|
|
|
|
|
02.01.26 - 16:09
|
MÄRKTE USA/Starker Jahresauftakt für Halbleiteraktien (Dow Jones)
|
|
|
DOW JONES--Angeführt von festen Technologieaktien geht es am Freitag zum Jahresstart 2026 an den US-Börsen nach oben. Damit endet eine viertägige Phase mit Gewinnmitnahmen zum Ende des alten Jahres. Am Silvestertag 2025 war die Stimmung von besser als ......
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
31.12.25 - 09:06
|
GigaDevice Semiconductor seeks up to HK$4.68B in Hong Kong listing (Digitimes)
|
|
|
Chinese chip designer GigaDevice Semiconductor is pressing ahead with plans to list its shares in Hong Kong, seeking to raise as much as HK$4.68 billion (approx. US$601.4 million) in what would be one of the latest semiconductor offerings amid a renewed IPO push by Chinese technology firms....
|
|
|
31.12.25 - 05:06
|
Wah Lee acquires Jing De Gases to enter semiconductor specialty gas blending market (Digitimes)
|
|
|
Driven by the expansion of artificial intelligence (AI) and semiconductor capacity, demand for specialty gases is rising. To secure a position in the local supply chain, high-tech materials and equipment supplier Wah Lee Industrial announced it has acquired a 51% stake in precision mixture gases manufacturer Jing De Gases for NT$561 million (approx. US$17.94 million). Together with affiliate company Wah Hong Industrial, the group will hold a combined stake of around 80%, marking Wah Lee's official entry into the high-barrier electronic-grade specialty gas blending and manufacturing segment of the semiconductor industry....
|
|
|
|
|
|
|
30.12.25 - 11:03
|
Insider: China schreibt Chip-Fabriken 50 Prozent heimische Ausrüstung vor (Reuters)
|
|
|
China schreibt Insidern zufolge seinen Chipherstellern vor, bei der Erweiterung ihrer Kapazitäten zu mindestens 50 Prozent auf heimische Anlagen zu setzen. Chiphersteller, die eine Genehmigung für den Bau oder die Erweiterung ihrer Anlagen beantragen, seien in den vergangenen Monaten von den Behörden angewiesen worden, durch Ausschreibungen nachzuweisen, dass mindestens die Hälfte ihrer Ausrüstung aus chinesischer Herstellung stammt, sagten drei mit der Angelegenheit vertraute Personen zu Reuters. Die Regel sei nicht öffentlich dokumentiert. Mit diesem Schritt will die Regierung in Peking ihre Abhängigkeit von ausländischer Technologie verringern..
|
|
|
30.12.25 - 09:06
|
Top tech topics in 2025 (1): a year of strategic realignment for global semiconductors (Digitimes)
|
|
|
As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and an unprecedented surge in AI-driven demand. What distinguishes this year from previous cycles is the shift from aspirational roadmaps to hard-edged execution, where manufacturers must deliver not just technological advancement but reliable, scalable production under increasingly complex constraints....
|
|
|
30.12.25 - 04:06
|
H200 exports to China point to controlled easing in US semiconductor policy (Digitimes)
|
|
|
Nvidia has reportedly informed its Chinese customers of its intention to deliver H200 AI chips by mid-February 2026, with shipments targeting 5,000 to 10,000 modules. This volume corresponds to approximately 40,000 to 80,000 H200 chips, signaling a significant step in Nvidia's efforts to supply China without disrupting its global distribution, Reuters reported....
|
|
|
|
|
29.12.25 - 04:06
|
Rohm partners with Nvidia to expand power semiconductor opportunities (Digitimes)
|
|
|
According to Nikkei, although electric vehicle (EV) demand has been below expectations, weighing heavily on Rohm Semiconductor's SiC power semiconductor equipment investments, the company has decided to expand applications into the AI server sector. Rohm's annual revenue from server-related fields is only around JPY10 billion (approx. US$64 million), but it has already started supplying new products in collaboration with Nvidia....
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
