chips
Commented by Juliane Zielonka on February 3rd, 2023 | 12:58 CET
Booming energy supply & AI with GoviEx, AMD and Meta Materials
The EU Parliament has included gas and nuclear power as "transitional activities" in the list of green technologies that accelerate the transition to climate neutrality. Demand for uranium continues unabated worldwide. Explorer company GoviEx is filling the gap through its exploration activities for uranium at two renowned sites. Those interested in learning more can ask CEO Daniel Major about it on February 15. The expansion of a stable energy supply and simultaneous CO2 reduction is also a big topic for semiconductor manufacturer AMD. ChatGPT is on everyone's lips and is only the beginning of an AI boom that will require chip technology at universities and data centers, for example. Zuckerberg is also using AI to expand his metaverse. He plans to use artificial intelligence to explore green energy options further.
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Commented by Carsten Mainitz on September 22nd, 2022 | 10:25 CEST
Moderna, BrainChip Holdings, Infineon - And the winner is?
For many years now, the Boston Consulting Group (BCG) has been selecting the 50 most innovative companies in the world. A few days ago, the hit list was published for the sixteenth time. The top ranks are occupied by Apple, Microsoft, Amazon, Alphabet and Tesla. German companies are only found with Siemens from rank 20. Innovations play an important role for investors because they enable competitive advantages, which sooner or later translates into rising share prices. But global companies are not always the only ones to be considered; it is often lucrative to look at the second tier.
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Commented by Nico Popp on September 14th, 2022 | 12:23 CEST
End of capitalism? Here comes growth! Mercedes-Benz, BrainChip, Amazon
These days, the book The End of Capitalism by TAZ journalist Ulrike Herrmann is causing quite a stir. Its basic tenor is that the growth story is coming to an end. In order to achieve climate targets, it is now a matter of shrinking in the right way. Even if many readers might have spontaneously rolled their eyes at both the title and Ms Herrmann's employer, it is worth taking a closer look. Here is why the growth of the future offers opportunities.
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Commented by André Will-Laudien on September 7th, 2022 | 13:41 CEST
Artificial intelligence shopping with these stocks: Infineon, BrainChip, Porsche, VW
It is hard to imagine tomorrow's high-tech applications without them: small, miniaturized chips that take over the intelligent control of our modern appliances. These nimble marvels must not only perform their programmed tasks but also save power and space. Engineering centers worldwide are trying to develop chips that learn from exogenous influences, i.e. that detect their environment through speech recognition or corresponding sensor technology, evaluate states and develop reaction categories. For example, if an object the size of a ball rolls from the right edge of the road across the center of the lane, such systems are supposed to trigger braking with the help of optics and sensor technology. Bravo if it works - where are the opportunities in the current stock downturn?
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Commented by Stefan Feulner on September 1st, 2022 | 10:26 CEST
K+S AG, BrainChip, Bayer - Shares in waiting position
At the end of last week, FED head Jerome Powell brought down the stock markets with the announcement of further interest rate steps and a hawkish stance by the US Federal Reserve. A similar scenario looms next week at the European Central Bank meeting. Here, speculation is mounting that an interest rate step of even 0.75% could be imminent due to rampant inflation. In the long term, however, the contingent of the European monetary guardians is limited because too strong an increase would lead to the collapse of the debt countries. Moreover, this would mean a further slowdown of the already weakening European economy. Therefore, a return to the loose monetary policy in the fourth quarter does not appear to be out of the question, which could result in a further stock market boom.
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Commented by Nico Popp on August 16th, 2022 | 12:18 CEST
Gamechanger for chip manufacturers: Infineon, BYD, BrainChip, Volkswagen
Computer chips remain in demand. German manufacturer Infineon recently told Handelsblatt that the Company is planning deliveries with a lead time of around two years or more together with customers. As the newspaper estimates, this market situation is favorable for investors and ensures robust margins. We get to the bottom of the chip boom and explain where investors can find opportunities and where risks lie.
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Commented by Armin Schulz on August 8th, 2022 | 12:45 CEST
Infineon, BrainChip, Nvidia - Chip shortage will continue in 2022
The chip shortage is not only omnipresent in the automotive industry. Most recently, AOK was no longer able to issue electronic health cards to its policyholders because the chips were missing. According to McKinsey, the semiconductor industry is expected to grow by 6-8% annually until 2030. Nancy Pelosi's visit to Taiwan could further fuel the chip crisis in the future. It is important to know that the island nation produces about two-thirds of all microchips needed worldwide. There is a latent danger that China will want to annex Taiwan. The USA is already trying to make itself less dependent on Asia. To that end, a USD 369 billion semiconductor manufacturing stimulus bill has been passed by Congress. Today we look at three companies that will benefit from the investment.
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Commented by André Will-Laudien on July 11th, 2022 | 15:32 CEST
Take advantage of the crash in these stocks: Infineon, Siemens, BrainChip and Apple in focus!
High-tech, cars, household appliances, smartphones, renewables - the list of products seems endless. What they all have in common is the need for smart chips: But the effects of the global chip shortage are omnipresent. From today's perspective, leaders would undoubtedly like to turn globalization back a bit because the relocation of production sites around the world is creating huge problems ranging from logistics to high procurement prices to completely destroyed supply chains. If Central Europe does not grasp its energy dependence on the East soon, hard times may lie ahead for local industrial locations. Where are the opportunities in a fragile environment?
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Commented by Nico Popp on July 5th, 2022 | 11:28 CEST
Chips - Now it's really getting started! Intel, BrainChip, ARM, NVIDIA
Chip stocks like Intel have recently lost double digits on the stock market. But what about demand? Market researchers at McKinsey predict that the chip industry will grow by 8% annually until 2030 - and even more in selected niches such as the automotive industry. For chip stocks, this means the chance of brilliant comebacks. We present three shares.
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Commented by Stefan Feulner on June 27th, 2022 | 12:12 CEST
BrainChip and Palantir with strong rebound - How does BioNTech react?
The correction on the stock markets has been going on for months. Technology stocks, in particular, have been hit hard. Due to the end of the ultra-loose monetary policy and possible larger interest rate steps, even market leaders lost more than 80% of their ground in some cases. Whether interest rate hikes can be implemented as planned in the coming months, on the other hand, appears more than questionable. After all, the spectre of recession is already hovering over the capital markets. Moreover, the historical debt levels of several countries are likely to rule out further interest rate hikes.
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