|
|
|
15.04.26 - 12:06
|
Tong Hsing Electronic expects revenue acceleration as fiber optics drives expansion (Digitimes)
|
|
|
Tong Hsing Electronic, a Taiwanese semiconductor packaging and substrate manufacturer specializing in CMOS image sensors, said on Monday that optical communication modules have become its fastest-growing business, helping drive demand across RF components, ceramic substrates, and automotive and mobile imaging products, positioning the company for stronger-than-expected revenue growth in 2026....
|
|
|
|
|
|
|
|
|
|
|
15.04.26 - 11:06
|
Taiwan equipment makers ride advanced packaging and SiPh wave (Digitimes)
|
|
|
Nvidia is accelerating the commercial rollout of silicon photonics (SiPh) technology, marked by the launch of its Rubin Ultra platform and the gradual establishment of co-packaged optics (CPO) architecture. This milestone signals a new technological turning point for the semiconductor industry....
|
|
|
|
|
|
|
15.04.26 - 10:06
|
Stanford AI report: US-China AI gap narrows as China accelerates industrialization (Digitimes)
|
|
|
The Stanford University Human-Centered Artificial Intelligence Institute (HAI) released its 2026 AI Index Annual Report, highlighting a pivotal shift in the global AI race. The report reveals that the performance gap between China and the US in AI model capabilities has significantly narrowed, with both countries now entering a phase of "parallel competition." However, this progress comes alongside sharply rising capital and resource costs....
|
|
|
|
|
15.04.26 - 09:06
|
Japan forges physical AI alliance to challenge US and China (Digitimes)
|
|
|
Japan is accelerating efforts to build domestic AI capabilities, with SoftBank and major industrial partners forming a new company focused on physical AI to power robots, vehicles, and factory systems. Referred to as the Japan AI Foundation Model Development, the new venture was established by SoftBank, NEC, Honda Motor, and Sony Group, each holding stakes of more than 10%, according to Nikkei Asia and TechWire Asia. Additional investors include Nippon Steel, Kobe Steel, and major Japanese banks such as MUFG, Sumitomo Mitsui, and Mizuho, reflecting broad backing from Japan's industrial and financial sectors....
|
|
|
|
|
|
|
15.04.26 - 07:06
|
RISC-V gains ground in AI data centers with Nvidia backing SiFive (Digitimes)
|
|
|
AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance per watt. SiFive's latest funding round highlights a shift in industry thinking, with RISC-V moving from niche alternative to a credible option for next-gen computing....
|
|
|
|
|
15.04.26 - 07:06
|
CyberTAN post strong 1Q26 growth on improved product mix (Digitimes)
|
|
|
CyberTAN, a networking hardware maker, reported strong revenue growth in March 2026, supported by a stronger product mix and solid shipment contributions. Consolidated revenue reached NT$374 million, up 30.9% year-over-year, while first-quarter 2026 revenue totaled NT$1.112 billion, a 27.85% increase from the same period a year earlier....
|
|
|
15.04.26 - 06:42
|
Column: How do intelligent robots learn action skills? (Digitimes)
|
|
|
Flipping an egg takes less than two seconds, but every step involves continuous sensing, judgment, and force control; spreading jam and arranging plates are the same. The difficulty of these atomic skills does not lie in executing fixed trajectories, but in performing correctly in complex environments....
|
|
|
15.04.26 - 06:42
|
Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply (Digitimes)
|
|
|
Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand for semiconductor substrates, the move aims to alleviate supply bottlenecks and further strengthen its competitive position. According to Korean media Herald Business and Bloomberg, SEM plans to inject around KRW1.8 trillion into its Vietnam manufacturing subsidiary to expand production of high-value-added ABF substrates. Data from Vietnam's Foreign Investment Agency shows that SEM has obtained an investment registration certificate, with the project targeting the production of ABF substrates for robotics, autonomous vehicles, and AI applications. The project is known as "SEM Vietnam Phase 2."...
|
|
|
|
|
|