Semiconductors German Community

PVA TePla has been hit hard by a slump in chips tied to electric vehicles and clean energy, but it’s betting on a rebound with a new factory and a plan to grow much bigger over the next few years. If demand for its chip-making and materials equipment turns up again—especially around silicon carbide—this could look very different, though a slow recovery remains the big catch.Read more

Gemini said The 12-month outlook for Qualcomm (QCOM) as of March 2026 is one of "cyclical recovery meets structural expansion." While the stock has faced recent pressure—down roughly 19% year-to-date due to memory supply chain constraints—the underlying business is pivoting aggressively away from being "just a phone chip company." 1. The Mobile Core: Flagship Dominance vs.Read more

The company is pouring money into new factory capacity to meet demand from trends like cleaner energy and electric transport, even if that temporarily makes its profits look worse. The argument is that its cautious use of debt and focus on long-term growth could reward patient investors when the new capacity starts paying off.Read more

NVIDIA’s chips have become the go-to workhorse for the current wave of artificial intelligence, and demand could keep rising as more companies move AI from experiments into real products. But bigger bets like cars and factory automation come with real hurdles, including trade limits and tight chip supply.Read more

Infineon could get a lift from the boom in AI data centers and the build-out of cleaner power grids, while a recent industry stockpile hangover starts to fade. The big question is whether trade tensions, softer electric-car demand, and price pressure from rivals derail the recovery just as the company tries to cut costs and roll out newer chip technologies.Read more

SUSS MicroTec is leaning into new chip-making tools and more local manufacturing to ride demand from AI, electric vehicles, and next‑generation electronics—even as near-term orders soften, especially from China. See why the same moves that could set up a long runway also bring real risks around pricing pressure, costs, and stop‑start customer spending.Read more

Siltronic is betting big on advanced silicon wafers just as demand from AI, data centers, and next‑generation cars is expected to pick up. The upside is steadier pricing from long customer contracts, but heavy spending, customer inventory backlogs, and growing competition could still hold the business back.Read more

Elmos relies heavily on carmakers, and rising trade tensions could make it harder to source parts and sell into key markets just as chip technology changes quickly. The big question is whether its push to build more locally in China and recent wins in newer car features can outweigh these pressures.Read more

AIXTRON could get a fresh wave of demand as electric cars, data centers, and new chip factories need faster and more efficient power and light-based chips. But a slow recovery, heavy reliance on Asia, and falling behind on research could keep orders and profits under pressure.Read more