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23.05.26 - 17:30
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Prediction: Why We See ON Semiconductor Hitting a New All-Time High This Year (24/7 Wall St.)
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onsemi (NASDAQ:ON) has staged a remarkable comeback in the semiconductor sector this year, and our proprietary model says the rally has room to run. After bottoming below $41 last spring, the stock has reclaimed the $100 handle as investors price in a cyclical recovery and AI data center power demand. Our 24/7 Wall St. Price ... Prediction: Why We See ON Semiconductor Hitting a New All-Time High This Year...
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14.05.26 - 17:31
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US-China Tech Trade & Export Controls with Fabian Villalobos (Bloomberg)
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US and Chinese leaders in Beijing, scheduled for approximately 24 hours from the broadcast. Attention is drawn to the Korean equity market, which has rebounded from early losses largely due to positive movement in Samsung Electronics shares. Jensen Huang, CEO of Nvidia, who joined President Trump on Air Force One en route to Beijing, signaling the importance of technology discussions at the summit. The conversation centers on semiconductor export controls and the potential for negotiations on easing these restrictions. While Nvidia can access some parts of the Chinese market, the most advanced chips remain restricted, and China's growing self-reliance and production of cheaper chip models complicate the dynamics. The last-minute inclusion of Jensen Huang suggests shifting priorities in the summit agenda, with a focus on tech trade issues and whether China will cooperate on loosening export controls. (Source: Bloomberg)...
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14.05.26 - 03:06
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Taiwan plans green power spot market to ease surplus renewable power by 2027 (Digitimes)
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Taiwan intends to launch a green power spot market as early as late 2026 or early 2027 to allocate intermittent renewable generation better and reduce surplus electricity pressures on semiconductor and other energy-intensive industries, market sources said. The move aims to address mismatches between peak renewable output and corporate electricity demand that have left some power retailers holding surplus power....
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08.05.26 - 06:06
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Topco hits record 1Q26 revenue, profit on semiconductor materials demand (Digitimes)
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Topco Scientific reported record first-quarter 2026 revenue and profit on May 7, driven by strong demand for photoresists, photomask substrates, and silicon wafers used in advanced semiconductor manufacturing processes, as well as peak revenue recognition from environmental engineering projects in Taiwan and overseas....
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