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04.06.26 - 01:18
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BE Epitaxy Semiconductor targets 1.6T CPO with AMD, MediaTek (Digitimes)
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Silicon photonics (SiPh) chip designer BE Epitaxy Semiconductor turned profitable in 2025 as demand for 800G and 1.6T co-packaged optics (CPOs) heads toward explosive growth. Backed by orders and funding from AMD and MediaTek, the company is using a lean-asset model and ecosystem integration strategy to push into full-optical CPO design. General manager Jada Wang said 2026–2027 will mark the industry-wide breakout point for SiPh chips and CPO commercialization. BE Epitaxy Semiconductor's 800G products have already reached shipment standards, and the company is now moving toward 1.6T optical engine (OE) chipsets....
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03.06.26 - 17:24
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Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months (24/7 Wall St.)
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The artificial intelligence boom has created plenty of winners, but one company sits at the center of it all. Every major AI player — Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) — depends on a single manufacturer to turn advanced chip designs into physical products: Taiwan Semiconductor ... Warren Buffett Bought the World's Most Dominant AI Company — Then Sold It Within 6 Months...
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03.06.26 - 15:06
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NVIDIA vs. AMD: Which AI Chip Belongs in Your Retirement Portfolio? (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) or Advanced Micro Devices (NASDAQ:AMD): Which AI chip stock belongs in a retirement-focused portfolio right now? Both ride the same AI infrastructure wave, yet they offer dramatically different risk-reward profiles for income-oriented, capital-preservation-minded investors. Here is the verdict across the three dimensions that actually matter for retirees. Dimension 1: Valuation This is the ... NVIDIA vs. AMD: Which AI Chip Belongs in Your Retirement Portfolio?...
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03.06.26 - 14:33
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Futures Drop, Yields And Oil Rise On Latest Middle East Hostilities (ZeroHedge)
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Futures Drop, Yields And Oil Rise On Latest Middle East Hostilities
US equity futures are mixed as oil prices, bond yields, and USD move higher in response to the latest overnight attacks in the Middle East with no public progress on a deal. As reported previously, the US struck Iran's Qeshm Island, which was then met with retaliatory Iranian strikes on US bases in Kuwait; explosions were also reported in Saudi Arabia, and air sirens were set off in the UAE. US Centcom said that the Iranian drone attacks were “successfully defeated.” As of 8:00am ET, S&P futures were down 0.1% but off session lows: absent the now daily gamma squeeze, the S&P is poised to halt a nine-day rally; Nasdaq futures rose 0.2% with semis bid premarket led by MRVL, INTC, AVGO, and AMD as Mag7 names are weaker. Some pockets of tech exuberance are seen in the US pre-market with Marvell adding 12% to Tuesday's near 33% surge. Tech enthusiasm was once again on display in Asia with the MSCI APAC index hitting yet ano...
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02.06.26 - 16:18
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Nach +200 Prozent mit Microchip: So viel ist jetzt noch drin (Der Aktionaer)
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Die Microchip-Aktie hat seit Jahresbeginn ein Plus von rund 40 Prozent erzielt. Im Kopf-an-Kopf-Rennen der heißesten Chipwerte schneidet die Aktie damit zwar bescheiden ab – Micron kletterte seit Anfang Januar um 228 Prozent, bei AMD steht ein Plus von 130 Prozent zu Buche – trotzdem haben HEBELTRADER-Leser allen Grund zur Freude....
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