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09.06.26 - 03:06
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ELAN Microelectronics expands into AI PCs, drones, and optical chips (Digitimes)
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ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide....
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09.06.26 - 02:36
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MiniMax once led Zhipu in Hong Kong′s AI stock race. How the tables have turned (SCMP)
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When Chinese artificial intelligence developers Zhipu AI and MiniMax made their debuts on the Hong Kong stock exchange in January, investors initially saw one as a better bet than the other.
Beijing-based Zhipu closed its first trading day on January 8 with a market capitalisation of HK$57.9 billion (US$7.4 billion). A day later, Shanghai-based MiniMax listed at HK$106.7 billion, almost twice as large.
Five months on, however, Zhipu – traded as Knowledge Atlas Technology – has surged ahead. At......
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09.06.26 - 02:21
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"Replacing Lower Value Human Capital": Banks Cut Staff As Recent Grads Face Off Against AI For Jobs (ZeroHedge)
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"Replacing Lower Value Human Capital": Banks Cut Staff As Recent Grads Face Off Against AI For Jobs
As AI reshapes banking, students entering the industry are confronting a double challenge: navigating AI-driven hiring processes today while wondering how many traditional finance jobs will remain tomorrow, according to Bloomberg.
Warwick University student Andre Bonnick, for example, spends hours preparing for automated screening interviews rather than conversations with human recruiters. While he hopes to secure a role in finance, he is also weighing options such as further study as entry-level opportunities become more competitive.
Industry leaders have been increasingly candid about AI's impact on employment. JPMorgan CEO Jamie Dimon stated that the technology “will eliminate jobs,” while other bank executives have acknowledged that some roles may no longer be needed as automation expands. Standard Chartered CEO Bill Winters described the shift as “replacing in some cases lo...
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09.06.26 - 01:54
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Microsoft shifts AI cost burden toward devices as cloud bills climb (Digitimes)
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Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy. Satya Nadella said the company wants Windows PCs and edge hardware to absorb more compute work, as rising cloud bills push AI economics toward a hybrid model....
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09.06.26 - 01:54
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AI demand is turning memory chips into rationed assets, Morgan Stanley says (Digitimes)
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AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries....
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09.06.26 - 01:54
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AI supply chain shortages shift from chips to equipment (Digitimes)
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As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not....
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09.06.26 - 01:54
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Panasonic raises SP-Cap prices as AI drives passive component demand (Digitimes)
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Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a new round of price increases in July, mainly for its SP-Cap capacitor products, with hikes ranging from 5% to 30% depending on the specification....
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09.06.26 - 01:54
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MAtek posts record May revenue as AI chip power and 2-nanometer nodes drive testing demand (Digitimes)
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MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced materials analysis and failure analysis services driven by high-end AI chip development and advanced process transitions....
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