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26.05.26 - 08:46
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Elmos Semiconductor: Die Bullen grausen sich (noch?) vor nichts (LYNX)
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Elmos Semiconductor agiert im derzeit heiß begehrten Bereich der Halbleiter. Zugleich hat sich das Unternehmen in der jüngsten, schwierigen Phase hoch respektabel geschlagen. Bis hier würde ich mit den Bullen mitgehen. Aber was den aktuellen Kurslevel angeht, eher nicht....
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26.05.26 - 06:48
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WIN Semiconductors bets on optical and satellite communications growth (Digitimes)
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Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of WIN Semiconductors, said the company is actively advancing a range of products, including driver ICs, continuous-wave (CW) lasers, and photodiodes, while also ramping up capacity in anticipation of growing demand from next-generation networks....
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25.05.26 - 03:06
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BenQ Materials secures US$190M loan to fund shift into medical, semiconductor and display materials (Digitimes)
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BenQ Materials, part of the BenQ Qisda Group, announced on May 22 that it completed a five-year syndicated loan of NT$6 billion (US$190.4 million) led by E.SUN Bank to refinance debt and support its transition to a cross-industry materials platform. The facility drew participation from 10 financial institutions, was oversubscribed by 1.9 times, and includes sustainability-linked interest-rate discounts tied to ESG targets....
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23.05.26 - 04:30
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For China′s ailing developers, retail frenzy greets semiconductor side-hustles (SCMP)
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Embattled Chinese developers have turned to a new strategy to resuscitate their ailing businesses: diversifying into semiconductor production.
Certain listed property companies have seen their shares skyrocket – some by hundreds of per cent – after announcing investments in “chipmaking”. Such strategic diversification efforts have sparked a buying frenzy among retail investors in the mainland's A-share market.
“Chip-themed stocks are the new darlings of individual investors since [such stocks]......
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22.05.26 - 06:48
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Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub (Digitimes)
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Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys are partnering with UCLA Samueli to create a US$125 million Semiconductor Hub to accelerate research and workforce development in AI-driven chip technologies, promising global impacts on computing speed, energy efficiency, and applications from healthcare to transportation while strengthening US competitiveness and innovation globally....
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22.05.26 - 06:48
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Win Win Precision pivots to semiconductors and overseas renewables (Digitimes)
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Win Win Precision is reshaping its business around semiconductor consumables and overseas renewable energy, a strategic pivot that could tighten global supply chains and accelerate green energy deployment. Investors, manufacturers, and policymakers worldwide stand to be affected by its capacity expansion, raw-material strategies, and growing presence in Europe, Australia, and Taiwan's green-power market....
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22.05.26 - 05:06
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South Korea aims for 50% domestic defense semiconductor supply by 2029 (Digitimes)
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South Korea announced a national plan to raise domestic production of defense semiconductors to 50% by 2029, targeting heavy reliance on US and Taiwan supply chains to bolster national security. The initiative, unveiled at the 2026 Advanced Strategic Semiconductor Innovation Conference, covers research and development, manufacturing, ecosystem building and workforce training and follows the recent passage of the Defense Semiconductor Act by the National Assembly on May 7, 2026....
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