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13.09.26 - 14:12
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India′s semiconductor sector attracts $1.4 billion in funding across 281 companies (Times of India)
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India's semiconductor sector has attracted $1.4 billion in equity funding across many companies. Nearly half of this investment occurred since 2025, showing rapid growth. The nation is preparing to host SEMICON India 2026, a major industry event. Bengaluru leads as the primary semiconductor hub, attracting substantial investment. Acquisitions remain the dominant exit strategy for companies in this sector....
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13.09.26 - 12:54
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Chinese researchers extend future memory endurance 100-fold in semiconductor advance (SCMP)
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Chinese researchers have developed a way to make an emerging type of memory chip much more durable, potentially overcoming a critical reliability barrier to its use in high-performance computing and future artificial intelligence systems as the AI boom drives demand for more advanced semiconductors.
The team demonstrated more than 10 billion writing cycles in wurtzite ferroelectrics, a class of materials that can switch between two electric states to store data. The result was roughly 100 times......
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09.09.26 - 14:01
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Branchen-Update September 2026 (Helaba)
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Zwischen Krieg, Dürre und Sondereffekten.. --- Die Auftragseingänge legen um 2,5 % gegenüber dem Vormonat zu (+13,0 % gg. Vj.). Die Entwicklung ist auf eine Reihe von Großaufträgen im sonstigen Fahrzeugbau (Schiffe, Militärfahrzeuge, Züge etc.) zurückzuführen. Ohne Großaufträge war die Entwicklung rückläufig.. --- Nach überraschend robuster erster Jahreshälfte startet die Industrie schwach in das dritte Quartal. Zu den vereinzelt spürbaren Auswirkungen des Irankriegs gesellt sich die anhaltend schwache Inlandsnachfrage Deutschlands. Zudem dürften sich im Juli und den folgenden Monaten die Auswirkungen der niedrigen Rheinpegelstände bemerkbar machen.. --- Auftragseingänge insgesamt noch aufwärtsgerichtet, Kernaufträge schwächeln erneut --- Rüstung treibt Schiffbau – Großaufträge prägen das Gesamtbild der Aufträge --- Chemie: Niedriger Rhein-Pegelstand ein weiteres Laster..
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09.09.26 - 13:42
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Ares′s Jacobson: Bifurcation in Software Market (Bloomberg)
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Blair Jacobson, Co-President of Ares Management, says investors need to be more careful in selection and due diligence in the software market. He speaks to Guy Johnson on "Bloomberg Brief" at the IPEM Global conference in Paris, France. (Source: Bloomberg)...
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09.09.26 - 12:30
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Ares′ Jacobson Sees Bifurcation in Software Industry (Bloomberg)
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Blair Jacobson, co-president of Ares Management, discusses the outlook for the software industry which came under pressure earlier this year as investors weighed the impact of artificial intelligence on the sector. "The general view was all software will get eaten by AI," Jacobson tells Bloomberg's Guy Johnson from the sidelines of the IPEM conference in Paris. "Seven, eight, nine months later, we've actually seen a bifurcation in that market," he adds. (Source: Bloomberg)...
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