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Commented by Stefan Feulner on September 14th, 2021 | 13:07 CEST

Nvidia, BrainChip Holdings, Palantir - To the moon

  • Technology

According to high-ranking managers of the largest chip manufacturers such as Intel and Nvidia, the end of the semiconductor crisis is not in sight before the end of 2022. Besides the increasing demand for consumer electronics, computers and accessories since the beginning of the Corona Crisis, the industry is also being hit by the strong growth in demand from the automotive industry, which is increasingly relying on electronics. Artificial intelligence, 5G and the Internet of Things will further fuel demand in the coming years.

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Commented by André Will-Laudien on September 7th, 2021 | 13:24 CEST

Nvidia, AMD, BrainChip, Infineon - Scarcity: These chip stocks are exploding!

  • Technology

The global chip markets remain tight, and a recent PwC study predicts that the global semiconductor market will continue to experience solid growth years. The authors forecast that chip sales will rise to USD 575 billion as early as 2022. Starting from the USD 481 billion in the previous record year 2018, this would correspond to a compound annual growth rate (CAGR) of 4.6% - not even the pandemic slowed this increase noticeably. In Europe, the automotive industry will become the primary sales market for chip manufacturers. A new growth driver is semiconductors to support artificial intelligence (AI) in autonomous mobility. We present a few industry representatives.

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