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31.05.26 - 06:30
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AI demand and transport costs fuel continued price hikes in 2Q26 (Digitimes)
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As the Middle East conflict escalates and demand for AI applications grows, product quotations continue to rise in the second quarter of 2026. Chen-Cheng Pan, chairman of silicone materials distributor Topco Scientific Materials, says upstream material shortages have also become severe. As applications in AI, optical communications, and robotics continue to expand, the proportion of revenue contributed by electronic materials is expected to increase further....
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31.05.26 - 05:48
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Alibaba Group signs 6-year AI deal with Uefa, will bring 360 replay tech to major events (SCMP)
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Alibaba Group and Uefa are bringing the Chinese giant's 360-degree replay technology to football, after signing an exclusive six-year deal covering several major tournaments in Europe.
The partnership, which has been widely reported in state media, will see the sport's regional governing body join the International Olympic Committee and NBA China, among others, in working with Qwen, Alibaba's artificial intelligence model.
With European football accelerating its digital transformation and fan......
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31.05.26 - 05:00
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How a decade-long bet on photonics handed this Chinese venture capital firm an AI windfall (SCMP)
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As artificial intelligence strains the physical limits of existing data centres, scientists and investors are turning to the ultimate speed limit of the universe for the next computing frontier: light.
For Mi Lei, founder of CAS Star, a venture capital firm born out of the state-run Chinese Academy of Sciences (CAS), the sudden global fascination with photonics is less a surprise than a delayed validation. It is a thesis he has spent more than a decade trying to support with funding.
“New......
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31.05.26 - 02:00
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Silicon Motion lays out AI-focused storage roadmap for edge, enterprise and automotive (Digitimes)
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Silicon Motion Technology (SMI) has released a portfolio of AI-optimized storage controllers and products ahead of Ccmputex 2026, targeting edge inference, AI PCs, enterprise AI infrastructure and automotive AI systems. The company said it will demonstrate new Edge SSD controllers, embedded UFS and eMMC controllers, enterprise NVMe solutions and automotive-grade storage aimed at improving data movement, latency and sustained workload performance for AI deployments....
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31.05.26 - 02:00
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AI demand and chip investment lift Taiwan exports and business outlook (Digitimes)
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Taiwan's economic outlook improved in April 2026 as rising AI demand and receding Middle East geopolitical risks boosted manufacturers' business sentiment, the National Development Council (NDC) said on May 28. The council reported gains in both its leading and coincident business climate indicators, signaling steady growth momentum for the island's export-oriented economy....
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31.05.26 - 02:00
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Yageo eyes AI liquid-cooling dealmaking, targets protection components (Digitimes)
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Yageo chairman Pierre Chen, who has become Taiwan's richest man, reiterated at the company's recent shareholders meeting that the group will not sit out opportunities in the AI applications market. He said Yageo will continue its long-running merger-and-acquisition strategy to drive transformation, raise product technology levels, and expand its full-spectrum integrated solutions....
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31.05.26 - 02:00
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Taiwan Mobile sets sights on NT$1 trillion revenue as AI and enterprise services drive growth (Digitimes)
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Taiwan Mobile outlined plans to pursue a NT$1 trillion (US$31.88 billion) revenue target as it shifts emphasis to AI, enterprise services, and new technology businesses, executives said after the company's shareholders' meeting on May 29. Shareholders approved the 2025 financial report and a cash dividend of about NT$4.8 per share, while leadership framed the push into AI-enabled enterprise solutions as the next stage of growth....
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