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12.02.26 - 05:48
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TSMC′s advanced process drives AI profits; SMIC, UMC, VIS face growth pressure (Digitimes)
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Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs' spending "reasonable and necessary." The semiconductor industry sees a clear divide: TSMC is profiting heavily from AI demand, while Semiconductor Manufacturing International Corporation (SMIC), United Microelectronics Corporation (UMC), and Vanguard International Semiconductor (VIS) face growth challenges....
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12.02.26 - 05:06
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SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing (Digitimes)
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The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that its performance in the first quarter of 2025 defied seasonality. Utilization held steady from the prior quarter, and pricing for mature nodes has begun to stabilize....
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12.02.26 - 03:54
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′AI Scare Trade′: Are Investors Overreacting? (Bloomberg)
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Kim Forrest, CIO at Bokeh Capital Partners, says markets are overreacting to the so-called "AI scare trade" after investors rushed to dump shares of software firms, private credit companies, wealth managers and insurance brokers within the span of just over a week. She speaks with Shery Ahn and Avril Hong on Bloomberg's The Asia Trade. (Source: Bloomberg)...
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12.02.26 - 03:54
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China′s Baidu unveils AI-driven Wikipedia challenger in bid for international users (SCMP)
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Chinese tech giant Baidu launched a Wikipedia challenger this week, banking on artificial intelligence to bridge information gaps for local and worldwide audiences in a move analysts said was aimed at seizing global opportunities.
BaiduWiki, a Wikipedia-style service available in English, Spanish, French, Russian and Japanese, quietly went live on Monday, according to records from the Wayback Machine, a digital archive platform.
A now deleted post on Baidu's official account on social-media site......
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12.02.26 - 03:06
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Taiwan carriers post January gains, shift spending toward AI and cloud (Digitimes)
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Taiwan's largest telecom operators reported double-digit and mid-single-digit revenue growth in January 2026, driven by expanding ICT and non-mobile businesses alongside steady 5G adoption and improved mobile service metrics. The results point to shifting revenue composition and targeted capex moves for the year....
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12.02.26 - 01:30
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Blue Owl′s Stack Adds to AI Debt Rush With $2.1 Billion Loan (Bloomberg)
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Blue Owl Capital-owned data center company Stack Infrastructure Inc. is seeking a loan of around A$3 billion ($2.1 billion), according to people familiar with the matter, as it accelerates development in Australia to meet surging demand for artificial intelligence and cloud services....
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12.02.26 - 01:01
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Software Selloff Continues as AI-Impact Worries Grow | Bloomberg Tech 2/11/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss Wall Street's selloff of stocks that investors think are on the wrong side of the AI revolution. Plus, Twilio founder Jeff Lawson discusses his new nuclear fusion startup Inertia, which raised a $450 million Series A. And, Lyft CEO David Risher discusses earnings after the rideshare firm issued a forecast that disappointed investors. (Source: Bloomberg)...
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12.02.26 - 00:54
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Young Optics narrows losses as it shifts toward AI-focused products (Digitimes)
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After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and higher capacity utilization. The Taiwanese optical components maker reported a full-year net loss of about NT$9 million (approx. US$284,600), a dramatic improvement from the year before....
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