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19.03.26 - 08:01
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Gulf crisis drives up petrochemical and semiconductor costs (Digitimes)
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As fighting in the Middle East continues, the closure of the Strait of Hormuz has sent shockwaves through global energy and petrochemical markets. The disruption is already rippling across supply chains, prompting manufacturers such as Shin-Etsu Chemical to scale back production of ethylene-based products and raise domestic polyvinyl chloride (PVC) prices in Japan by roughly 20%....
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19.03.26 - 05:06
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AI and memory drive semiconductor output to surpass US$1 trillion in 2026 (Digitimes)
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The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer and president of Taiwan at SEMI, Terry Tsao, said the sector's output is expected to break the US$1 trillion mark ahead of schedule in 2026, with projections reaching US$2 trillion by 2035, outpacing previous forecasts. However, he also highlighted talent recruitment as the biggest bottleneck facing the semiconductor industry over the next three years....
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18.03.26 - 10:18
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Wasserstoff und Halbleiter-Boom: Aktie vor dem Ausbruch (Der Aktionaer)
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Ein europäischer Industriegaskonzern entwickelt sich immer mehr zum Profiteur gleich mehrerer Zukunftstrends. Wasserstoff, Dekarbonisierung und Halbleiterindustrie gewinnen weltweit an Bedeutung und treiben die Nachfrage spürbar an. Entscheidend ist jedoch, wie der Konzern diese Dynamik in stabile und hochprofitable Strukturen übersetzt....
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17.03.26 - 17:24
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Bericht: Iran-Krieg gefährdet allmählich auch Halbleiterproduktion (Heise)
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Die Seeblockade der Straße von Hormus vor der Küste Irans bedroht laut eines Berichts allmählich doch die globale Halbleiterversorgung. Weil Lieferungen mit tiefkaltem Flüssigerdgas (LNG) und Helium feststecken, könnte unter anderem die Chipfertigung von TSMC beeinträchtigt werden. Ein weiteres Problem sind die Einschränkungen am internationalen Flughafen von Dubai. Dieser fungiere als regionaler Hub für Cathay Cargo, das für 30 Prozent des globalen Wafer-Transports verantwortlich zeichnet, wie die US-Wirtschaftsnachrichtenagentur Bloomberg berichtet..
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17.03.26 - 11:48
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Helium shortage threatens semiconductor industry (IntelliNews)
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Qatar's gas disruption is tightening the supply of helium, a natural gas byproduct that is crucial for semiconductor manufacturing and medical imaging, rapidly pushing up prices... --- “Even if Qatar’s facilities restart, the helium shortage may not end quickly. Qatar’s energy minister says normal deliveries could take weeks to months to resume after the conflict ends. The lag would likely extend a “catch-up” period for shipping schedules and contract allocations, keeping spot prices elevated and increasing the likelihood of tighter supply discipline by industrial gas distributors,” says Fitch..
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17.03.26 - 04:06
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As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain (Digitimes)
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As the Middle East conflict enters its third week, global energy supply and sea-air logistics networks are facing major disruptions. Because semiconductor and electronics supply chains rely heavily on air transport to meet strict delivery timelines, freight forwarders say the surge in oil prices triggered by the US-Iran conflict is pushing air freight costs sharply higher. At the same time, the heavy cargo volume normally handled by Dubai International Airport is being forced to shift to other regions....
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16.03.26 - 06:06
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CMMT pushes ahead into semiconductor materials despite polarizer headwinds (Digitimes)
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Cheng Mei Materials Technology (CMMT), a Taiwan-based polarizer manufacturer, remains loss-making but has stepped up efforts to reposition itself as a semiconductor materials supplier. The company said its semiconductor packaging application films began shipping in the first quarter of 2026, while advanced packaging process materials are expected to contribute meaningfully in the future....
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