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09.11.26 - 12:54
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Semiconductor Earnings Sugar Rush Likely to Fade, Says JPMorgan′s Peters (Bloomberg)
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Grace Peters, global investment strategy co-head at JPMorgan Private Bank, calls semiconductor stocks “the epicenter of this drawdown,” but says that earnings assumptions show markets are “reasonably valued.” She says the firm doesn't have a reason to step back from investing in equities as they set a price target on the S&P of 8,600 for December 2027. She speaks on “Bloomberg Surveillance.” (Source: Bloomberg)...
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09.11.26 - 11:06
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KYEC warns AI demand is amplifying semiconductor supply-chain risks (Digitimes)
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King Yuan Electronics (KYEC) president Gauss Chang said the AI era is creating new challenges for capacity expansion, as rapidly rising chip prices and shorter product cycles are reshaping the value of semiconductor testing. He also warned that demand can become increasingly distorted as it moves through the AI supply chain, making actual end-market demand difficult to assess....
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09.11.26 - 05:06
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UKSC highlights three UK semiconductor strengths for Taiwan (Digitimes)
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Andy McLean, CEO of the UK Semiconductor Centre (UKSC), told DIGITIMES that strong AI growth is driving demand for energy-efficient processors, high-speed connectivity technologies such as photonics, and advanced power management. He said the UK's strengths in optics and other technologies make this a unique moment to advance its semiconductor industry....
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05.11.26 - 20:06
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SuperAlloy enters semiconductor pilot production in 3Q26 (Digitimes)
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SuperAlloy reported strong third-quarter 2026 results, with consolidated revenue rising 18.5% year-over-year to NT$2.016 billion (US$61.4 million) as demand from international supercar and luxury vehicle brands increased. Operating profit jumped 211.7% to NT$208 million, while net income attributable to the parent company surged 478.1% to NT$247 million....
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05.11.26 - 18:06
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TI targets next semiconductor supercycle as humanoid robots surge (Digitimes)
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Humanoid robots require at least US$2,000 worth of semiconductors per unit—twice the content of an EV—and could drive the next semiconductor supercycle, Texas Instruments (TI) said. The company is expanding capacity for the next wave of demand rather than the current boom, according to William Feng, TI's Taiwan and South Asia sales and applications general manager....
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