Globalfoundries plant to significantly expand its capacities in Dresden and still sees room for three more chip factories, while the semiconductor market is overall under pressure. #Halbleiter #Chipindustrie #Globalfoundries (translated)
Japanese companies are investing up to 21 billion dollars in the construction of two chip factories in the United States, in a deal that also includes lower import tariffs on Japanese goods by the US government. #Japan #chipindustrie #investeringen (translated)
"Many conversations with customers are now about the period after 2027," says CEO Christophe Fouquet at the presentation of the quarterly figures. "For us, that means more demand in the short term." ASML customers expect that they will not be able to meet the demand for chips themselves until at least 2028, says Fouquet. "But to be honest, it is becoming increasingly clear that 30 percent in 2027 and 30 percent in 2028 will not ensure that we can meet the demand from our customers," Fouquet now says. "All in all, I would say it was a very, very strong quarter," said Fouquet. #ASML #chipindustrie #kunstmatigeintelligentie (translated)
ASML achieved strong results in the third quarter with increased profits and expected growth, driven by the rising demand for chip machines, particularly related to investments in artificial intelligence and other technologies. #ASML #chipindustrie #kunstmatigeintelligentie (translated)
ASML cannot fully keep up with the ongoing high demand for chip machines, although the order flow and revenue in the third quarter have increased significantly. #ASML #Chipindustrie #KunstmatigeIntelligentie (translated)
Furkan Yildirim wrote that chip stocks have fallen sharply worldwide. He named as a trigger remarks made by Broadcom CEO Hock Tan, who said at a conference in Singapore on Monday that many AI investors do not understand what they are investing in and have set expectations too high. SK Hynix lost 10.09 percent, Samsung 7.39 percent, and the South Korean stock market 5.46 percent. At the same time, Broadcom expects annual AI chip revenues of $230 billion by 2028 – four times the current value. Yildirim referred to Samsung's recent figures: the company reported a record operating profit of around $80 billion the week before, an increase of 782 percent. Five days later, the stock dropped by 7.39 percent. According to Handelsblatt, Samsung and SK Hynix are now valued on the stock market at just under four times their expected annual profit for 2027 – similar to distressed European car manufacturers. The market apparently no longer trusts the record profits, wrote Yildirim. He highlighted as a key statement from Tan's speech that capital is now scarcer than chips, memory, or power. Intel CEO Lip-Bu Tan identified capital and its costs as the greatest challenge at the same conference. Yildirim also quoted a projection from Apollo economist Torsten Slok: Amazon, Alphabet, Meta, Microsoft, and Oracle could invest $892 billion in data centers this year and even $1.1 trillion by 2027. Public budgets and social security in Germany are expected to invest a total of approximately $170.6 billion by 2025. The companies are increasingly financing their expenditures through bonds and competing with governments for investors, which, according to Yildirim, could raise interest rates for everyone. A model published by the U.S. think tank Brookings estimates that the U.S. will need investments of $10.3 trillion in AI infrastructure by 2032. According to the model, for this to be profitable, the AI sector would need to generate approximately $3.7 trillion in annual revenue by 2032, accounting for 9.2 percent of total U.S. economic output. Yildirim also wrote that Broadcom partially guarantees a loan package of around $42 billion, with which AI developer Anthropic is financing its computing chips for 2027. By the end of October, the first large data center operators will present their figures. The question now is no longer merely whether enough chips can be produced but also who will be able to pay for them. #ChipIndustrie #Investitionen #KünstlicheIntelligenz (translated)
Taiwan demands a clear stance from the international community against China's threats and emphasizes the right to freedom and peace while building up its defense capabilities and at the same time capitalizing on the economic boom in the AI and chip industry. #Taiwan #China #Freiheit (translated)
The semiconductor industry is experiencing a historic high with record-breaking revenues and profits, supported by a consistently high demand for AI chips and massive investments from large companies like Nvidia and Samsung. #Halbleiter #Chipindustrie #KünstlicheIntelligenz (translated)
Samsung expects a record profit of 107.4 trillion won in the third quarter due to the AI boom, which is nearly nine times last year's profit. #Samsung #KIBoom #Chipindustrie (translated)
‘Dat in Europa geen chipfabrieken gebouwd worden, is zorgelijk’ #ASML #Chipindustrie #Europa
Europa verliest steeds meer terrein in de chipindustrie, aangezien ASML al maanden geen chipmachines meer verkoopt aan Europese landen, terwijl de omzet voornamelijk afkomstig is van Aziatische klanten. #ASML #Chipindustrie #Europa
Drie jonge Nederlandse chipbedrijven hebben dit jaar miljoenen geïnvesteerd gekregen, met als belofte onhackbare, energiezuinige en snelle chips, wat Nederland mogelijk een belangrijke rol in de geopolitieke chipsector kan geven. #Chipindustrie #Innovatie #Investeringen
Der Techsektor verzeichnet Kursverluste, insbesondere bei Chipaktien, aufgrund von Sicherheitsbedenken und möglichen Beschränkungen im Bereich der Künstlichen Intelligenz, während gleichzeitig die Aktien von Cybersicherheitsunternehmen steigen. #KünstlicheIntelligenz #Börse #Chipindustrie
AT&S-Chef Michael Mertin prognostiziert für sein Unternehmen aufgrund der steigenden Nachfrage nach KI-Rechenzentren ein äußerst profitables Jahr mit einem Umsatzplus von mindestens 50 Prozent und kritisiert gleichzeitig die aktuelle Förder- und Regulierungspolitik der EU. #KünstlicheIntelligenz #AT&S #ChipIndustrie
Een voormalige topman van de Belgische chipfabrikant Belgan is verdacht van spionage voor China, nadat hij bedrijfsgeheimen mogelijk heeft doorgespeeld aan Beijing en eerder deze jaar op het vliegveld Zaventem werd gearresteerd. #spionage #chipindustrie #België
Anleger bleiben optimistisch gegenüber Nvidia, da der Chipkonzern nach überraschend guten Quartalszahlen und einer erwarteten Umsatzsteigerung von 70 Prozent das Kursziel erhöht, während er gleichzeitig mit Herausforderungen in der Nachfrage und Lieferengpässen konfrontiert ist. #Nvidia #KünstlicheIntelligenz #Chipindustrie
Chipmaker Nvidia zorgt ervoor dat klanten de benodigde financiering verkrijgen om zijn dure AI-chips aan te schaffen, omdat het bedrijf sterk afhankelijk is van grote techbedrijven en de groei van de AI-chipmarkt wil stimuleren. #Nvidia #AI #Chipindustrie
Omzet Nederlandse chipindustrie is in zes jaar tijd verdubbeld tot 46 miljard euro, wat deels te danken is aan de groei van bedrijven en een toenemend aantal banen in de sector, met de werkgelegenheid die steeg van 23.000 naar 43.000 medewerkers. #chipindustrie #NederlandsEconomie #ASML
Nederland heeft geen autoriteit van buitenaf nodig. We hebben ASML, letterlijk het belangrijkste bedrijf ter wereld voor de chipindustrie. We hebben de grootste agrarische export naar de VS. We runnen een onevenredig groot deel van de wereldeconomie voor een land van 15 miljoen mensen. En in vijftien jaar zijn er 3 miljoen mensen bijgekomen die we nooit hebben gevraagd. Als Nederland gewoon op zichzelf was, zonder EU-inmenging, zonder NAVO-dictaten, zonder opgelegde migratiequota, waren we de besten ter wereld. In alles. #Nederland #Onafhankelijkheid #Economie
Die Analyse von Angela Göpfert zeigt, dass der KI-Boom vor Risiken steht, da die Chipindustrie mit wachsender Konkurrenz aus China, komplizierter Finanzierung und einer möglichen Überproduktion von Speicherchips konfrontiert wird, was sich bereits negativ auf die Aktienkurse führender Halbleiterhersteller auswirkt. #KünstlicheIntelligenz #Halbleiter #Risiken
