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12.04.26 - 03:00
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US expands tech curbs on China with MATCH Act and FCC testing ban proposal (Digitimes)
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US lawmakers from both parties have recently introduced a new bill aimed at further restricting China's access to advanced semiconductor manufacturing equipment. The move seeks to strengthen efforts to curb China's ambitions in semiconductor development and to achieve closer alignment with allies such as the Netherlands and Japan on export controls....
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12.04.26 - 03:00
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Tesla and SpaceX deepen vertical integration push for supply chain control (Digitimes)
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Under the leadership of Elon Musk, Tesla and SpaceX have stretched their ambitions across a widening array of industries — from robotaxis and the humanoid robot Optimus to low-Earth-orbit satellites and even the prospect of space-based data centers. What may appear to be a disparate set of ventures is, at its core, a coordinated strategy built on "Made in America" manufacturing and deep vertical integration....
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12.04.26 - 03:00
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Ennostar shifts to profit focus, ramps Micro LED and optical communications (Digitimes)
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Ennostar Inc. chairman Paul Peng said the company has emerged from a multi-year restructuring phase and is now entering a period of acceleration, with a net cash, debt-free balance sheet that leaves it "light and agile." As higher-end products gain share, revenue composition is shifting from volume-driven growth to value-driven expansion. Its three core strategic segments are moving into execution, with operations expected to improve gradually in 2026 and a long-term focus on stable, sustainable profitability....
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11.04.26 - 23:06
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How long can the AI server ODM boom last as growth begins to slow (Digitimes)
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Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence infrastructure. However, while the expansion remains robust, monthly data suggest a gradual moderation in growth momentum compared with the explosive acceleration seen in 2024 and early 2025....
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11.04.26 - 23:06
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Pan-International bets on AI servers as automotive demand growth slows in 2Q26 (Digitimes)
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Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant shipments of automotive products. However, the company expects revenues to rise monthly starting in the second quarter, driven by increased orders for AI servers, while maintaining its goal of double-digit growth for the full year....
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11.04.26 - 11:06
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Sharp launches edge AI companion device with private cloud memory in Taiwan (Digitimes)
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Sharp's Poketomo launch in Taiwan illustrates how edge computing, combined with private cloud storage, is reshaping consumer AI devices, promising lower latency, enhanced privacy, and personalized, long-term interactions that could influence device strategies and regulatory expectations across markets and inform developer deployment choices worldwide....
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11.04.26 - 11:06
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Europe becomes the next testing ground for driverless taxis (Digitimes)
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The competition in robotaxis is expanding beyond the US and China into Europe, where 2026 is widely seen as the first year of commercial deployment. As domestic automakers and global players enter the market in tandem, a new contest is taking shape, one defined not just by algorithms, but by operating models and the path to profitability....
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11.04.26 - 03:06
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Taiwan partners with French drone leader to boost key tech, global supply chain (Digitimes)
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Taiwan has partnered with a major French drone manufacturer to build a secure and trusted supply chain network. Taiwan's Metal Industries Research and Development Center (MIRDC) announced it will collaborate with the French drone company on supply chains, key technology deployment, and market expansion — and a preliminary consensus has already been reached....
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11.04.26 - 02:24
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Analysis: What $70 billion in Taiwan hardware revenue tells you about the AI supercycle (Digitimes)
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Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the most comprehensive single-month snapshot yet of where global AI infrastructure spending is actually flowing. The table below covers 49 companies from TSMC's silicon foundry all the way down to the rail kits that slide servers into racks. Read together, the numbers tell a story that goes well beyond any single company's earnings call....
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