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11.08.26 - 04:06
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Trusval posts record profit on semiconductor fab and memory project demand (Digitimes)
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Trusval Technology posted record profit in the second quarter and first half of 2026 as demand from global semiconductor fabs, memory makers, and AI data centers drove orders for capacity expansion, advanced process lines, and packaging plants. The company said it expects the momentum to continue in the second half of 2026 as it expands its engineering and utility connection businesses....
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11.08.26 - 01:06
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South Korean minister warns about CXMT capex as semiconductor profits debate heats up (Digitimes)
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South Korean Minister of Trade, Industry and Resources Jung-kwan Kim has warned that the country should not rush to redistribute semiconductor profits throughout society just as AI-driven memory demand is lifting earnings at Samsung Electronics and SK Hynix to record highs. Instead, he said South Korea must help companies reinvest in facilities and R&D to protect its edge as China speeds up semiconductor investment....
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10.08.26 - 09:06
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SuperAlloy boosts profit and expands into semiconductor green supply chains (Digitimes)
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SuperAlloy Industrial said after its August 7 board meeting that second-quarter 2026 results showed steady improvement in core profitability, even though foreign exchange losses tied to a weaker yen weighed on net income. The Taiwan-based manufacturer is also moving into the semiconductor front-end equipment supply chain in a bid to build a second growth engine alongside high-end automotive and green materials....
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10.08.26 - 08:30
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Micron: Halbleiter-Aktie weiter in der Korrektur (LYNX)
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Bei Micron prägen derzeit tiefere Hochs und tiefere Tiefs die laufende Korrektur. Zugleich spielen die eingezeichnete Widerstandslinie und die 50-Tage-Linie eine zentrale Rolle im aktuellen Chartbild....
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10.08.26 - 06:06
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Semiconductor material prices surge across silicon wafers, specialty gases and advanced packaging (Digitimes)
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Demand for advanced processes and packaging continues to rise, while the Middle East conflict is lifting energy and raw-material costs and tighter Chinese controls on strategic-mineral exports are disrupting high-purity material supplies. Together, these forces are raising prices for silicon wafers, tungsten hexafluoride (WF6), sputtering targets, electronic-grade chemicals, helium and advanced packaging materials....
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10.08.26 - 02:06
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Aurotek profit jumps on embodied AI and semiconductor automation demand (Digitimes)
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Aurotek Corporation reported stronger second-quarter and first-half 2026 results on August 6 as demand rose for embodied AI solutions, semiconductor foundry and advanced packaging equipment, high-end AI server manufacturing equipment, and service robots used in logistics and inspection. The Taiwan-based supplier said the mix of higher-value products lifted profitability across its business lines....
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08.08.26 - 02:12
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Taiwan team builds high-performance MoS2 transistor to ease 2D semiconductor limits (Digitimes)
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Taiwan researchers announced on August 6 that they had developed a high-performance monolayer molybdenum disulfide (MoS2) top-gate transistor designed to address a long-standing interface problem in two-dimensional semiconductors. The work brought together teams from National Yang Ming Chiao Tung University, Academia Sinica’s Research Center for Applied Sciences, and Taiwan Semiconductor Manufacturing Co., according to Taiwan's National Science and Technology Council....
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07.08.26 - 15:30
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Tipps vom Stockpicker: KI-Boom: Wo die Chancen in der Halbleiter-Wertschöpfungskette liegen (Das Investment)
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Milliardeninvestitionen der Hyperscaler treiben Nvidia, TSMC & Co. – doch die besten Chancen liegen oft bei unbekannten Nischenanbietern, erinnert Fondsmanager Lukas Spang.Die weltweite Halbleiterindustrie befindet sich derzeit in einer ihrer größten Umbruchphasen. Künstliche Intelligenz verändert nicht nur die Nachfrage nach Rechenleistung, sondern auch die Wertschöpfungskette. Wie aktuelle Schätzungen von Morgan Stanley zeigen, sollen die Investitionen der großen Hyperscaler Google, Amazon, Microsoft, Meta und SpaceX von 426 Milliarden US-Dollar 2025 auf 779 Milliarden US-Dollar 2026 steigen – ein Plus von 83 Prozent. Für 2028 werden fast 1,4 Billionen US-Dollar erwartet. Eine weitere Verdopplung. Grafik: Investitionen der Hyperscaler |......
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07.08.26 - 10:06
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Wah Hong speeds AI cooling and semiconductor materials push with Taoyuan pilot line (Digitimes)
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Wah Hong Industrial Co. said that in the first half of 2026, it accelerated development of high-value-added products, new technologies and new application markets while continuing to protect its core businesses. The Taiwan-based materials maker also reported that net profit rose nearly 12% year over year, while earnings per share increased 16.83% during the period....
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06.08.26 - 11:06
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Taiwan unveils four semiconductor pillars for Smart Nation 2.0 plan (Digitimes)
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On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with NT$182.3 billion (US$5.7 billion) earmarked for technology spending, up about 9.5% from 2026. The biggest increase goes to sovereign AI computing power and infrastructure as Taipei pushes ahead with its Smart Nation 2.0 initiative....
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06.08.26 - 10:48
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SanDisk Aktie bricht ein: Schwacher Ausblick überschattet Rekordquartal (Investing.com DE)
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Die Aktie der SanDisk Corporation fällt im vorbörslichen Handel um 8,2 %, nachdem der Flash-Speicher-Gigant zwar Rekordergebnisse für das abgelaufene Quartal vorlegte, der Ausblick jedoch hinter den hohen Erwartungen der Anleger zurückblieb.. --- Das Unternehmen meldete für das vierte Quartal des Geschäftsjahres 2026 einen bereinigten Gewinn von 39,25 US-Dollar pro Aktie bei einem Umsatz von 8,97 Milliarden US-Dollar. Beide Werte lagen deutlich über dem Wall-Street-Konsens. Die Umsatzprognose für das erste Quartal des Geschäftsjahres 2027 von 10,3 bis 10,8 Milliarden US-Dollar enttäuschte jedoch die Anleger. Diese hatten eine Spanne von bis zu 12,3 Milliarden US-Dollar erwartet.. --- Der Sektor-Konkurrent Western Digital gab bereits am Mittwoch im nachbörslichen Handel deutlich nach, nachdem dessen Umsatzprognose die Anleger nicht überzeugen konnte..
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