INTEL CORP. DL-_001
Commented by Nico Popp on September 28th, 2021 | 10:37 CEST
Intel, BrainChip, AMD: A chip like the human brain
Chips are in short supply. When assembly lines in Wolfsburg, Munich or Sindelfingen come to a standstill because of a shortage of inexpensive semiconductors, it is frustrating for the German automotive industry. But powerful chips and processors with entirely new architecture are also urgently needed for future technology. Machine learning and artificial intelligence are also placing new demands on chipmakers. We profile three titles.
Read
Commented by Stefan Feulner on June 1st, 2021 | 11:26 CEST
Nordex, GSP Resource, Intel - Attention: it is not too late!
Months ago, we already drew your attention to the rising copper price due to the expected shortage. Currently, the base price is at a ten-year high. Due to the enormous demand resulting from the energy transition, the trend is likely to continue in the coming years. Large copper producers such as Freeport McMoRan, Glencore or Copper Mountain have already been able to multiply their prices. But it is not too late to jump on the current supercycle.
Read
Commented by Nico Popp on October 30th, 2020 | 13:26 CET
Sartorius, Intel, Royal Helium: How investors invest in the future
The crisis divides the economy: On the one hand, some industries are forced into change or disappear from the market. On the other hand, there are also winners of the crisis: shares in the healthcare sector profit from the increasing demand for healthcare or laboratory products. Chip manufacturers are happy about full order books and are beneficiaries of the growing digitalization. The megatrend of the past few years has gained additional momentum due to the pandemic.
Read