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13.02.26 - 19:06
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WD says 2026 capacity sold out as HDD prices post sharpest rise in two years (Digitimes)
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Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations, marking the largest quarterly increase in nearly eight quarters. Industry supply chain sources expect the upward trend to continue as artificial intelligence development fuels sustained demand for massive data volumes....
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13.02.26 - 19:06
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After US deal, Taiwan pushes economic resilience into Europe and the global south (Digitimes)
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Taiwan has officially signed a final trade agreement with the US, concluding bilateral negotiations. Under the deal, Taiwan will receive most-favored-nation (MFN) treatment if Washington imposes "Section 232" tariffs on semiconductors and related derivative products. Taiwan's Ministry of Economic Affairs (MOEA) and Ministry of Foreign Affairs (MOFA) said the agreement will serve as a foundation for advancing President Ching-te Lai's "economic resilience" strategy and expanding Taiwan's international economic influence....
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13.02.26 - 19:06
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Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments (Digitimes)
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Memory chip shortages and soaring prices could constrain shipments of consumer electronics in 2026, including smartphones, PCs, notebooks, and TVs, while Netronix, the world's largest e-reader original design manufacturer (ODM), expects e-reader shipments to hold steady or grow 5–10% if market impacts remain manageable. Hsin-yung Lu, Netronix president, cautioned that significant retail price increases might dampen consumer demand....
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13.02.26 - 10:30
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Global server market, 4Q 2025 (Digitimes)
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Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers....
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13.02.26 - 09:06
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Explainer: how US-Taiwan ′ART′ deal rewires global tech economy (Digitimes)
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On February 12, 2026, the United States and Taiwan finalized a structural "re-pricing" of their economic relationship. The Agreement on Reciprocal Trade (ART) is not a traditional free trade agreement; it is a strategic pact that reshores semiconductor manufacturing to the US while anchoring Taiwan within a "non-red," or non-China, supply chain....
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13.02.26 - 05:48
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AUO to hire 1,000 in 2026 as AI expands display, smart mobility push (Digitimes)
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Under accelerating AI-driven industrial transformation, displays are emerging as critical human-machine interfaces enabling broader intelligent applications and deeper user interaction. AUO will launch its 2026 campus recruitment program in March, with total group hiring expected to reach approximately 1,000 employees....
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