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03.09.26 - 01:42
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JPC Connectivity sees AI demand driving orders into 2027 as margins benefit from longer lead times (Digitimes)
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JPC Connectivity said demand tied to artificial intelligence infrastructure continued to strengthen in the second quarter of 2026, lifting orders for optical communications, high-speed transmission, and high-power products. The connector and cable maker said visibility now stretched into 2027, and in some cases into 2028, even as tight supply and longer lead times for key components continued to constrain near-term delivery....
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03.09.26 - 01:42
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SK Hynix wafer purchases jump 104% on AI demand (Digitimes)
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SK Hynix boosted its silicon wafer purchases in the second quarter of 2026 by more than doubling spending from the previous quarter as it moved early to secure raw materials amid rising wafer prices and surging AI demand. The increase drew more attention than Samsung Electronics' modest rise over the same period....
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03.09.26 - 01:42
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Thailand AiPASS unlocks premium AI after lessons (Digitimes)
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Thailand has launched its TH-AI Passport and core AiPASS platform, taking a different path from South Korea's national AI push by buying access to overseas commercial AI tools such as ChatGPT and Claude and offering them free to citizens. The move aims to expand AI access while addressing the country's widening AI usage gap....
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03.09.26 - 01:42
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LCY Advanced Materials launches wet chemicals for AI chip packaging (Digitimes)
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LCY Advanced Materials unveiled a new wet chemical solution for next-generation high-density interconnects at the SEMICON Taiwan 2026 Heterogeneous Integration International Summit, as AI and high-performance computing rapidly push semiconductor manufacturing toward system-level scaling centered on advanced packaging....
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03.09.26 - 00:48
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Markets Rebound as Oil, Yields & AI Remain in Focus | The Close 9/2/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Alger Executive Vice President, Portfolio Manager Ankur Crawford, ProShares Head of Research, Active Investments CIO Alessio De Longis, Oppenheimer Managing Director & Senior Analyst Brian Nagel, MongoDB CEO CJ Desai, Edward Jones Head of Investment Strategy Mona Mahajan, DigitalBridge CEO Marc Ganzi, Skylar Capital Management Managing Partner & CIO Bill Perkins, Magnetar Capital Founder Alec Litowitz, & NBA Hall of Famer Shaquille O'Neal. (Source: Bloomberg)...
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02.09.26 - 23:01
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US Strikes Light-Touch AI Regulation Accord With G20 Members (Bloomberg)
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Representatives from the world's largest economies unanimously agreed to adopt guidelines proposed by the US that call for a lighter touch toward governing artificial intelligence and other emerging technologies, handing a win to the Trump administration and Silicon Valley....
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02.09.26 - 22:42
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Broadcom: KI-Umsatz top, Prognose flop – Aktie sackt ab (Der Aktionaer)
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Es ist soweit: Broadcom hat seine Quartalszahlen vorgelegt – und die zeugen wie erwartet von einem bärenstarken dritten Quartal. Vor allem das Geschäft mit KI-Halbleitern wuchs kräftig. Die Aktie geriet nachbörslich deutlich unter Druck. Das hat vor allem einen Grund....
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