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15.07.26 - 11:15
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Halbleiter erobern die Depots der Profis (Fundresearch)
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Die Portfolios professioneller Fondsmanager haben sich deutlich verschoben: Erstmals stammen vier der zehn beliebtesten Aktien aus der Halbleiterbranche. ASML übernimmt die Spitzenposition von Microsoft, während SAP das letzte verbliebene deutsche Unternehmen im Ranking ist....
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15.07.26 - 06:24
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Global semiconductor equipment sales set to hit record US$165.9B in 2026 (Digitimes)
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Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association SEMI's mid-year forecast. This growth is expected to continue in the coming years as AI reshapes the chip industry's investment landscape....
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15.07.26 - 02:54
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QBit Semiconductor June revenue hits record as SoC and ASIC demand rises (Digitimes)
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QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a year earlier. The Taiwan-based IC design company said its first-half revenue for 2026 reached NT$320 million, up 91.7% year on year and equal to 75% of its full-year 2025 sales....
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