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31.10.26 - 01:33
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Rheinmetall wehrt sich gegen Pistorius-Kritik (Die Welt)
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Im Sommer kritisierte der Bundesverteidigungsminister die Industrie für verspätete Lieferungen. Rheinmetall will das nicht unkommentiert auf sich sitzen lassen: Auch der Kunde habe „Mitwirkungspflichten“....
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31.10.26 - 01:00
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Is the Telstra share price good value or expensive? (Fool)
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The telecommunications giant has plenty going for it, but I'm taking a closer look at whether its shares are worth the current price.
The post Is the Telstra share price good value or expensive? appeared first on The Motley Fool Australia....
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31.10.26 - 01:00
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Ibiden expands AI packaging substrate capacity for Intel from 2029 (Digitimes)
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Ibiden on October 29 raised its fiscal 2026 forecast, projecting consolidated net profit to rise 40% year-over-year to JPY89 billion (US$563 million) and revenue to increase 36% to JPY565 billion. The company also announced an additional JPY151 billion in capital investment to expand advanced IC packaging substrate capacity for generative AI servers and CPUs....
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31.10.26 - 01:00
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Marvell-Lumentum talks put optical supply chain in focus (Digitimes)
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Marvell is reportedly in talks to acquire Lumentum, drawing attention across the optical communications supply chain. The deal would offer strong strategic synergies, particularly through Lumentum's expertise in critical optical transceiver components, but Lumentum's size and its contracts with major customers, including Apple, could make the acquisition difficult....
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31.10.26 - 01:00
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Renesas expands AI data center capacity, targets 33.2% margin in 2026 (Digitimes)
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Japan’s Renesas Electronics expects strong demand for AI data centers, industrial applications, and automotive semiconductors to drive 2026 revenue to JPY1.6668 trillion (US$10.55 billion), up 26.4% year-over-year, with its operating margin rising to 33.2%, according to its third-quarter 2026 earnings report....
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31.10.26 - 01:00
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MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32% (Digitimes)
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MediaTek reported third-quarter 2026 revenue of NT$168.06 billion (US$5.17 billion), up 10.4% quarter-over-quarter (QoQ) and 18.3% year-over-year, and projected fourth-quarter revenue growth of as much as 32% on accelerating shipments of AI accelerator application-specific integrated circuits (ASICs). The Taiwanese IC design company disclosed the results and outlook at an investor conference on October 30, citing stronger-than-expected customer demand, improved capacity availability, and new smart-device platforms entering mass production....
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