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28.01.26 - 11:06
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ASML executives bet on chip demand strength past 2025 (Digitimes)
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ASML Holding's management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely to support orders for the Dutch company's most advanced lithography systems into and beyond 2026....
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28.01.26 - 10:30
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Toppan keeps legal options open for Giantplus Technology′s share transfer dispute (Digitimes)
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Giantplus Technology, which focuses on small- and medium-sized panels, recently faced a management rights dispute. The largest shareholder, Japan's Toppan Holdings, had originally agreed with JuYi Investment to transfer 53.1% of Giantplus Technology's shares in two phases. However, the second phase of the transaction has stalled, and reports indicate that Toppan does not rule out resolving the matter through legal channels....
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28.01.26 - 09:42
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ASML orders beat expectations as company plans 1,700 layoffs (Digitimes)
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ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters. The Dutch semiconductor equipment maker said fourth-quarter bookings reached EUR13.2 billion (US$15.8 billion), more than double the EUR5.4 billion recorded in the previous quarter and well above analyst expectations of EUR6.32 billion, based on data from Visible Alpha....
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28.01.26 - 09:06
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China reportedly approves first Nvidia H200 AI chip imports (Digitimes)
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China has approved the import of its first batch of Nvidia's H200 AI chips, marking a shift in Beijing's position as it seeks to balance rising demand for advanced AI computing with efforts to support its domestic semiconductor industry, two people familiar with the matter told Reuters....
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28.01.26 - 09:06
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ASML posts record 2025 results on surging orders (Digitimes)
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ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments in artificial intelligence chipmaking. The Dutch lithography equipment maker posted total net sales of EUR32.7 billion (US$39.2 billion) for the year, with net income reaching EUR9.6 billion....
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28.01.26 - 09:06
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Taiwan bets on drone swarms with Anduril Lattice AI command playing key role (Digitimes)
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Taiwan has introduced an initiative to strengthen its air defense system by integrating US-made and domestically produced missiles and radars into a networked kill chain that it calls the "Taiwan Shield," or "Taiwan Dome." Such a program has drawn attention to the strategic value of integrated battle command systems (IBCS). Currently, proposals from US companies, Northrop Grumman and Anduril Industries, are under consideration by Taiwan's National Chung-Shan Institute of Science & Technology (NCSIST)....
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28.01.26 - 09:06
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MetaX revenue more than doubles to US$230 million as losses narrow (Digitimes)
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China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January 27, 2026, the Shanghai-based company said revenue is expected to reach CNY1.6 billion (US$230 million) to CNY1.7 billion, up from CNY743 million a year earlier, a year-over-year increase of 115% to 129%....
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28.01.26 - 08:06
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Powertech posts 4Q25 profit high, eyes growth momentum into 2026 (Digitimes)
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Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41 billion (approx. US$681.38 million), up 25.2% year-over-year. Net income attributable to the owners of the parent totaled NT$1.86 billion, increasing 21.2% quarterly and 22.3% year-over-year, while earnings per share stood at NT$2.52....
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28.01.26 - 08:06
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Anthropic targets OpenAI with bigger revenue goals—compute costs stand in the way (Digitimes)
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Anthropic is aiming to narrow the gap with rival OpenAI as it boosts its revenue forecasts for the coming years. According to The Information, the company has raised its internal projections, with sales expected to nearly quadruple this year to as much as US$18 billion and climb to about US$55 billion in 2027—a roughly 20% increase in its forecast for 2026 compared with earlier estimates....
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28.01.26 - 07:06
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AUO wins landmark US patent lawsuit, marking Taiwan′s first victory in 22 years (Digitimes)
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After more than two years of patent litigation and a two-week trial, Taiwanese display technology giant AUO secured a significant victory in the US District Court for the Eastern District of Texas, Marshall Division. A jury ruled that AUO did not infringe any of the patents claimed by Texas-based Phenix Longhorn and declared one of the asserted patents invalid....
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28.01.26 - 06:06
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LG Display returns to profitability as LCD exit takes effect (Digitimes)
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LG Display (LGD) announced that it returned to profitability in 2025, marking its first annual profit in four years since 2021. The turnaround was driven by its exit from the large-size LCD business and a shift toward an OLED-centered business structure, with OLED products accounting for 61% of total revenue in 2025, a record high. According to ET News and Seoul Economic Daily, LGD reported 2025 full-year revenue of approximately KRW25.81 trillion (US$18.1 billion) and operating profit of KRW517 billion. In the fourth quarter of 2025, LGD recorded revenue of around KRW7.2 trillion, down 8% year-over-year, while operating profit surged 103% to KRW168.5 billion....
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28.01.26 - 06:06
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Tesla restarts Dojo development with new focus on space AI (Digitimes)
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In a recent post on social media, Elon Musk unveiled Tesla's latest roadmap for artificial intelligence chips, declaring that development of the company's AI5 chip was progressing well and that work on Dojo 3 would resume. The brief statement masked a significant strategic pivot. Encouraging news around AI5—described by Musk as existential to Tesla—came alongside the revival of the Dojo project, which had been suspended in August 2025. After a five-month hiatus, Tesla's in-house chip strategy appears to be changing course once again....
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28.01.26 - 06:06
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SoftBank in talks to invest additional US$30 billion in OpenAI (Digitimes)
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The Wall Street Journal (WSJ), citing informed sources, reported that SoftBank Group is negotiating a new investment with OpenAI, potentially reaching up to US$30 billion, though final deal terms have not yet been confirmed. Since late December 2025, rumors have circulated that OpenAI is preparing a new funding round, targeting up to US$100 billion, with a valuation potentially reaching US$830 billion, aimed at supporting the company's massive AI research, computing, and talent needs....
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28.01.26 - 06:06
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′Taiwan Dome′ drives shift toward networked defense warfare (Digitimes)
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"Taiwan Dome" has emerged as a key concept in Taiwan's defense strategy, drawing increased attention across the defense and technology sectors. The approach centers on system integration to build a networked combat architecture, placing greater emphasis on command platforms capable of coordinating operations across multiple domains. Alongside close cooperation between Taiwan's Ministry of National Defense and the US to introduce advanced technologies, Taiwanese companies are also expanding their investments in related areas....
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28.01.26 - 06:06
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Musk plans to cut AI chip design cycle to 9 months (Digitimes)
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Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the AI5 chip achieves performance comparable to Nvidia's Hopper with a single SoC configuration, and with a dual-SoC configuration, it rivals Nvidia's Blackwell, while maintaining lower cost and pricing. He said that the AI5's development faced challenges, with Musk himself working consecutive weekends for months with minimal days off....
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