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19.08.25 - 07:06
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Nan Pao revises down capex, as semiconductor adhesives drive growth (Digitimes)
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Nan Pao Resins Chemical Group has been expanding into the semiconductor sector, with an eye on semiconductor adhesives and other electronic applications driving growth. Following its merger with Yunteh Industries, Nan Pao expects record-high revenue for 2025 even amid the turbulent economy this year....
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19.08.25 - 01:00
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Tata reportedly seeks specialty chemical supplier as India clears new semiconductor projects (Digitimes)
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Tata Electronics is in talks with German chemicals major Merck to secure an exclusive long-term supply agreement for high-purity materials crucial to chipmaking, people familiar with the matter told The Economic Times. The discussions, centered on Tata's upcoming semiconductor fabrication plant in Dholera, Gujarat, reflect the company's efforts to strengthen upstream supply chains as it advances India's most ambitious chip venture....
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18.08.25 - 23:12
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3 Hidden Semiconductor Stocks Set to Follow NVIDIA’s Path (24/7 Wall St.)
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Investors have mostly been buying the most popular semiconductor stocks. And while they can still give you significant upside that beats the market, you're unlikely to get multi-bagger upside potential. A trillion-dollar company needs another 9 trillion in value to 10x. That is a tall order, even in the best of circumstances. It can thus […]
The post 3 Hidden Semiconductor Stocks Set to Follow NVIDIA's Path appeared first on 24/7 Wall St.....
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18.08.25 - 07:06
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Hua Hong Semiconductor to acquire HLMC to expand 12-inch chipmaking capacity (Digitimes)
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Hua Hong Semiconductor announced on August 17 that it will acquire a controlling stake in Shanghai Huali Microelectronics Corporation (HLMC), a unit of Shanghai Huahong (Group), via a mix of share issuance and cash. The planned deal, alongside a fundraising package, aims to streamline overlapping businesses and boost wafer capacity as competition heats up in the contract chipmaking sector....
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17.08.25 - 16:45
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Die wahren Herrscher über die Halbleiter (Die Welt)
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Der globale Kampf um Chips eskaliert. US-Präsident Trump hat extrem hohe Zölle angekündigt und bemerkenswerte Deals mit Nvidia und AMD abgeschlossen – um Amerikas Dominanz bei der wichtigsten Technologie dieses Jahrhunderts zu bewahren. Doch in Wahrheit droht das Gegenteil....
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