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10.07.26 - 16:31
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Semiconductor Stocks Are Overbought, Morgan Stanley′s Shalett Warns (Bloomberg)
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Lisa Shalett, Morgan Stanley Wealth Management CIO, discusses the current state of the semiconductor sector, highlighting that chip stocks have become meaningfully overbought with some indexes up nearly 100% year-to-date before recent pullbacks. She speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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10.07.26 - 15:01
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Halbleiter-Konzern SK Hynix glückt Erstnotiz in den USA (Onvista)
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Dem südkoreanischen Chip-Hersteller SK Hynix ist die bislang größte Notiz eines ausländischen Konzerns an den US-Börsen geglückt. Wie das Finanznachrichtenportal Bloomberg schrieb, erlöste SK Hynix 26,5 Milliarden US-Dollar mit dem Verkauf sogenannter ADRs. Das sei der größte Aktienverkauf eines ausländischen Unternehmens in den USA aller Zeiten, hieß es weiter..
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10.07.26 - 12:21
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Elmos Semiconductor Hold (DPA-AFX)
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FRANKFURT (dpa-AFX Analyser) - Deutsche Bank Research hat das Kursziel für Elmos vor den Zahlen zum zweiten Quartal von 135 auf 160 angehoben, aber die Einstufung auf "Hold" belassen. Es gebe aktuell eine Menge Negativszenarien, die den Bären in die ......
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10.07.26 - 05:06
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GlobalWafers-Micron deal pushes US semiconductor localization beyond chip fabs (Digitimes)
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GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical materials....
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10.07.26 - 03:06
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Ennostar′s stake sale in Global Communication Semiconductors could lift 2Q results (Digitimes)
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Ennostar's planned gain from selling Global Communication Semiconductors shares may help the Taiwanese company return to profit in the second quarter, a development that would matter to investors tracking the wider semiconductor cycle. The transaction also highlights how capital allocation decisions can reshape earnings and cash flow across global chip supply chains....
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