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14.01.26 - 12:06
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Advanced packaging crunch lifts ASE, KYEC to new highs (Digitimes)
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TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues to run short. As a result, outsourced backend orders are set to increase, with Taiwan's two major IC testing and packaging firms — ASE Holdings and KYEC — emerging as key beneficiaries....
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14.01.26 - 11:06
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Samsung shifts to develop AI companion for smart home (Digitimes)
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Samsung Electronics set up a dedicated 1,400-ping exhibition hall for CES 2026 to present a more comprehensive vision of its smart home ecosystem. For 2026, Samsung's core strategy centers on the concept of the "AI companion at home," spanning three key scenarios: entertainment, home living, and health....
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14.01.26 - 10:06
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China tech restrictions complicate Reliance battery cell plans (Digitimes)
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Reports that Reliance Industries has paused plans to manufacture lithium-ion battery cells have reignited debate over India's clean-energy ambitions, highlighting technology bottlenecks even as the conglomerate insists its net-zero strategy and investment roadmap remain firmly on track....
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14.01.26 - 10:06
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China lifts semiconductor equipment localization to 35% (Digitimes)
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China's push to localize its semiconductor equipment supply chain has reached an unexpected milestone. Domestic tools accounted for 35% of chipmaking equipment used in 2025, up from 25% a year earlier and well above the government's original 30% target. Data from Jiemian News, SCMP, and Cacnews show localization has risen from just 7% in 2020, a nearly 400% increase in five years. In key process steps such as etching and thin-film deposition, Chinese tools now exceed 40% adoption....
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14.01.26 - 10:06
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Ola Electric enters residential energy storage market with Shakti BESS launch (Digitimes)
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EV manufacturer Ola Electric has rolled out Ola Shakti, a residential battery energy storage system (BESS), from its gigafactory in the Krishnagiri district of Tamil Nadu, marking the company's formal entry into India's residential energy storage market and an expansion beyond its core automotive business, according to ANI, PV Magazine, and the Economic Times....
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14.01.26 - 10:06
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SK Hynix to invest in new advanced packaging plant amid AI memory demand (Digitimes)
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SK Hynix has announced plans to invest KRW19 trillion (US$13.02 billion) to construct a new advanced packaging facility, P&T7, in Cheongju, North Chungcheong Province, South Korea. The move aims to meet growing demand for AI memory and bolster the company's semiconductor capabilities, particularly in high bandwidth memory (HBM)....
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14.01.26 - 09:06
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Iluvatar CoreX sets three-generation GPU plan, eyes H200 performance (Digitimes)
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As China's domestic GPU developers accelerate public listings and expand both technological and capital investment, competition is shifting toward next-generation computing power. Iluvatar CoreX said it will unveil a three-generation GPU roadmap on January 26, 2026, outlining a new GPGPU architecture, cloud-based AI training and inference products, and high-performance computing infrastructure plans....
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14.01.26 - 09:06
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SK Hynix reportedly trims consumer memory, shifts focus to servers (Digitimes)
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Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin enterprise and data center markets. Following Micron's decision to exit its Crucial consumer business late last year, market speculation has emerged that SK Hynix may also be reviewing its exposure to consumer-grade memory products....
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14.01.26 - 09:06
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Samsung will adopt South Korea-made mask blanks to EUV process to reduce reliance on Japan (Digitimes)
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Samsung Electronics is set to introduce South Korea-made mask blanks into its extreme ultraviolet (EUV) process starting as early as the second quarter of 2026. According to ET News and The Elec, Samsung is in the final evaluation stages of its EUV mask blanks with local supplier S&S Tech and is expected to be completed by January 2026, or by February at the latest. This is the first time Samsung will use domestically produced mask blanks in its EUV process....
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14.01.26 - 09:06
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Meta doubles down on AI smart glasses, shuts VR studios (Digitimes)
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Meta Platforms is reshaping its hardware and AI strategy. After reports of layoffs at its Reality Labs division, the US tech giant is now in talks with EssilorLuxottica to double the annual output of its AI-powered Ray-Ban Meta smart glasses to 20 million units by the end of 2026, from an original target of 10 million. If demand remains strong, production could rise to 30 million units, though no final agreement has been reached....
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14.01.26 - 08:06
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China′s new export trio drives 2025 trade growth (Digitimes)
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China's total trade in goods reached CNY45.47 trillion (approx. US$6.51 trillion) in 2025, marking a 3.8% year-over-year increase and setting a new record, the General Administration of Customs announced on January 14. Exports rose 6.1% to CNY26.99 trillion, while imports edged up 0.5% to CNY18.48 trillion, maintaining China's status as the largest merchandise trader globally....
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14.01.26 - 08:06
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Apple leads 2025 global smartphone sales with upgrade strategy (Digitimes)
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Global smartphone shipments increased by 2% year-over-year in 2025, marking the second consecutive year of growth, according to Counterpoint Research. The growth was driven by strong adoption of AI smartphones and rising demand for high-end and 5G devices in emerging markets....
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14.01.26 - 06:06
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TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave (Digitimes)
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After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and suppliers are reaping the benefits. Taiwan's fab equipment and materials giants now have order visibility stretching beyond 2030....
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14.01.26 - 05:42
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Car displays evolve into vehicle-home connectivity hub (Digitimes)
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At CES 2026, leading global panel makers focused on microLED and OLED technologies while showcasing AI-driven smart cockpits. The event revealed a shift in automotive display roles from mere entertainment accessories to becoming the core of vehicle-to-home connectivity....
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14.01.26 - 05:42
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CPO module output to grow by 137% annually as Taiwan fosters key photonic tech (Digitimes)
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Market research firm Yole Group has forecasted a 43% compound annual growth rate (CAGR) for the photonic integrated circuit (PIC) sector, with co-packaged optics (CPO) module output value growing by 137% annually to reach US$8.1 billion by 2033. Against this backdrop, Taiwan's government has indicated its support for this emerging industry, with efforts underway to advance research, development, and mass production....
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