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31.03.26 - 06:06
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Memory shortage persists as AI-era supply-demand imbalance deepens (Digitimes)
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Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being prioritized for AI memory products, squeezing mature process output and pushing inventory levels below safety thresholds....
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31.03.26 - 06:06
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Top 10 chart: Taiwan′s AI winners diverge as market corrects ahead of lagging revenue data (Digitimes)
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By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year growth through February continue to point to strong structural demand, recent share price movements suggest that the market has begun to recalibrate expectations. The result is a growing divergence between backward-looking financial data and forward-looking capital market signals....
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31.03.26 - 05:06
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AI computing shifts from training to inference; heterogeneous architectures go mainstream (Digitimes)
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As generative AI continues to advance, its capabilities and application scenarios are rapidly expanding, driving structural changes in computing infrastructure. At AI EXPO Taiwan 2026, HyperAccel Chief Strategy Officer Yongwoong Jung discussed the evolution of AI models, infrastructure cost pressures, and the development of next-generation inference chip architectures, offering his perspective on the future of AI computing....
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31.03.26 - 05:01
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Commentary: Why Beijing Is Playing It Safe With AI in Its New Five-Year Plan (Caixin)
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At first glance, China's artificial intelligence sector is a roaring success. As of March 10, Chinese developers are behind seven of the world's 28 smartest large language models, according to the Artificial Analysis Intelligence Index. Second only to the U.S., Chinese tech firms have seized global market share by leveraging lower costs and open-source strategies. Yet, reading through Beijing's newly unveiled 15th Five-Year Plan, one finds a curious disconnect: the central government's tone on AI is remarkably subdued.... Read more...
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31.03.26 - 03:18
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Meta-Aktie im Blick: Zuckerberg setzt auf KI-Agenten und flache Hierarchien (Finanzen.net)
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Die interne Organisation bei Meta steht vor einem technologischen Umbruch. Während der Konzern massiv in künstliche Intelligenz investiert, werden traditionelle Kommunikationswege und Managementstrukturen auf den Prüfstand gestellt. Ein neues Projekt in der Führungsebene soll zeigen, wie digitale Systeme die Arbeit im in der Führungsebene künftig unterstützen kann....
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31.03.26 - 02:00
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Microsoft: AI agents key to easing enterprise capacity and workload pressures (Digitimes)
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AI Expo Taiwan 2026 opened with a focus on AI agents, a shift that could reshape global workplaces by turning assistants into autonomous "digital colleagues." Microsoft Taiwan's Vic Wu warned that enterprises must balance intelligence and trust when integrating agents into their strategies, noting productivity gaps and governance challenges as key concerns....
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