|
|
|
22.12.25 - 00:54
|
Rafael Micro pivots to optical links and ASICs for 2026 growth (Digitimes)
|
|
|
Rafael Microelectronics is positioning optical communications and custom ASIC services as the twin pillars of its growth strategy heading into 2026, as the company accelerates its transition from a niche receiver-chip supplier into a broader high-speed signal transmission solutions provider....
|
|
|
|
|
|
|
17.12.25 - 15:06
|
Mythic to Challenge AI′s GPU Pantheon with 100x Energy Advantage and Oversubscribed $125M Raise (Business Wire)
|
|
|
100x more energy-efficient than industry standard GPUs, Mythic's analog processing units (APUs) promise a new era of accelerated computing across the AI hardware stack, at the data center and the edge
PALO ALTO, Calif.--(BUSINESS WIRE)--Capping a dramatic turnaround, Mythic has raised $125M in an oversubscribed funding round led by DCVC to solve the biggest problem of AI—its insatiable, ruinous energy consumption—at both the data center and the edge, with an architecture that is 100x more energy-efficient than today's top-of-the-line GPUs and all competing AI ASICs.
Mythic has the only semiconductor architecture that approaches the energy efficiency of the human brain—and the company can serve all parts of the AI market. Its analog AI chiplets support AI models in the robotics, automotive, and defense industries, as well as 1T+ parameter Large Language Models (LLM) in data centers. In addition to offering massive energy savings, Mythic's chiplets can dramatically lower cost and latency, while ach...
|
|
|
|
|
16.12.25 - 04:42
|
Time For An AI-Tech Supply-Chain Channel-Check In Asia. Here Are Key Takeaways... (ZeroHedge)
|
|
|
Time For An AI-Tech Supply-Chain Channel-Check In Asia. Here Are Key Takeaways...
Channel checks in Asia's tech supply chain are critical and can be used as early signals or leading indicators when trying to gauge the AI bubble and/or global demand for tech, especially in North America and Europe.
Goldman's James Schneider told clients on Monday that his team visited two dozen companies deeply embedded in the IT supply chain across Taiwan, Korea, and Japan, the global production capitals for semiconductors, servers, memory, displays, optics, and capital equipment.
Schneider's top ten takeaways from his team's channel checks were that AI server demand remains robust, with no signs of slowing in 2026, while end-market growth for PCs remains mixed.
Here are the top ten takeaways:
AI servers: Robust demand is expected to continue in 2026, with no signs of slowing. Although full-rack shipments could more than double, with similar levels of growth in GPU and ASICs, the rate of ASIC shipment gro...
|
|
|
|
|
|
|
12.12.25 - 03:06
|
MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand (Digitimes)
|
|
|
MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has already embarked on a push into application-specific integrated circuits (ASICs) tied to Google's TPUs, aiming to capture US$1 billion in ASIC revenue by 2026. Now, it forecasts that automotive electronics will emerge as another billion-dollar revenue stream within two to three years....
|
|
|
11.12.25 - 14:48
|
SEALSQ Enters the Healthcare Industry Through IC′Alps, Delivering Custom Integrated Chip Solutions and Post-Quantum Protection for Next-Generation Medical Devices (GlobeNewswire EN)
|
|
|
Geneva, Switzerland, Dec. 11, 2025 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES), ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced its strategic entry into the healthcare industry through its subsidiary IC'Alps which is recognized for its excellence in designing custom integrated circuits (ASICs) for advanced medical devices. Through IC'Alps, SEALSQ is well positioned to accelerate healthcare innovation with ultra-low-power systems, physiological sensing, ultrasound technologies, secure data processing, and post-quantum cryptographic protection, an essential safeguard for the future of connected healthcare....
|
|
|
08.12.25 - 10:06
|
Research Insight: strong momentum expected for data center AI chip packaging in 2025-2030 (Digitimes)
|
|
|
According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in 2024 to 53.4 million units in 2030. This data center AI chip category includes high-end and mid-range GPUs, application-specific AI chips (such as Google's TPUs), AI server CPUs, and networking/interconnect-related chips (e.g., Switch ASICs/rack-scale-up Interconnect Chips/DPUs & NICs)....
|
|
|
04.12.25 - 05:06
|
Tech Forum 2026: ASICs gain ground as AI reshapes the global chip market (Digitimes)
|
|
|
For years, the artificial intelligence chip market has been dominated by a singular narrative: Nvidia's GPUs reigning supreme as the engines powering the AI revolution. But as cloud giants confront mounting costs and seek greater control over their computing destinies, a quieter transformation has been taking shape. This shift could fundamentally alter the balance of power in the semiconductor industry....
|
|
|
|
|
|
|
|
|
|
|
27.11.25 - 08:57
|
Chinas Anta Sports erwägt Puma-Übernahme - Agentur (Dow Jones)
|
|
|
Der chinesische Sportartikelhersteller Anta Sports Products gehört einem Medienbericht zufolge zu den Unternehmen, die eine mögliche Übernahme des Wettbewerbers Puma prüfen. Wie die Nachrichtenagentur Bloomberg unter Berufung auf namentlich nicht genannte Quellen berichtet, könnte Anta sich mit einer Private-Equity-Firma zusammenschließen, sollte das Unternehmen beschließen, das Vorhaben voranzutreiben. Das chinesische Bekleidungsunternehmen Li Ning habe Bloomberg zufolge Finanzierungsoptionen mit Banken erörtert und einen ersten Blick auf Puma geworfen. Puma könnte auch Interesse des japanischen Wettbewerbers Asics auf sich ziehen, berichtet Bloomberg.. --- Puma ist heute 13% im Plus.. --- Man achte auf die Insidertransaktionen, in Verbindung mit einer charttechnischen Bodenbildung wie bei Puma zu sehen, ergeben sich häufig gute Chancen! https://www.boersentreff.de/desktop_Anlagestrategien-kategorie_InsiderhandelDeutschland.html
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
