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01.04.26 - 12:06
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Notebook shipment update, February 2026 (Digitimes)
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February 2026 notebook industry observation: Capacity sharply reduced during the Lunar New Year holidays, and component shortage persists; shipments of the top five notebook brands decrease 5% month-on-month....
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01.04.26 - 10:06
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OpenAI raises record US$122 billion, paving way for superapp pivot (Digitimes)
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OpenAI has closed a record-breaking US$122 billion funding round, valuing the company at US$852 billion, according to CNBC. The raise — the largest in Silicon Valley history — sets the stage for a highly anticipated IPO expected by the end of the year, The Wall Street Journal (WSJ) reports....
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01.04.26 - 10:06
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Apple at 50: From PC to mobile, AI shift now in focus (Digitimes)
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Apple marks its 50th anniversary on April 1, after helping shape multiple waves of the technology industry, from personal computing to the internet and mobile eras. As artificial intelligence (AI) emerges as the next phase, the company is coming under closer scrutiny in the transition....
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01.04.26 - 10:06
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SiPh and advanced packaging shine at Touch Taiwan (Digitimes)
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The annual Touch Taiwan exhibition will take place April 8-10, 2026, featuring over 300 companies from 12 countries across 820 booths. Jim Hung, chairman of the TDUA, highlighted that with the panel industry undergoing a full transformation, half of the exhibitors this year are non-display manufacturers. The event focuses heavily on new business opportunities in silicon photonics (SiPh) and advanced packaging amid the arrival of the "light over copper" era....
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01.04.26 - 09:06
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AMEC acquires Sizone to expand CMP capabilities, outlines 2026 strategy (Digitimes)
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Chinese semiconductor equipment maker Advanced Micro-Fabrication Equipment (AMEC) announced on March 30, 2026, plans to acquire a stake in chemical mechanical planarization (CMP) equipment firm Sizone through a combination of share issuance and cash. This move could mark AMEC's entry into the wet process segment, an area where it previously had limited presence....
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01.04.26 - 07:00
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Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test (Digitimes)
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Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to CNY68 billion (approx. US$9.87 billion). Growth slowed sharply from 22.4% in 2024, leaving revenue just below its 2020 peak of CNY891.4 billion and raising the bar for further expansion, analysts cited by Chinastarmarket.cn said....
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01.04.26 - 07:00
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TSMC eyes SiPh breakthrough as industry consensus forms (Digitimes)
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TSMC is advancing its silicon photonics (SiPh) advanced packaging platform, Compact Universal Photonic Engine (COUPE), shifting from development to commercial mass production. TSMC vice president and co-chair of the SEMI Silicon Photonics Industry Alliance (SiPhIA), K.C. Hsu, said that over the past 3-6 months, the industry has gradually reached a consensus on the technology roadmap and direction for the next 3-5 years. SiPh has also been designated by the government as a key policy focus in this new era....
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01.04.26 - 07:00
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Taiwan′s CubeSat trio reaches orbit, signaling a new phase for the space startup ecosystem (Digitimes)
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The Taiwan Space Agency (TASA) launched the second batch of satellites from its Startup CubeSat Program, successfully sending three 8U CubeSats into orbit — the Bellbird-2, Black Kite-2, and Albatross-2 — all developed by Taiwanese manufacturers. The satellites lifted off on March 30 at 7:02 pm Taiwan time from the Vandenberg Space Force Base in the US aboard SpaceX's Transporter-16 rideshare flight and entered orbit approximately one to two hours later, with successful communications quickly confirmed....
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01.04.26 - 06:06
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SDI targets AI and heat spreader growth (Digitimes)
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Power leadframe manufacturer SDI said it is benefiting from the gradual ramp-up of new applications related to artificial intelligence (AI), with around 40 new AI product projects currently in progress. The company expects AI products to account for more than 10% of monthly revenue by the end of 2026. This is projected to raise the annual contribution of AI revenue from 1% in 2025 to above the mid-single-digit range....
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01.04.26 - 05:06
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Infineon′s power semiconductor content per kW to hit US$150 as 800V systems mature (Digitimes)
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Infineon held its "We Power AI" event in Taipei this week, marking the second consecutive year the company has hosted a large-scale forum in Taiwan focused on power-related technologies for AI data centers. Adam White, President of Infineon's Power & Sensor Systems division, said that Taiwan is the absolute core of the AI data center ecosystem, and the company will continue to collaborate closely with Taiwan's supply chain partners. Looking ahead, AI servers will gradually upgrade from the current 500 kW per rack specification to the megawatt level. Accordingly, the power semiconductor content in AI data centers will also reach US$150 per kW....
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