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09.02.26 - 11:36
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Amazon-Cloudsparte sichert sich Halbleiter von STMicro (Cash)
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- Der Tech- und Handelsriese Amazon und der Chiphersteller STMicroelectronics bauen ihre strategische Partnerschaft mit einer milliardenschweren Bestellung aus. STMicro wird in den kommenden Jahren verschiedene Halbleiter für Amazons Cloudgeschäft AWS liefern, wie der Chiphersteller am Montag in Genf mitteilte. Damit sichert sich Amazon wichtige Bauteile für seine Rechenzentren rund um Künstliche Intelligenz (KI). Für das laufende Jahr hatte Amazon erst in der vergangenen Woche Investitionen von etwa 200 Milliarden US-Dollar (170 Mrd Euro) angekündigt, der Grossteil davon soll in KI-Infrastruktur fliessen....
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09.02.26 - 00:00
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India advances semiconductor ambitions as TSMC fabricates DLI-backed startup chips (Digitimes)
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India marked a milestone in its semiconductor push as seven chip designs from startups under the design-linked incentive (DLI) scheme were successfully fabricated, including advanced nodes at Taiwan Semiconductor Manufacturing Co. (TSMC). The progress underscores India's aim to develop indigenous chip design and manufacturing capabilities amid global supply constraints....
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06.02.26 - 10:06
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Hanmi Semiconductor Q4 Earnings Fall (AFX)
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SEOUL (dpa-AFX) - Hanmi Semiconductor Co., Ltd. (042700.KS), a manufacturer and seller of semiconductor equipment, on Friday reported that net income decreased in the fourth quarter compared with ......
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06.02.26 - 05:06
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Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26 (Digitimes)
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Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market. The company will implement price adjustments for power switches and IC products starting April 1, 2026, and it is rumored that the maximum price adjustment reaches as high as 25%. Some Taiwanese companies plan to renegotiate prices for new orders after the Lunar New Year and in the second quarter of 2026....
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05.02.26 - 12:36
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Elmos Semiconductor Buy (DPA-AFX)
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HAMBURG (dpa-AFX Analyser) - Das Analysehaus Warburg Research hat die Einstufung für Elmos mit einem Kursziel von 145 Euro auf "Buy" belassen. Die höhere Dividendenplanung und der Aktienrückkauf sprächen für starke Barmittelzuflüsse, schrieb Malte Schaumann ......
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