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07.09.26 - 04:30
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How generative AI helps SenseTime turn a profit even as Chinese peers struggle (SCMP)
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Chinese artificial intelligence pioneer SenseTime is carving a unique path to profitability by steering away from a blind chase for model size, focusing instead on helping clients complete enterprise tasks, executives from the firm told the South China Morning Post.
Speaking after the firm reported a net profit of 617.3 million yuan (US$92.0 million) for the first half of 2026 last week, executives including CEO Xu Li and chief financial officer Wang Zheng outlined how a pivot towards AI......
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07.09.26 - 04:06
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Foxconn revenue climbs on AI server demand, outlook improves (Digitimes)
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Foxconn said August sales rose sharply from a year earlier as demand for AI servers and related hardware continued to lift its cloud and networking business. The latest update suggests the global electronics supply chain remains supported, even as investors closely watch shifts in trade, policy, and consumer demand....
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07.09.26 - 01:54
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China′s JCET seeks US$968M for AI-driven packaging expansion (Digitimes)
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JCET Group is preparing a CNY6.5 billion (approx. US$968 million) private share placement to expand advanced packaging and testing capacity across high-performance computing (HPC), power modules, wafer-level packaging and memory, sharpening its exposure to AI infrastructure and China's domestic semiconductor supply chain....
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07.09.26 - 01:54
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Eaton expands AI data center stack from grid to chip (Digitimes)
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As AI data centers scale rapidly, Eaton is expanding beyond traditional power management into modular power deployment, next-generation DC conversion and liquid cooling, positioning itself to address infrastructure requirements from the electrical grid to AI chips....
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07.09.26 - 01:54
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AI racks move toward MW scale as power, cooling converge (Digitimes)
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As AI computing power surges, the energy consumption of AI servers has become a major bottleneck that must be solved. The issue is spreading from chips into power delivery systems as Nvidia's AI racks ramp up, rapidly pushing up the power draw of a single AI rack....
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07.09.26 - 01:54
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AI is driving force behind ′Moore′s Law on steroids,′ says Merck′s Benjamin Hein (Digitimes)
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AI is driving a new wave of technological demand and changing how the semiconductor industry innovates, according to Benjamin Hein, member of the executive board and CEO of the Electronics Business Sector at Merck. As AI becomes an integral part of semiconductor innovation, future competitive advantages in the industry will depend less on any single process or material, but rather on the ability to combine materials, processes, packaging, metrology, and software into complete processes. In this sense, AI-driven growth in the semiconductor industry is like "Moore's Law on steroids," and collaboration will become the industry's next Moore's Law....
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07.09.26 - 01:54
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SiliconAuto pushes AI chiplets as automotive SoC ties tighten (Digitimes)
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Taiwanese automotive microcontroller (MCU) maker SiliconAuto showcased its products at SEMICON Taiwan 2026, with CEO Gene Liu saying the company is now spotlighting AI chiplet architecture for automotive and industrial edge AI as carmakers seek more flexible chip designs....
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07.09.26 - 01:54
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Acer hedges memory price shock with local AI, diversification (Digitimes)
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Acer Chairman and CEO Jason Chen said Taiwan is not only a global hub for AI hardware manufacturing and technology, but also an important source of capital, as many firms issue bonds to raise funds. He said Acer has already issued bonds worth NT$20 billion (US$630.7 million), adding that "Taiwan's money" is not only benefiting the local market but is spreading around the world....
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