AI
Commented by André Will-Laudien on May 25th, 2022 | 11:46 CEST
Infineon, BrainChip, Daimler, Volkswagen - High-tech stocks at their best!
The global automotive business is operating according to new laws. That is because e-mobility is a done deal, and if politicians' pronouncements are anything to go by, combustion engines will be history from 2030. As a result, the prerequisites for the industry are also changing because intelligent and powerful chips remain the basis for the further development of future mobility. Supply chains and Chinese reliability are still a problem, and high raw material prices will not make the new vehicles any cheaper. Innovations could be an effective means of combating the erosion of margins. Who is ahead in the market of high-tech players?
Read
Commented by Nico Popp on May 9th, 2022 | 12:50 CEST
Progress at any price! Mercedes-Benz, BrainChip, Varta
People want mobility. We cannot convey a future full of renunciation. Instead, sustainable innovations must be made attractive. What sounds like squaring the circle from today's perspective can become a well-rounded affair in the long term - if ideas meet technology. We present three stocks related to the future of mobility and explain where investors can also see the potential.
Read
Commented by Fabian Lorenz on April 26th, 2022 | 12:15 CEST
Chip industry booming: What are Mercedes partners BrainChip, Nvidia and Infineon doing?
Chip stocks are having a hard time at the moment, although the market is undersupplied and will probably remain so for some time. This was also highlighted by figures from semiconductor equipment supplier ASML. Orders at the world's largest supplier of lithography systems to semiconductor manufacturers were around EUR 7 billion in the first three months of 2022, well above market expectations. In addition, ASML has indicated targets through 2025. The Company intends to expand production capacities in view of the high demand. Mercedes partner BrainChip should also benefit from these positive industry prospects. And, of course, industry heavyweights such as Nvidia and Infineon.
Read
Commented by André Will-Laudien on August 27th, 2020 | 09:00 CEST
AI Infrastructure and Batteries in Focus – Who Has the Edge? BASF, Heidelberger Druck, HPQ Silicon and VW in the Spotlight
After nearly three years in use, it has become impossible to imagine life without it: artificial intelligence. The unstoppable rise of this new knowledge-based world is not only revolutionizing the software industry but is also fueling an unprecedented boom in stationary energy storage and advanced battery systems behind the scenes. Gigantic AI data centers consume enormous amounts of energy and are driving up demand for high-performance network infrastructure and crisis-proof storage technologies. At the end of this rapid race, it will become clear that future technological leadership is inextricably linked to a seamless supply chain in the hardware sector. Only those who master the symbiosis of efficient raw material design, local production, and intelligent grid integration will lead this transformative supercycle. Investors should therefore focus on the players pulling the strings at this critical intersection of energy and digital infrastructure. We are here to help.
Read