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15.04.26 - 03:06
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Morrison targets AI phone sensor upgrades, expands into 3 emerging markets (Digitimes)
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Morrison expects AI smartphone penetration to exceed 60% within five years, driving continuous upgrades in optical sensor specifications. Despite short-term headwinds from memory supply-demand imbalances impacting the global consumer electronics market, the company expects sustained benefits from product upgrades through 2026....
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14.04.26 - 17:48
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KI, Foldable, Rekord-Buyback: Warum Analysten Apple gerade jetzt kaufen würden (Ariva)
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Kurz vor den Earnings Ende April hebt die Bank of America das Apple-Kursziel auf 325 US-Dollar. Starkes iPhone, KI-Siri und ein Falt-iPhone im Herbst: Reicht das für den nächsten Kurssprung? Rund 60 Millionen verkaufte iPhones allein im Märzquartal – mit dieser Erwartung geht die Bank of America in die Apple-Quartalszahlen am 30. April. Die US-Großbank bekräftigt ihre Kaufempfehlung und hebt das Kursziel für die Apple-Aktie leicht auf 325 US-Dollar an. Beim ......
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14.04.26 - 01:54
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Analysis: Southeast Asia′s language barrier is reshaping AI (Digitimes)
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As the global generative AI boom shifts from scale to localization, Southeast Asia is emerging as a critical testing ground for the next phase of development. The region's linguistic diversity and complex cultural landscape are pushing developers to rethink model design, fueling the rise of localized large language models and smaller, more efficient systems tailored to specific use cases....
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13.04.26 - 07:00
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Taiwan′s AI revenue boom masks deeply divided industry: 1Q26 data analysis (Digitimes)
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The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced than the AI-server narrative dominating the financial press. Growth is heavily concentrated, structurally bifurcated, and in some cases, arithmetically misleading....
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11.04.26 - 02:24
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Analysis: What $70 billion in Taiwan hardware revenue tells you about the AI supercycle (Digitimes)
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Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the most comprehensive single-month snapshot yet of where global AI infrastructure spending is actually flowing. The table below covers 49 companies from TSMC's silicon foundry all the way down to the rail kits that slide servers into racks. Read together, the numbers tell a story that goes well beyond any single company's earnings call....
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10.04.26 - 23:06
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Analysis: Taiwan′s AI supply chain posts strong March revenues, signaling the buildout is still accelerating (Digitimes)
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Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month revenue on record and server ODMs surging on the back of relentless hyperscaler demand for AI infrastructure. The results, amplified by a seasonal rebound from February's Lunar New Year-compressed working days, confirm that the AI hardware buildout is accelerating rather than plateauing....
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