Künstliche Intelligenz News

 

Apple is reshaping its Mac chip roadmap to prioritize AI, accelerating development of future processors as the company seeks to strengthen its position in the AI era....

AI demand is still outrunning advanced semiconductor capacity, putting foundry output, HBM supply, packaging and server infrastructure at the centre of this week's tech agenda....

China is preparing to allow a limited number of Nvidia H200 AI accelerators into the country, giving Alibaba, ByteDance, and DeepSeek access to advanced computing power while preserving Beijing's broader campaign for semiconductor self-reliance....

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While all promise to be more advanced, their biggest immediate selling point may not be what they can do, but how little they charge to do it....

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Advanced artificial intelligence (AI) is becoming a growing focus for financial regulators and technology companies across Europe, the UK, and the US, with authorities placing increasing attention on cybersecurity, consumer protection, and industry expansion....

Hedge Fund CIO: "We Haven't Yet Diffused AI Across The Economy To The Degree That It Can Be Useful" By Eric Peters, CIO of One River Asset Management “President Putin said, 'I would love to meet Zelensky in Moscow.' And I said, 'I don't think...you know, I have to put myself in his position. I don't know that he'd go to Moscow,” said Trump, seated next to Zelensky in the Oval Office, the two of them discussing Russia's war on Ukraine. “Maybe he would. Would you go to Moscow?” Trump asked Zelensky, putting him on the spot, cameras snapping away. “It's difficult. There are a lot of Ukrainian drones there,” answered Zelensky, unable to suppress a smile. “That's right,” said Trump. “It's dangerous,” laughed Zelensky. Human beings really are the best. We can adapt to the sickest crap. And if we really can't stop ourselves from killing one another, may as well start joking about it. Iran's Larijani joked that the IRGC could take Trump out with a micro-drone...

Tech giants are borrowing even more than expected, weighing on bond prices....

GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs diverge from the rims of AI narration, and increasingly emerge as a critical component of AI infrastructure....

Ed Chi, vice president of research at Google DeepMind, said AI's next milestone will be its evolution from the fast, pattern-recognition-oriented thinking associated with System 1 toward the deeper reasoning capabilities of System 2. As large language models evolve into large reasoning models, the industry is now entering a new era of AI agents....

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ChainSea Information Integration Information, a digital transformation integration services provider, reported consolidated revenue of NT$622 million (US$19.39 million) in the first half of 2026, up 11.28% year on year and a record for the period. The company said the increase reflected stronger demand from government outsourcing work and enterprise AI customer service applications....

Flexible circuit board maker Complex Micro Interconnection (CMI) said June 2026 revenue rebounded as consumer electronics shipments increased, even as shortages in automotive components and notebook memory continued to affect customers. The company also reported second-quarter revenue of NT$597 million (US$18.55 million), up 3.6% from the prior quarter....

Foxconn is using AI and coordinated security teams across Asia, Europe and the Americas to defend against cyberattacks as enterprises increasingly adopt AI. Chief Information Security Officer Wei-Bin Lee said that the company's global footprint makes it a prime target....

The world's most powerful AI models are encountering a new constraint beyond chips, data and engineering talent: governments increasingly want a say in when frontier systems are released, who may access them and which capabilities should remain restricted....

Semiconductor testing company Materials Analysis Technology (MA-tek) reported June 2026 revenue of NT$558 million (approx. US$17.41 million), up 2.56% from May and 11.01% year over year, marking a record high for four consecutive months. Second-quarter 2026 revenue reached NT$1.64 billion, a record high for a single quarter, while first-half 2026 revenue totaled NT$3.07 billion, an increase of 17.47% from the same period in 2025....

Trio Technology said June 2026 revenue rebounded on stronger stocking demand for battery backup units used in AI servers, even as the broader second quarter remained pressured by tight global memory supply. The Taiwan-based supplier also said downstream notebook and PC customers kept some inventory restocking demand in play, which pushed part of the consumer electronics shipment schedule into June....

As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors (MLCCs) drawing close attention across the industry. Taiwan passive-component makers posted strong revenue in the second quarter of 2026, and with order backlogs at major MLCC suppliers in Japan and South Korea rising rapidly, Taiwan firms are expected to capture spillover orders from AI server applications in the second half of the year....

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