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06.05.26 - 04:30
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China′s chipmakers pour revenue into R&D, outpacing US ratios (SCMP)
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China's chip champions channelled a larger proportion of revenue into research and development (R&D) than their US peers, first-quarter earnings show, as Beijing presses ahead with its tech self-reliance drive amid an artificial intelligence boom.
Beijing-based Moore Threads spent half of its revenue on R&D in the quarter ended March 2026, while Shanghai-based MetaX spent 45 per cent over the same period, according to exchange filings.
By contrast, US chipmakers such as AMD and Intel have......
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29.04.26 - 13:12
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UMC profit doubles, touts Intel-backed US manufacturing option (Digitimes)
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United Microelectronics Corp (UMC) reported first-quarter 2026 net profit of NT$16.17 billion (approximately $490 million), up 61% quarter on quarter and more than double the year-ago figure, as wafer shipments and utilization rates both recovered. Revenue came in at NT$61.04 billion, up 5.5% year on year, with gross margin at 29.2%....
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24.04.26 - 21:36
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Intel Delivers Strong AI-Fueled Outlook | Bloomberg Tech 4/24/2026 (Bloomberg)
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Bloomberg's Ed Ludlow discusses his conversation with Intel CEO Lip Bu Tan following the company's strong earnings that sent its stock blasting past its dot-com era peak. Plus, Google plans to invest up to $40 billion into rival Anthropic. And tech job cuts ramp up, with Meta and Microsoft planning layoffs or announcing buyouts as AI spending surges. (Source: Bloomberg)...
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