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23.09.26 - 06:06
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Episil says AI demand marks structural shift in semiconductor epitaxy (Digitimes)
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Episil Precision said AI-related demand is reshaping semiconductor epitaxy for the long term, with effects reaching global power and optical supply chains. The Taiwan-based maker is expanding in silicon, GaN, SiC, and GeSi to serve AI servers, optical communications, and mature-node power components worldwide....
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23.09.26 - 02:31
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Win Semiconductors expands optical communications capacity with DUV tools (Digitimes)
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Optical communications capacity is in short supply as surging computing demand from AI data centers turns transmission into a bottleneck for AI infrastructure. The market is shifting toward combined optical-and-copper solutions, while optical communications rapidly advances toward 800G and 1.6T, prompting compound semiconductor foundry Win Semiconductors to expand its photodiode (PD) and laser diode (LD) capacity and co-develop 200G components with customers....
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22.09.26 - 13:31
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Elmos Semiconductor Buy (DPA-AFX)
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HAMBURG (dpa-AFX Analyser) - Berenberg hat die Einstufung für Elmos nach einem Gespräch mit dem Konzernchef auf einer Konferenz der Privatbank mit einem Kursziel von 215 Euro auf "Buy" belassen. Arne Schneider habe die starke Umsatzentwicklung des Chipunternehmens ......
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21.09.26 - 11:51
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Elmos Semiconductor Buy (DPA-AFX)
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HAMBURG (dpa-AFX Analyser) - Das Analysehaus Warburg Research hat Elmos auf "Buy" mit einem Kursziel von 210 Euro belassen. Er habe seine Schätzungen für den Halbleiterkonzern leicht gesenkt, obwohl dieser sich zusätzliche Wafer-Kapazitäten für die Produktion ......
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21.09.26 - 11:06
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Leading Interconnect Semiconductor starts Shenzhen advanced packaging substrate plant (Digitimes)
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Leading Interconnect Semiconductor, a Zhen Ding Technology subsidiary, has broken ground on an AI advanced packaging substrate project in Bao'an, Shenzhen, with total investment expected to be at least CNY12 billion (approx. US$1.79 billion). The new site is designed to add four factories and expand the company's ability to develop, manufacture, and deliver high-end flip-chip ball grid array (FCBGA) products for AI, high-performance computing (HPC), and advanced packaging customers....
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21.09.26 - 10:06
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Tower Semiconductor to make Japan its largest optical chip base (Digitimes)
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Tower Semiconductor plans to make Japan its largest manufacturing base for optical communications semiconductors after expanding silicon photonics (SiPh), silicon germanium (SiGe), and advanced packaging capacity in the Hokuriku region, as demand from AI data centers accelerates....
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18.09.26 - 10:36
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Elmos Semiconductor Buy (DPA-AFX)
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HAMBURG (dpa-AFX Analyser) - Das Analysehaus Warburg Research hat die Einstufung für Elmos mit einem Kursziel von 210 Euro auf "Buy" belassen. Höhere Kapazitäten in Dortmund seien eindeutig positive Nachrichten, schrieb Malte Schaumann am Freitag./rob/ag/mfVeröffentlichung ......
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