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23.07.26 - 10:12
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Japan loosens fiscal reins for JPY370 trillion AI, semiconductor strategy (Digitimes)
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Japanese Prime Minister Sanae Takaichi's government has approved a sweeping economic strategy that relaxes long-standing fiscal constraints to fund JPY370 trillion (approx. US$2.3 trillion) in public and private investments across artificial intelligence, semiconductors, and other strategic industries through fiscal 2040....
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23.07.26 - 08:42
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Märkte am Morgen: DAX zum Handelsstart leichter; Brent-Öl, Semiconductor Index, Alphabet, Servicenow, Tesla, SAP, Daimler Truck, Nokia, Verbio, Südzucker im Fokus (Der Aktionaer)
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Am Tag der nächsten Zinsentscheidung in der Eurozone dürfte der DAX zunächst etwas schwächer in den Handel starten. Eine Stunde vor Handelsbeginn am Donnerstag signalisierte der X-DAX ein Minus von 0,4 Prozent auf 25.050 Punkte. Das Börsenbarometer würde sich damit weiter in der Nähe der 21-Tage-Durchschnittslinie bewegen, die den kurzfristigen Trend beschreibt und aktuell bei 25....
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23.07.26 - 06:12
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Merck makes ′AI for AI′ its new semiconductor materials strategy (Digitimes)
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As the global AI race intensifies, Germany's Merck is extending its reach into semiconductor materials research with an "AI for AI" strategy. Using its in-house Elvis AI platform, BaBE Bayesian optimization tool, digital twin, and enterprise knowledge platform Melinda, the company is building a closed-loop innovation model in which AI drives materials development and new materials, in turn, support next-generation AI chips....
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21.07.26 - 06:18
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China′s EUV gap keeps semiconductor catch-up in check (Digitimes)
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As the US continues to tighten export controls on advanced semiconductor equipment to China, questions are mounting over whether China can narrow the gap with leading-edge manufacturing through mature nodes and advanced packaging. German manufacturer Zeiss said advanced packaging can improve overall chip performance, but it cannot fully replace the process advantages delivered by extreme ultraviolet (EUV) lithography....
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21.07.26 - 05:48
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AI reshapes semiconductor growth curve; Zeiss eyes US$2.5 trillion market (Digitimes)
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Generative AI, high-performance computing (HPC), and large AI models are rapidly reshaping the global semiconductor industry's growth curve. Thomas Stammler, chief technology officer of Semiconductor Manufacturing Technology (SMT) at Zeiss, said the market is now being discussed not as a US$1 trillion milestone in 2030, but as one that could reach US$2 trillion or even approach US$2.5 trillion, ushering in a new growth cycle for the industry....
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21.07.26 - 04:06
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Seoul Semiconductor weighs India LED plant to tap ISM 2.0 incentives (Digitimes)
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South Korea's Seoul Semiconductor, one of the world's largest optoelectronics makers, is assessing plans to build a manufacturing plant in India and is in early talks with several state governments, the Economic Times reported, citing people familiar with the matter. The move would make the LED specialist a candidate to become the first major Korean chip-manufacturing project to follow India's revamped incentive push....
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