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22.10.26 - 04:15
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Corporate News: Bairong AI Inc. (EQS)
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Felix Cheung of Bairong-W (06608.HK) Addresses First Seafront Fund Strategy Summit: AI Roll-up Reshapes Industries as AICC Scaling Accelerates...
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22.10.26 - 04:06
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China′s IC designers expand into AI server memory interconnects beyond DDR5 (Digitimes)
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China's IC designers are expanding into high-speed interconnect technologies as AI inference and agent applications fuel demand for server CPUs, memory modules and connectivity chips. Montage Technology expects third-quarter 2026 profit to more than double on stronger DDR5 shipments, while Shenzhen-based Techwinsemi is developing Compute Express Link (CXL) memory expansion controllers. Together, these efforts highlight China's growing interest in AI server connectivity....
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22.10.26 - 03:06
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Meta′s advertising engine keeps pace with its AI build-out as legal costs cut into profit (Digitimes)
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Meta Platforms' third quarter showed that its core advertising business is still growing fast enough to carry one of the largest infrastructure programs in the technology industry. Still, it also showed legal liabilities becoming a material cost line. Revenue rose 26% year on year to US$64.6 billion for the quarter ended September 30, 2026, while the operating margin fell to 20% from 40% a year earlier....
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22.10.26 - 02:06
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Unimicron, STATS ChipPAC, Wistron address advanced packaging bottlenecks in AI system integration (Digitimes)
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The Global Electronics Association hosted a panel titled "Component to System Integration Advances" during the IMPACT 2026 symposium, bringing together industry leaders from Unimicron, STATS ChipPAC, Wistron, and market research firm TechSearch. Covering crucial supply chain segments—including PCBs, IC substrates, OSATs, and EMS providers—the forum addressed pressing technical bottlenecks in AI-driven high-performance computing (HPC)....
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22.10.26 - 02:06
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Chief Telecom′s CTSP AI data center bookings exceed 50% (Digitimes)
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Chief Telecom has begun construction of its new AI data center in the Huwei section of the Central Taiwan Science Park (CTSP), with an investment of NT$3.3 billion (US$101.8 million). Chairman Jerry Shao said the facility's reservation and contract rate has exceeded 50%, with international cloud service providers (CSPs) and fintech companies making up most of the customers....
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22.10.26 - 02:06
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Tesla′s car margins recover, but spending on AI and robotics absorbs the gain (Digitimes)
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Tesla's third quarter showed its vehicle business regaining some per-car profitability even as total sales stalled, while the company's push into AI, robotaxis, and humanoid robots consumed most of the improvement. Revenue was roughly flat year on year at US$28.05 billion for the quarter ended September 30, 2026, and operating income fell 56% to US$718 million, leaving an operating margin of 2.6% against 5.8% a year earlier....
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22.10.26 - 01:31
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UniSuper CIO Is Not A Skeptic on AI (Bloomberg)
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In a rare BTV interview, John Pearce, Chief Investment Officer of Unisuper says AI industry is closer to the top of the super cycle. In a conversation with Bloomberg's Haidi Stroud-Watts, he talks about what makes some AI business models dodgy and the risks in the space. (Source: Bloomberg)...
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22.10.26 - 01:06
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Situational Unawareness: Banks Ran Out Of Room To Lever Up The AI Trade, So They Made More (ZeroHedge)
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Situational Unawareness: Banks Ran Out Of Room To Lever Up The AI Trade, So They Made More
When a bank runs out of room to lend to hedge funds piling into the most crowded trade on the planet, there are two options: stop lending, or find more room. Barclays found more room...
According to a Bloomberg exclusive published Tuesday, Barclays (BARC) executives wanted extra capacity to lend more aggressively to hedge fund clients as Asian AI stocks went vertical earlier this year. The fix: the bank's macro rates traders ended up lending part of their own capital allocation to the prime financing business through an internal auction. The reason they had to: over the summer Barclays had reached its maximum limits on how much financing it could extend to hedge fund clients in Asia. Bloomberg's verdict: Barclays and its peers are "finding ways to meet demand, despite bumping up against internal constraints."
In other words, the internal risk limits did their job, flagged that the bank had le...
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