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11.04.26 - 02:24
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Novatek hits 1Q26 revenue target on SoC, edge AI growth (Digitimes)
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Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from the same period a year earlier. The company's total revenue for the first quarter of 2026 reached NT$23.15 billion, rising 1.4% sequentially and falling 14.6% year over year....
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11.04.26 - 02:24
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Analysis: What $70 billion in Taiwan hardware revenue tells you about the AI supercycle (Digitimes)
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Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the most comprehensive single-month snapshot yet of where global AI infrastructure spending is actually flowing. The table below covers 49 companies from TSMC's silicon foundry all the way down to the rail kits that slide servers into racks. Read together, the numbers tell a story that goes well beyond any single company's earnings call....
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11.04.26 - 00:36
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Gen Z Americans Grow More Skeptical And Angry About AI, Survey Finds (ZeroHedge)
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Gen Z Americans Grow More Skeptical And Angry About AI, Survey Finds
Authored by Bill Pan via The Epoch Times,
Young Americans are using artificial intelligence (AI) regularly, but their distrust and resentment toward the technology are also growing, according to a new Gallup survey.
The survey, released Thursday, found that more than half of Generation Z respondents ages 14 to 29 said they use generative AI either daily or weekly. Younger members of Gen Z who are still in K–12 education were more likely than Gen Z adults to say they use AI at least weekly.
Yet even as usage remains widespread, optimism is fading.
Compared with Gallup's survey last year, young people are less excited about the changes AI could bring and more skeptical about its growing presence.
The share of respondents who said AI made them feel hopeful fell to 18 percent, down from 27 percent a year earlier, according to Gallup.
The share who said it made them feel excited dropped to 22 percent from 36 percent.
At the sam...
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10.04.26 - 23:06
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Analysis: Taiwan′s AI supply chain posts strong March revenues, signaling the buildout is still accelerating (Digitimes)
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Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month revenue on record and server ODMs surging on the back of relentless hyperscaler demand for AI infrastructure. The results, amplified by a seasonal rebound from February's Lunar New Year-compressed working days, confirm that the AI hardware buildout is accelerating rather than plateauing....
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10.04.26 - 22:06
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Taiwan chip distributors report record quarter on AI boom (Digitimes)
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Taiwan's two largest semiconductor distributors, WT Microelectronics and WPG Holdings, reported record-breaking quarterly results, underscoring how surging demand for artificial intelligence infrastructure is rippling through the global chip supply chain....
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10.04.26 - 21:48
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Harvard′s Kreiman Seeks $100 Million to Build AI Memory Tech (Bloomberg)
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A new artificial intelligence lab spun out of Harvard University is in talks with investors to raise about $100 million, according to people familiar with the matter, to pursue a mission that sounds like science fiction: “a world where humans can remember everything.”...
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10.04.26 - 21:18
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Wall Street CEOs Summoned to Discuss Anthropic AI Risks | Bloomberg Tech 4/10/2026 (Bloomberg)
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Bloomberg's Caroline Hyde discusses concerns about cyber risks raised by Anthropic's newest AI model. US Treasury Secretary Scott Bessent and Federal Reserve Chair Powell summoned Wall Street leaders to an urgent meeting to discuss the threat. Plus, CoreWeave CEO Michael Intrator discusses deals with Anthropic and Meta as demand for compute shows no sign of slowing. And, after a record breaking trip around the moon the crew of Artemis II prepares to splash down in the Pacific ocean. (Source: Bloomberg)...
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