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03.07.26 - 08:30
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AI computing stock panic over Meta cloud rumour ′erroneous′, analysts say (SCMP)
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A panic over excess computing capacity for artificial intelligence was “erroneous”, according to a report by research firm SemiAnalysis, after a global sell-off erased billions of dollars in value from semiconductor stocks on Thursday.
Spooked investors interpreted a potential pivot by Meta Platforms into cloud services as a sign of an AI hardware glut, as they feared the US tech giant was preparing to flood the market with unused graphics processing units.
Shares of alternative cloud companies......
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30.06.26 - 05:06
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Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted (Digitimes)
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As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors have disrupted normal business cycles across many applications, making seasonal patterns far less predictable. According to industry sources, this season is particularly uncertain. Rising component prices and supply shortages have made downstream procurement behavior and end-market consumption patterns more difficult to predict than in the past. Demand signals that the industry once relied upon have become distorted....
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29.05.26 - 04:06
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Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips (Digitimes)
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Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech markets, the shift means access to manufacturing capacity, not just chip design, is becoming the main determinant of who can supply the next wave of AI hardware....
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09.04.26 - 14:36
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Alibaba cloud growth forecast to accelerate with AI push, higher service charges: analysts (SCMP)
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Alibaba Group Holding's cloud and artificial intelligence unit is expected to remain a prime engine for the March quarter, with the growth rate forecast to accelerate as the company steps up AI monetisation and reshuffles its AI businesses, according to analysts.
Cloud revenue growth was projected to increase to around 40 per cent during the period, up from 36 per cent in the December quarter, analysts said.
The growth momentum was expected to be supported by “a robust surge in token usage”,......
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24.02.26 - 02:00
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Analysis: MediaTek’s long game in cloud silicon (Digitimes)
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MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud AI. MediaTek will no longer be just the IC design company heavily reliant on smartphones, consumer electronics, and wireless communication chips. Instead, it is transforming into an AI system solutions provider that works closely with the semiconductor supply chain, major cloud service providers (CSPs), and AI model developers in the cloud AI market. Its years of investment in high-performance computing (HPC) and related technologies are now beginning to pay off....
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12.02.26 - 11:01
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SAP-Aktienanleihe mit 7% Zins: Chance nach Cloud-Dämpfer? Anleiheanalyse (Anleihencheck)
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Gablitz (www.anleihencheck.de) - Die Experten vom "ZertifikateReport" stellen in ihrer aktuellen Ausgabe u.a. eine Aktienanleihe (ISIN DE000PK4C1C9/ WKN DU5QJZ) der BNP Paribas auf die SAP-Aktie (ISIN DE0007164600/ WKN 716460) vor.
Das größte europäische Software-Haus SAP habe mit den Ergebnissen für Q4/2025 ein gemischtes Bild geliefert: Während der bereinigte operative Gewinn im Schlussquartal um 21 Prozent auf 2,83 Mrd. [mehr]...
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