|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
11.04.26 - 07:12
|
Samsung weighs China retreat as focus shifts to global chip race: analysts (SCMP)
|
|
|
Samsung Electronics faces a “strategic dilemma” over whether to defend its shrinking footprint in China or redeploy resources to bolster global competitiveness, analysts say, as speculation grows that the tech giant may scale back parts of its mainland operations and double down on semiconductors.
The South Korean firm was considering a broad restructuring of its China business, potentially exiting segments such as home appliances and displays while retaining smartphones and storage as core......
|
|
|
|
|
11.04.26 - 02:24
|
Analysis: What $70 billion in Taiwan hardware revenue tells you about the AI supercycle (Digitimes)
|
|
|
Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the most comprehensive single-month snapshot yet of where global AI infrastructure spending is actually flowing. The table below covers 49 companies from TSMC's silicon foundry all the way down to the rail kits that slide servers into racks. Read together, the numbers tell a story that goes well beyond any single company's earnings call....
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
