SMIC’s 2026 outlook: unaffected by French wage and energy rules, the foundry stays focused on 14‑nm tech, AI/IoT demand and global supply‑chain resilience, promising steady growth.
Wolfspeed’s moderate bearish outlook, driven by rising option activity and a negative P/E, highlights its growth‑investment phase while power‑electronics demand surges.
Entdecken Sie, warum AIXTRON SE trotz volatiler Kursbewegungen & Chinas neuer Regelung skeptisch bleibt – ein tiefgehender Blick auf Wachstum und Risiken für langfristige Investoren.
Shenzhen Techwinsemi can turn China’s electronics capital flight into a growth opportunity—boosting margins, diversifying OEM partners, and leveraging short‑term financing to secure its flash‑memory position.
Credo Technology Group releases its 2025 ESG report, detailing carbon‑reduction tech, STEM outreach, and transparent governance to boost investor confidence and market position.
Maxeon Solar Technologies’ stock slumps amid legal battles and weak earnings – see why investors worry and what the company’s next moves could mean for renewable energy.
SMIC boosts its footprint with a 49 % stake in SMNC and a $6.5 billion expansion of SMIC South, positioning the foundry to capture higher‑tech chip demand and strengthen its global competitive edge.
Enphase Energy’s $62 target reflects a bullish 2026 outlook: new high‑efficiency micro‑inverters, a growing storage lineup, and a solar market rebound set to lift earnings and margin.
SMIC’s $5.8 billion full takeover of SMNC boosts vertical integration, cuts costs, and positions the foundry to dominate the semiconductor supply chain.