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26.01.26 - 03:06
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Power transmission efficiency shapes future of AI computing and regional competitiveness (Digitimes)
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As global investment in generative AI accelerates, the critical bottleneck is shifting from advanced processor manufacturing to the availability and efficiency of power transmission. Industry insiders note that securing a sufficient and stable electricity supply, especially via ultra-high-voltage (UHV) transmission, has become a decisive factor for the growth and sustainability of AI data centers, semiconductor fabrication plants, and related high-tech infrastructure....
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26.01.26 - 02:00
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Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities (Digitimes)
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Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue growth in 2026. Co-CEO Gary Cheng expressed confidence that the company's AI server segment will surpass its 2025 performance, aiming to double this year's growth rate....
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26.01.26 - 00:48
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The ASIC server wars begin as Nvidia squeezes the margins (Digitimes)
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ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the largest volumes of GPU-based systems. However, as Nvidia tightens its control over the supply chain through high server prices and increasingly standardized specifications, gross margins across the ecosystem are coming under pressure. Competition for ASIC server orders is intensifying as suppliers seek to protect and improve profitability....
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26.01.26 - 00:48
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Ennostar’s Micro LED bet targets a bottleneck inside AI server racks (Digitimes)
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Ennostar Corp. is advancing its Micro LED technology from display applications to short-distance data transmission within AI server racks, aiming to achieve a significant boost in transmission speeds by 2026. The company plans to raise Micro LED data transfer rates from 1.25 Gbps to 3–4 Gbps and is collaborating with global partners to develop modules for high-speed intra-rack optical communication....
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26.01.26 - 00:48
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Humanoid robots edge toward mass production as Tesla aims for 2026 launch (Digitimes)
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As artificial intelligence, sensing, and motion-control technologies mature, humanoid robots are moving beyond concept demonstrations toward early-stage deployment. The shift was evident at CES 2026, where many systems moved from static displays to live demonstrations—such as competitive sparring and household tasks—underscoring gains in dynamic performance....
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26.01.26 - 00:48
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Tariff uncertainty pushes US allies to rethink China ties (Digitimes)
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When US President Donald Trump erected a high wall of tariffs—and repeatedly adjusted its height—the stated goal was to protect the US industry. The unintended consequence, however, is that they have pushed some of the US's closest allies closer to China....
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26.01.26 - 00:48
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Commentary: Metalenses move from lab to market, reshaping optical design (Digitimes)
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As optical technology continues to push toward ever more extreme miniaturization, metalenses are emerging as one of the optical industry's most closely watched inflection points heading into 2026. At the Consumer Electronics Show early this year, companies including MetaOptics and Kyocera showcased a range of wearable devices incorporating metalens technology, signaling that the long-promised shift from laboratory research to commercial deployment may finally be underway....
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26.01.26 - 00:48
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Taiwanese precision optics reaps benefits of waveguide tech (Digitimes)
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Smart glasses have transitioned from being a concept to practical use and pricing. 2026 is expected to be major for AI wearable devices, especially after the compute power of multimodal AI models is deployed. The lightweighting of hardware carriers has become the core issue determining adoption rates. Waveguide technology, with its high light transmittance and thin-form advantages, is reshaping the value-chain distribution of the global optics industry....
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26.01.26 - 00:48
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Analysis: Tariff talks spark fears of low-cost imports and origin washing in Taiwan auto sector (Digitimes)
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Taiwan's Trade Representative Jen-ni Jenny confirmed that ongoing Taiwan-US trade negotiations have reached a critical point, with the US explicitly pressing for "full market access" for American-made vehicles and advocating that Taiwan adopt a "zero tariff" policy. This development, intended to establish parity in the Taiwan-US trade relationship, has sparked unease within Taiwan's domestic automotive sector about its future viability....
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25.01.26 - 01:42
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Nvidia′s China AI chip share falls to 8% as local rivals ramp up (Digitimes)
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Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies and expand its semiconductor supply chain, according to recent research. The shift is contributing to structural changes in the global AI chip market....
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25.01.26 - 01:42
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Fan motor demand drives growth for Taiwan analog chip makers (Digitimes)
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As 2026 begins, demand for fan motors remains strong. On top of continued cooling needs driven by cloud servers, new fan upgrade and increased usage requirements are emerging across the edge computing segment. AI PCs are driving more dual-fan designs, while automotive and industrial control sectors are also expanding their fan usage. The motor driver IC opportunities behind these trends are expected to become a major development focus for many Taiwanese analog chip makers in 2026. Weltrend Semiconductor, Global Mixed-mode Technology (GMT), and Anpec Electronics are all expected to see stable support for their operations this year....
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