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12.06.26 - 05:06
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China′s memory firms chase capital as AI storage demand lifts Biwin, Longsys (Digitimes)
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As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans memory modules, controller chips, and niche DRAM, underscoring how China's memory industry is evolving from upstream chipmakers into a broader supply chain ecosystem....
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12.06.26 - 04:06
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Taiwan OSAT firms gain from AI chip demand and foundry spillover (Digitimes)
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The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production....
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12.06.26 - 03:06
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Nextron says AI supply chain is in place as orders extend to 2027 (Digitimes)
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Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends into 2027, underscoring how global AI spending is supporting longer production planning, wider supplier networks, and steadier revenue expectations for customers and markets....
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12.06.26 - 03:06
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Cloud migration alone is not enough for AI adoption, said SAP (Digitimes)
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Many companies have moved enterprise systems to the cloud. Still, global readers are now seeing a broader lesson: without cleaner data, tighter governance, and better integration, AI can remain stuck at the pilot stage. SAP said the real challenge is not just deploying tools, but rebuilding the foundations that let them scale....
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12.06.26 - 03:06
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Sharp lays out 2026 growth strategy with AI servers as top priority (Digitimes)
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Foxconn affiliate Sharp said in Tokyo that it has moved beyond restructuring and onto a new growth phase, with global implications for customers, suppliers, and enterprise buyers watching Japan's technology sector. The company said AI servers will anchor its next expansion, alongside connected home services, corporate IT, and emerging mobility, satellite, and display businesses worldwide....
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12.06.26 - 03:06
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Ennoconn boosts Kontron stake to target physical AI (Digitimes)
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Ennoconn held a board meeting on June 10, 2026, and approved a voluntary cash tender offer for ordinary shares of German-listed Kontron AG at EUR23.5 (US$27.14) per share. The deal is still subject to regulatory approval and is expected to close by the end of August 2026. The move goes beyond regulatory compliance and signals Ennoconn's intent to further increase its stake and strengthen its control over operations....
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12.06.26 - 02:12
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Taiwan curbs advanced AI chip trade with China (IntelliNews)
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The policy shift highlights Taiwan's delicate geopolitical position, where the necessity to secure its vital semiconductor monopoly and appease Western partners must be balanced against the commercial realities of its massive cross-strait trade....
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12.06.26 - 00:06
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China races against US for AI′s holy grail: self-improving tech (SCMP)
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British mathematician Jack Good coined the term “intelligence explosion” 61 years ago to describe what would happen when an intelligent machine entered a runaway cycle of fully automated self-improvement, quickly leaving human intelligence far behind.
For decades, that hypothetical capability – often described as “recursive self-improvement” (RSI) – has been seen as AI's holy grail. The logic goes that the first country or company to achieve RSI would leave its competitors in the dust, cementing......
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