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29.05.26 - 18:36
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Börsenradio Schlussbericht, Fr., 29.05.2026: DAX bleibt auf Rekordkurs - Dell zündet die KI-Rakete mit +39 % (BRN)
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Der DAX geht mit einem Mini-Plus von 0,1 % bei 25.105 Punkten ins Wochenende und bleibt in Schlagdistanz zum Rekord von 25.508 Punkten. Hoffnung auf einen Friedensdeal im Iran-Krieg und sinkende Ölpreise stützen die Stimmung. Brent verliert 1,5 %, WTI fällt um 1,2 % auf unter 90 USD. Gold steigt dagegen rund 1,5 % auf 4.570 USD. An der Wall Street markieren Dow Jones, S&P 500 und Nasdaq neue Höchststände. Der große Gewinner ist Dell: Die Aktie springt um 39 %, nachdem der Konzern die Jahresprognose für KI-Hochleistungsrechner um 20 % angehoben hat. Auch Hewlett Packard, Super Micro Computer und HP legen kräftig zu. Raumfahrtwerte geraten dagegen nach der Explosion einer Blue-Origin-Rakete unter Druck. Bei den Firmenmeldungen hilft die Dividendensaison dem DAX mit rund 600 Punkten Rückenwind. Gap und American Eagle brechen nach schwachen Prognosen ein. Foxconn erhöht wegen KI die Investitionen um 30 %. BMW läuft in Europa stark, China bleibt schwierig. CTS Eventim springt nach 23 % Umsatzplus an...
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29.05.26 - 09:06
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Foxconn says its quantum computing unit aims for commercial takeoff around 2030 (Digitimes)
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Foxconn has said its quantum computing work is drawing international attention, but the main challenge remains turning research into a commercial business. The company's quantum efforts could take about three years to reach an inflection point, with broader business potential expected around 2030, which may matter for industries and researchers worldwide....
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29.05.26 - 09:06
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Foxconn chairman sets new profit target as 2025 earnings hit record high (Digitimes)
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Foxconn said its latest results highlight how technology manufacturing groups are reshaping supply chains for global customers. The company reported record earnings in 2025, raised dividends to a new high, and set a more ambitious profit target, signaling stronger returns for shareholders and continued investment in artificial intelligence, electric vehicles, and semiconductors worldwide....
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29.05.26 - 05:06
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Foxconn tops 40% AI server share, CPO leadership in sight (Digitimes)
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Foxconn said its AI server business is scaling rapidly as global cloud spending rises and demand for computing infrastructure spreads worldwide. Chairman Young Liu said the company is positioning for continued growth in racks, optics, and semiconductors, while also advancing work in satellites and quantum computing....
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21.05.26 - 03:06
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FII challenges Broadcom and Nvidia as CPO race shifts to system integration (Digitimes)
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As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world deployment, and Foxconn Industrial Internet (FII) is quietly building a strong market position by leveraging its existing strengths in CPO all-optical switches as well as AI servers....
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18.05.26 - 10:06
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Taiwan firms seek tax breaks for AI compute center bids (Digitimes)
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Taiwan's Ministry of Digital Affairs (MODA) has revealed that three applicants have submitted bids for its AI compute center BOO (build-own-operate) program, which closed on May 14, 2026. The disclosure comes as Foxconn is widely reported to be highly interested in building a large AI compute center....
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15.05.26 - 05:06
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Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites (Digitimes)
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Foxconn used its first quarter of 2026 earnings call to signal that its long-term "3+3+3" strategy is transitioning from technical validation into commercialization, highlighting growth in AI servers and advances across smart manufacturing, electric vehicles, semiconductors, and low-Earth-orbit communications. The group also framed its COMPUTEX 2026 positioning as a "Token Factory" to signal a broader role in the AI era, executives said....
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15.05.26 - 02:54
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Foxconn says AI server mix and consignment model will drive annual shipments to more than double (Digitimes)
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Foxconn (Hon Hai) held an online investor briefing on May 14, where executives outlined that cloud and networking products accounted for nearly 50% of group revenue in the first quarter of 2026 and that AI server shipments will more than double year-over-year for 2026. The company said a shift toward consignment supply for some AI server transactions has depressed reported revenue sequentially but did not affect overall profitability and helped reduce working capital and improve capital efficiency....
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15.05.26 - 02:06
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Foxconn targets 3Q26 CPO switch mass production, eyes multifold 2027 growth (Digitimes)
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Foxconn announced at an online investor briefing on May 14 that its common-package optics (CPO) switches are scheduled for mass production and shipments beginning in the third quarter of 2026, with an annual shipment target of around ten thousand units. Executives said current visibility points to shipments expanding several times in 2027....
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