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12.12.25 - 10:06
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AI hardware landscape shifts from GPUs to NPUs as edge computing gains ground (Digitimes)
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As artificial intelligence (AI) transitions from cloud-centric operations to edge devices, the hardware that powers AI is undergoing significant change. While graphics processing units (GPUs) have long dominated both AI training and deployment, neural processing units (NPUs) are now emerging as a viable alternative, particularly for edge applications, according to Jeffrey Chen, vice president of product marketing at Kneron. Chen elaborated on these evolving trends at the recent Human-Machine Co-Creation New Era annual summit....
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12.12.25 - 09:06
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AI agents push software industry toward existential shift (Digitimes)
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The artificial intelligence industry is reaching a critical inflection point. After two years of rapid advancement in generative AI capabilities, the technology is now transitioning from answering questions to autonomously completing complex tasks—a shift that experts warn will fundamentally reshape entire industries and workforce structures....
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12.12.25 - 09:06
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Taiwan firms tighten hold on AI-server PCB drilling supply chain (Digitimes)
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Explosive AI infrastructure investment is driving a broad upgrade across the PCB value chain, pulling high-end AI server and materials demand sharply higher. PCB layer counts and CCL specifications are rising in tandem, lifting earnings for downstream suppliers. The same momentum is now pushing upstream drilling consumables and equipment into a tight supply, a sign of how quickly AI hardware cycles are compressing....
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12.12.25 - 08:06
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Advantest unveils next-gen memory handler for AI, targets customer rollout in 2Q26 (Digitimes)
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Japanese semiconductor test equipment manufacturer Advantest has announced the launch of a next-generation memory handler, designed specifically for high-performance memory components used in artificial intelligence (AI) applications. The product has already attracted interest from several major memory makers and is slated to begin shipments in the second quarter of 2026, meeting customer demands for performance, automation, and cost efficiency....
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12.12.25 - 08:06
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China and US challenge Japan in AI humanoid robot race (Digitimes)
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While Taiwanese manufacturers historically held little sway in conventional industrial robotic arms, the AI robot era—exemplified by humanoid robots—is seen as a distinct track with promising opportunities for Taiwan's supply chain. This shift explains why China and the US have surged ahead, while Japan, once dominant in robotics, has largely fallen silent....
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12.12.25 - 08:01
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ASML CEO Sees AI Spending ′Arms Race′ (Bloomberg)
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ASML CEO Christophe Fouquet says artificial intelligence investing now resembles an "arms race," but that he sees no bubble in the industry. The Dutch company is Europe's most valuable company, and one of the most important cogs in the global AI supply chain. ASML has a near-monopoly on extreme ultraviolet lithography machines, which are vital for manufacturing advanced chips. Bloomberg's Tom Mackenzie spoke to Christophe Fouquet in an exclusive conversation at the company's headquarters in Veldhoven, the Netherlands, on November 14. (Source: Bloomberg)...
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