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23.12.25 - 09:06
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Luminar bankruptcy signals shift in LiDAR market (Digitimes)
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US autonomous sensing technology firm Luminar, once hailed as a rising star in the Light Detection and Ranging (LiDAR) sector, recently filed for bankruptcy protection, raising alarms across the industry. LiDAR has long been regarded as a critical sensor technology for achieving Level 3 autonomous driving, but its global adoption is clearly following an "East fast, West slow" pattern due to regulatory, cost, and market structure factors....
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23.12.25 - 09:06
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BP subsidiary Castrol targets Taiwan′s AI cooling and power infrastructure (Digitimes)
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British Petroleum (BP) subsidiary Castrol announced plans to apply its expertise in fluid science and thermal management toward advancing liquid cooling and power solutions for Taiwan's AI infrastructure. The initiative aims to bolster Taiwan's competitive position in the global AI computing sector by developing high-performance data center environments for future AI applications....
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23.12.25 - 09:06
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Silicon Optronics eyes BSI and low-power products in face of memory supply concerns (Digitimes)
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Silicon Optronics (SOI) highlighted at its recent earnings call that ongoing price hikes and shortages in consumer memory remain unresolved, potentially tightening wafer foundry supply for the company's lens module-related chips. The firm warned that since SoCs integrated with lenses require memory support, shortages in consumer memory could limit production volumes of mid- to low-end consumer applications due to high costs or material mismatches. Given that this segment is a core shipment market for SOI, the company said it will closely monitor developments....
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23.12.25 - 08:06
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Samsung reportedly secures over 60% of iPhone 17 DRAM supply, extends lead to iPhone 18 (Digitimes)
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Samsung Electronics has reportedly become the largest supplier of mobile DRAM for Apple's iPhone 17, a trend expected to continue with the upcoming iPhone 18. Industry analysts attribute this shift to SK Hynix and Micron recently focusing their production capacity on AI-targeted high-bandwidth memory (HBM), prompting Apple to rely more heavily on Samsung's ample general DRAM output to secure supply....
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23.12.25 - 08:06
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ByteDance reportedly to increase 2026 capex with major focus on AI chips (Digitimes)
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ByteDance is preparing to raise its capex to CNY160 billion (approx. US$22.70 billion) in 2026, allocating over half of this amount, CNY85 billion, towards purchasing artificial intelligence chip processors, according to sources cited by the Financial Times. The planned increase from CNY150 billion in 2025 reflects ByteDance's intensified emphasis on AI development....
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23.12.25 - 07:06
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EdgeCortix accelerates low-power chip launch to take on Nvidia (Digitimes)
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Tokyo-based startup EdgeCortix plans to deliver samples of its next-generation Sakura-X artificial intelligence (AI) processor by the end of 2026, accelerating its production timeline to address the growing energy demands of AI infrastructure. The company is positioning the new silicon as a low-power alternative to Nvidia's dominant graphics processing units as data center operators and industrial users face increasing pressure to curb electricity consumption....
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23.12.25 - 07:06
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Chinsan eyes stronger cloud server demand in 2026 with BBU supply (Digitimes)
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Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the first half of 2026 will be driven mainly by the cloud and server markets, which are expected to show strong positive trends extending into 2027. In contrast, consumer electronics, industrial automation, and new energy sectors are forecasted to remain flat or slow down....
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23.12.25 - 06:06
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Tech giants battle for AI talent as ′boomerang′ hires surge in 2025 (Digitimes)
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Tech giants, including OpenAI, Meta Platforms, and Anthropic PBC, are sparking intense competition for artificial intelligence (AI) talent. Google, in particular, has turned to rehiring former employees to strengthen its workforce. Internal data cited by CNBC shows that about 20% of AI software engineers hired by Google in 2025 are returning employees, a significant increase from previous years....
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23.12.25 - 06:06
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Taiwan automation specialist boosts Malaysia production to serve regional markets (Digitimes)
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Taiwan's major automation equipment controller maker Syntec Technology has begun construction of its second-phase factory in Malaysia, representing a strategic investment of over NT$600 million (approx. US$19 million). The new facility aims to serve as the firm's key overseas manufacturing and operation hub, supporting markets including India, Turkey, ASEAN, and the US....
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23.12.25 - 05:06
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Nvidia′s biggest Southeast Asia buyer placed under US chip smuggling probe (Digitimes)
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US authorities are investigating Singapore-based cloud provider Megaspeed International Pte. amid concerns that Nvidia chips could have been diverted to China, as a senior Republican lawmaker presses the Commerce Department to tighten enforcement of US export controls. The scrutiny reflects rising political pressure in Washington over how advanced AI chips are sold and monitored globally....
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