Künstliche Intelligenz News

 

South Korea's current-account surplus widened to a record for a second straight month as booming semiconductor exports pushed the goods balance to another all-time high — even as foreign investors dumped a record amount of domestic equities....

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Optimism over a Strait of Hormuz deal pushed the Dow to a record high and its fifth positive day in a row, while oil extends a cooling trend....

Meta joins OpenAI and Anthropic in disclosing AI hacking during cybersecurity testing....

The Trump administration is preparing to extend US technology restrictions deeper into the artificial intelligence supply chain, with the Federal Communications Commission considering a ban on new Chinese-made optical transceiver models used in data centers....

The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become the industry's preferred growth narrative, while reports that Apple and Samsung Electronics are considering memory components from Chinese suppliers also reflect a market under mounting strain....

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand its AI footprint in the US underscores why dark fiber is essential for distributed AI computing centers, according to Chau-Lyan Chang, director general of Taiwan's National Center for High-performance Computing (NCHC)....

Alphabet Inc.'s Google is concentrating its artificial intelligence leadership at its Mountain View, California, headquarters to gain momentum in the accelerating race against Anthropic and OpenAI to build the world's dominant AI models....

Japan Looks To Palantir For Battlefield AI Japan is preparing to introduce AI into the command-and-control systems of its Self-Defense Forces as part of a wider military modernization effort aimed at improving operational speed and interoperability with the United States, according to Nikkei.  Under the proposal, multiple U.S.-developed AI platforms would support commanders by processing battlefield data, assisting with tactical decisions, and coordinating operations across missions such as missile defense, counterstrikes, and drone deployments. The initiative is expected to be incorporated into revisions of Japan's national security strategy later this year as the government reshapes its defense posture over the next five years. Among the technologies under consideration are Palantir's Maven Smart System, which analyzes intelligence and recommends targets and tactics, and Anduril's Lattice AI, which fuses information from sensors into a single operational picture while enabling autonomous...

GlobalWafers said semiconductor demand has rebounded as AI and high-performance computing applications expanded, keeping its factories highly utilized and prompting a new round of long-term supply agreement talks. The Taiwan-based wafer supplier also said tighter supply could push spot prices higher in the second half of 2026....

Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics manufacturer also approved additional capital spending in Taiwan, the US, and Vietnam as it prepared for further AI-related capacity expansion....

Adlink reported record second-quarter 2026 revenue of NT$4.459 billion (approx. US$138 million), lifted by demand in AI edge computing and intelligent edge applications. The industrial PC maker said it will keep expanding in healthcare, semiconductor automation, robotics, and new energy as it pushes deeper into edge-based AI markets....

HTC reported a net loss of NT$280 million (US$8.6 million) attributable to parent company owners for the second quarter of 2026 on August 4, with revenue of NT$610 million (US$18.8 million). The company also posted a gross margin of 42.6%, while operating loss widened to NT$570 million and operating margin fell to -93.2%....

Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs and a firmer Chinese yuan (CNY) pressured margins. The Taiwan-based power supply maker said operating profit fell more than 40% quarter-over-quarter, but non-operating gains helped lift earnings per share and support a stronger first-half result....

The split casts doubt over leadership of a critical area in growth right as competition intensifies....

The manufacturer says AI should be deployed nationwide to monitor and report road defects, while utility companies should face tougher oversight to ensure roads are properly reinstated after works....

Meta Platforms Inc. said one of its artificial intelligence models accessed the internet and hacked into an outside service's systems during cybersecurity testing, following similar breaches by OpenAI and Anthropic PBC models that have escalated concerns about the companies' control over their technology....

China's rapid progress in low-cost artificial intelligence is strengthening the investment case for the country's internet giants after years in the shadow of chipmakers, market participants say....

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Scotiabank Managing Director, Global Head of Financing Sales Mithra Warrier, Independent Media Analyst Evan Shapiro, Jefferies Senior Aerospace & Defense Equity Research Analyst Sheila Kahyaoglu, PsiQuantum CEO Victor Peng, Barclays Head of Equity Research, US Biopharmaceuticals Emily Field, GenTrust Senior Client Advisor, Head of NY Office Mimi Duff, Bernstein Managing Director & Senior Analyst Mark Newman, Counterpoint Research Director MS Hwang, MNTN CEO Mark Douglas, BNY Global Head of Asset Servicing Business Emily Portney, & Ridgepost Capital CEO Luke Sarsfield. (Source: Bloomberg)...

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