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ADVANCED MIC.DEV. DL-_01

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Commented by André Will-Laudien on May 26th, 2021 | 11:12 CEST

Chips sold out: Nvidia, Infineon, AMD, Defense Metals - E-mobility empties the shelves!

  • Investments

The high-tech industry is currently not coming to rest. The great excitement in the industry is enormous, resulting in delivery bottlenecks for important control and sensor chips, especially for the automotive industry. In addition to delayed deliveries, there are also general resource bottlenecks in the raw materials sector. Often, 50% higher immediate delivery prices for individual components have to be included in the calculation. The chip shortage is a side effect of the Corona Crisis. Due to home offices and misjudgments of the limited manufacturing capacities, supply bottlenecks for semiconductors and components have been occurring since 2020. We take a look at an industry that has had a hard time since the trade war between the USA and China.

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Commented by Stefan Feulner on April 29th, 2021 | 08:40 CEST

Xiaomi, Royal Helium, AMD - The battle for capacity

  • Helium

The demand for semiconductors has grown dramatically in recent years due to energy walls. In addition to electric cars, the latest-generation wind turbines, solar, and smart grid solutions require significantly more chips. Added to this are crypto miners, which have a significant demand to mine digital currencies. However, the primary catalyst for the drastic shortage was Corona. Supply chains were ripped apart and the auto industry canceled orders, with drastic consequences.

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Commented by Carsten Mainitz on April 14th, 2021 | 07:32 CEST

Aspermont, Atari, AMD - 'A' for exceptionally good investments!

  • Investments

1835, 1969 and 1972 - these dates are associated with the three companies presented below. All of them are classics, iconic for their industry. One, a media company, which can refer to the oldest, continuously appearing publications in mining and commodities. Another, an iconic video game producer whose fame is based on one of the first video games for home use and whose logo should be almost as well known as the one with the apple. And lastly, one of the leading producers of computer chips, whose success is fed by the attack on the market leadership position of an industry veteran and whose products are very much in demand today, especially in the field of Bitcoin mining. What they all have in common is that there is significant upside potential in them. Excited?

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