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30.06.26 - 06:18
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AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide (Digitimes)
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AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle....
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30.06.26 - 06:06
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Florence Pisani zu KI: «Fehlallokationen sind ein Merkmal solcher Booms» (Finews)
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Die Chefökonomin von Candriam erklärt, weshalb die Weltwirtschaft und die Börsen trotz der vielen Krisen so widerstandsfähig sind. Und sie begründet, weshalb der Begriff der «Global Savings Glut» aus der Mode geraten ist. Kapital ist wegen der Investitionen im Zusammenhang mit künstlicher Intelligenz und in die Aufrüstung wieder gefragt....
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30.06.26 - 06:03
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The AI jobs debate just got messier (TechCrunch)
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A new report finds "high-intensity AI adopters” saw headcount increase 10.2%. Among those companies, entry-level headcount rose by 12%, countering the rhetoric that AI kills junior jobs. ...
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30.06.26 - 05:06
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Nvidia, Firmus partner on Indonesia AI infrastructure project (Digitimes)
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A new partnership between Nvidia and Firmus aims to expand access to advanced AI computing for customers worldwide, including AI-native companies, enterprises, and independent software vendors. The deal underscores how demand for large-scale AI infrastructure is reshaping global technology markets, especially in the Asia-Pacific region....
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30.06.26 - 05:06
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Forget prompts: Nvidia′s Huang sees ′loop engineering′ as AI′s next frontier (Digitimes)
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Nvidia chief executive Jensen Huang is drawing attention to a new AI concept called loop engineering, which shifts emphasis from writing prompts to building systems that test, evaluate, and improve results over time. The idea could shape how companies worldwide deploy AI, especially in repetitive tasks, automation, and software workflows....
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30.06.26 - 05:06
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Taiwan elevator maker Golden Friends targets AI infrastructure market amid tech investment boom (Digitimes)
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Taiwanese elevator manufacturer Golden Friends (GFC) announced on June 29 that it had secured a major contract to supply high-end elevators for the new headquarters of Kinpo Group. The project is set for completion and revenue recognition in 2028, and will further boost the company's order backlog to nearly NT$10 billion (approx. US$313.8 million), supporting solid operating momentum over the next three years....
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30.06.26 - 05:06
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Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted (Digitimes)
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As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors have disrupted normal business cycles across many applications, making seasonal patterns far less predictable. According to industry sources, this season is particularly uncertain. Rising component prices and supply shortages have made downstream procurement behavior and end-market consumption patterns more difficult to predict than in the past. Demand signals that the industry once relied upon have become distorted....
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30.06.26 - 01:36
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Red Hat sees cloud-to-edge shift in Taiwan AI deployment (Digitimes)
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Enterprises are increasingly moving AI deployments from public cloud to on-premises systems as demand rises for data sovereignty, compliance, and local data control. Irene Sun, general manager for Red Hat Taiwan, said the same shift is taking hold in Taiwan, where companies are paying far more attention to who controls critical data, core models, and computing environments....
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