|
|
|
|
|
|
|
14.10.26 - 09:42
|
Marcus Weyerer: Warum die Schaufeln des KI-Goldrauschs aus Taiwan und Südkorea kommen (Das Investment)
|
|
|
Franklin-Templeton-Stratege Marcus Weyerer sieht Schwellenländer an der engsten Stelle der KI-Wertschöpfung. Die Auftragsbücher reichen bis 2027 – das Klumpenrisiko wächst mit.Die Modelle der weltweiten KI-Revolution kommen aus den USA. Die Chips darunter allerdings nicht. 80 Prozent der Speicherchips entstehen in Südkorea, bei SK Hynix und Samsung. Von den Rechenchips, die für KI zählen, kommen über 90 Prozent aus Taiwan, der Großteil von TSMC. Wer eine KI trainieren will, kommt deshalb an Asien nicht vorbei. Das rückt zwei Schwellenländer (Emerging Markets) ins Zentrum der Rallye und räumt zugleich mit dem Bild auf, das viele Anleger im Kopf haben: Rohstoffe, junge Bevölkerung, Brasilien. Marcus Weyerer, ETF-Stratege bei Franklin Templeton, hält......
|
|
|
14.10.26 - 08:13
|
ASML Raises Full-Year Sales Outlook (Bloomberg)
|
|
|
ASML upgraded the low end of its 2026 sales forecast as increasing artificial intelligence spending boosts demand for the Dutch company's chip-making machines. The firm projected annual sales of between €44 billion ($49 billion) and €45 billion this year. ASML's outlook offers an indication of investment plans by chipmakers like TSMC, Samsung Electronics and Intel. Bloomberg's Tom Mackenzie reports. (Source: Bloomberg)...
|
|
|
14.10.26 - 07:06
|
Samsung, AMD validate CXL memory for AI servers (Digitimes)
|
|
|
Samsung Electronics and AMD have collaborated to validate Compute Express Link (CXL) memory technology designed to expand capacity and bandwidth for AI servers, as Samsung broadens its AI infrastructure strategy beyond high-bandwidth memory (HBM) to memory pooling and enterprise storage....
|
|
|
|
|
|
|
14.10.26 - 04:06
|
Samsung integrates AI into daily life as LG showcases smart factories, data-center cooling (Digitimes)
|
|
|
Samsung Electronics and LG Electronics showcased their AI strategies at KES 2026 in South Korea, with Samsung focusing on smartphones, TVs, and home appliances while emphasizing an integrated AI ecosystem for everyday life. LG highlighted smart factories, robotic components, and data center cooling systems, demonstrating how its manufacturing and heating, ventilation, and air-conditioning (HVAC) expertise is expanding into AI-related industries....
|
|
|
|
|
|
|
13.10.26 - 19:01
|
Spekulation um exklusiven Speicherchip aus China (Börsen-Zeitung)
|
|
|
Der chinesischen Firma CXMT ist gelungen, woran sich die Technologieriesen Samsung und SK Hynix seit Jahren die Zähne ausbeißen – behauptet zumindest der Firmenchef. Mit der neuen Technik könnten zudem westliche Sanktionen weiter an Wirkung verlieren....
|
|
|
|
|
13.10.26 - 16:01
|
Broadcom-Chef spricht von Casino: Wie gefährlich wird der Chip-Ausverkauf? (Ariva)
|
|
|
Ein Chip-Unternehmen aus China löst ein Chip-Beben aus. Broadcom-Chef Hock Tan spricht von Casino, Cathie Wood von brutalen Zyklen. Wer hat recht? Der Ausverkauf bei Chipaktien zieht weltweit Kreise. Anlegerinnen und Anleger fürchten einen überhitzten Handel rund um künstliche Intelligenz, steigende Finanzierungskosten und neue Konkurrenz aus China. Am härtesten traf es die Speicherhersteller wie SK Hynix und Samsung ......
|
|
|
|
|
13.10.26 - 12:30
|
Why Samsung, SK Hynix and CXMT shares are under pressure despite strong AI demand (SCMP)
|
|
|
A sharp sell-off in Asian memory chip stocks this week signals growing investor doubts over whether the sector's AI-driven profit boom can last, even as soaring prices drive strong quarterly earnings across the sector.
Shares in market leaders Samsung Electronics and SK Hynix plunged in Seoul on Tuesday, extending a days-long slide that has also swept up Chinese rival ChangXin Memory Technologies (CXMT).
Samsung and SK Hynix closed down 7.4 per cent and 10.1 per cent, respectively. The companies......
|
|
|
13.10.26 - 11:06
|
CXMT′s server DRAM push raises margin concerns for Samsung, SK Hynix (Digitimes)
|
|
|
China's ChangXin Memory Technologies (CXMT) is raising concerns over the future pricing power of Samsung Electronics, SK Hynix, and Micron as its plans for next-generation server DRAM prompt renewed scrutiny of competition in 2027 and 2028. South Korean industry observers caution, however, that CXMT has yet to demonstrate the production yields and reliability needed to challenge established suppliers at scale....
|
|
|
|
|
13.10.26 - 10:12
|
Chip stocks slide after Broadcom boss likens AI investing to ′casino′ (The Guardian)
|
|
|
Asian markets fall and Samsung shares tumble after its Chinese rival CXMT claims strong progressBusiness live – latest updatesShares in semiconductor companies fell on Tuesday after the boss of Broadcom compared many AI investors to “casino” gamblers, and Chinese memory chip maker CXMT said it had made good progress on a new chip architecture.South Korea's benchmark Kospi index tumbled 6.25% as investors dumped chip stocks, while other Asian markets were also lower. Japan's Nikkei fell 1.8% and the Taiwan exchange lost almost 2%, with the country's chip maker TSMC down by a similar amount. Continue reading......
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
