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Analysten-Kursziel über dem Dreifachen: Knackt die Aktie jetzt den Trend?
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Aktuelle News von TrendForce

  • 24 h
  • letzte 200 News
ZeitAktuelle Nachrichten
14.10.ASML Warns of 2027-28 Supply Shortfall Despite 30% Annual Capacity Hikes; Pricing Impact Starts in 2027
14.10.SEMI Sees Americas Fab Tool Spending Double to US$40.6B by 2029 as TSMC, Intel, Micron, Samsung Expand
14.10.Musk Weighs In on Memory: Praises Micron's Future Pricing, Slams "Extortionate" Practices
14.10.CanSemi Debuts on ChiNext, Raising CNY 7.5 Billion to Expand Specialty Processes and Silicon Photonics
14.10.Musk Says China Is Rapidly Advancing in LPDDR5/LPDDR6, Highlights Its Mass Production Capabilities
13.10.[OCP in Focus] SK hynix Drives up to 5x Faster Time-to-First-Token with MARS; HBF Expands Capacity by 14x
13.10.Samsung Showcases CXL Memory Expansion With AMD at OCP 2026, Expands AI Memory Push Beyond HBM
13.10.[OCP in Focus] Lisa Su Calls 2026 "Year of Inference" as AMD Lifts 2030 CPU TAM Forecast to $200B+
13.10.NVIDIA, Cisco Target 4× Bandwidth Density With 400G USFP Optical Module; Taiwan Suppliers Eye Gains
13.10.AI Chip Memory Strategies Diverge: Microsoft's Maia 300 Fuels HBM4 Demand as Intel Bets on LPDDR5X
13.10.Vital Technology Group's Photonics Chip Base Begins Operation in Wuhan
13.10.Samsung Reportedly Expands zNAND Lineup With zNAND-T and zNAND-I for AI Data Centers and Inference
12.10.Nanya's 3Q DRAM ASPs Surge Over 60% QoQ as Gross Margin Hits 85.7%; Further Gains Seen in 4Q
12.10.TSMC's $2B Silicon Interposer Deal with GF Could Fast-Track U.S. Packaging to 1H28, Free Up Fab Capacity
12.10.CPU Price Hike Wave: Intel Reportedly Up to 20%, Qualcomm 10%, AMD May Join as TSMC Costs Climb
12.10.ASML Reportedly Plans 10% Parts Price Hike in South Korea Starting Jan. 2027; Equipment Prices May Also Rise
12.10.CXMT Accelerates 4F² DRAM Push, Eyes Year-End Server DDR5 RDIMM Launch
12.10.UNT Invests CNY 2.13 Billion in Advanced Chip Unit, Advances 12-Inch Fab Project
12.10.AI Interposers Grow Larger, Raising HBM4E Cooling Challenges: How Samsung, SK hynix Are Responding
09.10.Samsung Reportedly Plans Exynos Auto Exit, Prioritizes Mobile APs, Image Sensors for 2027 System LSI Turnaround
09.10.NVIDIA's NVHBM Reshapes Base Die Strategies: How Micron, Samsung Are Bringing TSMC Into the Fold
08.10.AI Chip Spending Fuels Debt Financing Wave; Broadcom Reportedly Eyes Tens of Billions to Fund OpenAI
08.10.TSMC Q3 Revenue Beats Forecasts at Record NT$1.49 Trillion; Net Profit Seen Surging 64%
08.10.Microsoft Expands Local AI Push With NVIDIA RTX Spark; Surface Ultra Priced Up to $5,899 as Memory Costs Rise
08.10.Samsung Sees 3Q26 Operating Profit Soaring 783% to Record KRW 107.4 Trillion on HBM4, Memory Price Gains