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12.11.25 - 10:06
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Global PMX turns profit in 3Q25 as semiconductor business surges (Digitimes)
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Global PMX achieved a turnaround to profitability in the third quarter of 2025, driven by a strong surge in its semiconductor segment and aggressive expansion of overseas production capacity. The company, which manufactures and processes precision metal components, expects strong growth momentum going forward....
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11.11.25 - 08:30
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Elmos Semiconductor: Auf diesem Level wird der Boden schwerer (LYNX)
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Die Quartalszahlen von Elmos Semiconductor waren tadellos. Die Reaktion löste die Aktie aus einer entscheidenden Supportzone, gab den Weg an und idealerweise über das bisherige Rekordhoch frei … falls die Trader jetzt nicht nachlassen, denn der Boden wird schwerer....
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11.11.25 - 07:48
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Semiconductor giant TSMC posts slowest growth in 18 months amid AI bubble debate (SCMP)
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Taiwan Semiconductor Manufacturing Co (TSMC) posted its slowest monthly revenue growth in more than a year, lending credence to concerns that the artificial intelligence stock rally is not justified by the industry's business prospects.
TSMC, the main contract manufacturer to AI chip leader Nvidia, posted a 16.9 per cent rise in sales for October, the slowest pace since February 2024.
Still, that tracks with the average analyst estimate for a 16 per cent sales increase in the current quarter.......
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11.11.25 - 00:42
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China′s Unicomp targets global expansion with US$37.5M purchase of SSTI semiconductor (Digitimes)
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Unicomp Technology Group, a Wuxi-based industrial inspection equipment maker, said its wholly owned unit, Ray Tech Singapore, will acquire a 66% stake in Singapore's SCPL Semiconductor Test & Inspection (SSTI) for SGD48.9 million (approx. US$37.54 million). Once the deal closes, SSTI will become a majority-owned subsidiary and be included in Unicomp's consolidated financial results....
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10.11.25 - 19:42
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Taiwan Semiconductor (TSM) Stock Is a Buy Despite Slowing Sales Growth (24/7 Wall St.)
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In-the-know traders see Taiwan Semiconductor Manufacturing (NYSE:TSM) as global powerhouse among chipmakers. Yet, even a standard bearer like Taiwan Semiconductor can be a target of skepticism from time to time. Some of investors' concerns about Taiwan Semiconductor may be related to worries about an artificial intelligence (AI) bubble. Certainly, Taiwan Semiconductor is a beneficiary of ... Taiwan Semiconductor (TSM) Stock Is a Buy Despite Slowing Sales Growth
The post Taiwan Semiconductor (TSM) Stock Is a Buy Despite Slowing Sales Growth appeared first on 24/7 Wall St.....
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10.11.25 - 13:06
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Trumpf: Semiconductor Strategy a ′Core Part′ of Growth Strategy (Bloomberg)
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Manufacturing equipment for the semiconductor industry is becoming a bigger and bigger priority for industrial firm Trumpf says the company's Chief Technology Officer, Berthold Schmidt. Meanwhile, when discussing Trumpf's involvement in manufacturing defense equipment, Schmidt emphasized that the company was acting out of a desire to protect Europe rather than an attempt to capitalize on the defense boom and make "fast money". Schmidt spoke on "The Pulse with Francine Lacqua" on Bloomberg TV. (Source: Bloomberg)...
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10.11.25 - 10:12
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AI drives shift to memory-centric computing, redefining semiconductor supply chains (Digitimes)
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The evolution of artificial intelligence (AI) is transforming the semiconductor industry, shifting the focus from sheer compute power to memory-centric architectures. As AI models grow to handle longer contexts, multi-turn dialogues, multimodal inputs, and advanced tool integration, the primary bottlenecks are no longer processing speed but memory bandwidth and latency, according to industry experts....
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