|
|
|
|
|
19.08.26 - 05:06
|
AVer sees second-half growth as supply pressure and AI demand reshape strategy (Digitimes)
|
|
|
AVer Global said second-half growth remains supported by education tenders, stable ODM orders, and planned price increases, even as rising material costs and sensor shortages strain supply. The shift highlights how earthquake-related disruptions, AI adoption, and post-pandemic hardware demand are reshaping technology markets across industries and regions....
|
|
|
19.08.26 - 05:06
|
Tech giants′ AI commitments reach US$3 trillion beyond balance sheets (Digitimes)
|
|
|
Alphabet, Meta, Amazon, Microsoft and other major technology companies have accumulated as much as US$3 trillion in off-balance-sheet commitments tied to AI infrastructure, according to an analysis cited by The Wall Street Journal. The figures illustrate how quickly the financial burden of the AI buildout is expanding beyond what is visible on standard balance sheets....
|
|
|
|
|
19.08.26 - 04:30
|
Humanoids Make Stock Market Debut in China′s AI Push (Bloomberg)
|
|
|
China's humanoids have made their stock market debut.
Unitree Robotics has just become China's first publicly traded humanoid robot maker, adding investor firepower to the country's AI ambitions. Winnie Hsu explains. (Source: Bloomberg)...
|
|
|
|
|
|
|
19.08.26 - 04:06
|
Baidu′s AI cloud engine accelerates as advertising drag deepens (Digitimes)
|
|
|
Baidu's second-quarter 2026 results confirm a business in the midst of a wrenching handover: an AI-powered core that is scaling faster than almost any other line item at the company, while the total revenue base is still shrinking. Group revenue fell 4% year-on-year to CNY31.3 billion (US$4.63 billion), the fifth straight quarter of annual decline, even as Baidu's AI-powered businesses grew 25% and accounted for half of Baidu General Business revenue for the second consecutive quarter, exceeding legacy-business revenue....
|
|
|
|
|
19.08.26 - 04:00
|
Tech outperforms traditional sectors as China′s uneven recovery set to fuel AI stock revival (SCMP)
|
|
|
China's K-shaped economic recovery is likely to keep investors betting on artificial-intelligence stocks, as the latest data indicates the tech sector remains a key driver for growth while consumption and property continue to act as drags, according to analysts.
Manufacturing output for industrial robots, electric vehicles and semiconductors each grew at least 20 per cent year on year in July, defying a weakness in the broader economy, according to official statistics. China's key economic......
|
|
|
|
|
|
|
|
|
|
|
19.08.26 - 03:06
|
AI drives EISO high-end PCB orders as CCL shortages bite (Digitimes)
|
|
|
Niche printed circuit board (PCB) maker EISO Enterprise said that 2026 industry demand has returned to post-pandemic highs as AI applications spread across multiple segments, while chairman Jian Rong-kun said the chance of a market reversal or an AI bubble burst remains low. But since 2025, shortages and price increases in high-frequency, high-speed copper-clad laminate (CCL) have remained a shared operational challenge for PCB makers....
|
|
|
|
|
|
|
19.08.26 - 03:06
|
Samsung and SK hynix build KRW278 trillion cash pile on AI memory surge (Digitimes)
|
|
|
Samsung Electronics and SK hynix have amassed a combined KRW278 trillion (approx. US$196.9 billion) in cash equivalents and short-term financial instruments by the end of the second quarter of 2026 as AI-driven memory demand lifted prices, revenue, and profit. The surge has shifted attention from earnings growth to how South Korea's two largest memory chipmakers will deploy their expanding financial firepower....
|
|
|
19.08.26 - 03:06
|
AI servers and AFM to drive revenue; Pan-International eyes explosive growth in 2027 (Digitimes)
|
|
|
Pan-International, a Foxconn Group connector and component maker, held an investor conference on August 18, 2026, to report its operating results for the second quarter of 2026 and outline its plans for the second half of the year and 2027. General manager Ming-Feng Tsai said the company's AI server products had entered the pilot production stage and were expected to begin ramping up shipments in October. Along with the gradual rollout of its axial flux motor (AFM) technology, the two growth engines would keep full-year 2026 revenue on track for double-digit growth from 2025. Looking ahead to 2027, as the two new businesses fully launch and additional contributions come from key AI server components, revenue could see explosive growth....
|
|
|
|