|
|
|
|
|
|
|
|
|
05.12.25 - 12:00
|
Chipmarkt bleibt dank KI auf Rekordkurs (DZ Bank)
|
|
|
Der globale Chipmarkt, der bereits im vergangenen Jahr einen Umsatz-Höchstwert erreichte, befindet sich auch im laufenden Jahr auf Rekordkurs. Im Oktober hat sich die ohnehin hohe Erlösdynamik weiter beschleunigt. Die spürbar anziehende Nachfrage nach leistungsstarken Prozessoren für Anwendungen auf Basis von Künstlicher Intelligenz (KI) sowie nach Chips für das Hochleistungsrechnen (High Performance Computing) ist nach wie vor der wichtigste Wachstumstreiber. Dieser positive Trend dürfte sich in den kommenden Jahren u.E. sogar noch verstärken... --- Wir erwarten, dass die erfreuliche Entwicklung des weltweiten Halbleitermarktes in den kommenden Jahren andauern und es zu neuen Umsatzrekorden kommen wird. Hiervon sollten u.E. die Entwickler bzw. Hersteller von leistungsstarken Logik- und Speicher-KI-Chips (z.B. High Bandwidth Memory bzw. HBM) überproportional profitieren..
|
|
|
|
|
|
05.12.25 - 09:30
|
Xiaomi's Triple-Fold Phone MIX Trifold Set for 3Q26 Release: Report (AAStocks)
|
|
|
A new Xiaomi phone has recently appeared in the GSMA database with the model number 2608BPX34C, leading to wide speculation from industry insiders that it is the triple-fold phone "MIX Trifold" from the Xiaomi MIX series, according to a XiaomiTime report.Currently, only Huawei and Samsung have launched triple-fold scre......
|
|
|
|
|
|
|
|
|
05.12.25 - 01:00
|
BOE reportedly secures Apple′s budget iPhone display order (Digitimes)
|
|
|
China's BOE Technology has reportedly secured the largest share of display orders for Apple Inc.'s upcoming budget model, the iPhone 17e, even as South Korean rivals Samsung Display and LG Display maintain near-total dominance over the flagship iPhone 17 series, according to South Korean industry media....
|
|
|
04.12.25 - 10:06
|
Samsung previews Exynos 2600, claims to match Apple and Qualcomm chips (Digitimes)
|
|
|
In an unusual move, Samsung Electronics has released a teaser video for its next-generation mobile application processor, the Exynos 2600, before the chip officially hits the market. The announcement signals Samsung's growing confidence in its chipmaking capabilities, with leaked benchmark data suggesting that the Exynos 2600 could rival the latest processors from Qualcomm and Apple....
|
|
|
|
|
04.12.25 - 09:06
|
Samsung reportedly wins majority of Nvidia′s 2026 SOCAMM2 supply (Digitimes)
|
|
|
Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules in 2026, becoming the largest contributor to the AI-server CPU ecosystem. SOCAMM — touted by Nvidia as a new high-performance DRAM standard and often described as a "second HBM" — is set to redefine how CPU-side memory is deployed inside advanced AI servers, Hankyung and ICsmart reported....
|
|
|
04.12.25 - 07:06
|
Samsung and SK Hynix align 2026 DRAM strategies (Digitimes)
|
|
|
Samsung Electronics and SK Hynix reportedly both plan to raise their DRAM production growth targets for 2026. Samsung is focusing on standard DRAM such as DDR5, LPDDR5X, and GDDR7, while SK Hynix intends to maintain its focus on HBM but is also looking to boost the profitability of its standard DRAM offerings....
|
|
|
04.12.25 - 05:06
|
Transcend warns memory supply tightness to last 3-5 months amid market turmoil (Digitimes)
|
|
|
Market sources indicate that memory module maker Transcend Information recently notified its customers that key suppliers SanDisk and Samsung Electronics have informed the company of a sharp reduction in chip supply. The company reported that costs had already surged by 50% to 100% the previous week, warning that severe supply-demand imbalances could persist for at least three to five months....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
