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26.02.26 - 10:12
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HKEX Sees Diverse IPOs Amid AI Bubble Risk (Bloomberg)
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HKEX chief executive Bonnie Chan says the Hong Kong exchange has attracted a diverse range of IPO applicants, from different sectors and geographies. She tells Bloomberg's Stephen Engle that this will help the exchange weather uncertainty around the AI sector. (Source: Bloomberg)...
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26.02.26 - 10:06
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AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC (Digitimes)
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Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects demand for high-voltage components to recover in 2026. Cooling fans used in AI and general-purpose servers are also recording strong growth. In 2025, fan products accounted for 27% of total revenue, and the company expects further expansion in 2026....
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26.02.26 - 10:06
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China computing stalwarts Hygon, Sugon post revenue surge on AI boom, tech self-reliance (SCMP)
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Semiconductor designer Hygon Information Technology and supercomputer maker Sugon, two stalwarts of China's tech self-reliance efforts, reported surging revenue for 2025 amid strong domestic demand for home-grown computing systems.
The two Shanghai-listed companies' latest financial results reflect a broader trend across China's public and private sectors to increase engagement with domestic technology suppliers, as artificial intelligence development projects in the country......
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26.02.26 - 09:30
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LSEG CEO: AI Models only as Good As Data Going In (Bloomberg)
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LSEG CEO David Schwimmer joins Bloomberg TV to discuss its full year results, AI, and the changes Elliott Investment Management are pushing for. Schwimmer speaks with Bloomberg's Lizzy Burden and Anna Edwards on The Opening Trade. (Source: Bloomberg)...
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26.02.26 - 09:18
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WPP to merge ad agencies and cut jobs in radical shake-up to counter AI threat (The Guardian)
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Group aims to be 'simpler, lower-cost, AI-enabled business' and achieve £500m of annual savings by 2028The beleaguered advertising group WPP has announced a radical restructure to counter the threat posed by the AI revolution, including merging its ad agencies and cutting jobs.Aiming to be “a simpler, lower-cost, AI-enabled business”, the London-based company laid out plans to achieve £500m of annual savings by 2028, at a cost of £400m over two years. Continue reading......
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26.02.26 - 09:06
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BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave (Digitimes)
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As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional signal transmission to power delivery and system integration. Connector and cable maker BizLink Holding has seen a significant shift in its business structure, with HPC and semiconductor segments already accounting for over 51% of total company revenue by the third quarter of 2025, reflecting growth momentum shifting toward AI infrastructure and semiconductor equipment sectors....
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26.02.26 - 09:06
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The ′AI general′ emerges: OpenAI report details China′s automated operations in Japan-Taiwan corridor (Digitimes)
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A new era of automated geopolitical warfare has arrived in East Asia. In its recently published "Disrupting Malicious Uses of AI" report, OpenAI reveals that Chinese state-sponsored actors have moved well beyond simple bot networks. They are now deploying artificial intelligence as a strategic "operational manager" — coordinating complex "cyber special operations" (wǎngluò tèzhàn) against Japan's leadership and Taiwan's digital sovereignty....
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