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10.08.26 - 06:06
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Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key (Digitimes)
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Cambricon Technologies has largely settled the question of whether China's AI chip champion can make money. First-half 2026 revenue rose 108.13% to CNY6 billion (approx. US$890 million), attributable net profit climbed 122.61% to CNY2.31 billion, and adjusted net profit increased 137.30% to CNY2.17 billion. Gross margin held near 55%, extending profitability to seven consecutive quarters....
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10.08.26 - 06:06
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Moore Threads eyes HK listing after 147% revenue surge, AI GPU expansion (Digitimes)
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Chinese AI GPU developer Moore Threads is preparing a Hong Kong listing after first-half revenue jumped 147.42% year on year to CNY1.74 billion (approx. US$258 million), supported by stronger AI infrastructure demand and faster commercialization of its computing platforms. Its net loss narrowed 95.73% to CNY11.56 million, from CNY271 million a year earlier....
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10.08.26 - 06:06
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OCI rides AI, space solar boom as SpaceX deepens polysilicon ties (Digitimes)
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South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from US AI data centers but also from a supply partnership with SpaceX that is extending its reach from terrestrial solar projects into space applications....
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10.08.26 - 05:57
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Reiche sieht Potenzial für KI in der deutschen Industrie (DPA-AFX)
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BERLIN (dpa-AFX) - Katherina Reiche sieht Chancen für Deutschland bei industrieller künstlicher Intelligenz. "Das Rennen um große Sprachmodelle werden wir wahrscheinlich nicht gewinnen. Aber bei industrieller KI - also dort, wo Maschinen, Fabriken und ......
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10.08.26 - 02:06
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DeepSeek takes Unitree stake to pair AI models with humanoid robots (Digitimes)
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DeepSeek has invested CNY140.8 million (approx. US$20.8 million) in Unitree's Shanghai IPO and agreed to jointly develop AI models for humanoid robots, linking one of China's highest-profile AI developers with the country's leading robotics contender at a critical stage of Unitree's public-market debut....
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10.08.26 - 02:06
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Winmate revenue rises as defense and edge AI orders gain momentum (Digitimes)
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Industrial PC maker Winmate said second-quarter revenue rose sharply as demand from defense, marine, and edge AI applications strengthened, a shift that could matter for global industrial supply chains. The company is also seeing firmer order visibility for the second half of the year, while it works to protect margins from higher component costs....
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10.08.26 - 02:06
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Aurotek profit jumps on embodied AI and semiconductor automation demand (Digitimes)
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Aurotek Corporation reported stronger second-quarter and first-half 2026 results on August 6 as demand rose for embodied AI solutions, semiconductor foundry and advanced packaging equipment, high-end AI server manufacturing equipment, and service robots used in logistics and inspection. The Taiwan-based supplier said the mix of higher-value products lifted profitability across its business lines....
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