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16.01.26 - 11:06
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Biwin Storage profit jumps 427% as memory cycle turns (Digitimes)
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China's domestic memory module maker Biwin Storage Technology has released the A-share market's first major 2025 profit outlook, signalling a sharp earnings rebound as memory prices recover and AI-driven demand reshapes the sector's supply dynamics....
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16.01.26 - 10:06
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MediaTek scales flagship performance with Dimensity 9500s and 8500 (Digitimes)
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MediaTek has launched the Dimensity 9500s and Dimensity 8500 mobile processors, both carrying over key technologies from the company's flagship Dimensity platform. The new chips deliver upgrades in performance, power efficiency, AI processing, imaging, gaming, and connectivity, targeting the premium smartphone market....
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16.01.26 - 10:06
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US AI data centers face grid connection delays, drive new power supply models (Digitimes)
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As demand for artificial intelligence computing surges globally, US AI data centers (AIDCs) are increasingly hindered by prolonged delays in securing power grid connections. The average wait has extended to approximately five years, significantly outpacing the typical 18 to 24 months required for data center construction, creating "completed but idle" facilities and prompting urgent calls for regulatory overhaul....
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16.01.26 - 10:06
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Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years (Digitimes)
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Quanta Computer held its year-end banquet on the evening of January 15, 2026, during which company chairman Barry Lam highlighted three major waves that hit 2025. He named the tariff war, the all-out battle over artificial intelligence (AI) applications, and sweeping changes in AI server design as key challenges. Despite this, Quanta was still able to meet all customer requirements, with both revenue and profits reaching record highs. He added that the AI boom will not be limited to 2026, but is expected to continue surging over the next two to three years....
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16.01.26 - 10:06
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Taiwan opens international tender for quantum computer purchase; US export ban remains key (Digitimes)
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Following the National Science and Technology Council's (NSTC) announcement of the quantum computing mainframe construction project, attention has focused on whether Taiwan will use a quantum computer developed by Academia Sinica or procure one from abroad. Sources reveal that the National Center for High-Performance Computing (NCHC) under the National Applied Research Laboratories (NIAR) has launched an international tender. If IBM Quantum bids and wins, the deal hinges on whether the US government permits export, as commercial quantum computers are currently banned from overseas sales....
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16.01.26 - 10:06
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Formosa Chemicals plans to exit petrochemical red ocean and enter high-end electronics (Digitimes)
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The petrochemical industry has been stuck in an intensely competitive red ocean market. The Chinese government has begun promoting measures to curb excessive internal competition, and the cycle of low-price competition is expected to ease in 2026. Formosa Chemicals & Fibre Corporation (FCFC) launched a streamlining plan in the second half of 2025 and is actively shifting toward the compound plastics market. To enter higher-end markets, FCFC plans to complete 5N hydrogen purification equipment by 2027 to secure a foothold in the electronics industry supply chain, while continuing research and development in silicon carbide to align with advanced chip thermal management technologies....
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16.01.26 - 10:06
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Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts (Digitimes)
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Taiwanese power semiconductor companies, including Taiwan Semiconductor Company (TSC), Panjit International, and Eris Tech, have recently disclosed their 2025 revenue results, anticipating benefits from order shifts driven by Nexperia. Market analysts project that these effects will take full shape in the first quarter of 2026. Concurrently, these firms are developing power management products to enter the growing AI server market, driven by rising demand for higher power density in AI data centers....
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16.01.26 - 09:06
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Analysis: Why Singapore sovereign fund doubles down on AI despite bubble fears (Digitimes)
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Singapore's sovereign wealth fund, the Government Investment Corporation (GIC), has made significant investments in artificial intelligence startups Anthropic and MiniMax amidst rising concerns about an AI investment bubble. Anthropic recently closed a funding round valuing it at US$35 billion, with GIC as a key backer. At the same time, Chinese AI startup MiniMax saw a strong stock debut on the Hong Kong Stock Exchange, also reportedly supported by GIC....
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16.01.26 - 09:06
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Phison, Infinitix build enterprise AI infrastructure stack (Digitimes)
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Demand for high-performance compute and storage for AI training and inference continues to climb. Phison has partnered with AI infrastructure management software provider Infinitix to integrate its aiDAPTIV+ intelligent storage technology with Infinitix's AI-Stack platform, delivering an enterprise-grade AI training and inference solution that unifies hardware and software....
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16.01.26 - 09:06
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Honlynn pivots to cloud, cybersecurity, and AI as TPEx debut nears (Digitimes)
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Honlynn, a subsidiary of Abico Group, will be listed on the Taipei Exchange's Emerging Stock Board on January 16, 2026, marking a strategic inflection point as the company pivots from a traditional office equipment distributor toward an integrated provider of cloud, cybersecurity, and AI-driven solutions, with international expansion firmly in sight....
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16.01.26 - 08:06
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CES 2026 turns dexterous hands into a China-South Korea showdown (Digitimes)
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Unlike previous CES editions that focused on full humanoid robot systems, CES 2026 highlighted the standalone importance of dexterous hands. As the core interface for human–machine interaction, dexterous hands set the ceiling for robotic performance and represent the "last mile" in humanoid robot capability....
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