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01.09.26 - 02:06
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Chinese OSAT earnings surge on AI packaging demand, but recurring profit tells a narrower story (Digitimes)
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Five listed Chinese outsourced semiconductor assembly and test providers reported first-half 2026 results in the last two weeks of August, showing net profit growth of up to 317%, yet the figures that strip out one-off items reveal a far more uneven recovery — one in which two companies are carrying most of the operating improvement, one is still losing money on its core business, and the sector's capital commitments now run well ahead of what it currently earns....
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01.09.26 - 02:06
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AI server cooling specialist Nidec expands Vietnam capacity, forms liquid-cooling team (Digitimes)
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Nidec Chaun-Choung Technology plans to establish a dedicated liquid-cooling team and deepen cooperation with major cloud service providers, citing rising thermal-management demand from AI servers. The company also plans to expand cooling capacity beyond its existing operations in Kunshan, China, to Hanoi, Vietnam, with mass production and shipments expected to begin in 2028....
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01.09.26 - 02:06
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Taiwan workplace AI use reaches 96% as employers push skills upgrades (Digitimes)
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Ninety-six percent of professionals in Taiwan use AI in the workplace, topping the Asia-wide average of 93%, according to a new survey released by Robert Walters. The report, which covered nearly 5,000 professionals and employers across 10 Asian markets, showed that Taiwanese companies are already using AI far beyond basic tasks and are preparing for broader changes in job design and skills....
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01.09.26 - 02:06
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China′s Xenomi LLM brings quantum computing into AI agent decision-making (Digitimes)
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China is testing a new route for combining quantum computing with generative AI, moving beyond model training toward the decision layer used by AI agents. Beijing Guoguang Liangchao Technology has introduced Xenomi, a family of large language models that uses quantum annealing for selected routing, tool-selection, and task-decision workloads while leaving language understanding to conventional AI models....
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01.09.26 - 01:00
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Foreign investors boost Chinese stock holdings as AI hardware, green energy lure inflows (SCMP)
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Foreign investors boosted exposures to yuan-traded Chinese stocks by about a third in the second quarter, buying into companies tied to the artificial intelligence supply chain and China's strategic green-energy industry.
Global fund managers held a combined 10.1 billion shares in mainland-listed companies by the end of June, up from 7.5 billion in the first quarter, according to Wind Information.
The value of foreign holdings surged 87 per cent to 272.8 billion yuan (US$40.6 billion), taking......
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01.09.26 - 00:36
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Inside T. Rowe Price: Markets, AI & the Future of Investing | The Close 8/31/2026 (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 T. Rowe Price CIO, Co-Head of Global Investments Sebastien Page, T. Rowe Price Chief U.S. Economist Blerina Uruçi, T. Rowe Price. Lead Portfolio Manager, Active ETFs Jodi Love, T. Rowe Price Head of Global Distribution Dee Sawyer, & T. Rowe Price CEO Rob Sharps. (Source: Bloomberg)...
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31.08.26 - 23:31
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T. Rowe Price CEO on Private Assets and AI Adoption (Bloomberg)
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T. Rowe Price CEO Rob Sharps discusses how the company is adapting to the rise of passive investing. Speaking with Romaine Bostick on "Bloomberg The Close," Sharps also says private assets are slowly moving into 401(k) plans and sees "tax-loss harvesting" as a growth area. He also discusses how the firm is utilizing artificial intelligence. (Source: Bloomberg)...
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