|
|
|
|
|
|
|
|
|
|
|
|
|
14.10.26 - 09:06
|
Nvidia′s share of China′s AI chips falls by a third while Huawei gains (Digitimes)
|
|
|
Nvidia's share of AI chips in China's data center market has fallen by 34% in the first half of this year, according to a new report. The drop follows months of US restrictions on advanced chip sales to the country, Chinese authorities' push to rely less on Nvidia imports, and domestic players like Huawei moving to fill in this supply gap....
|
|
|
14.10.26 - 09:06
|
ASML′s record 3Q26 sales expose a capacity gap for AI chip demand through 2028 (Digitimes)
|
|
|
ASML reported record third-quarter 2026 net sales of EUR11.7 billion (approx. US$13.1 billion) and net income of EUR5 billion, while warning that its planned supply for 2027 and 2028 would fall short of customer demand. Growing AI investment is prompting the lithography equipment supplier to explore a larger capacity expansion for 2028, with some customers expressing interest in placing orders for 2029 and 2030....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
14.10.26 - 08:12
|
JCET redirects Korean factories towards AI to counter weak smartphone growth (Digitimes)
|
|
|
JCET is directing most of its increased capital spending towards advanced packaging, modules and testing while reorganising its two South Korean factories to meet AI infrastructure demand. The company expects benefits from the transformation of its South Korean operations to emerge from the second half of 2026 and to become more pronounced in 2027 and 2028, according to a recently released investor relations activity record....
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
