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15.06.26 - 06:06
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China eases InP substrate exports, lifting compound semiconductor supply (Digitimes)
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China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS) are expected to benefit in the second half of 2026....
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15.06.26 - 01:18
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Tsang Yow plans Malaysia plant as semiconductor demand shifts to Southeast Asia (Digitimes)
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Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof. The drivetrain systems maker expects trial production at the new plant before the end of 2026, as demand tied to artificial intelligence and advanced chips reshapes sourcing patterns worldwide....
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14.06.26 - 17:42
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Halbleiter: Eine Fabrik wie eine Festung (FAZ)
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Der deutsche Chiphersteller Infineon steht vor der Eröffnung seines neuen Werks in Dresden, das vierte vor Ort. Der Vorstand nennt es eine Punktlandung. Die Börse macht sich ihren eigenen Reim....
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12.06.26 - 08:31
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Elmos Semiconductor: Was müsste hier jetzt gelingen? (LYNX)
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In den letzten fünf Wochen hat Elmos Semiconductor vom Rekordhoch aus in der Spitze gut 22 Prozent korrigiert. Das scheint einigen auszureichen. Gestern gehörte die Aktie zu den Top-Gewinnern im TecDAX. Doch noch ist Elmos nicht wieder bullisch – was muss dazu gelingen?...
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12.06.26 - 06:06
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Hanmi Semiconductor to invest in SpaceX as Terafab bets grow (Digitimes)
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Hanmi Semiconductor plans to invest KRW50 billion (US$32.81 million) in SpaceX, highlighting how space, satellites, and artificial intelligence infrastructure are increasingly linked. For global readers, the deal signals how semiconductor suppliers are positioning themselves around next-generation supply chains, customer demand, and the expansion of AI-driven industrial ecosystems....
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12.06.26 - 03:06
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Power semiconductors race to cut resistance for GPU cooling (Digitimes)
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Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used by chips. After the post-pandemic inventory correction, industry players say power semiconductors have shifted "from a supporting role to the lead" under the new AI high-voltage direct current (HVDC) power architecture....
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11.06.26 - 11:06
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Applied Materials CEO: AI reshapes semiconductor innovation (Digitimes)
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Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development....
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11.06.26 - 10:54
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RB LuxTopic-Fonds: Halbleiteraktien bleiben die größten Gewinner (Fondscheck)
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Weiden (www.fondscheck.de) - In den letzten gut sieben Jahren haben die beiden RB LuxTopic Fonds mit plus 156,0% (13,5% p.a.) bis 230,8% (17,5% p.a.) unseren Investoren einen markanten Vermögenszuwachs beschert, so die Experten von Robert Beer Investment.
Index/Fonds
Wertentwicklung01.01.2019 - 28.05.2026absolut | p.a. [mehr]...
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10.06.26 - 12:06
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Advanced semiconductor demand fuels Liying′s fluorine recycling expansion (Digitimes)
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As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite (calcium fluoride), helping semiconductor customers meet carbon reduction and ESG goals in advanced manufacturing....
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10.06.26 - 06:12
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Chang Wah says semiconductor inventory correction has ended, sees 2026 sales growth (Digitimes)
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Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors....
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10.06.26 - 01:30
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PCIM 2026: Every company is now a semiconductor company (Digitimes)
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Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to build a unified "digital thread." With the fast-moving advancement of generative models set against modern supply chain complexity, Schwarz delivered a reality check for OEMs and EMS providers navigating the global market....
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