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27.01.26 - 09:18
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Micron: Milliardenwette auf Singapur (Der Aktionaer)
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Milliardenoffensive gegen den Speichermangel: Micron Technology pumpt 24 Milliarden Dollar in den Ausbau seiner Chipfertigung in Singapur, um die knappen NAND-Speicher wieder in größerem Umfang liefern zu können. An der Börse kam die Ankündigung gut an: Die Aktie legte gestern Abend nachbörslich um rund drei Prozent zu....
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27.01.26 - 04:54
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AI and localization reshape China′s semiconductor supply chain as price hikes arrive (Digitimes)
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After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory adjustments and price bottoms starting in 2025. While China's electronics sector has yet to fully recover, AI infrastructure, high-performance computing (HPC), automotive, and industrial control applications are driving a new AI-led pricing cycle across components and semiconductor supply chains....
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27.01.26 - 00:54
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TSMC′s capex surprise reveals blind spots in semiconductor forecasting (Digitimes)
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TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin said in a podcast episode. This development signals structural changes in the semiconductor production landscape and has broader implications for global industry competition and US-Taiwan trade relations....
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27.01.26 - 00:54
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Alibaba′s DAMO Academy drives core AI chip development behind T-Head Semiconductor (Digitimes)
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T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry sources in the semiconductor supply chain note that T-Head has already achieved stable shipments of certain edge AI chips, while its cloud AI chips are primarily used internally by Alibaba Cloud to support AI-related services, demonstrating comprehensive technical capabilities....
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24.01.26 - 06:36
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China advances T1000 carbon fiber supply chain for semiconductor materials (Digitimes)
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As the global semiconductor industry pushes forward with advanced processes, heterogeneous integration, and cutting-edge packaging, competition now extends beyond process nodes to include material stability and equipment performance. Recently, China's development in high-performance carbon fiber has drawn attention from semiconductor equipment makers and advanced manufacturing supply chains....
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23.01.26 - 12:01
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Commentary: Semiconductors Deserve Long-Term Investment in Beijing′s Push for Self-Sufficiency (Caixin)
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The value of the global semiconductor industry is projected to reach a record high of $1 trillion in 2026. At the same time, China's chip industry will continue to thrive this year, with its value likely to grow at a rate of 20%. Despite these optimistic estimates, many venture capitalists in China are stepping back from semiconductors to invest more in technologies including nuclear fusion, commercial aerospace and robotics. That shift may prove wrong.
... Read more...
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23.01.26 - 10:42
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Elmos Semiconductor Buy (DPA-AFX)
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HAMBURG (dpa-AFX Analyser) - Die Privatbank Berenberg hat das Kursziel für Elmos von 102 auf 117 Euro angehoben und die Einstufung auf "Buy" belassen. Die Investitionstrends im Halbleiterbereich blieben solide, was die Nachfrage bei den Herstellern weiter ......
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23.01.26 - 05:06
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SAS charts new profit trajectory with GaN surge and semiconductor service chain value enhancement (Digitimes)
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Under the leadership of Sino-American Silicon Products Group (SAS) chairwoman Doris Hsu, 2026 was set to be a pivotal year for the group's compound semiconductor business unit, which was to advance aggressively. This outlook stemmed from SAS's deep positioning in high-performance power electronics and communication components, particularly its proactive deployment targeting AI servers and next-generation communication technologies....
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