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Aktuelle News von TrendForce

  • 24 h
  • letzte 200 News
ZeitAktuelle Nachrichten
10:15First Intel Wildcat Lake Laptops Near Launch; Reportedly Built on 18A, Taking Aim at Apple's MacBook Neo
06:14TSMC Targets 2H26 COUPE on Substrate; NVIDIA Could Eye Long-Term Substrate Deals Amid CPO Push
05:14Memory 1Q26 Price Surge: Samsung Flags 146% ASP Jump, SK hynix Sees Mid-60% DRAM Gains
03:14YC Chem Reportedly First in Industry to Supply Glass Substrate Photoresists; Customer Targets End-2026 Mass Production
02:14China's Rare Earth Compound Exports Fell 17% in Value; Alternative Supply Chains Gain Momentum
FrTSMC Plans to Sell 8.1% Stake in Vanguard to Focus Resources on Core Businesses
FrKioxia Reportedly Forecasts 48-Fold April Quarter Profit Jump, Eyes U.S. ADS Listing Amid Memory Boom
FrSamsung Reportedly Begins Preemptive Strike Measures on May 14, Shifts Product Mix Toward HBM
FrSMIC Q1 Net Profit Up 5%, Misses Forecasts; Smartphone-Related Revenue Share Hits Lowest Since 2021
FrApplied Sees >30% Equipment Growth, >50% Packaging Surge in 2026; China Remains Top Market in 2Q
FrRohm Reportedly Warns of Delays in Talks with Toshiba and Mitsubishi Electric After Denso Exit
FrSamsung Reportedly Develops New Mobile HBM Packaging With Copper Pillars, Boosting Bandwidth by 15%-30%
DoU.S. Reportedly Approves NVIDIA H200 Sales to 10 Chinese Firms Including Alibaba, ByteDance, but Deals Stall
DoFoxconn to Boost 2026 Capex by 30%; CPO Switches Reportedly Set for Q3 Mass Production
DoTSMC Sees AI Wafer Demand Rising 11x From 2022-2026, Targets CoWoS With 24 HBM Stacks in 2029
DoSamsung SSD Prices Reportedly Surge Up to 300% in Japan, Kioxia Also Posts Gains as Market Divergence Widens
DoChina's Wide Bandgap Chip Players Diverge, as GaN RF Surges; SiC Profitability Under Pressure
DoSK hynix CEO Reportedly to Meet Bill Gates, Deepening AI Memory Ties Amid Microsoft ASIC Push
Mi[Insights] Memory Spot Price Update: DRAM Spot Market Strengthens Post-Holiday as DDR4 Leads Demand
MiSamsung Strike Seen Contained on Revenue Impact, with Price Support and Order Shift Risks to SK hynix, Micron
MiDecoding Googlebook Chip Partners: Intel Confirms Role, Qualcomm and MediaTek Also Reportedly in Play
MiSnapdragon 8 Elite Gen 6 Pro Reportedly Priced Above US$300 on TSMC 2nm, Risking Adoption
MiMLC NAND Spot Prices Reportedly Triple Since Late 2025 as Samsung, Kioxia Exit Supply
MiSamsung Electronics Rumored to Adjust Micro LED TV Manufacturing Strategy
MiIran Disruptions Reportedly Push Key Resin Materials Up 40% Since Mar., Fueling CCL Hikes Amid AI Demand