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08.02.26 - 00:42
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Next-gen Ku/Ka metasurface antenna to launch through JDI-Kymeta collab (Digitimes)
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Japan Display Inc. (JDI) has entered a strategic master supply agreement with Kymeta, a global leader in mobile satellite communications powered by metamaterials technology, to develop glass substrates for a next-generation multi-band metasurface antenna. The collaboration aims to create the industry's first metasurface terminal capable of operating concurrently across Ku and Ka-band satellite frequencies....
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08.02.26 - 00:42
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Musk: speed, not ambition, will shape next phase of AI expansion (Digitimes)
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Elon Musk said the pace of artificial intelligence expansion will be determined less by ambition than by how quickly AI developers and infrastructure builders can identify and remove the most binding constraints on execution, as limits shift from power to manufacturing capacity and, eventually, to capital....
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08.02.26 - 00:42
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As AI goes physical, the robotics supply chain reshuffles (Digitimes)
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As generative AI expands into physical environments, robotic systems are moving beyond traditional digital roles to interact with their surroundings physically through perception and action. This shift toward Physical AI, supported by Nvidia CEO Jensen Huang's repeated public endorsements, is reviving global interest in robotics, an industry historically centered on industrial automation. Supply chain players are accelerating strategic efforts to capitalize on this renewed momentum amid an ongoing industry restructuring....
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08.02.26 - 00:42
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Record Japan blizzard threatens AI chip supply chains (Digitimes)
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A record-breaking blizzard driven by extreme weather has battered Japan's northern Aomori Prefecture, dumping snow at more than two and a half times the historical average. The storm has claimed lives, paralyzed local commerce, and raised fresh concerns about the resilience of global technology supply chains....
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08.02.26 - 00:42
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Nvidia and Dassault Systèmes deepen partnership to bring AI into the physical world (Digitimes)
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Dassault Systèmes announced that it will undertake its largest-ever technology integration with Nvidia, deepening a partnership that spans more than 25 years. Under the expanded collaboration, the two companies will embed accelerated computing, generative artificial intelligence, and digital twin technologies throughout engineering design and manufacturing workflows, jointly positioning themselves at the forefront of Physical AI and so-called world foundation models....
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08.02.26 - 00:42
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Shanghai′s AI chip boom powers China′s homegrown computing future (Digitimes)
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In 2025, Shanghai's domestic AI chip sector surged alongside capital market activity. MetaX reported CNY740 million (US$106 million) in revenue in 2024, rising to CNY915 million in the first half of 2025. The company listed on the STAR Market in December, raising over CNY2 billion and reaching a CNY200 billion valuation to fund sub-7nm R&D....
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08.02.26 - 00:42
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CyCraft bets on real-time AI defense over forensics (Digitimes)
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The global cybersecurity industry is entering a structural transition. A talent shortage exceeding five million professionals, combined with the rapid rise of AI-driven automated attacks, is rendering traditional defense models based on manual forensics increasingly ineffective....
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08.02.26 - 00:42
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GlobalFoundries reinvent wafer services by integrating IP to meet evolving market demands (Digitimes)
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The traditional wafer foundry model is transforming as leading foundries increasingly incorporate intellectual property (IP) into mature technology nodes to address economic pressures and shifting customer needs. Nearly four decades after TSMC founder Morris Chang separated chip design from wafer manufacturing, foundries are evolving from mere silicon suppliers into broader infrastructure providers offering extended platform support....
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07.02.26 - 20:06
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Chicony Power looks beyond PCs as it bets on AI and low-carbon platforms (Digitimes)
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Chicony Power, a Taiwanese power and energy management company, is accelerating a strategic shift away from its traditional reliance on PC and notebook power supplies, expanding into communications power systems, AI server power solutions, and intelligent low-carbon integration platforms as it seeks to build a more resilient business amid market volatility....
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07.02.26 - 20:06
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SpaceX seeks approval for a vast orbital data center in space (Digitimes)
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SpaceX has filed an application with the Federal Communications Commission seeking approval to deploy as many as one million satellites, outlining an ambitious plan to build what it calls an "orbital data center system." The network, designed to operate entirely in space, would process large-scale artificial intelligence workloads in orbit, effectively functioning as a vast, distributed supercomputer circling the Earth....
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07.02.26 - 19:06
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US turns to Taiwan′s rare earth recycling to cut China supply dependence (Digitimes)
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China controls about 90% of global rare earth mining, turning the sector into a strategic lever against tariffs imposed by the US and port fees targeting Chinese vessels. Kung Ming-hsin, Minister of Economic Affairs of Taiwan, said recycling, refining, and electronic waste processing could meet up to 50% of domestic rare earth demand. The US values such "urban mining" capabilities and hopes Taiwan can export the technology to other countries, while also seeking new rare earth sources in partnership with Taiwan....
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07.02.26 - 10:06
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Experts dismiss AI agents replacing enterprise software claims (Digitimes)
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The rapid rise of AI agent tools has reignited debate over whether AI could eventually displace enterprise software. While recent launches have unsettled markets, industry analysts and consultants argue that expectations of widespread replacement overlook the practical, regulatory, and operational constraints facing enterprise adoption....
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07.02.26 - 10:06
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Dassault Systèmes unveils ‘generative economy’ vision for AI-driven industry (Digitimes)
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At the 3DEXPERIENCE World 2026 conference, Pascal Daloz, the chief executive of Dassault Systèmes, introduced what he called the "generative economy," a concept that departs sharply from the traditional manufacturing economy's emphasis on physical output. In this emerging model, the accumulation of knowledge and expertise—not the volume of goods produced—becomes the primary source of value. In the age of artificial intelligence, he argued, expertise is poised to become a new form of currency....
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07.02.26 - 03:06
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A close reading of the book behind TSMC′s Japan bet (Digitimes)
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TSMC's decision to bring 3nm manufacturing to Japan is often explained in terms of subsidies and diversification. A better explanation sits in a book written five years ago by Prime Minister Sanae Takaichi—one that C.C. Wei chose to endorse in public when the deal was finally unveiled. That book offers a useful guide to why TSMC's 3nm future is being built in Kumamoto....
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07.02.26 - 01:06
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RISC-V CEO highlights open architecture′s edge-to-cloud potential (Digitimes)
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The RISC-V ecosystem is making steady progress across various application fields, from cloud high-performance computing to automotive electronics. Industry players are launching solutions targeting these areas while actively expanding into future-oriented sectors like robotics and space exploration....
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07.02.26 - 01:06
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Musk′s SpaceX-xAI merger raises governance and financial risks (Digitimes)
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After Elon Musk confirmed that SpaceX had completed its acquisition of artificial intelligence startup xAI, the focus quickly shifted from the mechanics of the deal to its broader implications. The transaction—among the most unconventional corporate combinations in the technology industry—has raised fresh questions about governance, regulatory oversight, and whether a founder-dominated empire can withstand the financial and operational strains of the global AI race....
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07.02.26 - 01:06
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Google outlines 5 key trends for AI agent growth in 2026 (Digitimes)
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Industry experts are viewing 2026 as a pivotal year for AI agents, with AI CRM firm Salesforce predicting the full-scale adoption of agentic enterprises this year, and Google Cloud Taiwan general manager Mike Chen stressing that 2026 will be the breakout year for AI agents....
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