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22.04.26 - 11:06
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Focus: South Korea builds a semiconductor talent pipeline (Digitimes)
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South Korea's long-running experiment with job-guaranteed semiconductor education is entering a more consequential phase, with the first large wave of students from expanded industry-linked programmes set to enter the workforce from 2027. The shift is drawing fresh scrutiny over whether a model built around direct hiring pipelines, practical training, and university-industry coordination can do more than produce graduates at scale and whether it can ease the country's persistent shortage of semiconductor design talent....
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22.04.26 - 10:06
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Brightek posts March loss as Nantong plant ramps up in 2H26 (Digitimes)
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LED packaging maker Brightek reported consolidated revenue of NT$161 million (US$5.1 million) in the first quarter of 2026, down 9.7% year on year, impacted by the transition period at its new Nantong plant in Jiangsu, China, which began operations at the end of 2025. The company posted a net loss after tax of NT$3.95 million for March alone, widening its losses from the same month last year, with a loss per share of NT$0.06....
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22.04.26 - 10:06
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Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27 (Digitimes)
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Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook. PSMC president Martin Chu stated that DRAM foundry prices had significantly increased in March. However, due to the impact of the tape-out cycle on pricing, the price hike is expected to contribute to revenue starting in June....
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22.04.26 - 10:06
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AI optical communication and automotive demand boost TXC, Taitien quartz component sales in 1Q26 (Digitimes)
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Benefiting from strong AI high-frequency, high-speed transmission and communications infrastructure demand, TXC reported robust AI optical communication orders in the first quarter of 2026, driving its highest-ever quarterly revenue. The company's March 2026 revenue reached NT$1.1 billion (approx. US$35.3 million), up 2.7% year-over-year; cumulative revenue for the first three months of 2026 hit NT$3.3 billion, a 5.5% annual increase and a record for this period....
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22.04.26 - 09:06
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Analysis: Apple′s new CEO has a secret robot team — and big plans for your home (Digitimes)
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Apple has officially announced that John Ternus will succeed Tim Cook as CEO. Given Ternus's deep hardware background, product innovation at the hardware level is widely expected to accelerate under his leadership. As AI development enters the era of embodied intelligence, his prior takeover of Apple's secret robotics team is seen as pivotal to whether Apple can seamlessly integrate its existing AI technologies and software ecosystem with physical hardware....
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22.04.26 - 09:06
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Column: US drone industry learns from Ukraine′s low-cost, rapid production (Digitimes)
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"The drone is not the weapon. The infrastructure to build it is." This statement, made by Ukrainian president Volodymyr Zelenskyy on March 31, 2026, encapsulates the direction of recent US policy reforms as America strives to establish a large-scale, low-cost, and fast-iterating drone industry similar to Ukraine's. The US aims to simultaneously develop military and commercial markets while eliminating reliance on Chinese supply chains and catching up with China's small- and medium-sized drone manufacturing capabilities....
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22.04.26 - 08:06
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Applied Materials announces Advantest as innovation partner for EPIC platform in Silicon Valley (Digitimes)
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Leading materials engineering in the semiconductor industry, Applied Materials, announced today that Advantest Corporation, a leading semiconductor test equipment supplier, will join Applied's Equipment and Process Innovation and Commercialization (EPIC) platform as an innovation partner to strengthen the links between front-end manufacturing technologies and back-end testing of chips and packages, helping chipmakers bring new designs to market faster....
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22.04.26 - 08:06
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How MediaTek will supply Marvell′s next three generations of TPUs (Digitimes)
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Recent market reports indicate that Marvell is in discussions with Google regarding the development of application-specific integrated circuit (ASIC) products, including memory processing units (MPUs) to pair with existing TPU products, as well as TPU chips for AI inference. Naturally, this brings some competitive pressure to Broadcom and MediaTek, which are currently in Google's TPU supply chain....
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22.04.26 - 07:06
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Blue Origin launch falls short, but satellite race presses on (Digitimes)
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Blue Origin, the American space company founded by Jeff Bezos, recently carried out the third launch of its flagship New Glenn rocket. While the mission successfully recovered its first-stage booster, the second stage fell short of the required thrust, failing to deliver BlueBird 7, a communications satellite built by AST SpaceMobile, into its intended orbit....
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22.04.26 - 06:06
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Huawei′s wide foldable move sets stage for Apple, Samsung three-way race (Digitimes)
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Huawei's Pura X Max launch marks a shift in the foldable smartphone market, with competition moving from a Samsung-Huawei duopoly toward a three-way race that includes Apple's expected foldable iPhone. Huawei's early move signals a push to shape the next phase of high-end market leadership rather than simply extend its premium lineup....
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22.04.26 - 06:06
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Apple taps duo behind Apple Silicon success to navigate software-hardware balance in AI era (Digitimes)
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Apple said on April 20 that Tim Cook would step down as CEO and hand over the role to John Ternus, the company's senior vice president of hardware engineering, on September 1, 2026. Ternus, who currently oversees the development of the iPhone, iPad, Mac, Apple Watch, AirPods, and the Vision Pro headset, will take charge at a pivotal moment, as Apple navigates intensifying competition in AI and rethinks the balance between hardware and software in its products....
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