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18.05.26 - 08:12
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China′s AMEC semiconductor technology now an industry standard, adopted by rivals: founder (SCMP)
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One of China's leading semiconductor equipment makers is capable of producing some of the world's most advanced chipmaking tools, according to an interview with the company's chairman which aired on Sunday with state broadcaster China Central Television.
Gerald Yin Zhiyao of Advanced Micro-Fabrication Equipment (AMEC)'s, who is also the AMEC's founder, said that the company's plasma-etching technology had become an industry standard, and that it is now adopted by its major international......
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17.05.26 - 00:42
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Adlink bets on physical AI with robotics, healthcare, and semiconductors (Digitimes)
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Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first quarter of 2026. The company struck a cautiously optimistic tone for the second half and said long-term growth will center on expanding AI deployment across more real-world use cases....
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16.05.26 - 03:24
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Taiwan semiconductor materials, April 2026— One sector, two races (Digitimes)
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Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those are reasonable numbers — but the distribution underneath tells a more complicated story....
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15.05.26 - 22:18
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Nvidia: Genehmigung für China-Verkäufe birgt erhebliches Umsatzpotenzial (Investing.com DE)
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Nvidia (NASDAQ:NVDA) hat in dieser Woche die US-Genehmigung erhalten, H200-Grafikprozessoren an rund zehn chinesische Unternehmen, darunter Alibaba, Tencent und ByteDance, zu verkaufen. Laut Gene Munster von Deepwater Asset Management eröffnet diese Genehmigung ein Umsatzpotenzial von 3 bis 5 % für das Kalenderjahr 2027. Im besten Fall könnten die Schätzungen für das Kalenderjahr 2027 sogar um 10 % steigen..
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