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Investor doubts about chip development and artificial intelligence, amid a higher inflation environment, are negatively affecting the stocks of European and American companies in the sector, causing significant declines in their prices. #Inversores #Chips #InteligenciaArtificial (translated)

Maxim Röder wrote that a graphic shows why he was still carefree and fully invested in 2023 and 2024, but is now thinking more about it. He explained that the planned investments from Amazon, Google, Microsoft, Meta, and Oracle have reached historically unprecedented levels. As risks, Röder mentioned that annual investments of one trillion dollars required revenues from AI software amounting to hundreds of billions of dollars. Additionally, chips with cycles of three to six years could later burden operating margins due to depreciations. He questioned how much free cash flow would remain for stock buybacks when the funds were flowing into data centers and transformers. Röder wrote that no one knows how the developments will turn out. However, the risk today is significantly higher than in 2023, 2024, or 2025. #Investitionen #BigTech #Risiko (translated)

The stock markets are caught between the euphoria surrounding artificial intelligence and concerns about inflation, with the DAX starting trading today with a decline due to weak indicators and rising US inflation expectations, while the chip industry is benefiting from high demand for AI chips. #Berichtssaison #Chipbranche #USInflation (translated)

The author described China’s Lens Technology as the world’s premier touchscreen manufacturer and said its founder and CEO was the world’s richest self-made female billionaire. The author added that she was expanding the company into robotics, AI chips and other new industries, and directed readers to a new brief from Bismarck Analysis. https://t.co/aMel7FhQey #Tecnología #Innovación #Empresas #CN

ASML, the only global supplier of extreme ultraviolet lithography machines for the manufacturing of advanced artificial intelligence chips, has announced that it will not be able to meet the growing demand until at least 2028, due to the surge in orders related to AI and the construction of data centers. #ASML #InteligenciaArtificial #Chips (translated)

Krzysztof Sałek from KO in Stalowa Wola accused Horała of shamelessly lying to millions of Poles. He wrote that article 4 says "in relation to," not "in the presence of," and wondered whether Horała intentionally presented this content incorrectly or if it was due to his legal education. He added that we will probably never find out. https://t.co/1CV2gNDDj5 #Polska #prawo #aktualności (translated)

In September, Chinese exports increased by 36.3% year-on-year, driven by demand for chips and electric vehicles, leading to a trade surplus of nearly 938 billion dollars and suggesting a trend towards records in foreign trade. #ExportacionesChinas #VehículosEléctricos #Semiconductores (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)

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)

Spain seeks to position itself in the industrial revolution of semiconductors by focusing on the development of new photonic chips, despite facing limitations in funding and the loss of opportunities for mass production. #Semiconductores #InnovaciónTecnológica #España (translated)

MEMIS wrote that the argument that people were already on site was one of the worst against repatriation. As a comparison, he described someone who entered a home, made a mess, and then referred to the fact that the person was already there when the police arrived. He added that mistakes and violations should obviously be corrected. #återvandring #rättvisa #migration (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)