|
|
|
|
|
|
|
|
|
|
|
|
|
14.03.26 - 02:00
|
DRAM maker Nanya′s custom AI memory gains traction with 10+ clients (Digitimes)
|
|
|
AI-driven demand for high-bandwidth memory (HBM) is pushing Taiwanese memory suppliers toward lower-power, high-bandwidth alternatives. Nanya Technology Corp. (NTC) said its Ultra Wide I/O (UWIO) memory has begun generating revenue, with several customers entering specification design and pilot production. The company is working with more than a dozen global clients....
|
|
|
|
|
14.03.26 - 02:00
|
Pan-International pivots to AI servers and robotics in pursuit of double-digit growth (Digitimes)
|
|
|
Pan-International Industrial Corp. expects double-digit revenue growth in 2026 by concentrating on AI servers and robotics as its two main growth engines, chairman Kuang-yao Lee said. The company aims to boost new business contributions and "launch a high-growth cycle." Full-year 2025 revenue, however, is expected to remain roughly flat year over year amid tariff and raw material headwinds....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
13.03.26 - 20:42
|
META Delays AI Rollout Because It Sucks, May License Gemini; Musk Reboots xAI ′From The Foundations Up′ (ZeroHedge)
|
|
|
META Delays AI Rollout Because It Sucks, May License Gemini; Musk Reboots xAI 'From The Foundations Up'
Mark Zuckerberg bet the farm on AI supremacy, and this year's crop is infested with bugs.
According to a new report, Meta has quietly pushed back the launch of its next-generation foundational AI model, internally code-named Avocado, from this month until at least May. The reason? Internal tests showed it underperforming on key benchmarks for reasoning, coding, and writing - trailing rivals like Google's Gemini 3.0, even as it beat Meta's own prior efforts and older Google models.
The model, code-named Avocado, outperformed Meta's previous A.I. model and did better than Google's Gemini 2.5 model from March, two of the people said. But it has not performed as strongly as Gemini 3.0 from November, they said. -NYT
This delay arrives after Zuckerberg has poured unprecedented resources into the race. Meta is guiding for $115–135 billion in capital expenditures this year alone - nearly d...
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
