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04.05.26 - 08:06
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Geopolitical turmoil adds US$20 million to Taiwan offshore wind project costs (Digitimes)
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Copenhagen Infrastructure Partners (CIP), one of the world's largest dedicated renewable energy fund managers and a major developer of offshore wind projects across Asia Pacific, says the US–Iran war has prompted governments worldwide to place greater emphasis on energy independence and supply chain resilience. Marina Hsu, CIP's Asia Pacific managing director, adds that demand for green energy from Taiwan's high-tech and ICT sectors continues to rise....
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04.05.26 - 08:06
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AI memory crunch squeezes 5G FWA market (Digitimes)
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DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment (CPE) market posted its first year-on-year shipment decline in the first quarter of 2026, with shipments of 2.835 million units, down 8.7%. The impact has likely passed its peak, however, as shipments are forecast to rebound to 3.24 million units in the second quarter of 2026, with the annual decline narrowing to 4%....
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04.05.26 - 07:06
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Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch (Digitimes)
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Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up compute demands, according to The Information. Although Fractile's AI chips are not expected to be available until next year at the earliest, the deal could give the maker of Claude more leverage with suppliers as it seeks to expand AI capacity to meet soaring demand....
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04.05.26 - 05:36
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Apple′s cash pivot: A new CEO and strategy for the AI arms race (Digitimes)
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In a landmark shift coinciding with its second quarter of fiscal 2026 results, Apple has announced that it will no longer maintain its formal "net cash neutral" target. This financial pivot comes as the company prepares for a significant leadership transition: John Ternus, the current hardware engineering chief, will succeed Tim Cook as CEO on September 1, 2026....
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04.05.26 - 05:36
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Samsung pulls ahead of SK Hynix as commodity DRAM prices surge (Digitimes)
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Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion) has opened between the two Korean chipmakers, driven largely by commodity DRAM rather than high-bandwidth memory (HBM), according to Sedaily....
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04.05.26 - 05:36
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PlayNitride reports wider first-quarter loss and plans Singapore unit to boost global ties (Digitimes)
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PlayNitride's sharp first-quarter loss and strategic Singapore expansion carry implications for international Micro LED supply chains and partnerships, signaling industry consolidation as the company relies on customer ramps, China deployments, and new collaborations in optical communications to drive recovery and future growth across wearables, automotive, and AR markets through 2027 and beyond....
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04.05.26 - 05:06
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Commentary: Intel names TSMC as key partner; insider drives its comeback (Digitimes)
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One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings call, he said the debate a year ago centred on whether Intel could survive. Today, the focus has shifted to how quickly it can expand capacity and scale its supply chain to meet surging demand....
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04.05.26 - 05:06
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Taiwan moves to close the gap on semiconductor equipment self-sufficiency (Digitimes)
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Taiwan's government is advancing its Five Trusted Industry Sectors program, which identifies semiconductors, AI, defense, security, and next-generation communications as the country's core growth drivers. The push for self-sufficiency in semiconductor materials and equipment has already generated NT$22 billion (US$696.92 million) in new output in 2025, with some of the machinery reportedly shipped to China....
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04.05.26 - 05:06
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Realtek sees PC revenue growth despite 2026 shipment decline (Digitimes)
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Realtek's projection of a sharp fall in full-year 2026 PC shipments amid tight memory supply signals wider device-market shifts: global brands are prioritizing mid- and high-end models and premium components, boosting demand for higher-content semiconductors as unit volumes fall, with implications for laptop pricing, vendor strategies, and component suppliers worldwide....
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04.05.26 - 05:06
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Foxconn shoots for the stars — and Starlink′s playbook (Digitimes)
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Foxconn's Hon Hai Research Institute has launched its second-generation low-Earth-orbit satellites, PEARL-1A and PEARL-1B, from Vandenberg Space Force Base in California aboard a SpaceX Falcon 9 rocket. The mission has entered an on-orbit validation phase as part of a satellite networking strategy....
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