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28.04.26 - 10:06
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ASE signs cybersecurity MOU with national institute to shore up semiconductor defenses (Digitimes)
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Advanced Semiconductor Engineering (ASE) and the National Institute of Cyber Security signed a memorandum of understanding on April 28 to establish a joint cyber defense, intelligence sharing, and cooperation framework aimed at countering complex global cyber threats. The agreement will integrate technical resources and real-time threat intelligence to strengthen industry-wide defenses for the semiconductor sector, with an emphasis on protecting smart manufacturing and core corporate assets in Kaohsiung....
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27.04.26 - 01:24
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NEO Semiconductor advances 3D DRAM with POC validation (Digitimes)
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Driven by AI, demand for high-bandwidth memory (HBM) is surging, causing a supply shortage in DRAM and prompting cloud service providers to pre-book capacity for the next two years. The rising need for larger HBM capacities is expected to grow exponentially, while 3D DRAM technology emerges as a solution to overcome current process scaling limits....
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25.04.26 - 09:06
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LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand (Digitimes)
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Silicon photonics (SiPh) products continue to see strong demand, with optical communication epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer needs. The company plans to increase capital expenditure (capex) to NT$1.315 billion (US$41.7 million) in 2026 to prepare early for second-half 2027 demand, and aims to introduce semiconductor-grade equipment for processes involving substrates larger than 6 inches, targeting a new expansion phase starting in 2028....
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24.04.26 - 10:06
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Drei Fragen an Kristofer Barrett: Wie sehen Sie die Zukunftsaussichten für Halbleiter? (Das Investment)
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Bewertungen, Sektordynamiken, Chips: Carmignac-Portfoliomanager Kristofer Barrett im Video-Interview. In Verbindung stehende Nachrichten:Interview zum Carmignac Investissement: "Wir widerstehen der Versuchung, nur dem zu folgen, was gerade beliebt ist"Globale Aktien, flexibel gemanagt: Carmignac Investissement: Stockpicking schlägt den MSCI ACWICarmignac Investissement: Globale Aktien: Resilienz aufbauen für abrupte Sektorwechsel...
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