TAIWAN SEMICON.MANU.ADR/5
Commented by Jens Castner on June 19th, 2026 | 07:40 CEST
CHIPS, WAFERS, AND BATTERIES: TSMC DOMINATES, SILTRONIC STRUGGLES, HPQ SILICON GOES ON THE OFFENSIVE
The global technology industry is facing its greatest test yet. The battle for supremacy in microchips and battery materials has long since taken on a highly explosive geopolitical dimension. While nearly the entire tech sector is dependent on the Taiwanese giant TSMC, the operational hurdles faced by the German wafer specialist Siltronic reveal just how vulnerable Western supply chains really are. But away from the billion-dollar conglomerates, a new generation of challengers is quietly emerging. A prime example is the Canadian cleantech company HPQ Silicon, which is preparing to tackle dependence on Asian raw material monopolies at the root through disruptive plasma technologies.
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Commented by Stefan Feulner on April 22nd, 2025 | 07:10 CEST
TSMC, NetraMark, and Siemens Energy defy the crisis
The global economy is faltering. The US president's tariff policy prompted the World Trade Organization (WTO) to drastically cut its forecast for global trade in its latest report. It drastically cut its forecast for global trade in goods and now expects global trade volume to decline by 0.2% in 2025. Several analysts have also lowered their outlook for the S&P 500. While experts' price targets at the beginning of the year were still at 6,600 points, they have now been lowered to an average of 5,950 points. Nevertheless, some companies are able to weather the crisis and at least confirm their annual targets.
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Commented by Stefan Feulner on September 11th, 2024 | 07:45 CEST
BioNTech, First Hydrogen, and TSMC with big announcements
As we enter the final third of what has so far been a successful 2024 stock market year, uncertainties and volatility are increasing. Even the seemingly invincible chip giant Nvidia has lost around a quarter of its stock market value since its highs in mid-June. On the other hand, other companies that have fallen sharply in recent months have reported positive news that could herald a possible rebound.
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Commented by Stefan Feulner on January 18th, 2022 | 11:30 CET
Taiwan Semiconductor, BrainChip, JinkoSolar - Markup in the chip industry
The chip crisis was one of the most discussed topics of 2021. The shortage of semiconductors led to production stops, short-time work in the automotive industry, and skyrocketing prices. Even for the current year, manufacturers still do not see any relief on the market. In general, the semiconductor industry is in a strong state of flux. With the development of chips based on artificial intelligence, a new generation is now finding its way to the mass market. The best example is the Australian Company BrainChip, for which the doors to commercialization have been opened wide.
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