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12.03.26 - 03:06
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Chenbro highlights four risk factors amid promising AI server outlook (Digitimes)
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Chenbro CEO Corona Chen highlighted that the global server industry is undergoing a generational shift from cloud computing to AI, which will drive growth over the next decade and redefine industry architecture. While Chenbro is well-positioned to benefit, she warned of four key risk factors that require attention....
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12.03.26 - 01:00
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Jiu Han targets NT$10B revenue by 2030 with NT$11.6B orders in 1Q26 (Digitimes)
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Jiu Han System Technology, a leading cleanroom and turnkey project contractor, reported strong profit growth in 2025 driven by peak construction periods and approval for large-scale projects. Benefiting from AI-driven demand and advanced process manufacturing, the company revealed that its order book as of the first quarter of 2026 totaled NT$11.6 billion (US$364.78 million), with order visibility extending two to three years....
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12.03.26 - 01:00
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Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026 (Digitimes)
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Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and pushing overall operations to rise quarter by quarter. The company expressed confidence that full-year 2026 performance will achieve high single-digit to double-digit growth compared with 2025, as demand for AI shows no signs of slowing and continues to drive strong momentum in related infrastructure shipments....
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12.03.26 - 00:30
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Chinese firms with success in go-global efforts poised to reap profit rewards (SCMP)
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Overseas expansion and a commodity boom have put Chinese companies trading on the mainland in a position to beat their offshore-listed peers in earnings, cementing the outperformance of yuan-denominated stocks since the outbreak of Middle East hostility.
The 300 largest mainland-traded companies may post average 2025 profit growth of 6.3 per cent during the coming earnings season, while the growth rate for the firms in the Hong Kong exchange's benchmark Hang Seng Index would be a mere 2 per......
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