"No es tendencia bajista, es fase de reacción". Así es el aviso de los bancos ante la guerra. Ortega

https://youtu.be/yQdUUN6d7pg

#economia #mercados #banca #ibex35 #reaccion #bolsas #precios #eeuu #semiconductor #gerardoortega #geopolitica #negociostv

Germany Semiconductor Production Equipment Market Analysis: Key Drivers, Challenges, and Opportunities 2026 www.marketresearchfuture.com/reports/germ...
#GermanySemiconductorEquipment #AdvancedManufacturing #Semiconductor #Innovation #TechMarket

Spain Semiconductor Production Equipment Market is Transforming the Industry Landscape www.marketresearchfuture.com/reports/spai...
#SpainSemiconductorEquipment #ChipManufacturing #Semiconductor #Innovation #TechMarket

New Research: IDC forecasts global 8-inch wafer capacity to decline approximately 3 percent year-over-year in 2026 as TSMC and Samsung rationalize legacy lines. buff.ly/1q2VcAy

#Semiconductor #GPU #CPU #Trends

Bureau Veritas Expands into Semiconductor Sector with Lotusworks Acquisition Bureau Veritas' acquisition of Lotusworks strengthens its data center and semiconductor sectors, creating a €300 million growth platform.

Bureau Veritas Expands into Semiconductor Sector with Lotusworks Acquisition #Paris #France #Semiconductor #Bureau_Veritas #Lotusworks

America Is Building Its AI Future With Parts It Cannot Control | COMPUTE FORECAST America's AI build-out depends on Chinese electrical parts it cannot yet replace, exposing a strategic vulnerability hiding in plain sight.

AI growth is hitting a hidden bottleneck as transformer and grid equipment shortages expose a gap between infrastructure demand and supply chain readiness in the US.

Read now- www.computeforecast.com/Opinion/us-a...

#SupplyChain #AIInfrastructure #Semiconductor #GPU #Datacenters

Mehr EUV-Systeme von ASML: SK Hynix zahlt Premium-Preise für extra schnelle Lieferung Die Bestellung von SK Hynix bei ASML und Lieferzeiten nur bis Ende 2027 warf einige Fragen auf, die durch höhere Preise beantwortet werden.

Mehr EUV-Systeme von ASML: SK Hynix zahlt Premium-Preise für extra schnelle Lieferung #semiconductor #ASML #skhynix

The Global Helium Crisis: What It Means for Semiconductor Manufacturing and Electronic Component Supply Chains - J2 Sourcing AB The helium shortage triggered by the Middle East conflict threatens semiconductor production worldwide. Qatar's 30% global supply offline, spot prices up 40-100%, and chip yields at risk. Essential gu...

The #Global #Helium #Crisis: What It Means for #Semiconductor Manufacturing and #Electronic Component Supply #Chains

j2sourcing.com/blog/helium-...

Helium Shortage & Semiconductor Supply Chain Crisis [2026] Why is helium the chip industry's biggest hidden risk? EUV fabs consume 500K cubic feet yearly with no substitute. Here's what's actually happening.

#Helium #Shortage and #Semiconductor #Supply #Chain: The Hidden #Crisis Nobody's Talking About [2026]

www.kunalganglani.com/blog/helium-...

According to VynZ Research estimates, the advanced semiconductor packaging market was valued at approximately USD 37.5 billion in 2025 and is projected to reach nearly USD 107.7 billion by 2035, expanding at a CAGR of around 10.7%.

Advanced semiconductor packaging is reshaping the future of chip innovation.

With rising demand from AI, automotive, and high-performance computing, the market is set to surpass USD 107B by 2035.

Read more: www.vynzresearch.com/semiconducto...

#Semiconductor #AI #MarketIntelligence #TechTrends

Welche sind die wertvollsten Unternehmen der Welt? (Statista + Mehrwert-Darstellung) Briefing Wirtschaft, Economy, Statista, Infografik, Technologie, Big Tech, GAFAM, GAMAM, GAMFA, KI, Marktmacht, Market Cap, Börsenkapitalisierung, Unternehmenswert, Fi…

Welche sind die wertvollsten Unternehmen der Welt? (Statista + Mehrwert-Darstellung)

#Wirtschaft #Economy #Technology #GAFAM #GAMAM #GAMFA #MarketCap #Börsenwert #Börse #Kapitalisierung #BigTech #BigData #Halbleiter #Semiconductor #KI #KIChips #USA

derwahlberliner.com/2026/04/05/w...

Most people associate #helium with party balloons. But the #semiconductor industry is now one of helium’s largest consumers, relying on it to cool #wafers during the etching process and to maintain the controlled environments required for advanced #lithography - chart #JPMorganAM

Novel #AI #semiconductor uses #hydrogen #ions for #learning and #memory

A team has implemented the 1st 2-terminal-based AI semiconductor that precisely controls hydrogen with #electrical #signals to enable self-learning and memory. scitechupdates.com/n...

Chinese #semiconductor firms reported record revenue in 2025, driven by strong demand for #AIchips, a global memory chip shortage, and U.S. export restrictions. While these factors have boosted domestic chipmakers, #China still faces challenges in matching the technological capabilities of leading…

🔬 Japan launched a semiconductor consortium to challenge TSMC and Samsung.

AIST's "ASiST" unites chip design, fabrication & packaging — backed by $70B+ in gov't funding.

Rapidus targets 2nm mass production by 2027.

#ASiST #Rapidus #Semiconductor #ChipWar

Original post on webpronews.com

The Great Unraveling: How Trump’s Trade War Is Quietly Dismantling America’s AI Dominance Trump's escalating tariffs are inflating AI infrastructure costs, fracturing semiconductor supply c...

#BigDataPro #FinancePro #AI #tariffs #data #center #costs […]

[Original post on webpronews.com]

Global oil flow map showing key routes from the Persian Gulf and Southeast Asia to major countries, illustrating interconnected trade.

Map highlighting global oil supply chokepoints with daily barrel statistics, emphasizing critical maritime routes for energy security.

14/ The global economy gets about 20% of its oil from there. But it's about much more: phosphate, ammonia, sulfur, urea. Without these materials from the Middle East, global #fertilizer production (food!) and the #semiconductor industry collapse almost immediately.

Semiconductor Capex Rises; ASML, AMAT, LRCX Favored Investors Business Daily (Apr 3, 2026) names 3 top equipment stocks; SEMI reported book-to-bill >1.0 in Mar 2026, signaling a potential capex recovery.

Semiconductor Capex Rises; ASML, AMAT, LRCX Favored: Investors Business Daily (Apr 3, 2026) names 3 top equipment stocks; SEMI reported book-to-bill >1.0 in Mar 2026, signaling a potential capex recovery. 👈 Read full analysis #Semiconductor #Capex #Investing #ASML #AMAT

Breaking the Stranglehold: How China is Shattering US Technological Hegemony By Bappa Sinha 1. Imperialism, Technology, and the Crisis of Monopoly For over a century, imperial power has rested not merely on military force or financial dominance, but on monopolistic control ove...

Breaking the Stranglehold: How China is Shattering US Technological Hegemony
#AI #Semiconductor #Energy #RareEarths

Chip Industry Week In Review Tighter restrictions on DUV litho; Arm-IBM dual-architecture deal; power device trio; Intel takes full control of Irish fab; 1.4nm AI chip; data center heat islands; 300mm fab equipment spending; 67k ...

Latest news in the semiconductor sector semiengineering.com/chip-industr...

#semiconductor #2nm #1nm #HBF #lithography

Who Is Winning Southeast Asia’s Chip Race? Six of the 11 nations of Southeast Asia are making a concerted effort to carve out a role for themselves in the semiconductor industry. Which ones are actually succeeding?

A really useful overview of Southeast Asia's position in global #semiconductor manufacturing & how particular countries are faring in the chips race @thediplomat.com: thediplomat.com/2026/03/who-...

The One Bit Problem That Can Break a System Whether caused by cosmic radiation, voltage glitches, or adversarial attacks, bit flips threaten data integrity, safety critical operation, and the foundations of hardware security.

The flip of a tiny bit can bring down even the best-architected and most secure systems of systems, and despite decades of awareness, there still is no easy way to stop it.
semiengineering.com/the-one-bit-...
#semiconductor #bitflip

Nvidia Leads in China, but Competitive Gap Is Closing | COMPUTE FORECAST China AI chip market shift accelerates as domestic firms gain share while Nvidia maintains overall leadership position.

China’s AI chip market is shifting from dominance to multipolarity, where policy, supply constraints, and domestic scaling are redefining competition beyond performance alone.

Read now- www.computeforecast.com/Opinion/chin...

#Datacenters #AIInfrastructure #CloudComputing #Semiconductor

Samsung Electronics employees turn their backs on ‘semiconductor-focused’ union Internal rifts are widening at Samsung Electronics as the company’s largest labor union faces a backlash from employees who claim the group is prioritizing the

The Super-Enterprise Union, which represents the bulk of Samsung’s organized workforce, is seeing a "membership exit" movement among staff in the DX division, which oversees smartphones and home appliances.
#Samsung #union #semiconductor #memory #HBM #DS #DX #OPI #it #itchosun #chosun #SouthKorea

​Own the future of high-speed processing with Hopperchip.com. ⚡️ A premium domain blending agility ("Hopper") with intelligence ("Chip"). Perfect for #AI startups, #Semiconductor firms, or high-performance computing. Lease or buy now on #Sedo. #Hopperchip

AMD Foundation Partners with Last Mile Education Fund to Strengthen U.S. Semiconductor Workforce The AMD Foundation's collaboration with the Last Mile Education Fund aims to enhance the U.S. semiconductor workforce by addressing financial barriers faced by students.

AMD Foundation Partners with Last Mile Education Fund to Strengthen U.S. Semiconductor Workforce #United_States #Semiconductor #Lafayette #Last_Mile_Fund #AMD_Foundation

IFC to Support RE-Powered Semiconductor Facility in Malaysia with $125 Mn Loan The World Bank Group, through its private-sector arm the IFC, is partnering with OCI TerraSus Sdn. Bhd. (OCI TRS), a subsidiary of Korea’s OCI Holdings Company Ltd.

International Finance Corporation (IFC) to Support Renewable Energy-Powered Semiconductor Facility in Malaysia with $125 Mn Loan

Read more www.saurenergy.com/solar-energy...

#semiconductor

Kaynes Semicon has inaugurated its new OSAT facility in Sanand, Gujarat. The site is intended to support the growth of India's semiconductor ecosystem and domestic technology innovation. #India #Semiconductor #Tech

Trade remedies notice 2026/14: registration of imports of rutile titanium dioxide originating from China

🇬🇧UK Anti-dumping duties: Rutile Titanium Dioxide
📚HMRC is registering imports  to which an anti-dumping amount may be applied
📆 From 27 March 2026
🌏 Origin: China
🔗zurl.co/MCTeJ

#chemicals #food #cosmetic #semiconductor

Strengthening Semiconductor Education Through Practical Training for Teachers in Japan In March 2023, KOSEN hosted simultaneous semiconductor training sessions for instructors in Asahikawa and Sasebo, addressing Japan's educational challenges in semiconductor manufacturing.

Strengthening Semiconductor Education Through Practical Training for Teachers in Japan #Japan #Education #Semiconductor #KOSEN #Asahikawa,_Sasebo