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06.07.26 - 14:24
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Mike Wilson Sees Semiconductor Stocks Correcting (Bloomberg)
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Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year's biggest winning technology trades. He says hyperscalers will stabilize and semiconductors stocks will correct. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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06.07.26 - 09:06
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LG Chem begins first mass supply of semiconductor strippers to Amkor (Digitimes)
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LG Chem has begun supplying semiconductor strippers to Amkor Technology, a major US-based packaging and testing provider, in its first commercial move into the market. The deal highlights rising demand for advanced chip-making chemicals as artificial intelligence, high-bandwidth memory, and smaller device designs reshape global semiconductor manufacturing....
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06.07.26 - 08:01
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Dax mit neuem Rekord – Anleger optimistisch, aber nicht euphorisch – Halbleiteraktien gesucht (Tichys Einblick)
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Nach einer weniger ertragreichen ersten Jahreshälfte hat das zweite Börsenhalbjahr mit einem Dax-Rekord begonnen. „Für die deutsche Nationalmannschaft ist das Turnier zwar bereits zu Ende, bei Aktien hat aber gerade erst die zweite Halbzeit begonnen“, heißt es im Wochenausblick der Helaba. Zuletzt habe der deutsche Leitindex relative Stärke entwickelt, während Tech-Werte mit Bezug zum Mega-Thema
Der Beitrag Dax mit neuem Rekord – Anleger optimistisch, aber nicht euphorisch – Halbleiteraktien gesucht erschien zuerst auf Tichys Einblick....
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06.07.26 - 05:06
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Europe′s defense boom has a semiconductor problem (Digitimes)
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Europe's defense industry is running into a structural bottleneck: the semiconductors needed for modern missiles, drones, radar, communications, and electronic warfare cannot be produced domestically at scale. Even as defense budgets rise across the EU, the industrial base needed to turn spending into capability remains constrained by dependence on foreign microelectronics....
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06.07.26 - 03:00
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India launches third semiconductor plant as CG Semi begins commercial production in Gujarat (Digitimes)
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India Prime Minister Narendra Modi inaugurated CG Semi's Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand, Gujarat, marking the start of commercial production at what the government described as the country's third semiconductor plant to become operational in 2026. The project forms part of New Delhi's broader effort to build a domestic semiconductor ecosystem under its India Semiconductor Mission and "Make in India" initiative....
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06.07.26 - 01:36
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AI supercycle could drive semiconductor market beyond US$2 trillion by 2030 (Digitimes)
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The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with year-on-year expansion of around 27%, pushing total market revenue close to US$1.9 trillion....
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05.07.26 - 14:30
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Semiconductor Stocks Slide Amid AI Spending Concerns (Bloomberg)
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Bloomberg Technology & Strategic Industries Senior Editor Mike Shepard says semiconductor stocks have come under pressure as investors question whether the rapid pace of AI infrastructure spending can be sustained beyond 2026, despite continued commitments from major technology companies. Shepard also explains to hosts of Bloomberg This Weekend David Gura and Christina Ruffini SK Hynix's planned US ADR debut will give American investors easier access to one of the world's leading AI memory-chip suppliers while helping fund the company's continued expansion. (Source: Bloomberg)...
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03.07.26 - 09:06
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South Korea bets on southwest semiconductor cluster, but key hurdles remain (Digitimes)
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South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip demand, excessive industrial concentration in the Seoul capital area, and pressure for balanced regional development....
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03.07.26 - 02:06
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Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure (Digitimes)
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Cheng Mei Materials is expanding into semiconductor materials to support supply chain adjustments for outsourced chip assembly and test customers worldwide. The company's progress with customers in China and Taiwan could lift shipments in the second half of 2025, even as its core polarizer business faces weaker demand, cost pressure, and tighter order cycles....
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