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12.11.26 - 05:36
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AI bottleneck shifts from compute to power; European supply chain sees power semiconductors as next shortage (Digitimes)
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At the opening panel of electronica 2026 in Munich on November 10, industry leaders agreed that the primary bottleneck in artificial intelligence is shifting from computing power to energy delivery. Panelists warned that power semiconductors are quickly becoming the tech sector's next critical supply chain gap as AI data centers scale to hundreds of megawatts, or even gigawatts, straining grids and power delivery architectures never built for such concentrated loads....
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12.11.26 - 03:06
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Universities aren′t factories: Can a hot-rodding spirit drive semiconductor innovation? (Digitimes)
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The National Science and Technology Council's Department of Engineering and Technologies recently issued a call for proposals encouraging academia to modify expensive semiconductor equipment through design changes, creating new pathways for talent development and next-generation technology research. Such freedom and flexibility are difficult to achieve at commercial semiconductor companies, but universities have greater autonomy, face no immediate customer delivery pressure, and do not need to prioritize yield at once—allowing a hot-rodding approach to take root in teaching and research....
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12.11.26 - 03:06
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Taiwan mobilizes academic R&D to address post-Moore semiconductor equipment gaps (Digitimes)
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Taiwan is stepping up efforts to develop next-generation semiconductor research equipment, as conventional commercial tools increasingly fall short of emerging R&D requirements for process flexibility, precision parameter control, functional integration, and advanced technology validation. The National Science and Technology Council (NSTC) is seeking equipment development proposals in three priority areas: sub-nanometer silicon-based semiconductors, non-silicon semiconductors, and silicon photonics coupling....
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11.11.26 - 11:30
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Elmos Semiconductor Buy (DPA-AFX)
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HAMBURG (dpa-AFX Analyser) - Das Analysehaus MPCM hat das Kursziel für Elmos von 210 auf 180 Euro gesenkt, die Einstufung aber auf "Buy" belassen. Die Wachstumserwartungen würden getrimmt, doch die Profitabilität des Halbleiterunternehmens bleibe intakt, ......
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11.11.26 - 08:45
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Elmos Semiconductor Buy (DPA-AFX)
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HAMBURG (dpa-AFX Analyser) - Die Privatbank Berenberg hat die Einstufung für Elmos mit einem Kursziel von 215 Euro auf "Buy" belassen. Zwar hätten die Resultate des dritten Quartal wenig Glanz versprüht, fundamental laufe es aber bei dem Chipkonzern, ......
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11.11.26 - 08:01
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Elmos Semiconductor: Diese Aktie sollte man im Auge behalten (LYNX)
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Elmos Semiconductor ist zwar eine Aktie aus dem Halbleiter-Sektor, aber nicht wegen massiver Vorkäufe in Bezug auf den KI-Boom zu rasantem Wachstum verdammt. Die gestern vorgelegten Quartalszahlen waren dabei sehr gut … aber die Aktie fiel dennoch. Warum?...
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11.11.26 - 06:06
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Acer Synergy Tech rides semiconductor demand to record revenue (Digitimes)
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Acer subsidiary Acer Synergy Tech benefited from sustained semiconductor industry growth, which drove demand for information technology (IT), operational technology (OT), and workforce service solutions. Its consolidated revenue reached NT$307 million (US$9.34 million) in October 2026, up 187.93% year-on-year and marking a record high for the second consecutive month....
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11.11.26 - 04:54
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Changs Ascending rides semiconductor expansion into AI data-center power (Digitimes)
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Changs Ascending's October 2026 consolidated revenue rose 3.64% year on year, while revenue for both the month and the first 10 months reached record highs for the same period. The company said Taiwan's ongoing semiconductor fab expansion is driving demand for highly stable uninterruptible power supply (UPS) systems, supporting revenue growth....
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11.11.26 - 02:06
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TSMC plans investments in Anthropic, OpenAI; sets up investment firm to expand semiconductor strategy (Digitimes)
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Taiwan Semiconductor Manufacturing Company (TSMC) approved three strategic investment plans on November 10. This includes committing up to US$500 million each to Anthropic and OpenAI Group, as well as approving an investment of up to US$500 million to establish an investment company for the purpose of making strategic investments in the semiconductor industry and related ecosystem. The three investments carry a combined ceiling of US$1.5 billion....
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11.11.26 - 02:06
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Topco Scientific makes European semiconductor show debut, targets localized foundry opportunities (Digitimes)
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Driven by the European Chips Act (ECA) and the trend toward localizing semiconductor manufacturing, demand for materials, equipment, and technical services in the European market has attracted growing attention. Topco Scientific Germany, a subsidiary of Topco Scientific (TSC), made its debut at SEMICON Europa 2026, being held at Messe Munchen in Germany from November 10 to 13. Together with supplier partners from Taiwan and Japan, the company showcased its ability to integrate cross-border resources and provide localized services....
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10.11.26 - 12:30
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HSBC′s Sels Rotates Away from Semiconductors into Applications and Cloud (Bloomberg)
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On semiconductors, HSBC Private Bank's Global CIO Willem Sels says, "in terms of delays and in thinking about how different parts of the stack react to the delays, therefore do we change our positioning? And I think we do. We have done so: we are much more in the cloud and in the applications." He speaks to Bloomberg's Tom Mackenzie, Anna Edwards, and Guy Johnson on "The Opening Trade." (Source: Bloomberg)...
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