semiconductor
Commented by André Will-Laudien on May 5th, 2026 | 07:45 CEST
Things are heating up in the Middle East! Antimony Resources, Rheinmetall, RENK, and LPKF Laser in high demand
Created and published on behalf of Antimony Resources Corp.
The escalating conflict in the Middle East is acting as a catalyst for the already fragile global supply chains and is abruptly pushing critical raw materials into the spotlight of the capital markets. The focus is less on the physical flow of metals through the Strait of Hormuz and more on its role as a bottleneck for approximately 20% of global oil trade, where disruptions immediately drive up energy prices and, consequently, the cost base of industrial production. Even moderate disruptions lead to rising freight rates, higher insurance premiums, and extended delivery times: a toxic mix for industries optimized for just-in-time production. Studies estimate that the risk of a sustained disruption could destabilize trade volumes of up to USD 1.2 trillion annually. In this complex situation, companies that address strategic bottlenecks or are part of the security-relevant value chain stand to benefit the most. Antimony Resources Corp. is emerging as a potential Western supplier of a critical metal, while Rheinmetall and RENK Group are benefiting from rising defence budgets. LPKF Laser & Electronics is addressing the chip market with new ideas. Investors should trust their instincts about what belongs in their portfolio right now.
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Commented by Fabian Lorenz on May 5th, 2026 | 07:05 CEST
Shockwave in the tungsten sector! Trump getting involved? Almonty is the real winner either way!
A major shake-up in the tungsten sector. This critical metal is essential not only for the defence industry and semiconductor production. To date, China controls around 80% of the global market. Tungsten prices have multiplied this year alone. This now appears to be catching the Trump family's attention as well. According to various US media reports, the Trump clan is looking to enter the tungsten market. The whole situation has at least a somewhat questionable undertone. And it will likely take many years before production begins—if it ever gets that far. As a result, tungsten is likely to become even more well-known among US investors, and thus Almonty Industries as well. The company is already producing today and selling at prices previously considered unthinkable.
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Commented by Carsten Mainitz on May 1st, 2026 | 07:35 CEST
Between the AI Boom and the Battery Revolution: HPQ Silicon, Siltronic, and Aixtron Are on the Winning Side
The next tech wave is rolling through the stock market, and it could stem from an unassuming raw material of all things: silicon. Silicon is a key component of numerous future-oriented industries, ranging from solar cells and semiconductors to batteries for electric vehicles. While the AI boom is driving demand for high-performance chips to skyrocket, and thus increasing the need for wafers, new battery technologies featuring silicon anodes are also capturing investors' attention. Initial breakthroughs promise significantly higher energy densities and could take electric mobility, drones, and AI applications to a whole new level. This is where the Canadian company HPQ Silicon comes into play with its innovative solutions.
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Commented by Carsten Mainitz on April 30th, 2026 | 07:45 CEST
Stock Picker's Delight! Significant Upside at Zefiro Methane and Mutares – What Is Next for Infineon?
In recent weeks, AI stocks have rallied strongly. The current earnings season has produced several positive surprises and fueled share prices. However, critical voices are also growing louder. On one hand, investors are questioning whether the massive investments in artificial intelligence (AI) will ultimately pay off. On the other hand, AI will not only create winners; the key question is which business models could be increasingly threatened. Looking beyond the high-tech sector, investors can still find excellent companies with significant upside potential. Following its recent capital increase, Mutares offers an attractive entry opportunity at a reduced price. Analysts see potential for the stock to double. Even greater upside potential is seen in Zefiro Methane. The Canadian company holds a strong position in a rapidly growing market segment valued at around USD 600 billion. With the recently raised capital, the company is positioned for rapid expansion, including through acquisitions. The stock is expected to reflect this growth outlook in the near future.
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Commented by Carsten Mainitz on April 29th, 2026 | 07:00 CEST
Almonty Industries: Tungsten Price at Record Levels, Signaling New Stock Highs
The price of tungsten has reached a new record high of over USD 3,200 per metric ton unit (MTU). Is this an overreaction or the new reality? Much points to a fundamentally changed long-term market situation with high prices for this critical raw material. Due to its unique properties, tungsten is an essential raw material for many industries, particularly the defense sector but also the semiconductor industry. Demand is rising dramatically, while supply cannot keep up. China dominates the market with an overwhelming 80% share, but a significant shift in favor of Western industrialized nations is underway. Almonty is emerging as the world's largest tungsten producer outside of China. Consequently, the company holds great geopolitical significance, which, despite its spectacular performance, has not yet been adequately reflected in the stock price.
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Commented by Fabian Lorenz on April 27th, 2026 | 08:15 CEST
Endless Rally Ahead? 150% Upside Potential? LPKF Laser, SÜSS MicroTec, Power Metallic Mines
The semiconductor rally has also lifted German stocks. LPKF Laser surged nearly 40% over the past week, while SÜSS MicroTec has gained a solid 40% since the end of March. However, analysts are urging caution - could the rally be running out of steam? In contrast, Power Metallic Mines may still offer significant upside. Some analysts see 150% upside potential. The commodity stock could also benefit from the exploding semiconductor demand, as large quantities of copper have been discovered in Canada. After all, copper remains indispensable not only for semiconductors but for a wide range of industrial applications. This positioning also makes Power Metallic Mines a potential takeover candidate.
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Commented by André Will-Laudien on April 22nd, 2026 | 06:55 CEST
Focus on Critical Infrastructure: Power Metallic Mines Shines, Heidelberger Druck & LPKF Laser Ready to Take Off
The Strait of Hormuz is currently one of the most frequently cited geopolitical buzzwords in international media. At the same time, potential supply chain bottlenecks involving critical metals have been the subject of intense discussion for months. The valuation of high-tech and AI companies is largely based on the continuous expansion of computing capacities and the necessary electrical infrastructure. This transformation process requires enormous quantities of industrial metals and strategic raw materials. In the ongoing war scenario, however, everything is being put to the test! Against this backdrop, Power Metallic Mines is positioning itself with its NISK project in a market environment increasingly shaped by raw material security and supply chain stability. On the other hand, Heidelberger Druck and LPKF Laser are betting on an operational turnaround with different technological approaches. We analyze the relevant drivers, risks, and valuation prospects in detail.
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Commented by Stefan Feulner on April 17th, 2026 | 07:35 CEST
ASML, Group Eleven Resources, Aixtron – Europe with Game-Changing Potential
Europe is emerging as the epicenter of a new commodities and technology boom. While a near-monopolist with record margins is driving the global chip industry and reaping the benefits of exploding AI demand, a potential game-changer in the commodities sector is taking shape on the continent. High-grade polymetallic deposits, combined with a strategic location and low costs, could significantly reduce dependence on imports. Massive investments and expanded drilling programs are accelerating the development toward a potential key role in European supply. At the same time, optimistic forecasts in the semiconductor sector are providing additional momentum. Europe could thus benefit twice over, both technologically and in terms of raw materials.
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Commented by André Will-Laudien on March 20th, 2026 | 08:05 CET
Silver Corrects to USD 65 – Speculators Are Worried, Industry Is Celebrating! Silver North, Infineon, and Micron Technologies in Focus
Incredible! Yesterday, silver fell back to USD 65 after hitting a record high of USD 122 in January. The metal had also hovered around this level in December, before the major futures market coverage frenzy swept through the capital markets. A huge stroke of luck for producers, as margins had improved by USD 70 per ounce within six weeks - a boon also for explorers like Silver North, who were able to assign entirely different values to their resources. A curse, however, for industry, which relies heavily on critical metals and now has almost no capacity left to acquire on open markets. It is conceivable that some industrial sectors will report serious shortages in the coming months. We take a closer look at the silver market and its key players.
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Commented by Nico Popp on March 17th, 2026 | 08:00 CET
AI and Nuclear Power: Solid Returns with Meta and Intel – High-Flying Opportunity: Standard Uranium
Future economic growth will depend heavily on the availability of reliable, low-carbon baseload power. The high energy demands of technology companies driven by AI innovations are contributing to a renewed interest in nuclear power. The reasons go far beyond previous environmental visions. As studies by McKinsey and PwC show, the AI industry is growing by 15 to 20% annually through 2030. To avoid falling behind, companies like Meta and Intel are investing billions in a completely new AI infrastructure. Through partnerships with players like Oklo and TerraPower, Meta is driving the development of a 6.6 GW nuclear campus to operate its AI superclusters in a climate-neutral manner. Intel is focusing on optimizing energy efficiency directly at the chip level, as the power consumption of modern racks has risen to up to 120 kW. To satisfy the hunger for nuclear fuel, Standard Uranium is driving the search for tomorrow's safe deposits forward with its ambitious winter drilling program. For investors, the current trend offers opportunities - we show where the greatest leverage lies.
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