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11.01.26 - 13:18
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Taiwan′s Yield Microelectronics rakes in IP royalties, stands as semiconductor outlier (Digitimes)
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Yield Microelectronics Corp., a Taiwanese designer of embedded nonvolatile memory (eNVM) silicon intellectual property, has quietly established itself as a leader in multi-time programmable eNVM for logic processes. Buoyed by a growing stream of royalty income, the company has posted gross margins of 99% for two consecutive years—an exceptionally rare figure in the semiconductor industry....
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11.01.26 - 13:18
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Apple iPhone exports from India reach US$50 billion in 2025 (Digitimes)
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Apple exported approximately US$50 billion worth of iPhones from India through December 2025, a milestone that underscores the company's accelerating shift of manufacturing away from China and highlights India's push to expand electronics production through federal incentives....
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11.01.26 - 13:18
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LinkCom targets high-end networking as magnetic component sales rebound (Digitimes)
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With the European telecom market recovering and countries accelerating network upgrade plans, magnetic component manufacturer LinkCom reported that shipments of PoE power transformers and LAN-type transformers maintained steady growth, boosting sales of its core magnetic component business. This resulted in a significant 13% increase compared with 2024 and helped lift full-year 2025 revenue to a record high....
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11.01.26 - 13:18
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LCD TV panel prices rise in January with potential for further gains in February (Digitimes)
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As 2026 begins, the LCD TV panel market typically enters a seasonal slowdown. However, due to the upcoming FIFA World Cup and strategic order increases by South Korean TV brands, demand for LCD TV panels in the fourth quarter of 2025 exceeded expectations and has carried into the first quarter of 2026. This momentum pushed LCD TV panel prices higher starting in January....
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11.01.26 - 13:18
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Chicony Power targets 2H26 benefits from Supermicro AI container supply chain entry (Digitimes)
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With the ongoing volatility in the electronics supply chain and persistent component shortages, Chicony Power is accelerating its transformation on the back of its existing notebook power supply business. The company is cautious for 2026 with expectations that the PC and consumer electronics industries will be constrained by semiconductor supply issues. In response, Chicony Power stated that it will shift its operational focus from pursuing shipment scale to optimizing its product mix. Through strategic alliances, the company has officially entered Supermicro's modular AI containerized computing center supply chain, intending to offset volatility in the traditional consumer electronics market with high-value-added AI applications and intelligent solutions....
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11.01.26 - 13:18
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Excellence Opto advances multi-business strategy, Mexico plant to launch in 1Q26 (Digitimes)
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Excellence Optoelectronics Inc is set to strengthen its North American presence with a new manufacturing plant in Mexico, scheduled to start operations in early 2026. The facility aims to reduce shipping costs, shorten delivery times, and improve efficiency, marking a major step in the company's transformation into a multi-business platform enterprise....
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11.01.26 - 13:18
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AI-driven surge in computing power transforms data center energy architecture (Digitimes)
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As artificial intelligence (AI) advances and computational demands intensify, the industry is witnessing a fundamental shift in how AI system architecture is understood, with energy and power supply emerging as critical constraints. The anticipated arrival of next-generation GPU platforms such as Nvidia's Blackwell and Vera Rubin after 2026 highlights looming challenges in rack-level power delivery, forcing the power supply sector to evolve beyond traditional roles toward accelerated development at the device level....
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11.01.26 - 13:18
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China semiconductor leaders urge caution on Nvidia H200 deals (Digitimes)
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Following the US government's decision to ease restrictions on Nvidia H200 chip exports to China, Wei Shaojun, vice chairman of the China Semiconductor Industry Association (CSIA), warned domestic firms to exercise caution when placing orders, saying Washington's true strategic intent remains unclear....
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11.01.26 - 13:18
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China′s humanoid robots outsell US rivals in 2025 shipments (Digitimes)
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Chinese humanoid robots made a high-profile debut at CES 2026, demonstrating capabilities ranging from table-tennis play to kung fu routines. For many exhibitors, the Las Vegas show was less about spectacle and more about securing overseas customers and accelerating commercial orders....
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11.01.26 - 13:18
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Taiwan′s telecom sector reshaped after mergers, profitability up but revenue growth stalls (Digitimes)
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Taiwan's telecommunications industry is navigating a "new three kingdoms era" two years after the December 2023 mergers between Taiwan Mobile (TWM) and Taiwan Star Telecom (T-Star), alongside Far EasTone Telecommunications (FET) merging with Asia Pacific Telecom (APT). The National Communications Commission (NCC) recently assessed the post-merger performance of these operators, revealing divergent strategic outcomes and financial trajectories....
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11.01.26 - 13:18
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Hyundai pushes deeper into robotics with Atlas humanoid (Digitimes)
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Hyundai Motor Group said it plans to begin mass production of artificial-intelligence-powered robots by 2028, building a manufacturing system capable of producing about 30,000 units annually as it moves decisively from experimentation into commercialization....
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11.01.26 - 13:18
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Jabil expands data center business with Hanley Energy acquisition (Digitimes)
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Jabil, a major global manufacturer and supply-chain contractor, has completed the purchase of Hanley Energy Group, a company that specializes in power and energy-management systems for data centers, underscoring how electricity — not chips — is becoming one of the scarcest resources in the age of artificial intelligence....
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11.01.26 - 13:18
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WinWay reports record revenue growth driven by AI demand in 2025 (Digitimes)
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Semiconductor test solution supplier WinWay recorded its highest-ever revenue in December 2025, fueled by strong demand from artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuit (ASIC) customers. The company's December revenue reached NT$928 million (US$29.44 million), up 103.79% year over year and 48.42% from November....
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