semiconductor
Commented by Tarik Dede on August 24th, 2026 | 08:15 CEST
Data as Currency in the AI Era: How Samsung Electronics, Aspermont and Siemens Stand to Benefit
AI language models have already made everyday tasks easier for millions of people. Quick research for work, or even checking the weather for leisure, is now often just a prompt away. But the real revolution is likely to take place in industry. Industrial companies have access to vast stores of historical data that can be leveraged not only to reduce costs, but also to increase revenue and profits. This transformation is already underway across a wide range of sectors, from automotive and aerospace to mining and semiconductor manufacturing. Today we take a closer look at the shares of Samsung Electronics, Aspermont and Siemens.
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Commented by Tarik Dede on August 10th, 2026 | 08:10 CEST
AI in Focus: A Look at SanDisk, Miivo AI, and Samsung Electronics
Created and Published on Behalf of Miivo AI Inc.
The market is no longer driven by pure euphoria when it comes to AI stocks. Market expectations for many companies have risen, and some stocks were heavily sold off following the release of quarterly earnings reports. Volatility is particularly high in South Korea, where a handful of stocks often drive the KOSPI benchmark index up or down by more than 5% in a single trading session. Nevertheless, artificial intelligence is here to stay. The massive expansion of AI data centers is laying the infrastructure that will enable companies to monetize these technologies in the years ahead. Many analysts expect this boom alone to continue driving the market and the businesses of key suppliers for several more years. Against this backdrop, we take a closer look today at SanDisk, Miivo AI, and Samsung Electronics.
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Commented by Carsten Mainitz on August 4th, 2026 | 08:45 CEST
At the Forefront of the Digital Revolution: Is the Next Big Leap Coming from HPQ Silicon, Intel, and JinkoSolar?
Several major technology trends of the coming decades, no matter how diverse, share a common denominator: silicon—a raw material, or, chemically speaking, a semiconductor—found in nearly all key technologies of modern society. Without silicon, there would be no high-performance computer chips, no smartphones, no solar modules, and no modern digital infrastructure. This is where HPQ Silicon comes in. The Canadian company is developing innovative methods for the production and processing of silicon-based materials to make industrial processes more efficient, cost-effective, and resource-efficient.
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Commented by André Will-Laudien on July 30th, 2026 | 10:10 CEST
A Chip Crash Was Inevitable, a Gold Revival Is on the Horizon! AMD, Infineon, and SanDisk Are in a Sell-Off; Lahontan Gold Is on the Rise
What a bombshell in the tech sector! The abrupt plunge in semiconductor stocks has unexpectedly shaken up the industry and forced the NASDAQ into a correction. After a rally lasting several months, valuations were starting to look ambitious, while signs of an economic slowdown were emerging. A reassessment of fundamentals appears to be underway, as in an environment of persistent inflation and high volatility, investors' desire for stability and preservation of value is once again coming to the forefront. Gold has historically served this role many times as a classic "safe haven", safeguarding real purchasing power through crises. The tactical strategy is to realize some or all of the gains from overheated, cyclical technology and semiconductor stocks and reallocate them to precious metals and related instruments. While chip and memory stocks react strongly to market sentiment, an exposure to the gold sector provides a stable anchor with long-term opportunities. Now is a good time to act!
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Commented by Matthias Schomber on July 30th, 2026 | 09:45 CEST
Infineon, LPKF Laser, and Strategic Resources: Three Stocks on the Verge of Decisive, Trend-Setting Moves
While the German chip, semiconductor, and technology sector is struggling to weather severe setbacks following a rapid roller-coaster ride, investors are also turning their attention to other sectors. Semiconductor giant Infineon is currently grappling with massive price declines following its spectacular rise, even though billion-dollar deals in Asia should be providing a tailwind. At the same time, the specialist LPKF Laser & Electronics is also seeking to find a stable footing in a highly volatile market environment. While these and other established high-tech stocks are giving back their gains and stumbling, a new growth story may be taking shape among smaller small-cap stocks. The Canadian company Strategic Resources is positioning itself as a key player in green steel and battery metals through groundbreaking regulatory approvals in Quebec and partnerships in Finland. Are we on the verge of a major turning point in the tech markets, and does Strategic Resources' stock even offer the potential to double in price?
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Commented by Fabian Lorenz on July 27th, 2026 | 07:40 CEST
Buy Recommendations for Almonty, Micron, and TKMS! Defense, Commodities, and Semiconductors with Upside Potential!
Compelling buying opportunities are emerging across several sectors. In commodities, Almonty Industries stands out as it ramps up production at its tungsten mine in South Korea, with revenue and earnings expected to accelerate sharply in the second half of the year. Analysts forecast a net profit of CAD 854.6 million next year, implying a forward P/E ratio of just 4.34—a valuation many consider too low for the only significant Western tungsten supplier. Analysts recommend buying. TKMS appears well positioned among the struggling defense companies. Analysts highlight its substantial order backlog, which is expected to provide strong earnings visibility well into the 2040s. Micron remains a higher-risk opportunity. Following its historic share price rally, investors are concerned about potential overcapacity. Micron is also investing billions, but analysts remain reassuring.
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Commented by Fabian Lorenz on July 27th, 2026 | 07:20 CEST
Stocks to Buy Now? TeamViewer, Infineon and HPQ Silicon: AI, Semiconductors and Battery Technology in Focus
Has Infineon become a buying opportunity after it corrected over 20%? Analysts at mwb have at least withdrawn their Sell recommendation. They expect the German semiconductor company to deliver strong growth over the coming years, although they believe its valuation remains ambitious. HPQ Silicon currently appears more attractively valued. The Canadian technology company plans to begin commercializing various technologies this year, and recent news flow has been encouraging. A key question is whether it can achieve a breakthrough with its military-grade battery cell technology. As for TeamViewer, it remains to be seen whether the company will be among the winners or losers of the AI boom. Could a partnership with ServiceNow provide fresh momentum for the stock? The goal is not only to detect IT problems but also to increasingly resolve them automatically with the help of AI agents.
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Commented by Carsten Mainitz on July 23rd, 2026 | 07:55 CEST
These Are the Leaders in a League of Their Own! Despite price surges at Almonty, Micron, and Aixtron, Is There More Upside Ahead?
Over the past 12 months, stocks in the AI, commodities, and defence sectors have, on the whole, been investor favourites. Price surges were increasingly common. In the meantime, a correction set in that affected all sectors for various reasons. Despite rising defence budgets, investor sentiment toward defence stocks has deteriorated sharply in recent weeks. Meanwhile, signs of overheating in the AI sector have eased, although the financial results of leading AI companies continue to reflect a strong long-term structural growth trend. Commodity stocks also corrected after a spectacular run. Almonty Industries has been a notable exception. The company continues its relentless rise toward becoming the largest producer of the critical metal tungsten in the Western world—a truly unique competitive position. So, where do these market leaders go from here?
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Commented by Stefan Bode on July 23rd, 2026 | 07:45 CEST
Most Valuable Companies: Undervalued and Poised for a Turnaround? ASML, BASF, Desert Gold
Despite the wars in Ukraine and Iran, the current stock market environment remains bullish, and there are always companies emerging as promising candidates for the next investment. This report analyzes three promising stocks from three different sectors. First is a European technology giant that, thanks to its monopoly position, is aiming for a trillion-dollar valuation. Next is a heavily undervalued gold explorer that is on the verge of making the lucrative leap to becoming a producer. Finally, we examine a global leader in the chemical industry whose recent surges in operating profits could signal a genuine turnaround. Discover the potential of these stocks now.
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Commented by Jens Castner on July 21st, 2026 | 07:20 CEST
GameStop, dynaCERT, Infineon: Three Paths from Penny Stock to High Flyer
GameStop, once on the brink of bankruptcy, now plans to acquire eBay. Infineon, after a near-death experience during the 2009 financial crisis, is now one of the heavyweights on the DAX. The price surges of both stocks serve as a model for a third, significantly smaller case: dynaCERT. The Canadian company improves the fuel economy and emissions of existing diesel engines with a retrofit system. Analysts at GBC Research estimate the share's upside potential at over 500%. A look at the facts reveals whether this is realistic and what the future holds for GameStop and Infineon.
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