|
|
|
|
|
04.11.26 - 02:06
|
Why Marvell′s Lumentum deal could send more AI optics orders to Taiwan (Digitimes)
|
|
|
Marvell's proposed US$115 billion acquisition of Lumentum could bring Taiwanese optical component makers more orders, industry sources in Taiwan say. The deal, due to close in the first half of 2028, would combine Marvell's chip design and optical module capabilities with Lumentum's laser technology and manufacturing capacity....
|
|
|
04.11.26 - 02:06
|
Banks must be ′responsible′ as industry races to deploy AI agents: State Street (SCMP)
|
|
|
US bank State Street expects the uses of artificial intelligence in finance to “multiply” in the coming years, but stressed that “responsible deployment” is vital as the industry confronts daunting potential security risks.
The call came on the first day of the Global Financial Leaders' Investment Summit in Hong Kong, where executives from leading firms including Goldman Sachs, Morgan Stanley, JPMorgan, Pimco and Bridgewater shared their insights on the dawning era of AI finance.
Manoj Bohra,......
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
04.11.26 - 01:06
|
MediaTek targets global AI leadership as Nvidia invests US$3.5 billion (Digitimes)
|
|
|
MediaTek CEO Rick Tsai delivered a speech at the opening ceremony of Taiwan Weeks 2026 on November 3, emphasizing that the company is expanding beyond smartphone and connectivity chips into computing, automotive, and artificial intelligence (AI) data centers. He also noted that Nvidia and Alphabet's recent investment in MediaTek convertible bonds represents more than just capital injections, but also confidence in MediaTek from leading global AI players....
|
|
|
|
|
|
|
04.11.26 - 01:06
|
Taiwan eyes US FDPR alignment to block AI transshipment (Digitimes)
|
|
|
As US export controls make it increasingly difficult for China and other restricted nations to obtain advanced chips and AI servers, Taiwan is taking proactive measures to tighten its own export controls and prevent the nation from becoming a transshipment loophole. Under the Agreement on Reciprocal Trade (ART) between Taiwan and the US, Taiwan's Ministry of Economic Affairs (MOEA) plans to align local regulations with the US Foreign Direct Product Rule (FDPR)....
|
|
|
04.11.26 - 01:06
|
Column: Can post-quantum encryption survive AI′s next breakthrough? (Digitimes)
|
|
|
Modern cryptography relies heavily on trapdoor one-way functions: mathematical operations that are easy to perform but difficult to reverse without additional information. Quantum computing and advances in artificial intelligence, however, are raising questions about how long this protection can last....
|
|
|
04.11.26 - 01:06
|
Team Group expands capacity 50% for AI and industrial control as memory shortage peaks through 2Q27 (Digitimes)
|
|
|
Taiwanese memory module maker Team Group is gearing up for a major expansion. Chairman Dann-Ning Hsia stated that 2026 has been a pivotal year of strong financial performance and strategic transformation. To support its growth, the company acquired a new 1,000-ping (approx. 3306 square meters) facility in New Taipei City, which is scheduled to come online in the second quarter of 2027 and boost overall production capacity by roughly 50%. Meanwhile, Team Group projects that the current memory supply crunch will reach its peak between the fourth quarter of 2026 and the end of the second quarter of 2027....
|
|
|
04.11.26 - 01:06
|
USI to launch Wi-Fi 8 SiP modules in 1Q27 for AI devices (Digitimes)
|
|
|
Universal Scientific Industrial (USI), a subsidiary of ASE, plans to launch Wi-Fi 8 (IEEE 802.11bn) products in the first quarter of 2027, building on its experience developing and integrating Wi-Fi 6E and Wi-Fi 7 system-in-package (SiP) solutions to help customers capture new opportunities in wireless connectivity innovation....
|
|
|
04.11.26 - 01:06
|
Supermicro′s record AI server sales put margins and cash conversion in focus (Digitimes)
|
|
|
Supermicro's latest results show its expansion into complete AI data center systems gaining scale, while leaving open how much of that growth can translate into durable profitability and cash. Record sales lifted earnings sharply, but the company retained less of each sales dollar than in the preceding quarter and continued to consume operating cash....
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
