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01.06.26 - 10:42
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Vorstandsvorsitzender der ICM Investmentbank: „Wir halten die Halbleiter-Kurse bereits für sehr weit gelaufen“ (Das Investment)
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ICM InvestmentBank-Chef Norbert Hagen über steigende Zinsen, erstaunlich resiliente Märkte und warum Software-Aktien trotz Kursschwäche langfristig überzeugen könnten.DAS INVESTMENT: Herr Hagen, was sollten Anleger über die aktuelle globale Lage wissen? Wohin dürften sich die Zinsen in den USA und Europa entwickeln? Norbert Hagen: Der Blick auf die aktuellen Fundamentaldaten und die Kursentwicklung an den Börsen hilft hier nur eingeschränkt weiter. Relevanter ist die Entwicklung der 10-jährigen Renten. Wenn wir uns die 10-jährigen Bundesanleihen anschauen, haben wir derzeit das Märzhoch wieder erreicht. Auch die Treasuries in den USA spiegeln dieses Bild: Derzeit steigen die Zinsen, da die Inflation infolge......
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01.06.26 - 05:48
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Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas (Digitimes)
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Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains over proposed semiconductor measures. With chips accounting for the bulk of Taiwan's exports to the US, Taipei is seeking tariff-free quotas and company-specific exemptions before any new duties are imposed....
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01.06.26 - 02:06
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Formosa Plastics outlines semiconductor push with NT$29.2 billion investment to add NT$30 billion annual output (Digitimes)
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Formosa Plastics disclosed on May 28 that it would expand into semiconductor chemicals, green energy and healthcare, announcing plans to invest NT$292 billion (approx. US$9.2 billion) to develop 27 products expected to increase annual output by NT$30 billion. A spokesperson said the program covered semiconductor-grade gases and liquids, key materials and new polymers, including electronic-grade hydrogen, ammonia water, hydrochloric acid and sulfuric acid, as well as atomic layer deposition ruthenium precursors, photoresist diluents, 1-hexene, polyolefin elastomers and polyaryletherketone....
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31.05.26 - 16:54
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Parabolic Semiconductor Rally: What Breaks The Trade? (ZeroHedge)
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Parabolic Semiconductor Rally: What Breaks The Trade?
Authored by Lance Roberts via RealInvestmentAdvice.com,
AI Validation Fuels A Ninth Weekly Advance
The headline tape made fresh history. The S&P 500 closed Friday at 7,580.06, finishing up 1.43% on the week and posting its ninth consecutive weekly gain. That's the longest weekly winning streak since 2024, and only the 5th time since 1965 that has occurred. While markets previously saw weakness following such streaks, the 24- and 52-week outcomes were primarily positive, except in 1989.
However, the Russell 2000 actually fell 0.59% to 2,919, a reminder that the small-cap participation everyone hoped for in March still hasn't shown up despite the megacap rip. Underneath the headline, the dispersion that's defined this rally has only widened. Technology and financials carried Friday's tape while energy lagged on falling crude.
Two macro stories collided midweek, and the market chose to celebrate one and shrug at the other. First, the Apri...
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29.05.26 - 19:06
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′Hardware is sexy again′: Plug and Play CEO says AI boom has finally fulfilled his 2006 semiconductor dream (Digitimes)
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The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define the global electronics industry for the next three decades....
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29.05.26 - 02:24
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Shinkong Synthetic Fibers outlines AI and semiconductor growth plans amid market volatility (Digitimes)
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Shinkong Synthetic Fibers Corp. said at its May 28 shareholders meeting that it will pursue expansion in AI, semiconductor chemicals, and eco-friendly notebook materials as it navigates volatile raw material costs and cautious customer demand. Executives said the strategy includes adding production lines for electronic-grade hydrogen peroxide and leveraging existing expertise in composite and heat-resistant materials to enter AI supply chains....
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