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07.07.26 - 04:06
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TSMC′s AI bottleneck spills demand across the semiconductor supply chain (Digitimes)
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Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capacity....
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07.07.26 - 03:06
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Priced Beyond Perfection: Samsung Electronics Tumbles As Soaring Profit Not Good Enough (ZeroHedge)
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Priced Beyond Perfection: Samsung Electronics Tumbles As Soaring Profit Not Good Enough
The memory bubble appears to be rapidly deflating.
After the semiconductor/memory sector was walloped in Monday US trading without any clear negative catalyst, the semiconductor-chasing world was eagerly waiting to hear what Samsung - the world's largest memory maker - would report in its preliminary Q2 earnings report as investors sought to justify sky-high investments and valuations around AI. In the end, it was not good enough, and the stock is down 5% at last check.
Samsung Electronics's quarterly profit surged 19-fold due to relentless demand for memory chips needed in AI data centers. For the 3 months ended June 30, the company reported preliminary operating income of 89.4 trillion won ($58 billion) not only beating the median analyst estimate of 84.2 trillion won, but dwarfing its performance for all of 2025. Revenue more than doubled to 171 trillion won, also modestly beating expectations (Sa...
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06.07.26 - 21:54
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Xbox-Kahlschlag: Microsoft streicht tausende Jobs im Spielegeschäft (RND)
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Microsoft wollte sein Xbox-Geschäft mit dem 69 Milliarden Dollar teuren Kauf des Konzerns Activision Blizzard stärken – doch die Sparte kämpft trotzdem mit Problemen. Jetzt soll ein „Reset“ helfen... --- Microsoft streicht rund 3200 Arbeitsplätze bei der Videospiele-Sparte Xbox und will das Geschäft drastisch umkrempeln. US-Medienberichten zufolge fällt damit rund ein Fünftel der Jobs des Bereichs weg. „Unser Geschäft ist heute nicht gesund“, schrieb Xbox-Chefin Asha Sharma in einer E-Mail an die Mitarbeiter..
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06.07.26 - 19:48
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RBC′s Janet Mui Sees Semiconductor Stock Pullback as Healthy Consolidation (Bloomberg)
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Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, discussed the recent pullback in semiconductor stocks, characterizing it as a healthy consolidation following a strong rally rather than the beginning of a broad market reversal. She emphasized that the fundamental demand for semiconductors continues to far outstrip supply, supporting ongoing investor interest. Despite occasional market jitters triggered by news events, such as developments in the cloud computing sector, Mui highlighted that the underlying fundamentals remain robust. This strength has led to a rebound in chip stocks after the recent US holiday, with investors taking advantage of price dips during consolidation phases. (Source: Bloomberg)...
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