After my first post on humanoid robots received a lot of positive feedback, I went into more detail. I have subsequently added my favorites in each sector.

Extended analysis of the value chain including shovel manufacturers and potential hidden champions

New categorySecondary key sectors (sales, marketing, financing)

In additionTop 25 companies worldwide, as well as Top 10 Europe and Top 10 Asia

I have also added a video link for beginners. This will give you an idea of how far the development of humanoid robotics has already progressed.

https://www.stern.de/panorama/wissen/humanoider-roboter---wie-reagiert-er-auf-beleidigungen--35996156.html

Thank you for your attention and your support 🙏

🌐 1. value chain of humanoid robots (with hidden champions)

1. research & chip design

$ARM (+0,41 %) ARM (UK) - CPU-IP, energy-efficient processors

$SNPS (+0,3 %) Synopsys (US) - EDA software, chip design

$CDNS (+0,2 %) Cadence (US) - EDA & Simulation

$PTC PTC (US) - Engineering Software, CAD/PLM

$DSY (-0,9 %) Dassault Systèmes (FR) - 3D Design & Digital Twin

$SIE (-0,74 %) Siemens (DE) - Industrial Software & Lifecycle Mgmt

$ADBE (+0,22 %) Adobe (US) - Design, AR/UX

ANSYS (US) - multiphysical simulation - acquisition by Synopsis

Altair (US) - CAE, simulation, digital twin - acquisition by Siemens

$HXGBY (-0,52 %)
Hexagon (SE) - Metrology & Simulation

$AWE (+2,42 %) Alphawave IP Group (UK) - High-speed chip IP for AI/robotics

1.Synopsis, 2.Siemens and 3.Adobe are my top 3 in this sector

2. manufacturing technology & equipment

$ASML (+0,12 %) ASML (NL) - Lithography (EUV)

$AMAT (+0,02 %) Applied Materials (US) - Semiconductor equipment

$8035 (-1,23 %) Tokyo Electron (JP) - wafer fabrication

$KEYS (+0,35 %) Keysight Technologies (US) - Metrology

$6857 (+4,46 %) Advantest (JP) - Chip test systems

$TER (+0,97 %) Teradyne (US) - test systems + cobots

$6954 (-1,73 %) Fanuc (JP) - Industrial robots, CNC

$CAT (+0,81 %) Caterpillar (US) - autonomous machines

$KU2G KUKA (DE) - industrial robots

Comau (IT) - automation - not listed on the stock exchange

$ROK (+0,64 %) Rockwell Automation (US) - industrial automation

$JBL (+0,14 %) Jabil (US) - contract manufacturing (EMS/ODM)

$KIT (-0,37 %) Kitron (NO) - European EMS/ODM manufacturer

$AIXA (-0,46 %) Aixtron (DE) - deposition equipment for compound semiconductors

$LRCX (+0,33 %)
Lam Research (US) - Etch/deposition systems

$MKSI (+0,44 %)
MKS Instruments (US) - Plasma/vacuum technology

$ASM (+0,06 %)
ASM International (NL) - Deposition systems

1.ASML, 2.Keysight Technologies, 3.Fanuc are my top 3 in this sector

3. chip manufacturing (foundries)

$TSM (+0,37 %) TSMC (TW) - leading foundry

$005930 Samsung Electronics (KR) - foundry + memory

$GFS (+2,51 %) GlobalFoundries (US) - specialty chips

$INTC (+0,99 %)
Intel Foundry Services (US) - new western foundry player

$981
SMIC (CN) - largest Chinese foundry

$UMC
UMC (TW) - Power/RF/Embedded chips

1.TSMC, 2.Intel, 3.Samsung Electronics are my top 3 in this sector

4. computing & control unit ("brain")

$NVDA (+0,69 %) Nvidia (US) - GPUs, AI chips

$INTC (+0,99 %) Intel (US) - CPUs, FPGAs

$AMD (+0,52 %) AMD (US) - CPUs, GPUs

$MRVL (+0,52 %) Marvell (US) - network chips

$MU (+0,49 %) Micron (US) - Memory

$DELL (+0,51 %) Dell Technologies (US) - Edge & Infrastructure

Graphcore (UK) - AI chips (IPU) - not a listed company

Cerebras (US) - Wafer-scale engine - not a listed company

SiPearl (FR) - European HPC chip - not a listed company

1.Nvidia, 2.Marvell, 3.Micron are my top 3 in this sector

5. sensors ("senses")

$6758 (-0,93 %) Sony (JP) - image sensors

$6861 (-1,1 %) Keyence (JP) - Industrial sensors

$STM (+0 %) STMicroelectronics (FR/IT) - Sensors, MCUs

$TDY Teledyne (US) - optical/infrared sensors

$CGNX (-0,2 %) Cognex (US) - Machine Vision

$HON (+0,43 %) Honeywell (US) - sensor technology, security

ANYbotics (CH) - autonomous sensor fusion - not a listed company

$OUST
Velodyne Lidar (US) - Lidar sensors - takeover by Ouster

$AMS (-1,19 %)
-OSRAM (AT/DE) - optical sensors

1.Teledyne, 2.Keyence, 3.Ouster are my top 3 in this sector

6. actuators & power electronics ("muscles")

$IFX (-0,19 %) Infineon (DE) - Power Electronics

$ON (+0,56 %) onsemi (US) - Power & Sensors

$TXN (+0,35 %) Texas Instruments (US) - Mixed-Signal Chips

$ADI (+0,11 %) Analog Devices (US) - Signal Processing

$PH Parker-Hannifin (US) - Hydraulics/Pneumatics

$MP (+0,5 %) MP Materials (US) - Magnets

$APH (+0,41 %) Amphenol (US) - Connectors

$6481 (+0 %) THK (JP) - Linear guides & actuators

$6324 (-1,86 %)
Harmonic Drive (JP) - Precision gears & servo drives for robotics

$6594 (-0,8 %)
Nidec (JP) - Electric motors

$6506 (-2,42 %)
Yaskawa (JP) - Drives & Robotics

$SU (-0,72 %)
Schneider Electric (FR) - Energy & control solutions

$ZIL2 (+0 %)
ElringKlinger (DE) - Battery & fuel cell technology, lightweight construction

1.Parker-Hannifin, 2.MP Materials, 3.Infinion are my top 3 in this sector

7. communication & networking ("nerves")

$QCOM (+0,7 %) Qualcomm (US) - mobile communications, edge AI

$ANET (+0,42 %) Arista Networks (US) - Networks

$CSCO (+0,06 %) Cisco (US) - Networks, Security

$EQIX (+0,22 %) Equinix (US) - Data centers

NTT Docomo (JP) - 5G/6G carrier - not a listed company

$VZ Verizon (US) - Telecommunications

$SFTBY SoftBank (JP) - Carrier + Robotics

$ERIC B (+0,04 %)
Ericsson (SE) - 5G/IoT infrastructure

$NOKIA (+1,19 %)
Nokia (FI) - 5G/6G for industry

$HPE (+0,08 %)
Juniper Networks (US) - Network technology - acquisition by HP

1.Arista Networks, 2.SoftBank, 3.Cisco are my top 3 in this sector

8. energy supply

$3750 (-0,44 %) CATL (CN) - Batteries

$6752 (+1,15 %) Panasonic (JP) - Batteries

$373220 LG Energy (KR) - Batteries

$ALB (+0,75 %) Albemarle (US) - Lithium

$LYC (-1,3 %) Lynas (AU) - Rare earths

$UMICY (-0,61 %) Umicore (BE) - recycling

WiTricity (US) - inductive charging - not a listed company

$ABBN (-0,45 %) Charging (CH) - charging infrastructure

$SLDP
Solid Power (US) - Solid state batteries

Northvolt (SE) - European batteries - not a listed company

$PLUG
Plug Power (US) - fuel cells

1.Albemarle, 2.CATL, 3.Panasonic are my top 3 in this sector

9. cloud & infrastructure

$AMZN (+0,37 %) Amazon AWS (US) - Cloud, AI

$MSFT (+0,36 %) Microsoft Azure (US) - Cloud, AI

$GOOG (+0,16 %) Alphabet Google Cloud (US) - Cloud, ML

$VRT
Vertiv Holdings (US) - Data center infrastructure (UPS, cooling, edge)

$ORCL (+0,19 %)
Oracle Cloud (US) - ERP + Cloud

$IBM (+0,65 %)
IBM Cloud (US) - Hybrid cloud + AI

$OVH (-1,04 %)
OVHcloud (FR) - European cloud

1.Alphabet, 2.Microsoft, 3.Oracle are my top 3 in this sector

10. software & data platforms

$PLTR (+1,17 %) Palantir (US) - Data integration

$DDOG (+0,99 %) Datadog (US) - Monitoring

$SNOW (+1,25 %) Snowflake (US) - Data Cloud

$ORCL (+0,19 %) Oracle (US) - Databases, ERP

$SAP (-0,38 %) SAP (DE) - ERP systems

$SPGI S&P Global (US) - financial/market data

ROS2 Foundation - robotics middleware - not listed on the stock exchange

$NVDA (+0,69 %) NVIDIA Isaac (US) - robotics development - part of Nvidia

$INOD (+0,72 %) Innodata (US) - data annotation & AI training data

$PATH (+0,88 %)
UiPath (RO/US) - Robotic process automation

$AI (+0,59 %)
C3.ai (US) - AI platform

$ESTC (+1,09 %)
(NL/US) - Search & data analysis

1.S&P Global, 2.Palantir, 3.Datadog are my top 3 in this sector

11. end applications / robots

$ABB ABB (CH/SE) - Industrial Robots

$6954 (-1,73 %) Fanuc (JP) - Industrial robots

$TSLA (+0,42 %) Tesla Optimus (US) - humanoid robot

$9618 (-1,65 %) JD.com (CN) - logistics robot

$AAPL (+0,4 %) Apple (US) - Platform & UX

$700 (-1,87 %) Tencent (CN) - Platform & AI

$9988 (+0,73 %) Alibaba (CN) - logistics & platform

PAL Robotics (ES) - humanoid robots - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

$TER (+0,97 %) Universal Robots (DK) - cobots - belongs to the Teradyne Corporation

Engineered Arts (UK) - humanoid robots - not a listed company

$ISRG (+0,6 %) Intuitive Surgical (US) - surgical robotics

$GMED (+0,47 %)
Globus Medical (US) - surgical robotics (ExcelsiusGPS platform)

$7012 (-2,37 %) Kawasaki Heavy Industries (JP) - industrial robots, automation

$CPNG (+0,3 %) Coupang (KR) - Logistics end user

$IRBT (+0,9 %)
iRobot (US) - consumer robotics (e.g. Roomba), non-humanoid, but navigation/sensor fusion

Boston Dynamics (US) - humanoid & mobile robots-no listed company

Hanson Robotics (HK) - humanoid robots (Sophia) - not a listed company

Agility Robotics (US) - humanoid robot "Digit" - not a listed company

1.Apple, 2.Tencent, 3.Alibaba are my top 3 in this sector

🛠 2. cross enablers (shovel manufacturers) - with hidden champions

Raw materials & battery materials

Albemarle - Lynas - Umicore

$SQM
SQM (CL) - Lithium

$ILU (+0,14 %)
Iluka Resources (AU) - Rare earths

$ARR (+8,93 %)
American Rare Earths (US/AU) - New supply chains

my number 1 in the sector is Albemarle

manufacturing technology

ASML - Applied Materials - Tokyo Electron

$LRCX (+0,33 %)
Lam Research (US) - Plasma/etching processes

$ASM (+0,06 %)
ASM International (NL) - ALD equipment

$MKSI (+0,44 %)
MKS Instruments (US) - Plasma/vacuum technology

my number 1 in the sector is ASML

Quality assurance

Keysight - Advantest - Teradyne

$EMR (+0,39 %)
National Instruments (US) - Measurement technology - from Emerson Electric adopted

$300567
ATE Test Systems (CN) - test systems

$FORM (+0,4 %)
FormFactor (US) - Wafer probing

my number 1 in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (DE) - Pneumatics, Soft Robotics - not a listed company

Bosch Rexroth (DE) - Drives, Controls - not a listed company

$6481 (+0 %)
THK (JP) - Linear guides

my number 1 in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (+1,08 %) Basler (DE) - Industrial cameras

FLIR (US) - Thermal imaging sensors - acquisition by Teledyne

ISRA Vision (DE) - Machine Vision - not a listed company

my number 1 in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (-0,55 %)
Hitachi Metals (JP) - Magnetic materials

VacuumSchmelze (DE) - Magnetic materials - not a listed company

$4063 (-1 %)
Shin-Etsu Chemical (JP) - Specialty materials

my number 1 in the sector is MP Materials

Chip Design & Simulation

Synopsys - Cadence - ARM

$SIE (-0,74 %)
Siemens EDA (DE/US)-Mentor Graphics-strategic business unit of Siemens AG

Imagination Tech (UK) - GPU-IP - not a listed company

$CEVA (+0,51 %)
CEVA (IL) - Signal Processor IP

my number 1 in the sector is Synopsys

Engineering & Lifecycle

PTC - Dassault - Siemens

Altair (US) - Simulation - no longer a listed company

$HXGBY (-0,52 %)
Hexagon (SE) - Metrology

$SNPS (+0,3 %)
ANSYS (US) - Simulation - takeover by Synopsys

my number 1 in the sector is Siemens

Networks & Data Centers

Arista - Cisco - Equinix

$HPE (+0,08 %)
Juniper (US) - Networks - Acquisition of HPE

$DTE (+0,16 %)
T-Systems (DE) - Industry cloud

$OVH (-1,04 %)
OVHcloud (FR) - European cloud

my number 1 in the sector is Arista

Cloud infrastructure

AWS - Azure - Google Cloud

$ORCL (+0,19 %)
Oracle Cloud (US) - ERP & databases

$IBM (+0,65 %)
IBM Cloud (US) - Hybrid Cloud

$9988 (+0,73 %)
Alibaba Cloud (CN) - Asian Cloud

$VRT
Vertiv Holdings (US) - Cloud/Infra

my number 1 in the sector is Alphabet (Google)

finance/information infra

S&P Global

$MCO (+0,42 %)
Moody's (US) - Ratings

$MSCI (+0,32 %)
MSCI (US) - Indices

$MORN
Morningstar (US) - Investment Research

my number 1 in the sector is S&P Global

Creative/Experience Infra

Adobe

$ADSK (-0,41 %)
Autodesk (US) - CAD & Design

$U
Unity (US) - 3D/AR simulation

Epic Games (US) - Unreal Engine - not a listed company

my number 1 in the sector is Adobe

Platform & Ecosystem

Apple - Tencent - Alibaba

$META (+0,28 %)
Meta (US) - AR/VR, Social Robotics

ByteDance (CN) - AI & platforms - not a listed company

$9888 (-2,52 %)
Baidu (CN) - AI & Cloud

my number 1 in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (+0,08 %)
HPE (US) - Edge Computing

$SMCI (+0,1 %)
Supermicro (US) - AI servers

$6702 (+0,53 %)
Fujitsu (JP) - Edge & HPC

my number 1 in the sector is Dell

storage solutions

Micron

$000660
SK Hynix (KR) - Memory

$285A (-1,06 %)
Kioxia (JP) - NAND

$WDC
Western Digital (US) - Storage solutions

my number 1 in the sector is Micron

🏛 3. secondary key sectors with hidden champions

Financing & Capital

$GS (+0,24 %) Goldman Sachs (US) - investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) - investment bank; tech banking, capital markets

$BLK (+0,38 %) BlackRock (US) - asset manager; capital allocation, ETFs/index funds

$9984 (-0,13 %) SoftBank Vision Fund (JP) - mega VC; growth equity in robotics/AI

Sequoia Capital (US) - venture capital; early/growth in AI/robotics - this is a classic venture capital fund

DARPA (US) - government R&D funding (robotics/defense) - independent research and development agency

EU Horizon (EU) - research funding/grants for DeepTech - Innovative Europe pillar

China State Funds (CN) - state industry/technology fund

Lux Capital (US) - VC for DeepTech - Uptake (US) - AI-based predictive maintenance

DCVC (US) - Robotics & AI focus - investing exclusively via VC fund investments

Speedinvest (AT) - EU VC for robotics - access to investment only via fund investments

my number 1 in the sector is Goldman Sachs

Maintenance & Service

$SIE (-0,74 %) Siemens (DE) - Industrial Service, Lifecycle & Retrofit

$ABBN (-0,45 %) ABB (CH/SE) - Robotics Service, Spare Parts, Field Support

$GEHC (+0,42 %) GE Healthcare (US) - Medtech service incl. robotic systems

Uptake (US) - AI-based predictive maintenance - not a listed company

Augury (US/IL) - condition monitoring, condition diagnostics - not a listed company

$KU2 KUKA Service (DE) - Robotics maintenance

$6954 (-1,73 %) Fanuc Service (JP) - global service network

Boston Dynamics AI Institute (US) - Robotics longevity - funded by Hyundai Motor Group

my number 1 in the sector is Siemens

Marketing & Advertising

$WPP (-0,22 %) WPP (UK) - global advertising group; branding/communications

$OMC Omnicom (US) - marketing/PR network

$PUB (-0,77 %) Publicis (FR) - communications/advertising group

$META (+0,28 %) Meta (US) - Digital Ads (Facebook/Instagram)

$GOOG (+0,16 %) Google Ads (US) - search & display advertising

TikTok / ByteDance (CN) - social ads & distribution - not a listed company

$AAPL (+0,4 %) Apple (US) - Branding/UX; Acceptance & Platform Marketing

$WPP (-0,22 %)
AKQA (UK/US) - Tech branding - Since 2012 majority owned by the WPP Groupbut continues to operate as an autonomous operating unit

R/GA (US) - Innovation marketing - not a listed company

Serviceplan (DE) - largest independent EU agency - not a listed company

my number 1 in the sector is Meta

Law, Regulation & Ethics

ISO (CH) - international standards, robotics standards

TÜV (DE) - certification & safety tests

UL (US) - safety/conformity testing

EU AI Act (EU) - legal framework for AI & robotics

UNESCO AI Ethics (UN) - global ethics guidelines

Fraunhofer IPA (DE) - Robotics safety standards

ANSI (US) - standards

IEC (CH) - Electrical engineering standards

Training & Talent

MIT (US) - Robotics/AI Research & Education

ETH Zurich (CH) - autonomous systems & robotics

Stanford (US) - AI/Robotics labs & spin-offs

Tsinghua University (CN) - Robotics/AI in Asia

CMU (US) - Robotics Institute

EPFL (CH) - Robotics research

TU Munich (DE) - humanoid robot "Roboy"

🌍 Top 25 companies for humanoid robotics

These companies are central to the development & production of humanoid robotsbecause without them, crucial parts of the chain would be missing:

Chips & computing power (brain of the robots)

$NVDA (+0,69 %) Nvidia (US) - AI GPUs & Isaac platform, foundation for robotic AI

$2330 TSMC (TW) - world's most important foundry, produces the AI chips

$ASML (+0,12 %) ASML (NL) - EUV lithography, indispensable for chip production

$005930 Samsung Electronics (KR) - memory, logic, foundry

$000660 SK Hynix (KR) - DRAM & NAND memory for AI

$MU (+0,49 %) Micron (US) - Memory solutions for AI workloads

my number 1 in the sector is ASML

Sensors & perception (senses of robots)

$SONY Sony (JP) - image sensors, market leader

$6861 (-1,1 %) Keyence (JP) - Industrial sensors & vision systems

$CGNX (-0,2 %) Cognex (US) - Machine Vision, precise image processing

my number 1 in the sector is Keyence

Actuators & motion (muscles of robots)

$IFX (-0,19 %) Infineon (DE) - power electronics, motor control

$6594 (-0,8 %) Nidec (JP) - World market leader for electric motors

$PH Parker-Hannifin (US) - hydraulics/pneumatics, motion technology

$6481 (+0 %) THK (JP) - Linear guides & actuators

my number 1 in the sector is Parker-Hannifin

Communication, cloud & infrastructure (nerves & data flow)

$QCOM (+0,7 %) Qualcomm (US) - Mobile & Edge Chips

$AMZN (+0,37 %) Amazon AWS (US) - Cloud & AI infrastructure

$MSFT (+0,36 %) Microsoft Azure (US) - Cloud, AI services

$CSCO (+0,06 %) Cisco (US) - Networks & Security

$VRT Vertiv Holdings (US) - Data Center Infrastructure

my number 1 in the sector is Microsoft

End Applications & Platforms (robots themselves)

$TSLA (+0,42 %) Tesla (US) - humanoid robot Optimus

$ABBN (-0,45 %) ABB (CH/SE) - Robotics & Automation

$6954 (-1,73 %) Fanuc (JP) - industrial robots & CNC systems

$7012 (-2,37 %) Kawasaki Heavy Industries (JP) - industrial robots

PAL Robotics (ES) - humanoid robots (TALOS, ARI, TIAGo) - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

Universal Robots (DK) - cobots

my number 1 in the sector is Tesla

🇪🇺 Top 10 European key companies for humanoid robotics

$ASML (+0,12 %)
ASML (NL)

World market leader in EUV lithography - no modern chips for AI & robotics without ASML.

$IFX (-0,19 %) Infineon (DE)

Leading in power electronics & motor control - crucial for actuators of humanoid robots.

$STM (+0 %)
STMicroelectronics (FR/IT)

Sensors, microcontrollers & power chips - the basis for control & perception.

$SAP (-0,38 %)
SAP (DE)

ERP & data platforms, important for integrating humanoid robots into industrial processes.

$SIE (-0,74 %)
Siemens (DE)

Industrial software, automation, digital twin - key for engineering & lifecycle management.

$KU2 KUKA (EN)

Robotics pioneer, industrial robots & automation - know-how for humanoid motion mechanics.

PAL Robotics (ES) - not a listed company

Specialist for humanoid robots (TALOS, ARI, TIAGo), internationally used in research & service.

Neura Robotics (DE) - Not a listed company

Young high-tech company, develops cognitive humanoid robots with advanced AI (4NE-1).

Universal Robots (DK) - Not a listed company

Market leader for cobots - platform for safe human-robot collaboration.

Engineered Arts (UK) - not a listed company

Develops humanoid robots such as Amecaknown for realistic facial expressions & gestures - important for HRI (Human-Robot Interaction)

🌏 Top 10 Asian key companies for humanoid robotics

$2330
TSMC (Taiwan)

World's largest semiconductor foundry, produces high-end chips (e.g. Nvidia, AMD, Apple) - no AI hardware without TSMC.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors - extremely broadly positioned in robotics components.

$000660
SK Hynix (KR) - Memory

$SONY
Sony (Japan)

Market leader in CMOS image sensors, essential for robotic vision & perception.

$6861 (-1,1 %)
Keyence (Japan)

Sensor technology & machine vision for industrial automation, widely used in robotics.

$6954 (-1,73 %)
Fanuc (Japan)

Industrial robots & CNC systems, one of the most important manufacturers of robotics hardware worldwide.

$6506 (-2,42 %)
Yaskawa Electric (Japan)

Drives, motion control & robot arms - relevant for humanoid motion control.

$6594 (-0,8 %)
Nidec (Japan)

World market leader for electric motors (from mini motors to high-performance drives).

$7012 (-2,37 %)
Kawasaki Heavy Industries (JP) - Industrial robots

$9618 (-1,65 %)
JD.com (China)

Driver for robotics in e-commerce & logistics, invests in humanoid robotics applications

The AEX index starts the day with an indication of +0.3%, while international markets also turn green. Wall Street largely managed to recover from Friday's sell-off, and Asian stock markets follow with Korea and Taiwan as outliers. U.S. 10-year interest rates rise slightly to 4.21%, while German rates fall to 2.62%. The euro/dollar exchange rate is quoted at 1.1550. The Damrak is relatively quiet, with only B&S presenting figures. Internationally, however, there is plenty of activity: Palantir surprises with strong quarterly results, while Hims & Hers falls sharply. Figma debuts with a 27.4% drop. The US puts pressure on India and China because of Russian oil imports, further raising trade tensions. Investors look forward to figures from AMD, Snap, Rivian and Super Micro Computer. Also on the agenda are the purchasing managers' indices of the service sectors in Germany and the US. In short: plenty of excitement and thrills on the trading floor.

$PLTR (+1,17 %)
$HIMS (+1,08 %)
$SHEL (+0 %)
$BP. (+0,05 %)
$AMD (+0,52 %)
$SNAP (+0,38 %)
$RIVN (+0,09 %)
$SMCI (+0,1 %)

🔗 Source reference:

This summary is based on the article "AEX indicatie is +0,3%, volop spanning en nog meer sensatie" by Arend Jan Kamp, published on StockWatch on Aug. 5, 2025.

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$KSPI (+0,13 %)
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$CONTININS
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$OPEN (+3,04 %)
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$PETR3T
$ANET (+0,42 %)

Hi there!

I'm thinking about investing more in $SMCI (+0,1 %) I still see great opportunities there (risk too, of course, but where isn't that :)) and have prepared a few facts/estimates.

If you take a look at their ecosystem, it's really exciting:

Assuming they manage/maintain the 30% sales growth, sales in 2030 will be around 52 billion, with a 10% margin of 5.2 billion.

Of course, the AI wave in general, the Nvidia partnership, process scaling (automation & supply chains are constantly being optimized), production in the USA (partly in Asia - Donald is happy), faster production than Dell and Co. in the past are all positive factors.

I see the risk that the data center boom will decline as low in the medium term.

The dependence on Nvidia gives me a bit of a stomach ache, as does the fact that they are basically only based on faster delivery, no patents etc.

Due to the AI "revolution", I am nevertheless bullish and can imagine a €200-300 price in 2035; you just have to live with the volatility.

What do the "tech fanatics" here think about SMCI?

LG Max

$SMCI (+0,1 %)

Supermicro announces strategic partnership with DataVolt

May 16, 2025

SAN JOSE, Calif. --(BUSINESS WIRE)-- Super Micro Computer, Inc.
(NASDAQ: SMCI) ("Supermicro" or the "Company"), a provider of total IT solutions for AI, cloud, storage and 5G/Edge, today announced that it has entered into a strategic partnership with DataVolt under a Memorandum of Understanding ("MOU") to establish hyperscale AI campuses initially in the Kingdom of Saudi Arabia.

"Supermicro is excited to collaborate on this important endeavor to significantly improve the computing power of the next generation of AI infrastructure," said Charles Liang, President and CEO of Supermicro. "We look forward to working with DataVolt to bring our advanced AI systems to market with the latest direct liquid cooling (DLC-2) technology, which is based on local renewable, sustainable and environmentally friendly technology."

This collaboration will accelerate the deployment of Supermicro's ultra-dense GPU platforms, storage and rack PnP systems for DataVolt's gigawatt-class hyperscale gigawatt campuses and net-zero eco-AI campuses, providing our customers with access to unprecedented scalability and sustainability. Supermicro's state-of-the-art liquid cooling solutions reduce power costs by up to 40%, shorten provisioning and online time, and enable data centers to operate more efficiently with lower power usage effectiveness (PUE). As an end-to-end solution provider for enterprise and cloud data centers, Supermicro will deliver a fully tested and optimized total IT solution that includes high-performance AI and computing servers, networking, storage, racks and advanced liquid cooling technologies. Supermicro's proven liquid cooling solutions at scale enable data center operators to rapidly deploy the latest and most powerful AI infrastructure while reducing total cost of ownership by up to 20%.

The collaboration is subject to the negotiation and execution of one or more definitive agreements between the parties. The estimated minimum market value of the products contemplated in the transaction is $20 billion. This underscores the strategic partnership between the two companies to develop state-of-the-art AI infrastructure at scale.

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Strategic-Partnership-with-DataVolt/

The AI boom has had a major impact on the stock market landscape in recent months. However, a more differentiated picture emerges in May 2025:

📈 Current share price developments:

• $NVDA (+0,69 %) (Nvidia): Currently at $113.54. Despite impressive AI innovations, the stock is down over 19% year-to-date.
• $SMCI (+0,1 %) (Super Micro Computer): Currently trading at $32.94. Recent quarterly results showed a decline in revenue compared to the previous quarter, raising questions about the sustainability of growth.
• $AMD (+0,52 %) (AMD): Stands at $98.62. The company reported revenues of $7.4 billion in the first quarter of 2025, with the data center business in particular standing out with growth of 57%.
• $PLTR (+1,17 %) (Palantir): Currently at $108.86. Despite strong quarterly numbers, the stock fell over 12% due to concerns about valuation and slowing international growth.
• $INTC (+0,99 %) (Intel): Quoted at $19.94. The company continues to struggle with challenges in the AI space and is trying to make up lost ground against competitors like $NVDA (+0,69 %) and $AMD (+0,52 %) to regain lost ground.

🔍 Conclusion:

The AI hype has undoubtedly caused significant price movements. However, current developments show that investors are increasingly differentiating between sustainable growth and exaggerated expectations.

What do you think? Which of these stocks do you think have long-term potential and which should be treated with caution?

The Fed's interest rate decision + AMD's quarterly figures + Siemens Healthineers grows strongly + Fresenius also surprises at the start of the year + BMW expects tariff cuts + Quarterly figures from the USA in brief

The Fed's interest rate decision

• Investors are now looking ahead to the next highlight of political significance today, Wednesday: the Fed's interest rate decision.
• Observers are eager to see how the Fed will react to US President Donald Trump's demands to cut interest rates.
• It is expected to resist the political pressure and not adjust its key interest rates.
• In view of Trump's erratic tariff policy, the environment for monetary policy is very uncertain.

Quarterly figures from AMD $AMD (+0,52 %)

• Advanced Micro Devices (AMD) reported non-GAAP earnings of $0.96 per diluted share for the first quarter on Tuesday, up from $0.62 a year earlier.
• Analysts polled by FactSet had expected $0.94.
• Revenue for the quarter ended March 29 was $7.44 billion, up from $5.47 billion a year earlier.
• Analysts had expected 7.12 billion US dollars.
• For the second quarter, the chip manufacturer expects sales of between 7.1 and 7.7 billion US dollars.
• Analysts are forecasting 7.22 billion US dollars.
• Advanced Micro shares rose by almost 5% after the close of trading.

Siemens Healthineers $SHL (-0,16 %)grows strongly

• The medical technology group Siemens Healthineers grew more strongly than expected in the second quarter (to the end of March).
• Sales rose by 8.7 percent to 5.9 billion euros, as the company announced in Erlangen on Wednesday.
• On a comparable basis, revenue rose by 6.8 percent.
• This excludes currency and portfolio effects.
• The company benefited from good business in imaging and the US cancer specialist Varian.
• Adjusted earnings before interest and taxes (EBIT) improved by almost a fifth to 982 million euros.
• Savings from the restructuring of the diagnostics business also had a positive impact here.
• For fiscal year 2024/25, however, Siemens Healthineers was more cautious about earnings development due to the US tariffs.
• The company now expects adjusted earnings per share of between €2.20 and €2.50.
• Previously, the Group had forecast the lower end at 2.35 euros per share.
• Healthineers continues to expect comparable sales growth of five to six percent.

Fresenius $FRE (-0,56 %)also surprises at the start of the year

• The hospital and pharmaceuticals group Fresenius continued to grow at the start of the year and earned a surprisingly high amount.
• "We have started the year 2025 with an excellent business development and confirm the outlook for the full year," said Group CEO Michael Sen in Bad Homburg on Wednesday.
• Adjusted for one-off effects, turnover climbed by seven percent to 5.63 billion euros in the first quarter compared to the previous year, according to the DAX-listed company.
• Adjusted earnings before interest and taxes (adjusted EBIT) increased by four percent to 654 million euros.
• Although the corresponding margin fell from 11.9 to 11.6 percent, Fresenius performed better than analysts had expected on average.
• The ongoing savings program and the core business with the flourishing generics provider Kabi once again provided a tailwind.
• In contrast, the hospital division Helios recorded a decline in earnings despite sales growth due to the loss of state energy subsidies in Germany.
• Group-wide, the result from continuing operations - i.e. excluding Fresenius Medical Care (FMC) - rose by 12 percent to 416 million euros.

BMW $BMW (-0,53 %)expects tariff reductions

• The car manufacturer BMW is expecting tariff reductions in the summer and is therefore maintaining its outlook for the year.
• The tariff increases are likely to be only temporary in some cases and there should be reductions in tariffs from July 2025, the DAX-listed company announced in Munich on Wednesday.
• The current forecast takes into account tariff increases that have already come into force by March 12 as well as countermeasures taken by the company.
• "Due to the volatile development and the ongoing negotiations, the expected effects of customs duties can still only be depicted using assumptions," the Group said.
• BMW performed better than feared in the first quarter.
• Earnings before interest and taxes slipped by 22.5 percent to 3.14 billion euros due to the weakness in China, while sales fell by 7.8 percent.
• In the Automotive division, the operating margin (EBIT) fell by 1.9 percentage points to 6.9 percent.
• However, this was better than analysts' average estimates.
• At the bottom line, the surplus fell by a good quarter to 2.17 billion euros.

Quarterly figures from the USA in a nutshell

• Super Micro Computer Inc. $SMCI (+0,1 %)exceeded analysts' estimates of USD 0.30 with earnings per share of USD 0.31 in the third quarter.
• Sales of USD 4.6 billion below expectations of USD 5.05 billion.

• Electronic Arts Inc. $EA (+0,66 %)misses analysts' estimates of USD 1.08 with earnings per share of USD 0.98 in the fourth quarter.
• Sales of USD 1.9 billion above expectations of USD 1.55 billion.

• Corsair Gaming Inc. registered shares DL -.0001 $CRSR (+0,07 %)misses analysts' estimates of USD 0.11 with earnings per share of USD 0.09 in the first quarter. Revenue of USD 396.8 million above expectations of USD 366.2 million.

Wednesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Deutsche Lufthansa EUR 0.30
• EssilorLuxottica EUR 3.95

• Quarterly figures / company dates USA / Asia
• 12:30 Walt Disney quarterly figures
• 13:00 Uber Technologies quarterly figures
• 15:00 Philip Morris | Pepsico AGM
• 22:05 Qiagen | Adtran | Avis Budget quarterly figures
• Untimed: Sandisk quarterly figures

• Quarterly figures / Company dates Europe
• 07:00 Fresenius | Siemens Healthineers | Vonovia | Klöckner & Co | Aker ASA
• 07:30 Telecom Italia | Auto1 | BMW | Hensoldt | Novo Nordisk quarterly figures
• 07:30 Siemens Healthineers | Vonovia PK
• 07:45 Jungheinrich | Ahold Delhaize quarterly figures
• 08:00 Schaeffler | Flutter Entertainment Quarterly figures
• 08:30 Fresenius | BMW PK | Siemens Healthineers Analyst Conference
• 09:00 Endesa quarterly figures
• 10:00 Fuchs | Mercedes-Benz Group | Wacker Chemie | Grenke AGM
• 10:00 Klöckner & Co PK | Schaeffler Analyst Conference
• 10:15 BMW Analyst Conference
• 13:00 Novo Nordisk Analyst Conference
• 14:00 Auto1 Earnings Call
• 22:05 ARM Holding Quarterly Results

• Economic data

08:00 DE: New orders March seasonally adjusted FORECAST: +1.0% yoy previous: 0.0% yoy | Manufacturing turnover March

11:00 EU: Retail Sales March Eurozone PROGNOSE: +0.1% yoy previous: +0.3% yoy

20:00 US: Fed, outcome of FOMC meeting Fed funds target rate FORECAST: 4.25% to 4.50% previously: 4.25% to 4.50%

No time given: PO: ECB annual meeting