|
|
|
12.07.26 - 17:01
|
SK Hynix: US-Börsengang mit düsterer Prognose (Heise)
|
|
|
Chiphersteller SK Hynix feierte sein Debüt an der US-Börse ohne nachhaltige Kurseffekte.. --- Doch auch mit zusätzlichem Geld aus Aktienverkäufen wird SK Hynix die enorme Nachfrage nicht decken können, glaubt CEO Kwak Noh-jung. Längst befindet sich der Weltmarkt in einer Chipkrise und die werde erst noch ihren Höhepunkt erreichen, sagte er der Nachrichtenagentur Reuters beim Börsengang am Freitag. „Wir gehen davon aus, dass das nächste Jahr aus Sicht der Versorgung das schlimmste Jahr in der Geschichte der Branche sein wird“, erklärte er. Die Nachfrage der Kunden steige weiter an, während die Produktionskapazitäten begrenzt seien, sagte er. „Wir gehen weiterhin davon aus, dass die Kundennachfrage auch über das Jahr 2030 hinaus höher sein wird als unsere Angebotskapazitäten.. --- Dennoch gibt es Zweifel, dass der extreme Bedarf nach bestimmten Chips für KI wirklich von Dauer sein wird. Grund sind zum Beispiel Apples Bemühungen um Speicher des chinesischen Herstellers ChangXin Memory Technologies (CXMT)..
|
|
|
12.07.26 - 14:00
|
Chinese state-owned firms set up semiconductor funds amid calls for ′patient′ capital (SCMP)
|
|
|
Companies backed by the state and provincial governments in China have announced new funds to focus on the semiconductor industry, which requires a large amount of time and resources to grow, at a time when the country is in need of more “patient capital”.
China Life Insurance, the country's largest life insurer, backed by the State Council, said it would establish a partnership with total capital of 5 billion yuan (US$737 million) that “principally invests in companies operating in the......
|
|
|
12.07.26 - 07:00
|
In China′s electronics hub, a memory chip crisis is hitting consumers hard (SCMP)
|
|
|
For Cai, a trader in Shenzhen's vast Huaqiangbei electronics hub, the business of assembling computers for gamers and corporate clients has suddenly become dramatically more expensive.
The price of memory products in Huaqiangbei has tripled over the past year amid the global artificial intelligence boom – and the spike has hit the world's largest wholesale electronics market hard.
“Right now, memory and SSDs are the biggest cost drivers in a personal computer build,” Cai said, referring to......
|
|
|
|
|
|
|
10.07.26 - 23:09
|
Apple Sues OpenAI Alleging Trade Secret Theft In Blockbuster AI Hardware Case (ZeroHedge)
|
|
|
Apple Sues OpenAI Alleging Trade Secret Theft In Blockbuster AI Hardware Case
Apple has filed a major lawsuit in the U.S. District Court for the Northern District of California accusing OpenAI, io Products, and former Apple executives of misappropriating trade secrets to fast-track AI hardware development.
The complaint details a months-long scheme involving former Apple employees now at OpenAI. Key defendants include Tang Tan (OpenAI hardware lead and ex-Apple VP of product design) and Chang Liu (former Apple senior electrical engineer). Apple alleges they directed recruits to share confidential details on unreleased devices, components, manufacturing processes, and suppliers.
Specific claims, according to the WSJ, include Tan instructing interviewees to bring physical Apple hardware parts for review, retaining and distributing an internal Apple "Need to Know" departure security document, and using stolen supplier information to trick partners into using proprietary techniques. Liu...
|
|
|
10.07.26 - 16:31
|
Semiconductor Stocks Are Overbought, Morgan Stanley′s Shalett Warns (Bloomberg)
|
|
|
Lisa Shalett, Morgan Stanley Wealth Management CIO, discusses the current state of the semiconductor sector, highlighting that chip stocks have become meaningfully overbought with some indexes up nearly 100% year-to-date before recent pullbacks. She speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
|
|
|
10.07.26 - 15:01
|
Halbleiter-Konzern SK Hynix glückt Erstnotiz in den USA (Onvista)
|
|
|
Dem südkoreanischen Chip-Hersteller SK Hynix ist die bislang größte Notiz eines ausländischen Konzerns an den US-Börsen geglückt. Wie das Finanznachrichtenportal Bloomberg schrieb, erlöste SK Hynix 26,5 Milliarden US-Dollar mit dem Verkauf sogenannter ADRs. Das sei der größte Aktienverkauf eines ausländischen Unternehmens in den USA aller Zeiten, hieß es weiter..
|
|
|
10.07.26 - 09:15
|
Die Risiken des KI-Booms (Commerzbank)
|
|
|
Die Einführung der Künstlichen Intelligenz hat vor allem in den USA einen Investitionsboom ausgelöst. Das schiere Ausmaß des Ressourceneinsatzes erhöht das Risiko einer Übertreibung. Diese könnte einen Rückschlag an den Börsen auslösen. Wir bewerten die Risiken und kommen zum Schluss, dass der Boom zunächst weitergehen dürfte..
|
|
|
|
|
|
|
09.07.26 - 22:54
|
Starbucks Using AI To Build Software Replacing Applications It Buys From Microsoft, IBM (ZeroHedge)
|
|
|
Starbucks Using AI To Build Software Replacing Applications It Buys From Microsoft, IBM
Corporate America has been desperate to see a burst of productivity (i.e., cost cutting) emerging from the latest flood of agentic AI euphoria, and it is slowly starting to get it. Not everyone will be pleased.
Starbucks is developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft and IBM.
According to Bloomberg, the coffee chain, whose stock price has gone nowhere in the past 3 years, is building alternatives to a Microsoft system that tracks inventory and an IBM tool that manages maintenance. Some of the Starbucks-developed software could roll out by the end of next year, pending the results of testing, the report notes.
Before the advent of advanced AI models, businesses were tethered for years to their technology vendors due to fear of business disruption and the complexity of building in-house tools. B...
|
|
|
|
|
|
|
|
|
|
|
|
|
09.07.26 - 14:30
|
MPs urge Labour to ditch £330m Palantir software contract with NHS (The Guardian)
|
|
|
Cross-party group backs call last month from science and technology committee to look at alternative optionsA second parliamentary committee has urged Labour to scrap Palantir's £330m contract with the NHS, increasing pressure on the next prime minister over government deals with the controversial US tech company.MPs on the health and social care select committee want the NHS to cut ties with Palantir and find a replacement for its system, which is supposed to unify and analyse huge amounts of often highly sensitive NHS health data. Continue reading......
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
