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07.05.26 - 10:06
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Chinese semiconductor equipment makers deepen SEA OSAT presence (Digitimes)
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Chinese semiconductor equipment makers CCtech and Nextool Technology are expanding into Southeast Asia's OSAT hubs as Malaysia and Singapore emerge as key packaging and testing centers amid global supply chain restructuring and southbound shifts. Both companies said surging AI demand and fast growth in power electronics are setting up a new upcycle for test and packaging equipment....
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07.05.26 - 02:30
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Raydium Semiconductor sees mixed display demand as AI-driven IT cycle reshapes inventory trends (Digitimes)
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Raydium Semiconductor reported first-quarter 2026 revenue and profit figures, signaling demand trends in large displays, automotive, and industrial markets that could affect global display and consumer electronics supply dynamics. International manufacturers and investors may reassess inventory and production plans amid cautious smartphone AMOLED demand and continued large-display stocking by some clients....
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06.05.26 - 14:12
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Elmos Semiconductor Buy (DPA-AFX)
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HAMBURG (dpa-AFX Analyser) - Die Privatbank Berenberg hat das Kursziel für Elmos nach Quartalszahlen von 162 auf 215 Euro angehoben und die Einstufung auf "Buy" belassen. Alle wichtigen Kennziffern des Halbleiterherstellers hätten sich stark entwickelt ......
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06.05.26 - 14:01
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Nicht Infineon: Diese deutsche Halbleiter-Hoffnung überrascht erneut ? Analysten bullish (Ariva)
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Elmos liefert starke Zahlen, hebt die Prognose an und überzeugt gleich zwei Analysehäuser. Jetzt rücken neue Kursziele, Preiserhöhungen und mögliche Indexfantasie in den Fokus. Elmos Semiconductor rückt nach starken Quartalszahlen erneut in den Fokus der Analysten. Berenberg Research bestätigt die Kaufempfehlung und hebt das Kursziel deutlich auf 215,00 Euro an. Zuvor lag es bei 162,00 Euro. Auch Warburg Research bleibt bullish und erhöht das Kursziel auf ......
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06.05.26 - 12:45
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Elmos Semiconductor Buy (DPA-AFX)
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HAMBURG (dpa-AFX Analyser) - Das Analysehaus Warburg Research hat das Kursziel für Elmos nach Quartalszahlen und angehobenen Jahreszielen von 180 auf 210 Euro angehoben und die Einstufung auf "Buy" belassen. Der vom Chiphersteller höher gesteckte Ausblick ......
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06.05.26 - 10:06
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AEM CEO says AI upends semiconductor testing (Digitimes)
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Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing, CEO Samer Kabbani said. AI is also driving up to US$7 trillion in global infrastructure investment, he said, while forcing the industry to adapt to faster product cycles and far larger, more power-hungry packages....
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06.05.26 - 05:06
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India approves new semiconductor and Mini/Micro LED projects (Digitimes)
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India's latest approvals could expand global display and chip sourcing as the country adds Mini/Micro LED GaN fabrication and large-scale packaging capacity. Global manufacturers and buyers may see new sourcing options as India deepens its production capabilities for displays, power devices, and automotive components....
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06.05.26 - 04:06
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Largan Industrial Optics and Apollo Power to supply renewable electricity to semiconductor suppliers (Digitimes)
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Largan Industrial Optics and Apollo Power announced a green power cooperation agreement on May 5 to supply renewable electricity to global high-tech manufacturing, aiming to support the semiconductor industry's low-carbon transition and meet tighter ESG requirements across international supply chains. The deal is expected to deliver more than 10 million kWh of renewable electricity per year and will initially target upstream and downstream semiconductor suppliers, the firms said....
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