|
|
|
|
|
|
|
|
|
|
|
|
|
12.08.26 - 02:18
|
Tsang Yow′s semiconductor parts business drives profit growth in 2Q (Digitimes)
|
|
|
Tsang Yow said its semiconductor equipment components business had become a major growth driver in July, as the Taiwan transmission-system maker reported stronger profitability in the second quarter and the first seven months of 2026. The improvement came alongside a higher-margin product mix, tighter cost control, and gains from foreign-currency movements....
|
|
|
12.08.26 - 02:06
|
Samsung weighs power subsidiary to secure semiconductor electricity by 2027 (Digitimes)
|
|
|
Samsung Group was reported to be considering a dedicated in-house power-procurement subsidiary to secure electricity directly for its semiconductor production facilities, with operations targeted to begin in 2027. The move comes as artificial intelligence and chip production drive higher power demand at Samsung Electronics' wafer fabs, making stable electricity supply a growing factor in manufacturing competitiveness....
|
|
|
|
|
|
|
|
|
|
|
11.08.26 - 04:06
|
Trusval posts record profit on semiconductor fab and memory project demand (Digitimes)
|
|
|
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....
|
|
|
|
|
11.08.26 - 01:06
|
South Korean minister warns about CXMT capex as semiconductor profits debate heats up (Digitimes)
|
|
|
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....
|
|
|
|
|
|
|
10.08.26 - 11:00
|
Der Chipmarkt bleibt auf Rekordkurs (DZ Bank)
|
|
|
Der globale Chipmarkt, der bereits im Jahr 2025 einen Umsatz-Höchstwert erreichte, befindet sich auch im laufenden Jahr auf Rekordkurs. Im Juni hat sich die hohe Erlösdynamik sogar noch beschleunigt. Die spürbar anziehende Nachfrage nach leistungsstarken Speicherchips, Grafikprozessoren (GPU) für das Training sowie nach Hauptprozessoren (CPU) für die Anwendung (Inferenz) von KI-Modellen und nach Chips für das Hochleistungsrechnen (High Performance Computing) ist weiterhin der mit Abstand größte Wachstumstreiber. Dieser positive Trend wird sich unserer Meinung nach in den kommenden Jahren fortsetzen..
|
|
|
|
|
|
10.08.26 - 09:06
|
SuperAlloy boosts profit and expands into semiconductor green supply chains (Digitimes)
|
|
|
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....
|
|
|
10.08.26 - 08:30
|
Micron: Halbleiter-Aktie weiter in der Korrektur (LYNX)
|
|
|
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....
|
|
|
10.08.26 - 06:06
|
Semiconductor material prices surge across silicon wafers, specialty gases and advanced packaging (Digitimes)
|
|
|
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....
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
