Monthly market insights - July 2026 - Flipbook - Page 6
Company-Specific Updates
AMD
• AMD announced it will unveil its next-generation Zen 6 processors and AI roadmap at Advancing AI
2026 on 22–23 July, highlighting continued investment in AI infrastructure.
• The company strengthened its AI software ecosystem by expanding customer adoption of its Instinct
accelerator platform ahead of its July product announcements.
• AMD remained a key beneficiary of TSMC’s expanding CoWoS advanced packaging capacity as AI
accelerator demand continued to outpace supply.
Infineon Technologies
• Infineon officially opened the world’s largest power semiconductor and analog/mixed-signal fab in
Dresden on 2 July, significantly increasing future production capacity.
• The company completed its acquisition of ams OSRAM’s non-optical analog and mixed-signal sensor
business on 1 July, broadening its sensor portfolio.
• Infineon announced a collaboration with LS ELECTRIC on 13 July to develop high-efficiency direct-current
power solutions for AI data centres.
Intel
• Intel continued customer qualification of its 18A process technology ahead of planned product launches
later in 2026.
• The company participated in major AI industry events throughout June to showcase its AI and foundry
roadmap ahead of its Q2 earnings announcement.
• Intel maintained execution on its global foundry expansion while preparing for its 23 July second-quarter
earnings update.
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