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21.11.25 - 14:06
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Intel Aktie: Abstand zu TSMC und Samsung bleibt groß (Aktiencheck)
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St. Petersburg (www.aktiencheck.de) - Intel-Aktienanalyse von Raymond James:
Die Analysten von Raymond James nehmen die Coverage für die Aktie von Intel Corp. (ISIN: US4581401001, WKN: 855681, Ticker-Symbol: INL, NASDAQ-Symbol: INTC) mit dem Rating "market perform" wieder auf.
Die verbesserte Bilanz und das neue Management seien Gründe für Zuversicht, allerdings bleibe das Ausführungsrisiko erheblich, da Intel gegenüber reinen Foundry-Wettbewerbern wie TSMC (TSM) und Samsung Foundry in mehreren Bereichen zurückliege. [mehr]...
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21.11.25 - 09:06
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TSMC in sight: Samsung seen hitting 21,000 wafers by 2026 (Digitimes)
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Samsung Electronics is reportedly planning to raise the monthly output of its next-generation 2nm foundry process to as many as 21,000 wafers by the end of 2026, according to new industry projections. The increase would represent a 163% jump from 2024 and could significantly narrow the company's long-standing performance and capacity gap with TSMC....
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21.11.25 - 05:54
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Samsung Electronics maintains dual-CEO structure in 2026 executive reshuffle (Digitimes)
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Samsung Electronics' 2026 executive reshuffle reinforces its dual-CEO structure, maintaining continuity in mobile and memory leadership while appointing top technology experts to accelerate AI, semiconductor, and advanced research, signaling a strategic focus on long-term innovation and competitiveness amid intensifying global industry pressures....
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21.11.25 - 02:42
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Samsung Appoints TM Roh As Co-CEO (AFX)
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SEOUL (dpa-AFX) - Samsung Electronics announced the appointment of TM Roh as Chief Executive Officer and Head of the Device eXperience Division. He will serve alongside Young Hyun Jun, Vice Chairm......
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21.11.25 - 01:54
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Samsung primes the ground for a major executive overhaul (Digitimes)
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Samsung Electronics has begun notifying senior executives nearing retirement, prompting expectations that its annual year-end management reshuffle is close. ChosunBiz and ZDNet Korea reported that Samsung began issuing retirement notices to selected executives on the morning of November 20. With the process underway, industry watchers expect the president-level reshuffle to be announced as early as November 21 or early next week....
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21.11.25 - 01:54
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Weblink International eyes growth from surging memory prices (Digitimes)
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Consumer electronics distributor Weblink International is strengthening supply chain collaboration and enhancing its product portfolio, with an eye on the surging global demand for memory. As a key distributor for international memory brands, including Samsung Electronics, SanDisk, Western Digital (WD), and Transcend, Weblink will coordinate with manufacturers to secure prioritized supply quotas and ensure availability in Taiwan, and launch integrated memory and storage solutions targeted at AI server system integrators, cloud service providers, and enterprise customers....
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20.11.25 - 22:03
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Ziegler Advises Xealth on its Sale to Samsung Electronics (PR Newswire)
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CHICAGO, Nov. 20, 2025 /PRNewswire/ -- Ziegler, a specialty investment bank, is pleased to announce its role as exclusive financial advisor to Xealth ("Xealth" or the "Company"), a leading healthcare integration platform, on its sale to Samsung Electronics Co., Ltd. (Samsung). The......
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20.11.25 - 10:06
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Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla′s AI ambitions (Digitimes)
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Tesla CEO Elon Musk has revealed intentions to construct an in-house wafer fabrication facility, or TeraFab, to meet soaring AI chip demand that surpasses current industry manufacturing capabilities. In an interview with investor Ron Baron, Musk highlighted the company's expanding AI chip requirements and expressed concerns over reliance on external foundries such as Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics....
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20.11.25 - 09:06
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Samsung regains DRAM leadership from DDR5 surge (Digitimes)
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In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract prices for DDR5 modules by 60% in just two months and plans to further expand DDR5 production. Reuters has also reported that Samsung had increased supply prices for some memory products by up to 60%....
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