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27.01.26 - 04:54
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AI and localization reshape China′s semiconductor supply chain as price hikes arrive (Digitimes)
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After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory adjustments and price bottoms starting in 2025. While China's electronics sector has yet to fully recover, AI infrastructure, high-performance computing (HPC), automotive, and industrial control applications are driving a new AI-led pricing cycle across components and semiconductor supply chains....
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27.01.26 - 04:54
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Taiwan′s auto suppliers race to capitalize on 15% US tariff breakthrough (Digitimes)
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Taiwan has obtained a preferential tariff rate of 15% on automotive parts under the US' Section 232 policy, prompting swift action from domestic suppliers to capitalize on improved market access. Industry leaders have intensified efforts to engage US clients, including launching 24-hour hotlines and traveling to the US to negotiate new contracts....
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27.01.26 - 04:54
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Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion (Digitimes)
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Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial intelligence workloads worldwide. As part of the deal, Nvidia invested US$2 billion in CoreWeave Class A common stock at US$87.20 per share, reflecting confidence in CoreWeave's team, strategy, and cloud platform built on Nvidia technology....
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27.01.26 - 04:54
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Sanmina reports surge in revenue driven by AI infrastructure expansion (Digitimes)
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Sanmina announced a robust start to fiscal year 2026, reporting a 59% year-over-year increase in revenue for its first quarter ended December 27, 2025. The company's performance was significantly bolstered by the integration of ZT Systems and a surge in demand across the communications networks, cloud, and AI infrastructure end markets. Management expressed high confidence in the company's trajectory, aiming to double total revenue over the next two years primarily through massive opportunities in the artificial intelligence sector....
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27.01.26 - 04:06
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Amazon: AI applications are already pervasive in 2026 (Digitimes)
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Amazon has published its "2026 Global Consumer Trends Report," revealing significant shifts in consumer demand across the US, Europe, and Japan. The report identifies artificial intelligence (AI) as a pivotal driver of growth and innovation across consumer electronics, household goods, consumer products, and fashion sectors....
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27.01.26 - 00:54
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Pan-International eyes humanoid robot supply chain with Foxconn, Magnax backing (Digitimes)
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Artificial intelligence applications have entered the era of Physical AI. While the robotics industry has evolved over many years, humanoid robots remain at an early stage, largely because supply chain structures and technical standards have yet to be fully established. Against this backdrop, Pan-International's recent acquisition of Belgium-based Magnax represents more than a simple capacity expansion or near-term revenue boost....
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27.01.26 - 00:54
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G-Tech Optoelectronics ventures into military drones with Firestorm Labs, Aerkomm (Digitimes)
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G-Tech Optoelectronics (GTOC) said its wholly owned subsidiary has partnered with US defense technology startup Firestorm Labs and aerospace and defense solutions provider Aerkomm to advance next-generation military drone production and combat system integration, marking GTOC's entry into the military-grade unmanned aerial vehicle market. The company plans to establish a drone assembly line in Taiwan....
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27.01.26 - 00:54
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Taiwan aims for industrial-grade quantum computing within 5 years (Digitimes)
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US Secretary of the Treasury Scott Bessent highlighted at the World Economic Forum (WEF) in Switzerland that 97% of advanced chips are produced in Taiwan, warning that any blockade or destruction of Taiwan would trigger "apocalyptic" economic consequences. Taiwanese government officials emphasize the island's critical role in miniaturizing and commercializing quantum computers, actively inviting international partners to collaborate. Taiwan plans to overcome noisy intermediate-scale quantum (NISQ) and wiring bottlenecks within five years, transitioning quantum computing from laboratory components to industrial-grade systems....
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27.01.26 - 00:54
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Memory chip super cycle opens door for China to challenge South Korea (Digitimes)
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The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward, industry experts caution that this persistent supply shortage could present Chinese memory manufacturers with an opportunity to enter the market and narrow their technology gap....
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27.01.26 - 00:54
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Alibaba′s DAMO Academy drives core AI chip development behind T-Head Semiconductor (Digitimes)
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T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry sources in the semiconductor supply chain note that T-Head has already achieved stable shipments of certain edge AI chips, while its cloud AI chips are primarily used internally by Alibaba Cloud to support AI-related services, demonstrating comprehensive technical capabilities....
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27.01.26 - 00:54
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Infineon pushes vertical power delivery for AI data center efficiency gains (Digitimes)
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As the race to scale artificial intelligence computing accelerates, global technology companies are committing large sums to AI infrastructure. Capital spending is climbing rapidly, driving a sharp rise in power consumption. Infineon has put forward a "Vertical Power Delivery" (VPD) architecture aimed at improving efficiency, saying the approach can boost efficiency by about 10% while cutting power loss by a similar margin. Power semiconductor materials such as silicon carbide (SiC) and gallium nitride (GaN) are emerging as key enablers of the design....
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27.01.26 - 00:54
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Yageo leads chip resistor price hikes, Walsin follows (Digitimes)
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Price increases are spreading through the passive components industry as clearer pricing signals from market leaders accelerate the trend across the supply chain. Products ranging from tantalum capacitors and ferrite bead inductors to chip resistors are seeing broad-based adjustments....
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27.01.26 - 00:54
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TSMC′s capex surprise reveals blind spots in semiconductor forecasting (Digitimes)
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TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin said in a podcast episode. This development signals structural changes in the semiconductor production landscape and has broader implications for global industry competition and US-Taiwan trade relations....
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