|
|
|
15.07.25 - 11:48
|
Nvidia darf wieder KI-Chips nach China liefern (Spiegel)
|
|
|
Monatelang hatten die USA die Lieferung von KI-Chips an China blockiert. Nun hat Nvidia-Chef Huang vom Weißen Haus offenbar grünes Licht für die Exporte bekommen. Es geht um ein Milliardenbusiness... --- Die Entscheidung folgt auf eine Einigung im andauernden Handelsstreit zwischen China und den USA, gegenseitige Beschränkungen zu mindern. Der genaue Inhalt der Vereinbarung ist weiterhin unbekannt. Washington wollte, dass die Chinesen ihre Ausfuhrkontrollen auf für die Industrie wichtige seltene Erden lockern. Peking verlangte, dass die USA im Gegenzug den Export wichtiger Technologie, von der China abhängig ist, wieder erlaubt..
|
|
|
|
|
|
|
15.07.25 - 04:06
|
Surge in GB200 and ASIC shipments boosts Taiwan semiconductor equipment sector (Digitimes)
|
|
|
Strong demand for artificial intelligence (AI) applications has driven a significant rise in GB200 and ASIC shipments, propelling revenue growth across both upstream and downstream semiconductor sectors in the first half of 2025. Taiwanese manufacturers, led by industry giants Nvidia and TSMC, have seen expanding order flows that bolster equipment materials, downstream components, and assembly foundries alike....
|
|
|
|
|
|
|
14.07.25 - 11:06
|
Next-gen semiconductor push: SK Hynix prepares laser cutting overhaul for ultra-thin wafers (Digitimes)
|
|
|
As the semiconductor industry pushes the boundaries of chip performance, manufacturing processes are being forced to adapt. In preparation for next-generation HBM4 and NAND flash memory exceeding 400 layers, SK Hynix is reportedly preparing to overhaul its wafer dicing technologies — a foundational step in semiconductor production that is becoming increasingly difficult due to thinning wafers....
|
|
|
|
|
|
|
|
|
14.07.25 - 00:48
|
Taiwan launches smart robotics talent program to compete with semiconductor sector (Digitimes)
|
|
|
Taiwan is positioning robotics as a national growth engine, with Premier Cho Jung-tai naming it a top strategic priority alongside semiconductors and drones. To accelerate progress from hardware dominance to software-driven applications, the National Science and Technology Council (NSTC) will roll out a high-level smart robotics talent development program starting in 2026....
|
|
|
|
|
|
|
11.07.25 - 13:06
|
Stanford-educated expert leads new semiconductor school in China (SCMP)
|
|
|
Wuhan University has become the latest institution to join China's push for self-reliance in semiconductors by establishing the School of Integrated Circuits, led by a scientist educated at Stanford University.
Liu Sheng, a member of the Chinese Academy of Sciences who earned a doctorate in mechanical engineering from Stanford in 1992, has been appointed as the inaugural dean of the new school.
At an opening ceremony on Thursday, he said the school's establishment followed “an in-depth......
|
|
|
|
|
|
|
10.07.25 - 20:36
|
Goldman Sachs Starts 3 Sizzling Semiconductor Capital Equipment Dividend Stocks With Buy Ratings (24/7 Wall St.)
|
|
|
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm's top-notch research department continues to provide institutional and high-net-worth clients with the best ideas across the investment […]
The post Goldman Sachs Starts 3 Sizzling Semiconductor Capital Equipment Dividend Stocks With Buy Ratings appeared first on 24/7 Wall St.....
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
