Elmos Semiconductor

Elmos has expanded the supply agreement for wafer production in Dortmund and can use significantly higher capacities there until at least 2028 to reduce delivery shortfalls in a tight allocation environment. Specific volumes, prices and effects on sales and margins were not disclosed. From a technical perspective, the stock meets a dense resistance zone around €145–146 after a correction; a sustainable close above that would open the way toward €162, while failure could see €137 or lows around €130. Investors should remain cautious given unresolved operational effects and the technical situation. » More on finanzen.net

Elmos shares climbed at one point by around 5.8% after Metzler issued a buy recommendation, with analyst Veysel Taze setting a price target of €175 and forecasting stronger growth and profitability momentum for 2027. The move came against the backdrop of broader gains among companies seen as beneficiaries of the AI boom, which is supporting demand for semiconductors and compute infrastructure. » More on finanzen.net

Elmos has agreed an extended collaboration with SK keyfoundry, contractually securing wafer capacities through 2037. The partnership expands production from 350nm to the 130nm platform, which among other things enables deep-trench isolation for highly integrated high-voltage structures. The first concrete component is the 4-channel eFuse controller E550.01, which is relevant for zonal vehicle architectures. The agreement provides planning certainty for long-term automotive developments and strengthens Elmos' competitive position. » More on finanzen.net