复杂性的增加、资本密集度的提高以及对 更清晰战略定位的需求。近期涉及意法半导体/恩智浦、英飞凌科技/欧司朗、SiTime/瑞萨的交易以 及Qorvo的资产剥离活动都清晰地展现了一个趋势：半导体企业正在积极调整其业务组合，剥离非核 心资产，同时加大对那些具有长期差异化优势和规模优势的细分市场的投入。 这些举措出台之际，MEMS市场在多个大批量消费应用领域已趋于成熟，而增长则日益集中在汽车、 工业自动化、医疗、国防和基础设施等领域。随着竞争加剧和认证要求日益严格，规模、路线图和应 用深度比应用广度更为重要。 2026年2月，英飞凌科技宣布计划以5.7亿欧元收购ams OSRAM的非光学模拟/混合信号传感器产品 组合，此次收购将以无晶圆厂资产交易的形式进行，涵盖产品、研发能力、知识产权以及测试/实验 室设备。对于ams OSRAM而言，此次交易符合其优先发展核心光学领域并实现非光学资产变现的战 略目标。对于英飞凌科技而言，此次收购将拓展其传感器产品线，并增强其在汽车、工业和医疗领域 的系统能力，这表明MEMS相关传 ...

2026年伊始，汽车芯片行业就弥漫着一股悲观的气氛： 意法半导体CEO在财报电话会议中指出"汽车市场尚未企稳"，恩智浦的汽车芯片营收增速跑输华尔街预 期后股价单日暴跌超5%，德州仪器尽管给出较强的强劲的第一季度业绩预测，但却淡化了汽车板块的 贡献，英飞凌CEO虽然重申全年指引，但对汽车市场的评估"与11月时一样保持谨慎"，坦言"汽车和工 业市场已度过周期性低谷，但需求尚未真正回升"。 这四大巨头的集体谨慎，传递着一个令人不安的信号：这个曾被不少人视为香饽饽的市场，正在经历比 预期更为漫长且复杂的调整周期。 数字不会说谎，却会放大焦虑。 恩智浦的财报显示，2025财年第四季度汽车芯片业务营收18.8亿美元，同比增长仅4.8%，不仅低于分析 师18.9亿美元的平均预期，更与部分机构19.7亿美元的乐观预测相去甚远。对于一家汽车芯片贡献超半 数营收的公司而言，这个数字意味着核心引擎的熄火。财报发布后，恩智浦美股尾盘暴跌超5%，投资 者用脚投票表达了失望。 意法半导体的境况更加窘迫。虽然公司预告第一季度营收将超分析师预期——这主要得益于消费电子领 域需求回暖——但谢里在电话会议中的表态却格外谨慎："不同终端市场的复苏 ...

Core Viewpoint - The automotive chip industry is experiencing a prolonged and complex adjustment period, with major companies expressing caution about market recovery and facing new challenges from a shortage of storage chips [2][4][13]. Financial Performance Insights - NXP's automotive chip revenue for Q4 2025 was $1.88 billion, a mere 4.8% year-over-year increase, falling short of analyst expectations [4]. - STMicroelectronics reported a significant operating loss of $133 million in Q2 2025, contrasting with Wall Street's expectation of a $56.2 million profit, indicating deep concerns about the automotive market [4]. - Texas Instruments highlighted a modest growth of 6%-9% in its automotive segment for Q4, with a slight decline in revenue, suggesting a lack of momentum in this area [5]. - Infineon's automotive business revenue for Q1 2026 was €1.821 billion, showing a 5% quarter-over-quarter decline, despite a 4% year-over-year increase [5]. Supply Chain Challenges - A shift in storage chip production towards higher-margin HBM products has led to a rapid depletion of previously abundant storage chip supplies for the automotive sector [2][8]. - DRAM prices surged by 172% year-over-year in Q3 2025, driven by strong demand from AI infrastructure, marking one of the most significant price fluctuations in semiconductor history [8]. - The automotive industry faces a dual challenge from both a shortage of storage chips and the rising costs associated with DRAM, which could increase by 70%-100% in 2026 [9][10]. Market Dynamics - The transition from traditional fuel vehicles to electric vehicles is slowing, with regional disparities in market performance, particularly in Europe and the U.S. [13][14]. - The U.S. market is affected by uncertainties surrounding federal tax incentives for electric vehicles, which dampen consumer purchasing intentions [14][15]. - In China, the local semiconductor supply chain is strengthening, with domestic chips now comprising 15% of the semiconductor content in local electric vehicles [15]. Strategic Responses - Texas Instruments is adopting a conservative strategy, focusing on maintaining inventory levels and capitalizing on its strong cash flow to weather the downturn [18][19]. - NXP is restructuring by laying off 5% of its workforce and acquiring companies to enhance its capabilities in software-defined vehicles [20][21]. - STMicroelectronics is concentrating resources on automotive MCUs, aiming to solidify its position in a stable but lower-margin market [22][23]. - Infineon is heavily investing in AI-related technologies, aiming for significant revenue growth in this sector while also adjusting its automotive strategies [24][25]. Long-term Outlook - Despite current challenges, the long-term growth potential in the automotive chip market remains intact, driven by increasing chip content in vehicles and the rise of software-defined vehicles [28][29]. - The automotive industry is expected to see a significant increase in the adoption of advanced electronic architectures, which will require more sophisticated chips [28]. - The overall recovery of the automotive chip market hinges on multiple factors, including inventory digestion, electric vehicle penetration, and the alleviation of storage chip supply constraints [36].

Key Takeaways LSCC benefits from compliance-led PQC adoption as NIST standards push secure hardware refresh cycles.MCHP aims mandated migration with crypto-agile MCUs, FPGAs and secure hardware for long-lifecycle customers.STM advances PQC via crypto-agile hardware and libraries across automotive, industrial and IoT markets.In 2026, post-quantum cryptography (PQC) stands out as one of the most investable segments of the broader quantum ecosystem, not because of hype or distant technological breakthroughs, b ...

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Core Insights - The global semiconductor industry is facing significant challenges, with several major wafer fabs halting operations, delaying construction, or closing production lines, leading to a substantial impact on the entire sector [1] Group 1: GlobalFoundries and STMicroelectronics - The joint wafer fab project between GlobalFoundries and STMicroelectronics in Crolles, France, has been stalled after 18 months of slow progress, with a total investment of €7.5 billion expected from the European Chips Act [2] - The new 12-inch semiconductor wafer fab was initially planned to be fully operational by 2026, with an annual capacity of 620,000 wafers [2] Group 2: Sumitomo Electric - Sumitomo Electric has decided to cancel its new silicon carbide (SiC) wafer fab project due to weak demand in the electric vehicle market and uncertainty regarding the recovery timeline, which was announced in 2023 with an investment plan of ¥30 billion [3] - The project aimed to produce 180,000 SiC wafers annually by 2027, but this plan has been completely scrapped [3] - Industry insiders suggest that Sumitomo Electric may redirect resources to other growth areas, such as automotive wiring harnesses and optical components for data centers, to offset losses in the SiC wafer business [3] Group 3: Wolfspeed - Wolfspeed announced plans to close its 6-inch SiC wafer fab in Durham, North Carolina, due to higher manufacturing costs compared to its 8-inch fab in Mohawk Valley, with the CEO indicating an evaluation of the closure timeline [4] - The construction of a 200mm SiC wafer fab in Ernsdorf, Germany, has been postponed from summer 2024 to 2025 [4] Group 4: Intel - Intel has delayed the construction of its Fab 29.1 and Fab 29.2 facilities near Magdeburg, Germany, due to pending EU subsidy approvals and the need to clear and reuse topsoil, with the start date pushed from summer 2024 to May 2025 [5] - The advanced manufacturing facilities using Intel's 14A (1.4nm) and 10A (1nm) processes, originally expected to begin operations by the end of 2027, are now estimated to start production between 2029 and 2030 [5] - Intel's chip project in Ohio, announced in January 2022 with an initial investment of over $20 billion, has also faced delays, with construction now pushed to 2026-2027 and expected operations starting in 2027-2028 due to weak market demand and delayed government subsidies [6]