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02.09.26 - 05:06
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GoPro to merge with Starman Optical in US$285 million deal, pivoting deeper into AI and defense markets (Digitimes)
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GoPro's planned US$285 million merger with Starman Optical could give the struggling action-camera maker a path to recapitalize its balance sheet and expand into optical transceivers, AI infrastructure, defense, robotics, and aerospace. The deal would repay GoPro's roughly US$92 million in debt while leaving existing shareholders with about 10% of the combined company, potentially marking a major shift in GoPro's business beyond consumer cameras....
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02.09.26 - 04:06
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AI demand push expands wafer industry′s growth outlook (Digitimes)
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AI is reshaping demand well beyond chips, and GlobalWafers chair Doris Hsu said this shift is lifting the strategic importance of silicon wafers across the semiconductor supply chain. She said the industry is entering a new growth phase driven by AI, advanced packaging, and broader material changes, rather than a simple cyclical rebound....
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02.09.26 - 03:48
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Dell′s AI server boom lifts profitability across its whole business (Digitimes)
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Dell Technologies closed its fiscal second quarter with revenue of US$47.0 billion, up 58% year over year, but the more telling number is what happened below the top line: operating income more than tripled, and the operating margin nearly doubled to 11.5% from 6.0% a year earlier. AI infrastructure did not just add revenue this quarter — it pulled the entire company's profitability up with it....
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02.09.26 - 03:36
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Chinese internet giants set to reap artificial intelligence profits in 2 to 3 years: UBS (SCMP)
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Internet platforms with vast data and large user bases will capture a larger share of artificial intelligence profits in two to three years, even though macro headwinds have temporarily fuelled investor caution over aggressive AI spending by Chinese tech giants, UBS analysts said.
Investors have been cautious over a weak macro environment in the second half of the year, and greater AI spending for hardware and infrastructure would drag down short-term profits, but the industry's power balance......
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02.09.26 - 02:30
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Enflame′s US$900m IPO tests appetite for China′s ′little dragon′ AI chipmakers (SCMP)
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As Enflame Technology gears up for a 6.12 billion yuan (US$910.3 million) initial public offering on Shanghai's Star Market, the Chinese artificial intelligence chipmaker must convince investors that its specialised chip strategy can withstand fierce competition from Huawei Technologies and other domestic rivals, while reducing its heavy revenue dependence on major backer Tencent Holdings.
Online and offline subscriptions open on Wednesday, after the Shanghai-based start-up announced on Monday......
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02.09.26 - 02:06
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Qisda builds physical AI ecosystem from land to space (Digitimes)
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Qisda has been expanding its display, commercial, and industrial businesses beyond traditional desktop monitors into medical, rugged, automotive, unmanned vehicle, drone, and low-Earth-orbit (LEO) satellite applications. Its Commercial and Industrial Group (CIG) has now made physical AI a core priority. CIG aims to extend Qisda's products from underwater, across land, and into the sky and outer space, building a full physical AI ecosystem....
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