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26.03.26 - 10:06
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Slower-than-expected smart cockpit monetization prompts global recalibration (Digitimes)
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Slower-than-expected monetization of smart cockpits is prompting a global reassessment of in-car payments, with implications for automakers, tech platforms, and financial institutions. Industry players say meaningful demand hinges on advanced autonomous driving freeing driver attention, while short-term focus will shift to maintenance and connectivity services as the market recalibrates....
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26.03.26 - 09:06
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Taiwan′s Tmytek enters global satcom supply chain with Comtech deal (Digitimes)
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Tmytek, a Taiwanese developer of millimeter-wave phased array solutions, said on March 25 that it has partnered with Comtech to introduce a next-generation satellite communications terminal capable of operating across multiple orbits, marking a significant step for a Taiwanese company into the core of the global satcom supply chain....
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26.03.26 - 09:06
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Innos set for late April listing on TPEx, riding advanced packaging boom (Digitimes)
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Probe card automation equipment maker Innostar Service (Innos) is expected to list on the Taipei Exchange (TPEx) main board in late April 2026. With artificial intelligence (AI) applications driving demand in the semiconductor industry, the probe card market is anticipated to grow rapidly, supporting strong revenue growth and sustained high gross margins for the company in 2026....
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26.03.26 - 09:06
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Holy Stone expects AI-driven surge in MLCC demand to lift 2026 revenue (Digitimes)
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Holy Stone Enterprise expects a 20–30% rise in passive component revenue in 2026 as demand for high-power AI server components accelerates globally. Doubling AI product sales could improve profits by shifting to a higher-value product mix, with implications for supply chains and procurement across data center and server manufacturers worldwide, as well as enterprise customers....
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26.03.26 - 08:06
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Ritek warns polycarbonate squeeze could lift optical disc prices nearly 20% (Digitimes)
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Ritek's warning that geopolitical tensions, petrochemical volatility, and rising manufacturing costs have tightened polycarbonate supplies points to global impacts: recordable optical disc prices are expected to rise nearly 20% in the second quarter of 2026, potentially affecting data-archiving, media production, and storage procurement strategies worldwide and could alter cost forecasts globally....
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26.03.26 - 08:06
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Dell sees stronger AI demand boosting early PC orders despite memory price hikes (Digitimes)
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Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers, with the GB10 model especially popular. While AI servers are booming, the PC market faces headwinds from memory shortages and rising prices, which inevitably impact sales. Liao expects memory price increases to persist, making current PC prices the lowest point for the year....
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26.03.26 - 08:06
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Alibaba‑backed Tripo AI draws investor confidence, led by exec from Minimax (Digitimes)
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Tripo AI, founded in 2023, is rapidly emerging in AI-driven 3D content creation, turning text prompts or 2D images into production-ready 3D models in seconds. Backed by major investors like Alibaba and Baidu Ventures, the startup addresses growing demand from gaming, XR/AR/VR, e-commerce, and digital twins, positioning itself to capture a multi-billion-dollar market by democratizing professional 3D workflows....
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26.03.26 - 07:06
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Hiwin order surge signals industrial recovery amid geopolitical and cost risks (Digitimes)
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Hiwin Technologies reported stronger-than-expected order momentum, driven largely by demand for semiconductor equipment, artificial intelligence (AI) infrastructure, automation, robotics, and broader industrial projects. March orders exceeded those in January and February, marking an unusually robust off-season and pointing to a gradual recovery in industrial demand....
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26.03.26 - 06:06
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Taiwan firms form sovereign AI industry alliance (Digitimes)
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Industry leaders hail 2026 as the inaugural year for sovereign AI. On March 23, software firm TPIsoftware held a signing ceremony to launch the AISO sovereign AI industry alliance, announcing collaboration with Phison Electronics. The alliance brings together 12 prominent domestic software and hardware partners, including Gogolook, Kdan, TNP, Tatung System Technologies, Altos Computing, Thinktron, Fuco & Ryzo, Acer Synergy Tech, ECS, and Fongkong, alongside guidance from Taiwan's Industrial Technology Research Institute (ITRI) to initiate strategic cooperation....
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26.03.26 - 06:06
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MicroIP debuts automotive AI solutions at AI EXPO Taiwan 2026 (Digitimes)
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MicroIP unveiled automotive AI advances at AI EXPO Taiwan 2026, signaling wider availability of driver monitoring and electronic rearview mirror solutions for global fleets and aftermarket suppliers. The move suggests increased commercialisation of previously guarded vehicle technologies with implications for safety, supply chains, and market expansion in Asia and beyond....
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