semiconductor
Commented by Matthias Schomber on June 1st, 2026 | 06:55 CEST
Russell Index Inclusion: Is Almonty on the Verge of a Major Price Breakout?
In the commodities space, companies exposed to critical defence-related metals remain in focus. Almonty Industries is one such name, operating in the tungsten supply chain. The stock is currently consolidating at around CAD 27.30 after reaching an April high of CAD 33.35. But the clock is ticking in the background—though in Almonty's favour, as the Iran conflict continues to escalate despite peace efforts. US missile strikes in the Gulf of Oman and a naval blockade demonstrate that global supply chains are fragile and vulnerable. Added to this is a planned Pentagon ban that would cut off access to tungsten from authoritarian states. This is driving, and has already driven, the price of this critical metal sharply higher. Against this backdrop, Almonty stands out as one of the few established Western tungsten producers. A sustained break above previous highs could open the door to additional upside. Read here to find out why a rare buying opportunity may be available right now.
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Commented by André Will-Laudien on June 1st, 2026 | 06:50 CEST
Chip Sector High-Flyers in the New Tech Gold Rush – Where to Invest Now? AMD, Infineon, SpaceX, or DRC Gold
The stock market takes no prisoners. Anyone currently invested in the semiconductor sector is on cloud nine and can hardly imagine the trend reversing. The Philadelphia Semiconductor Index (SOX) provides a useful benchmark for assessing the sector's momentum. Since the start of the year, it has risen from around 3,500 points to more than 12,800 points (+265%). This bears a strong resemblance to the gold price rally between 2023 and 2026, when the precious metal surged from USD 1,650 to USD 5,400 (+227%). As always, it is important to keep the broader backdrop in mind. At present, markets are pricing in supply shortages, but should the Iran conflict end, this assessment could quickly lose steam, and market excesses would then need to be corrected. Gold and silver may provide a good example. Following the irrational rally in the first quarter of 2026, both markets have entered a noticeable consolidation phase. Against this backdrop, it is worth taking a closer look at the underlying dynamics and investment opportunities.
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Commented by Stefan Feulner on May 29th, 2026 | 09:35 CEST
Aixtron, A.H.T. Syngas Technology, Micron: AI and Energy Drive the Next Wave of Share Gains
The global AI boom is currently triggering a new wave of investment in the semiconductor, energy supply, and modern infrastructure sectors. While the expansion of massive data centers is causing demand for high-performance chips and energy-efficient specialty components to skyrocket, providers of decentralized energy solutions and hydrogen technologies are also benefiting from the growing demand for self-sufficient energy supply. At the same time, long-term supply contracts and billions in investments are driving the next phase of growth in the chip industry. The combination of AI, electrification, and energy security is thus evolving into a massive megatrend with enormous potential for technology, energy, and cleantech companies worldwide.
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Commented by Fabian Lorenz on May 27th, 2026 | 08:15 CEST
AI Winners! Shares of SMA Solar and SUSS MicroTec Are Skyrocketing! RE Royalties Next?
The AI boom is currently driving the stock markets. As OpenAI and Anthropic prepare for their IPOs, semiconductor and energy stocks are skyrocketing. SMA Solar has recently been among the favourites in Germany. The company, known for its inverters, is increasingly positioning itself as a provider of battery storage solutions. The stock has doubled since early March. SUSS MicroTec's stock has surged by a robust 185% over the past six months. But now analysts are putting the brakes on the euphoria surrounding the semiconductor equipment manufacturer. Investors looking for the next rising star should take a closer look at RE Royalties. The renewable energy royalty company does most of its business in the US. The share seems almost ridiculously cheap and pays a 10% dividend.
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Commented by Jens Castner on May 27th, 2026 | 07:55 CEST
RARE METAL, RARE OPPORTUNITY: ALMONTY INDUSTRIES BETWEEN THE DEFENSE BOOM AND AI HYPE
Almonty Industries is on track for profitability. The Sangdong tungsten mine in South Korea has been in production since March 17, so a sustained return to profitability should now be just a formality. The transition from a promising stock to an indispensable raw materials supplier for the defence and semiconductor industries is being guided by a former Wall Street analyst who is well-connected in both the mining and financial sectors: in a few days, Jorge Beristain will assume the role of Chief Financial Officer (CFO). The Canadian with Mexican roots is the right man to explain to the financial world why Almonty shares, despite a spectacular multi-year rally, are by no means overvalued.
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Commented by Nico Popp on May 25th, 2026 | 08:05 CEST
Tungsten Crisis and Only One Solution: Supply Chains of SpaceX and Sandvik Under Pressure – Almonty Industries Perfectly Positioned
An unprecedented price shock, no meaningful new supply in sight, and continued Chinese export restrictions are forcing Western industry to act in the tungsten market. This year, the price of ammonium paratungstate exploded from USD 920 per metric ton unit (MTU) at the Rotterdam trading hub to well over USD 3,000. With China controlling nearly 80% of global production and the United States set to implement a strict procurement ban on Chinese tungsten for the defence sector starting in 2027, the risk of a serious supply bottleneck is growing. From traditional metal-processing industries and semiconductor manufacturing to aerospace applications, corporations depend on stable supply chains for this essential and virtually irreplaceable metal. In this unique market environment, the US-focused mining company Almonty Industries is building a new, geopolitically independent raw materials empire. The odds are in its favour: Almonty is currently the only producer meaningfully expanding tungsten production capacity.
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Commented by André Will-Laudien on May 21st, 2026 | 07:00 CEST
The Market Is Buying Again! Strong Revaluation at Infineon Technologies, Advanced Micro Devices, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
Despite major international uncertainties, the technology sector is once again experiencing renewed momentum. While investors are once again eagerly snapping up tech stocks like Infineon Technologies and Advanced Micro Devices, there is growing caution in other sectors. This is hardly surprising, as rising interest rates are making equity investments generally more expensive. Nevertheless, the boom in artificial intelligence, data centers, and power electronics continues unabated, bringing critical raw materials increasingly into the focus of strategic investors. Whether modern semiconductors, high-performance processors, or energy chips, they all require a stable supply of strategic metals such as antimony, copper, or rare earths. Geopolitical tensions, disrupted trade routes, and export restrictions are creating growing supply bottlenecks, increasing pressure across the industry. Exploration and resource companies like Antimony Resources, which focus on metals of high strategic importance, stand to benefit from this. It is worth taking a closer look!
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Commented by Armin Schulz on May 19th, 2026 | 07:00 CEST
This Metal Is Found in Many Weapons, AI Chips, and High-Tech Devices! Almonty Industries Meets Exploding Demand
Imagine a metal that is used in every modern weapon, powers every AI chip, and whose price has increased sixfold within a year. This strategic raw material is called tungsten. China controls more than 80% of global supply. This is precisely where a gap in the market is opening up, and Almonty Industries is systematically filling it. The company's story is not a short-term bet on geopolitical conflicts. Almonty Industries will continue to perform even after the world's wars end. CEO Lewis Black has built the company patiently and with long-term vision. Now the results of that work are beginning to materialize.
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Commented by Matthias Schomber on May 18th, 2026 | 07:40 CEST
Almonty Industries Reports 221% Revenue Growth – Tungsten Positions the Company as a Strategic Western Supplier
An extremely rare metal is moving increasingly into focus as geopolitical tensions rise and defence spending accelerates worldwide. Without tungsten, neither modern defence systems nor forward-looking industries can exist today. In this environment, Almonty Industries has positioned itself as one of the West's only true suppliers outside China. The company's latest figures underline this strategic positioning. Revenue growth of more than 200% has attracted growing market attention. While the stock remains near an important technical breakout zone following a broader consolidation phase, the underlying growth story continues to develop in the background. Analysts increasingly view the company less as a speculative resource play and more as an emerging strategic producer with long-term relevance to Western supply chains. Investors seeking to understand why this strategic heavyweight in the tungsten sector could be poised for another upward move in the market may find some of the key answers in the following article.
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Commented by Fabian Lorenz on May 15th, 2026 | 09:30 CEST
From 1,000% Gains to Short-Seller Alerts! Siemens Energy, LPKF Laser, A.H.T. Syngas
With share price gains of over 1,000% in a short period of time, Bloom Energy and Siemens Energy are among the winners of the AI-driven energy boom. Analysts have recently raised their price targets for the DAX-listed company. Or is a 40% crash looming? Analysts see around 200% upside potential for A.H.T. Syngas. The energy rally has so far completely bypassed the small-cap company. Yet there are good reasons for a rising share price. In addition to energy stocks, investors are now also flocking to everything related to semiconductors. This is leading to sharp spikes in the charts for companies like LPKF Laser, Infineon, and SÜSS MicroTec, and is drawing short sellers into the fray.
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