|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12.02.26 - 11:06
|
Global semiconductor industry, 2026 (Digitimes)
|
|
|
AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026....
|
|
|
12.02.26 - 08:06
|
Tower Semiconductor revamps strategy after Intel deal collapses (Digitimes)
|
|
|
Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from its 2028 model, and redirect customers — marking a strategic reset for the specialty foundry partner....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
11.02.26 - 08:06
|
Singapore to boost semiconductors and photonics under RIE 2030 (Digitimes)
|
|
|
As demand for higher transmission performance rises alongside the expansion of artificial intelligence and data centers, the 2026 Asia Photonics Expo (APE 2026), held in Singapore, underscored the deepening convergence between the semiconductor and photonics industries. Against this backdrop, DIGITIMES interviewed Sukumar Verma, managing director of Informa Markets Singapore, on development trends shaping the city-state's high-tech sector....
|
|
|
11.02.26 - 08:06
|
AI demand fuels photonics-semiconductor convergence at APE 2026 (Digitimes)
|
|
|
As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center infrastructure. The third Asia Photonics Expo (APE 2026), which concluded on February 6, 2026, reflected this shift, bringing together more than 240 exhibitors and nine international pavilions to showcase how optical technologies are becoming increasingly intertwined with semiconductor manufacturing and high-performance computing systems....
|
|
|
|
|
|
|
|
|
10.02.26 - 14:31
|
On Semiconductor: Keine Panik (Der Aktionaer)
|
|
|
On Semiconducator hat am Montagabend sein Zahlenwerk für das 4. Quartal veröffentlicht. In den vergangenen drei Monaten verzeichnete der US-Konzern einen zweistelligen Umsatzeinbruch und auch der Gewinn je Aktie fiel deutlich. Was zunächst dramatisch klingt, ist jedoch kein Grund zur Sorge, da im Vorfeld bereits mit einem Rückgang gerechnet wurde....
|
|