SILTRONIC AG NA O.N.

According to the voting rights notification under §40 WpHG, The Goldman Sachs Group reports a threshold touch on Sept. 7, 2026, and now discloses a total of 5.08% of the voting rights in Siltronic. The assigned amount thus fell from 8.48% in the previous notification, mainly due to changes in instrument positions. » Więcej na de.investing.com

Despite recent relative strength, Siltronic has lost about 20% since the year's high at the end of May and has been in a short-term downtrend since early June. The stock is tracing a descending triangle with a flat support around €81 and a falling upper trendline (106 → 97 → 90 euros). If a breakout above the upper trendline fails, a downward breakout could occur in the coming trading days, which could drive the price down to around €70. The overall market for chip and semiconductor stocks remains volatile; a sustained rebound is possible but the conditions for one are currently lacking. » Więcej na finanzen.net

CEO Michael Heckmeier sees Siltronic as the only western producer of silicon wafers and expects a sustained upswing driven by demand from AI data centers. Write‑downs on the Singapore plant have weighed on results and turned the half‑year EBIT negative; about €500 million has been written down so far. Siltronic holds roughly an 11 percent wafer market share, funds itself mainly through bank loans, and views EU funding initiatives as an opportunity but also as a sign that it lags behind countries like South Korea. Heckmeier emphasizes the importance of production alongside research in Germany, while criticizing the negative business climate there. » Więcej na faz.net