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16.10.26 - 13:30
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Jüngste KI-Sorgen eher Korrektur als Zyklusende (DZ Bank)
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Die aktuelle Korrektur bei Halbleiter- und einigen KI-Aktien ist eine selektive Neubewertung, bislang kein Signal für ein Zyklusende. Entscheidend wird sein, ob die Aussicht auf langfristig höhere Gewinne durch KI-Investitionen intakt bleibt.. --- Die Q3-Berichtssaison ist nun der nächste Härtetest: Bestätigen Auftragseingänge, Investitionspläne und Gewinne den bisherigen Wachstumspfad, dürfte die Korrektur begrenzt bleiben. Enttäuschungen könnten wegen der hohen Bewertungen dagegen deutliche Kursreaktionen auslösen. Kurzfristig sehen wir Aufwärtspotenzial, auch weil die Hyperscaler im strategischen Wettbewerb kaum Anreiz haben, ihre Investitionen zu kürzen..
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16.10.26 - 02:06
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Cloud AI absorbs resources as non-AI semiconductors face prolonged downturn (Digitimes)
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Investment in AI data centers remains strong, but semiconductor growth is becoming increasingly concentrated in cloud AI, while the long-running decline in consumer technology prices has come to an abrupt halt. At a SEMICON West 2026 industry outlook session, Duncan Meldrum, an economist at Hilltop Economics, warned that the shift is putting additional pressure on the broader semiconductor market....
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15.10.26 - 10:31
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Semiconductor Research Head: AI Trade ′Remarkably Resilient′ Despite Rising Rates (Bloomberg)
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Technology Hardware and Semiconductor Research Head at Rothschild & Co Redburn Timm Schulze-Melander joins Bloomberg's Anna Edwards and Guy Johnson. "We are in the middle of a very powerful platform change and so far it has actually proven very resilient to rising rates, to supply-demand constraints, etc. It's been remarkably resilient," he says on "The Opening Trade." (Source: Bloomberg)...
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15.10.26 - 08:15
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Elmos Semiconductor: Machen die Bären jetzt den Sack zu? (LYNX)
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Anfang des Monats überwand Elmos Semiconductor die im Mai etablierte Abwärtstrendlinie. Doch dieser Ausbruch endete als Bullenfalle. Danach ging es rasant zurück an die Zone, deren Verteidigung zur Basis der jetzt abverkauften Rallye wurde. Damit rückt diese Zone erneut in den Fokus....
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15.10.26 - 05:06
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Semiconductors to consume 30% of Taiwan′s power by 2035 (Digitimes)
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Rising demand for semiconductor wafer fabrication, memory, advanced packaging and high-end servers is driving a sharp increase in Taiwan's power consumption. Taipower estimates that the domestic semiconductor industry will consume approximately 52 billion kWh in 2026, rising to around 80 billion kWh in 2030 and 110 billion kWh in 2035, when it will account for about 30% of Taiwan's total electricity use....
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15.10.26 - 04:06
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Yuan Jen targets semiconductor shift with focus on packaging, specialty wire materials (Digitimes)
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Chemical and solvent distributor Yuan Jen Enterprises is actively expanding its electronic materials business. Company chairman Yuan-Jen Hsu stated that Yuan Jen established a dedicated Electronic Materials Division in September 2025 to focus on semiconductor peripheral materials. Alongside its existing portfolio of electronic-grade hydrogen peroxide, electronic-grade isopropyl alcohol (IPA), and acetone, the company is actively seeking opportunities in next-generation semiconductor materials, prioritizing advanced packaging and specialty wiring materials as its main growth vectors....
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15.10.26 - 02:30
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Applied Materials targets AI-driven semiconductor equipment growth through 2030 (Digitimes)
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Applied Materials is increasing investments in research and development, manufacturing and its global supply chain as it targets greater market share and profitability through 2030. The semiconductor equipment maker expects advanced logic, DRAM and advanced packaging to generate about 75% of wafer fab equipment (WFE) market growth from 2025 to 2030. By 2030, it is also targeting more than 2pp of additional WFE market share, along with non-GAAP gross and operating margins of approximately 54% and 40%, respectively....
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15.10.26 - 02:30
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Fujifilm to expand Arizona semiconductor materials output (Digitimes)
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Fujifilm is expanding semiconductor materials production in Arizona as global chip demand rises, especially for artificial intelligence, advanced logic, and memory. The move aims to strengthen supply for makers in the US and beyond, while supporting new packaging technologies and faster commercialization worldwide....
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