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23.04.26 - 08:06
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LG Display approves KRW1.1 trillion OLED infrastructure investment (Digitimes)
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LG Display approved an investment of KRW1.1 trillion (approx. US$740 million) to build OLED technology infrastructure. The move, running from April 22, 2026, to June 30, 2028, could affect global display supply chains, technology competition, and investment flows in advanced OLED development and will significantly broaden research partnerships worldwide....
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23.04.26 - 06:06
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Parade offsets weak PC demand with TTED, high-speed, and automotive growth (Digitimes)
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Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price hikes are depressing PC shipments, while the company pivots into automotive, data-center, and other non-PC segments to offset anticipated declines through the rest of 2026 and beyond....
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23.04.26 - 06:06
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LandMark sees profit soar 650% in 1Q26, secures deal for 5-year InP substrate supply (Digitimes)
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Driven by strong artificial intelligence (AI) and silicon photonics (SiPh) demand, optical communications epitaxy manufacturer LandMark Optoelectronics reported a more than sixfold increase in net profit in the first quarter of 2026, with earnings per share (EPS) reaching NT$3.44 (approx. US$0.11). The company's board also approved a five-year supply agreement with Japan's Sumitomo Electric Industries for indium phosphide (InP) substrates to ensure stable access to this critical raw material....
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23.04.26 - 05:06
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Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit (Digitimes)
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Following the recent smuggling indictment involving Supermicro co-founder Wally Liaw and others, Nvidia has significantly upgraded its global supply chain monitoring practices in recent months, according to an industry source. Already maintaining high visibility over customer lists, Nvidia now enforces stricter controls on shipments and transshipment processes, prompting multiple suppliers to expand their legal teams to comply with the intensified audits....
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23.04.26 - 05:06
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TSMC to open Arizona packaging facility by 2029, signals caution on high-NA EUV (Digitimes)
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TSMC is accelerating its advanced packaging expansion in the US while maintaining a conservative stance on next-generation lithography, as the company balances cost pressures, AI-driven demand, and long-term manufacturing diversification. Analysts say the dual strategy highlights how advanced packaging and tool selection are becoming just as strategically important as leading-edge wafer production in shaping the global semiconductor supply chain....
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23.04.26 - 05:06
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What Apple′s new CEO inherits: AI, China, and a governance reckoning (Digitimes)
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Apple Inc. announced that John Ternus, Vice President of Hardware Engineering, will succeed Tim Cook as CEO in September, following Cook's 15-year tenure. The transition marks a pivotal moment as Apple navigates converging pressures from AI transformation and global operations, presenting a leadership test that spans technology, governance, and geopolitics....
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23.04.26 - 04:06
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DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle (Digitimes)
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Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside sustained AI-related investments. While overall semiconductor equipment demand remains cyclical, analysts note that memory-related capex recovery, combined with AI processor tool demand, is helping extend Lam Research's growth momentum into the next fiscal period....
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