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07.05.26 - 21:00
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EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance (24/7 Wall St.)
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Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance...
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07.05.26 - 16:30
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ETF der Woche: Halbleiter-ETF: Wie Anleger vom globalen KI-Superzyklus profitieren (Das Investment)
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Nvidia, TSMC, ASML – kaum ein Sektor legte zuletzt so stark zu wie Halbleiter. Der HSBC Nasdaq Global Semiconductor ETF zeigt, wie Anleger davon profitieren können.Halbleiteraktien befinden sich seit Monaten im Aufwind – und das aus gutem Grund. Der explosionsartige Ausbau von KI-Rechenzentren, steigende Investitionen der Hyperscaler (sehr große Cloud‑ und Rechenzentrumsbetreiber) sowie strukturelle Engpässe bei Hochleistungschips haben die Nachfrage nach leistungsfähigen Prozessoren auf Rekordniveaus gehoben. Laut Marktforschern dürfte der globale Halbleitermarkt in diesem Jahr erstmals die Marke von einer Billion US-Dollar Umsatz überschreiten, getragen vor allem vom KI-Boom und einem umfassenden Server Erneuerungszyklus. Besonders stark entwickelten sich zuletzt...In Verbindung stehende Nachrichten:ETF der Woche: Silberminen-ETF im Höhenflug – 90 Prozent Plus in sechs MonatenETF der Woche: Nahost-Konflikt treibt Ölpreis – und gibt Clean-Energy-ETFs AuftriebETF der Woche: Dividendensai...
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06.05.26 - 17:18
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AI Chip Packaging Constraints Create an Opening for Intel′s EMIB Technology (24/7 Wall St.)
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Advanced Packaging Has Become the Bottleneck Intel (INTC) is attempting to reposition itself in the semiconductor value chain by leveraging one of the few areas where it still holds a differentiated capability—advanced packaging. While Taiwan Semiconductor Manufacturing Company's (TSM) (TSMC) Chip on Wafer on Substrate (CoWoS) platform has become the industry standard for high-performance AI ... AI Chip Packaging Constraints Create an Opening for Intel's EMIB Technology...
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06.05.26 - 16:18
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Ostasien-Indizes mit Rekorden (Börsen-Zeitung)
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Halbleiteraktien stehen so hoch im Kurs wie nie: Nach Apple- und Nvidia-Zulieferer TSMC tritt nun der KI-Speicherchiphersteller Samsung Electronics als zweites Unternehmen in Ostasien in den 1-Billion-Dollar-Aktienklub ein....
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06.05.26 - 15:54
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AI boom pushes Samsung to $1T (TechCrunch)
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Samsung crossed the $1 trillion valuation mark after shares surged on AI-driven chip demand, making it only the second Asian company after TSMC to hit the milestone....
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06.05.26 - 10:06
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VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry (Digitimes)
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Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push into the CoWoS supply chain. The company said the move will accelerate capacity expansion and lower capital expenditure requirements as demand stabilizes after year-endinventory corrections....
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05.05.26 - 19:42
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Apple Weighs Using Intel, Samsung to Build Device Processors (Bloomberg)
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Apple has held exploratory talks about using processors from Intel and Samsung in the iPhone maker's devices. Bloomberg's Mark Gurman explains why Apple is looking for a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing. He joins Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)...
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05.05.26 - 19:36
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Everyone’s Talking About TSMC’s AI Boom. Smart Money Is Watching UMC Instead (24/7 Wall St.)
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Taiwan Semiconductor Manufacturing (NYSE:TSM) is the headline name in every AI portfolio chatroom, and after a 143% one-year run that carried the world's most valuable chipmaker to a $2.1 trillion market cap, the reasons are obvious. But here's what you should actually be watching. The Crowded Trade Is Already Priced TSMC delivered $35.90 billion in ... Everyone's Talking About TSMC's AI Boom. Smart Money Is Watching UMC Instead...
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05.05.26 - 09:18
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Iran War: Flareup of Violence Tests Ceasefire | Daybreak Europe 05/05/2026 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, the four-week ceasefire in the Middle East has been tested by a flareup of violence between the US and Iran. The American military fought off attacks from Iranian drones, missiles and armed small boats as it guided two US-flagged vessels through the Strait of Hormuz.
Plus Bloomberg understands that Apple is exploring using Intel and Samsung to produce the main processors for its devices in the US. Doing so would offer a secondary option beyond its longtime partner TSMC.
Today's guest: Sunaina Sinha Haldea, Raymond James, Global Head of Private Capital Advisory. (Source: Bloomberg)...
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