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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 - 10:06
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Elite Semiconductor rides niche DRAM price hikes (Digitimes)
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Elite Semiconductor Microelectronics Technology (ESMT) has benefited from a severe supply shortage in the niche memory market. July revenue jumped 40% from June to a monthly record, extending an explosive second-quarter 2026 performance. The company said higher product prices and tighter supply-demand conditions are driving the surge, and it expects the extreme capacity crunch to continue, with the second half of the year likely to outperform the first half....
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06.08.26 - 10:06
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Rashi Peripherals partners with Japan′s Restar to build out India semiconductor business (Digitimes)
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Rashi Peripherals, a national distribution partner for global technology brands in India, has entered a joint venture with Japanese electronics and technology company Restar Corporation. The move pushes the distributor beyond product distribution into engineering, design, and field application support for India's manufacturing sector, according to ScanX, IT Voice India, and CRN Asia....
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06.08.26 - 06:06
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NEO Semiconductor unveils AI memory platform aimed at easing global bottlenecks (Digitimes)
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NEO Semiconductor has launched NEO.AI, a memory platform it says could help address one of the biggest constraints on artificial intelligence (AI) systems worldwide: limited memory. The company says the technology is intended to improve AI performance, scalability, and efficiency as models grow larger and more demanding across global markets....
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05.08.26 - 08:15
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Elmos Semiconductor: Noch bleibt die Chance für einen 2. Versuch (LYNX)
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Dass Elmos Semiconductor weiterhin robustes Wachstum vorweisen würde, war im Vorfeld allseits erwartet worden. Die Frage, die die Marktteilnehmer bzgl. der Halbjahresbilanz umtrieb, lautete vielmehr: Ist das Wachstum so stark, dass es für einen neuen Aufwärtsimpuls reicht?...
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05.08.26 - 08:12
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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 nach Zahlen zum zweiten Quartal mit einem Kursziel von 215 Euro auf "Buy" belassen. Der Chip-Hersteller habe das dritte Quartal in Folge prozentual zweistelliges Wachstum ......
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05.08.26 - 05:06
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Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand (Digitimes)
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Vanguard International Semiconductor (VIS) reported stronger second-quarter 2026 results on higher demand for AI server power management ICs, customer restocking and higher average selling prices, and said conditions should continue improving in the third quarter. The foundry said revenue, profit and margins all advanced as shipments rose and its product mix shifted toward higher-value offerings....
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04.08.26 - 16:09
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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 nach Zahlen zum zweiten Quartal auf "Buy" mit einem Kursziel von 210 Euro belassen. Das Chipunternehmen habe wie erwartet abgeschnitten, schrieb Malte Schaumann ......
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