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03.12.25 - 11:06
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Global smartphone industry, 3Q 2025 (Digitimes)
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Global smartphone shipments reached 299.5 million units in the third quarter of 2025. It is estimated that the fourth quarter of 2025 will only see a year-on-year increase of 0.1%....
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03.12.25 - 09:06
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Innoscience wins US GaN patent case as ITC rules no infringement (Digitimes)
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Innoscience said at midday on December 3 via the Hong Kong Stock Exchange that it had prevailed in its US patent dispute with Infineon, marking a decisive turn in a long-running GaN intellectual property battle. The US International Trade Commission delivered the key ruling, closing a case that had drawn industry-wide attention....
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03.12.25 - 08:30
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AMD, HPE expand partnership around Helios rack-scale AI architecture (Digitimes)
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AMD and Hewlett Packard Enterprise (HPE) are expanding their long-standing partnership with a new plan to deliver open, rack-scale infrastructure for the AI era. HPE becomes one of the first adopters of AMD's "Helios" architecture, a full-stack, Ethernet-based platform built to streamline and accelerate the deployment of large AI clusters....
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03.12.25 - 08:30
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Kyocera pulls plug on 5G base-station project, cites fierce global competition (Digitimes)
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Kyocera has abandoned its bid to enter the 5G base-station market, shelving a plan it once hoped would help Japan reclaim a foothold in critical communications infrastructure. The company had previously announced a target of commercial deployment by 2027, but ultimately concluded that global competition is too fierce to ensure a viable return....
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03.12.25 - 07:54
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Tesla and BYD confront slowing sales as global EV momentum falters (Digitimes)
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Tesla and BYD are both facing increasing sales pressure, with the two electric vehicle (EV) giants showing signs of fatigue in their key markets. Tesla's decline across Europe continues without signs of slowing, while BYD faces rising competition at home, recording its third straight monthly decline in November and putting its full-year goal at risk....
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03.12.25 - 06:06
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Vultr plans US$1bn AI cluster in Ohio with AMD′s newest chips (Digitimes)
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US cloud infrastructure provider Vultr said it plans to build a 50 MW AI computing cluster at its Ohio data centre, using around 24,000 chips powered by AMD's latest AI processors. The project exceeds US$1 billion and is slated to launch in the first quarter of 2026, targeting lower-cost, large-scale AI training and inference....
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03.12.25 - 05:06
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How Gelsinger′s ′Made in America′ vision challenges TSMC′s Arizona ambitions (Digitimes)
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Pat Gelsinger describes himself as a born-again Christian who lives "at the intersection of faith and technology." For the former Intel CEO, reviving American semiconductor manufacturing isn't just business strategy—it's a mission he believes he was called to fulfill. This conviction has driven him to donate nearly half of his income to charity and maintain strict self-discipline, waking at 4 a.m. each morning. But the same unwavering sense of purpose that guides his personal life now shapes his vision for the industry, one that fundamentally challenges how foreign companies like TSMC are investing in the US....
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03.12.25 - 05:06
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Japan′s humanoid robot alliance expands to counter Chinese dominance (Digitimes)
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The Kyoto Humanoid Association (KyoHA), a coalition initiated by Waseda University and Murata Manufacturing Co., has welcomed several new members, including Renesas Electronics, in its effort to mass-produce fully Japanese-made humanoid robots by 2027. The alliance now comprises 13 Japanese electronic components and semiconductor manufacturers aiming to strengthen Japan's presence in the humanoid robot market....
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03.12.25 - 05:06
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EOC reshapes into integrated supply chain eyeing AI and semiconductors (Digitimes)
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Optical communication filter maker East Tender Optoelectronics Corp. (EOC) completed a board restructuring in March 2025, positioning itself to capture booming opportunities in AI, semiconductors, high-speed computing, satellite communications, and advanced packaging. The company is shifting from its traditional optical filter business toward integrated solutions spanning optics, networking, AI, lasers, and semiconductor materials, aiming to transform from a component supplier into an integrated optoelectronic solution provider....
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03.12.25 - 05:06
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Onsemi and Innoscience sign MoU to explore expanded GaN power device production (Digitimes)
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Onsemi and Innoscience have signed a memorandum of understanding to assess opportunities for expanding the manufacturing of gallium nitride (GaN) power devices, with a focus on accelerating deployment in the 40–200V segment. The companies said the non-binding agreement aims to combine Onsemi's packaging, drivers, and system-integration capabilities with Innoscience's 8-inch GaN-on-silicon wafer technology and high-volume production capacity....
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