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16.07.26 - 04:06
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Nvidia′s Huang says AI agents are tools, not humanlike beings (Digitimes)
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Nvidia CEO Jensen Huang said AI agents should be treated as tools, not as humanlike beings, in a recent conversation with LangChain founder Harrison Chase. He said the latest wave of agentic AI has been driven by better models, open ecosystems and stronger engineering around safeguards and system design....
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16.07.26 - 03:30
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As US AI costs soar, global businesses pivot to China′s low-cost, open-weight models (SCMP)
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Global businesses are increasingly switching from premium, closed-source US software – such as OpenAI's GPT and Anthropic's Claude – to cheaper Chinese open-weight models that offer near-frontier performance.
Since mid-June, the daily token volume of Zhipu's GLM-5.2, which operates at about one-fifth the cost of Anthropic's Claude Opus 4.8, had surged 50-fold on Vercel, the San Francisco-based cloud platform for AI web development reported on Tuesday.
Meanwhile, DeepSeek's V4 Flash, a......
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16.07.26 - 03:24
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Acer Gadget posts record second-quarter revenue on AI PC and e-commerce demand (Digitimes)
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Acer Gadget, the Acer Group subsidiary, reported record second-quarter self-reported revenue and said its two core businesses kept shipments moving in June and the first half of 2026. The company said demand in the second half should support further growth as it expands its AI PC peripheral lineup and broadens its global channel strategy....
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16.07.26 - 03:24
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ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck (Digitimes)
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During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems signaled that they now have room to raise prices and are preparing to expand output of their most important machines by roughly 30% in each of the next two years — all without building new cleanrooms. The tone confirmed a same-day exclusive from The Information, which reported that ASML plans price increases across its equipment despite resistance from its largest customer, TSMC....
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16.07.26 - 01:54
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AI demand-driven memory crunch leaves smart cars exposed (Digitimes)
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AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity is diverted toward data centers. Smart cars are among the hardest hit, and in China, where smart car adoption is rising quickly, automakers face sharper shortages, pricier components, and margin pressure....
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16.07.26 - 01:54
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Column: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap (Digitimes)
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South Korean President Lee Jae-myung unveiled the country's Three Mega Projects for AI and Semiconductors in late June 2026, an ambitious national strategy designed to strengthen South Korea's global leadership in artificial intelligence and semiconductors. The initiative centers on three pillars—semiconductors, physical AI, and AI data centers—and aims to double the nation's DRAM output within five years while expanding capabilities in high-bandwidth memory (HBM), advanced packaging, AI processors, and next-generation memory technologies. It also seeks to extend South Korea's semiconductor footprint beyond the Seoul metropolitan region....
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16.07.26 - 01:54
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AI, ICT projects, and 5G upgrades power Taiwan telecom trio′s strong June results (Digitimes)
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Taiwan's three major telecom operators delivered stronger June 2026 results than a year earlier, supported by robust demand for ICT services, continued 5G migration and expanding digital-service ecosystems. Chunghwa Telecom posted record June revenue and EBITDA, Taiwan Mobile led the industry in monthly earnings per share (EPS) for a second consecutive month, and Far EasTone Telecommunications achieved its strongest June on record across revenue, EBITDA, net profit, and EPS....
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