VanEck Vect.ETF-Semiconductor ETF

 

ChenFull Precision president CM Lai stated during an earnings call on December 24 that looking ahead to 2026, strong growth momentum in both the semiconductor and defense sectors is expected. For ChenFull, semiconductor business revenue is projected to rise by 20% to 30%, while the defense business is also showing robust potential with opportunities to deliver double-digit growth. Overall gross margin is anticipated to return to around 30%....

The semiconductor industry is increasingly central to national strategies as the US and China intensify state-led investments amid growing tech geopolitical tensions. The US CHIPS and Science Act and China's multibillion-yuan semiconductor funding illustrate a resurgence of state capitalism in high-tech sectors, reshaping global supply chains and industrial competition....

As demand for artificial intelligence (AI) semiconductors continues to surge, the market for glass substrates, which are widely regarded as a critical material for next-generation advanced packaging, is gaining momentum. South Korean companies such as Samsung Electro-Mechanics (SEMCO) and LG Innotek are gearing up to compete for leadership in this emerging segment....

YF Capital, the private equity firm founded by Jack Ma, has taken a stake in China's memory chip sector, renewing market focus on semiconductor investment trends. As the US tightens technology restrictions, domestically developed Chinese chips are increasingly seen as strategically critical, driving a rise in related investment activity....

The collaboration is expected to generate approximately $1.2 million in annual revenue...

Nvidia hat angeblich die Tests von Intels 18A-Produktionsprozess eingestellt. Die Intel-Aktie verlor daraufhin rund 2,2 Prozent an Wert. (Intel, Prozessor)...

Trotz US-Sanktionen steigert Huawei den Anteil chinesischer Komponenten bei seinen Flaggschiff-Smartphones massiv auf fast 60 Prozent..

The reduction will cover in the first instance the nomenclatures with achieved significant substitution on account of Russian manufacturers...

Union Home Minister Amit Shah announced India's imminent entry into semiconductor exports, aiming for self-reliance despite a late start. Speaking at the Abhyudaya Madhya Pradesh Growth Summit, he also inaugurated industrial projects worth Rs 2 lakh crore, highlighting the state's progress in power surplus and cleanliness....

Das Start-Up hat sich auch KI-Inferenzchips spezialisiert und in den vergangenen Monaten mehr als verdoppelt Die Übernahme soll in bar erfolgen...

Bharti Enterprises and Warburg Pincus have jointly acquired a 49% stake in Haier India, a subsidiary of Chinese consumer electronics giant Haier Group. This strategic investment aims to accelerate Haier India's growth and expansion by leveraging global innovation, Bharti's extensive networks, and Warburg Pincus' expertise in scaling brands....

A string of acquisition deals in China's white-hot semiconductor sector unraveled in December, underscoring a widening valuation gap between listed buyers and privately owned targets amid volatile market conditions.... Read more...

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Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins Paul Sweeney and Kristine Aquino on Bloomberg Intelligence to discuss the 2026 outlook for the PC and computer hardware market, including Micron, Dell, HP, and more. AI is top of mind for these companies as server demand continues to accelerate. Dell in particular is expected to see a broadening customer base that will support a high-single-digit compound annual growth rate through fiscal 2030. Robust AI order activity and stable traditional server and storage trends will help sustain momentum. Elsewhere, Micron's 2026 DRAM-supply outlook offers little relief for HP and Dell's PC sales and margin. Micron expects DRAM-supply tightness at least through 2026 and into 2027, which forces personal-computer manufacturers to make tradeoffs between PC units and sales, especially at the higher end. (Source: Bloomberg)...

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Eine neue Regulierungsentscheidung in den USA könnte den Drohnenmarkt grundlegend verändern. Wie Seeking Alpha unter Berufung auf eine Analyse von Needham and Company berichtet, dürften heimische Anbieter von unbemannten Fluggeräten ab dem kommenden Jahr deutlich profitieren. Auslöser ist ein Schritt der Federal Communications Commission. Die Behörde hat aus Gründen der nationalen Sicherheit im Ausland hergestellte Drohnen sowie zentrale Komponenten auf ihre sogenannte Covered List gesetzt. Damit verlieren diese Systeme die Möglichkeit, eine Zulassung der Regulierungsbehörde zu erhalten. Ohne diese Genehmigung dürfen sie in den Vereinigten Staaten weder importiert noch verkauft oder legal betrieben werden..

US-blacklisted company iFlytek has set up a new corporate entity to expand into semiconductors and other artificial intelligence-related fields as part of efforts to bolster China's broader tech self-sufficiency initiatives. The new entity, Shandong Yixun Information Technology, was incorporated last week with a registered capital of 50 million yuan (US$7.1 million), according to the latest information from Chinese corporate data provider Qichacha. The scope of this entity's operations would......

Samsung übernimmt die ADAS-Sparte von ZF Friedrichshafen. Der Deal soll Samsungs Position im Automarkt stärken - und ZF von Schulden befreien. (Samsung, Auto)...

Motive says its products, including a dashboard camera for tracking truckers, have saved over 1,000 lives....

A Japanese startup originating from Waseda University, Power Diamond Systems (PDS), showcased its diamond-based semiconductors at SEMICON Japan 2025, presenting for the first time an evaluation system that confirmed the devices' operation after packaging....