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03.02.26 - 08:18
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AMD and Broadcom back Powertech′s FOPLP; monthly revenue to hit NT$3 billion (Digitimes)
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Memory packaging giant Powertech Technology is aggressively expanding into fan-out panel-level packaging (FOPLP), with chairman Duh-Kung Tsai optimistic about the AI industry. Amid ongoing memory shortages and rising demand for advanced packaging, Powertech aims to become the top partner outside the TSMC ecosystem, expecting a significant revenue surge in 2027-2028 as FOPLP capacity reaches full utilization, contributing NT$3 billion (US$95 million) monthly....
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16.01.26 - 10:06
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Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts (Digitimes)
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Taiwanese power semiconductor companies, including Taiwan Semiconductor Company (TSC), Panjit International, and Eris Tech, have recently disclosed their 2025 revenue results, anticipating benefits from order shifts driven by Nexperia. Market analysts project that these effects will take full shape in the first quarter of 2026. Concurrently, these firms are developing power management products to enter the growing AI server market, driven by rising demand for higher power density in AI data centers....
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15.01.26 - 20:12
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TSMC Results Ignite AI Rally | Open Interest 1/15/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." TSMC's strong outlook renews confidence in the global AI boom. Goldman's stocks traders post record revenue while Morgan Stanley's debt bankers boost business. Matt Miller joins the show from Detroit with Ford's CEO as the automaker teams up with Formula 1 powerhouse: Oracle Red Bull Racing. (Source: Bloomberg)...
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