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15.03.26 - 03:15
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Ergebnis nach 500 Milliarden Energiewende: Stromkrise, CO2-Weltmeister und Kollaps – TE-Wecker am 15. März 2026 (Tichys Einblick)
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Heilige Kühe müssen geschlachtet werden – und weg mit schön klingenden Phrasen, wie Wind und Sonne können es richten. Die Kernenergie erlebt eine international einen Aufschwung sondergleichen. Wie lange wird Deutschland noch am Anti-Atomkurs festhalten? Der Professor für Thermodynamik André Thess wünscht sich jetzt ein fröhliches Schlachtefest, bei dem vier wesentliche Begriffe über Bord gekippt
Der Beitrag Ergebnis nach 500 Milliarden Energiewende: Stromkrise, CO2-Weltmeister und Kollaps – TE-Wecker am 15. März 2026 erschien zuerst auf Tichys Einblick....
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15.03.26 - 00:48
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AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook (Digitimes)
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Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit year-over-year revenue growth. Wistron's revenue growth exceeded triple digits when Wiwynn is excluded. Companies expect March, the final month of the quarter, to mark the revenue peak for the first quarter of 2026....
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15.03.26 - 00:48
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Kwang-Hwa′s North American revenue surges 25% as overseas expansion offsets China pressure (Digitimes)
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Although automotive component manufacturer Kwang-Hwa Electronic's primary shipment markets remain China and North America, revenue growth in the US and Mexico has been significant in recent years. Combined revenue from the two regions has increased by more than 25% year-on-year, indicating that the company's overseas capacity expansion is gradually taking effect and helping to ease the pressure from persistent price competition in the Chinese market....
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15.03.26 - 00:48
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Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years (Digitimes)
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Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence (AI) applications, including AI servers, optical communications, and IC substrates, remains strong. At the same time, order visibility and shipment momentum are rising, with AI-related products accounting for nearly 70% of revenue in 2025. Furthermore, the company expects to enter a high-growth phase in 2026....
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14.03.26 - 09:06
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AI server boom lifts WPG Holdings to record February revenue (Digitimes)
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Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx. US$2.49 billion), a record for the same period. Despite fewer working days due to the Lunar New Year holiday, revenue still rose 9.4% year-over-year. Revenue for the first two months of 2026 reached NT$174.85 billion, up 26.1% from a year earlier....
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14.03.26 - 09:06
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Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth (Digitimes)
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Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence (AI) servers, high-performance computing (HPC), and advanced semiconductors. Benefiting from robust AI server orders and the gradual rollout of new production capacity for 800G switches, revenue related to its copper-clad laminate (CCL) business has also grown multifold....
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14.03.26 - 08:06
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Samsung S26 sales in Taiwan rise 25%, 1TB model accounts for 15% of orders (Digitimes)
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Samsung Electronics' annual flagship Galaxy S26 series recently opened for pre-orders and began deliveries on March 13. Qi-meng Chen, general manager of Taiwan Samsung's mobile communications division, said the initial wave of S26 pre-orders exceeded expectations, with overall sales growing 25% compared to the previous generation....
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