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TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM).

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter

TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

TSMC results reinforce bullish case for these 4 European AI stocks

Fri, 17 Jul 2026 06:00:00 -0400

TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.

Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.

Infineon Technologies AG (IFX:GR) (IFNNY) PT Raised to EUR88 at

Mon, 13 Jul 2026 08:45:16 -0400

analyst Joshua Buchalter raised the price target on Infineon Technologies AG (IFX:GR) (OTC: IFNNY) to EUR88.00 (from EUR70.00) while maintaining a rating.

Infineon Technologies AG (IFX:GR) (IFNNY) PT Raised to EUR88 at

Mon, 13 Jul 2026 08:45:16 -0400

analyst Joshua Buchalter raised the price target on Infineon Technologies AG (IFX:GR) (OTC: IFNNY) to EUR88.00 (from EUR70.00) while maintaining a rating.

Infineon Technologies AG (IFX:GR) (IFNNY) PT Raised to EUR88 at

Mon, 13 Jul 2026 08:45:16 -0400

analyst Joshua Buchalter raised the price target on Infineon Technologies AG (IFX:GR) (OTC: IFNNY) to EUR88.00 (from EUR70.00) while maintaining a rating.

Infineon Technologies AG (IFX:GR) (IFNNY) PT Raised to EUR88 at

Mon, 13 Jul 2026 08:45:16 -0400

analyst Joshua Buchalter raised the price target on Infineon Technologies AG (IFX:GR) (OTC: IFNNY) to EUR88.00 (from EUR70.00) while maintaining a rating.

JPMorgan Reiterates Overweight Rating on Infineon Technologies AG (IFX:GR) (IFNNY)

Mon, 13 Jul 2026 04:46:16 -0400

JPMorgan analyst Sandeep Deshpande reiterated an Overweight rating and EUR96.00 price target on Infineon Technologies AG (IFX:GR) (OTC: IFNNY).

JPMorgan Reiterates Overweight Rating on Infineon Technologies AG (IFX:GR) (IFNNY)

Mon, 13 Jul 2026 04:46:16 -0400

JPMorgan analyst Sandeep Deshpande reiterated an Overweight rating and EUR96.00 price target on Infineon Technologies AG (IFX:GR) (OTC: IFNNY).

US International Trade Commission's (US ITC) determination confirmed, banning Innoscience's patent-infringing GaN products from U.S. market

Tue, 07 Jul 2026 02:44:00 -0400

MUNICH, July 7, 2026 /PRNewswire/ -- The Final Determination issued by the Full Commission of the U.S. International Trade Commission (US ITC) on 7 May 2026 is upheld after the conclusion of the Presidential Review Period. This confirms that Innoscience infringes an Infineon patent concerning GaN technology, resulting in import and sales bans against Innoscience.

"This decision once again highlights the robustness of Infineon's intellectual property. It reinforces our commitment to actively protect Infineon's patent portfolio and uphold fair competition in the industry,"

US International Trade Commission's (US ITC) determination confirmed, banning Innoscience's patent-infringing GaN products from U.S. market

Tue, 07 Jul 2026 02:44:00 -0400

US International Trade Commission's (US ITC) determination confirmed, banning Innoscience's patent-infringing GaN products from U.S. market

Tue, 07 Jul 2026 02:44:00 -0400

US International Trade Commission's (US ITC) determination confirmed, banning Innoscience's patent-infringing GaN products from U.S. market

Tue, 07 Jul 2026 02:44:00 -0400

US International Trade Commission's (US ITC) determination confirmed, banning Innoscience's patent-infringing GaN products from U.S. market

Tue, 07 Jul 2026 02:44:00 -0400

US International Trade Commission's (US ITC) determination confirmed, banning Innoscience's patent-infringing GaN products from U.S. market

Tue, 07 Jul 2026 02:44:00 -0400

US International Trade Commission's (US ITC) determination confirmed, banning Innoscience's patent-infringing GaN products from U.S. market

Tue, 07 Jul 2026 02:44:00 -0400