Everything on Semiconductor Cycles

Infineon’s 100% surge prices in peak-cycle AI power demand, masking trailing revenue declines and cyclical automotive headwinds.

Impact: High valuation multiples increase vulnerability to margin compression and inventory normalization, warranting cautious position sizing.

— from Market Recalibration: AI Valuations, German Reforms, and Semiconductor Cycles · Aktien fürs Leben· Jul 08, 2026

DRAM and NAND memory chip gross margins are nearing 180% quarter-over-quarter growth, indicating the memory supercycle may be peaking ahead of broader hardware digestion.

Impact: Signals potential earnings inflection points for memory manufacturers, prompting investors to reassess high-valuation hardware positions.

— from AI Infrastructure Shifts, Energy Volatility, and SaaS Disruption · Alles auf Aktien – Die täglichen Finanzen-News· Apr 03, 2026