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13.08.26 - 09:06
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Alphabet′s DeepMind shake-up caps months of AI stumbles (Digitimes)
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Alphabet's decision to shift day-to-day control of Google DeepMind from Demis Hassabis to his deputy, Koray Kavukcuoglu, was not sudden—it capped a difficult year in which Google lost ground to rivals in the AI race, Reuters reported, citing people familiar with the matter....
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13.08.26 - 09:06
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AI inference surge lifts NAND market to record revenue: Counterpoint (Digitimes)
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The global NAND market tightened sharply in the second quarter of 2026 as AI workloads shifted from training to inference, driving demand for enterprise SSDs and squeezing consumer supply. The trend matters because it is reshaping storage prices, supplier rankings, and the availability of devices and servers worldwide....
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13.08.26 - 09:06
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Foxconn signals sharper push into AI as Sharp partnership enters new phase (Digitimes)
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Foxconn said its decade-long partnership with Sharp has entered a new growth phase, as the Taiwanese electronics group expands into AI servers, semiconductors, robotics, and next-generation communications. The comments, made at Foxconn's second quarter 2026 investor conference on August 12, came as the two companies marked 10 years since Foxconn completed its investment in Sharp....
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13.08.26 - 09:06
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ITTS reports first-half growth as ERP and AI projects gain traction (Digitimes)
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Information Technology Total Services (ITTS) said its business recovered in the first half of 2026 as enterprise resource planning (ERP) implementation work advanced and data governance and other smart applications began going live at customer sites. The Taiwanese SAP consulting and managed-services provider said enterprise demand for AI is now tied to broader work on data integration, governance, and process redesign rather than single-tool deployments....
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13.08.26 - 08:30
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AI surge helps dual-listed mainland China stocks hit 1-year high premium over Hong Kong (SCMP)
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The gap in stock prices for dual-listed Chinese companies trading on the mainland and in Hong Kong has widened to a near one-year high, as state-backed support and renewed enthusiasm for AI bolsters sentiment on yuan-traded stocks.
Shares of the 202 dual-listed companies traded on mainland China's exchanges – known to investors as A shares – averaged a 23 per cent premium over their Hong Kong equivalents, called H shares, according to a Hang Seng gauge tracking the price differential between the......
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