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13.11.26 - 20:12
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Aktien New York: Anleger trennen sich von Halbleiteraktien (DPA-AFX)
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NEW YORK (dpa-AFX) - Verkäufe von Aktien aus der Halbleiterbranche haben am Freitag das Bild an der Wall Street und der Nasdaq-Börse geprägt. Investoren trieb die Sorge um, dass die Turbulenzen rund um das KI-Schwergewicht Nvidia politischen Druck auf ......
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13.11.26 - 10:06
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Mars Semiconductor posts slight revenue growth, expects eBMC orders in 2H27 (Digitimes)
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Mars Semiconductor's cumulative revenue for the first three quarters of 2026 edged up from the same period in 2025, while quarterly results rose steadily and EPS growth was significant, company Vice President and spokesperson Ho Tsung-ming said at an investor conference this week. Looking ahead to 2027, existing product lines are expected to grow slightly, while the company's new edge server management chip (eBMC) line is expected to win customer approval in the second half, bringing orders into clearer view....
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13.11.26 - 10:00
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Halbleiter-Kerngeschäft der ams OSRAM wächst trotz Portfolioeffekten (BondGuide)
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ams OSRAM wächst im Halbleiter-Kerngeschäft, während Portfolioverkäufe Umsatz und Ergebnis verzerren. AI Photonics eröffnet neue Chancen. Die ams OSRAM setzt ihren Wachstumskurs im Halbleiter-Kerngeschäft fort. Im dritten Quartal erzielte der Konzern einen Umsatz von 829 Mio. EUR. Das entspricht einem Rückgang von 3% gegenüber dem Vorjahreszeitraum, ist jedoch wesentlich durch Portfolioveränderungen nach Geschäftsverkäufen geprägt. Auf […]...
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13.11.26 - 05:36
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Sheffield, Taiwan firms target aerospace, defense semiconductor opportunities (Digitimes)
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Special Melted Products, a UK subsidiary of Taiwan-based wire, cable, and stainless steel manufacturer Walsin Lihwa, is partnering with National Taiwan University (NTU) and the University of Sheffield to establish an advanced international research center. The initiative will combine Sheffield's traditional steelmaking base with strengths in heterogeneous integration and compound semiconductors, targeting the aerospace and defense industries as key commercial outlets....
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12.11.26 - 05:36
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AI bottleneck shifts from compute to power; European supply chain sees power semiconductors as next shortage (Digitimes)
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At the opening panel of electronica 2026 in Munich on November 10, industry leaders agreed that the primary bottleneck in artificial intelligence is shifting from computing power to energy delivery. Panelists warned that power semiconductors are quickly becoming the tech sector's next critical supply chain gap as AI data centers scale to hundreds of megawatts, or even gigawatts, straining grids and power delivery architectures never built for such concentrated loads....
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12.11.26 - 03:06
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Universities aren′t factories: Can a hot-rodding spirit drive semiconductor innovation? (Digitimes)
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The National Science and Technology Council's Department of Engineering and Technologies recently issued a call for proposals encouraging academia to modify expensive semiconductor equipment through design changes, creating new pathways for talent development and next-generation technology research. Such freedom and flexibility are difficult to achieve at commercial semiconductor companies, but universities have greater autonomy, face no immediate customer delivery pressure, and do not need to prioritize yield at once—allowing a hot-rodding approach to take root in teaching and research....
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12.11.26 - 03:06
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Taiwan mobilizes academic R&D to address post-Moore semiconductor equipment gaps (Digitimes)
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Taiwan is stepping up efforts to develop next-generation semiconductor research equipment, as conventional commercial tools increasingly fall short of emerging R&D requirements for process flexibility, precision parameter control, functional integration, and advanced technology validation. The National Science and Technology Council (NSTC) is seeking equipment development proposals in three priority areas: sub-nanometer silicon-based semiconductors, non-silicon semiconductors, and silicon photonics coupling....
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