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11.04.26 - 14:12
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Earnings-Alarm: Diese 3 Aktien könnten die Wall Street überraschen (Ariva)
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Die Berichtssaison geht los. Morgan Stanley sieht drei Favoriten für positive Überraschungen. Wer jetzt liefert, könnte die Wall Street kalt erwischen. Am stärksten schnitt Western Digital in der Aktienanalyse der US-Bank ab. Die Aktie des Speicherherstellers war zuletzt kaum zu bremsen. Angetrieben von der hohen Nachfrage nach Speicherchips im Zuge des Booms rund um künstliche Intelligenz (KI) legte das Papier im vergangenen Jahr um fast ......
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11.04.26 - 02:24
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Novatek hits 1Q26 revenue target on SoC, edge AI growth (Digitimes)
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Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from the same period a year earlier. The company's total revenue for the first quarter of 2026 reached NT$23.15 billion, rising 1.4% sequentially and falling 14.6% year over year....
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11.04.26 - 02:24
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Analysis: What $70 billion in Taiwan hardware revenue tells you about the AI supercycle (Digitimes)
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Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the most comprehensive single-month snapshot yet of where global AI infrastructure spending is actually flowing. The table below covers 49 companies from TSMC's silicon foundry all the way down to the rail kits that slide servers into racks. Read together, the numbers tell a story that goes well beyond any single company's earnings call....
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10.04.26 - 23:06
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Analysis: Taiwan′s AI supply chain posts strong March revenues, signaling the buildout is still accelerating (Digitimes)
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Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month revenue on record and server ODMs surging on the back of relentless hyperscaler demand for AI infrastructure. The results, amplified by a seasonal rebound from February's Lunar New Year-compressed working days, confirm that the AI hardware buildout is accelerating rather than plateauing....
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