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08.09.26 - 02:00
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Taiwan sets out 2027 plan to reinforce AI, chip leadership (Digitimes)
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Taiwan plans to deepen its role in global technology supply chains as demand for AI chips, advanced packaging, and memory tightens worldwide. A new policy agenda aims to bolster semiconductor output, expand AI deployment, and strengthen resilience in industries that affect manufacturers, investors, and consumers across regions....
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08.09.26 - 02:00
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Analysis: Taiwan manufacturers face a deeper labor squeeze as AI boom pulls workers away (Digitimes)
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Taiwan's traditional manufacturers are warning that the island's growth story is widening a long-running labor gap, as semiconductor and AI server demand lifts the economy even as factories struggle to hire and retain skilled workers. In the auto supply chain, where smart vehicle electronics are increasingly essential, companies say the workforce shortage is becoming a structural risk....
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08.09.26 - 02:00
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AI demand gives Aspeed visibility into 2027 as supply constraints ease (Digitimes)
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Aspeed chairman Chris Lin said the company's order visibility has now extended into 2027, with 2027 backlog already exceeding expected full-year 2026 revenue for the first time. He added that easing supply-chain bottlenecks should support sequential growth in the second half of 2026 and stronger pricing from the fourth quarter onward....
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08.09.26 - 02:00
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Acer Asia units post double-digit growth on strong AI orders (Digitimes)
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Acer's Asia operations posted double-digit revenue growth at three subsidiaries in the first half of 2026, led by Altos Computing, Acerpure, and Highpoint Service Network. Altos is seeing particularly strong demand for AI servers, prompting Acer's president of Pan-Asia Pacific operations Andrew Hou to say the unit will need to double its headcount to meet customer demand....
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08.09.26 - 02:00
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Accton sets August revenue record as AI networking demand surges (Digitimes)
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Accton Technology reported on September 7 that August consolidated revenue reached NT$40.873 billion, a record high and the first time the network equipment maker has exceeded NT$40 billion in monthly sales. The result was up 59.42% from the same period in 2025, while cumulative consolidated revenue through the end of August climbed to NT$246.004 billion, also a record for that period....
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07.09.26 - 19:24
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Hartnett: A Democratic Sweep Will Trigger A Stock Market Rout, And Pop The AI Bubble (ZeroHedge)
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Hartnett: A Democratic Sweep Will Trigger A Stock Market Rout, And Pop The AI Bubble
The biggest story last week was not the unexpectedly hot jobs report which, unfortunately, will be revised sharply lower next month as the labor market reverts to its deteriorating, AI-enhanced, trendline: Instead, what everyone was - or should have been focusing on - was the bottom falling out of the bond market with global yields jumping to the highest level in 2 decades, to wit:
10Y Treasury yields jumping to 4.81%, near 2008 crisis levels
30Y Treasury yields jumping to 5.31%, highest since 2007
Japan 10Y JGB >3.0% First time since 1996
Japan 30Y JGB 4.2%, or 4x the BoJ policy rate
German 10Y Bund 3.38%, post-2011 high
France OAT-Bund spread 88bps, 2012 crisis highs
Italy BTP-Bund spreads, 84bps, 2012 highs
A Bloomberg index of global bond yields just rose to the highest since 2007, and is just 1% away from the highest levels this century.
Appropriately, the topic of soaring bond ...
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07.09.26 - 17:42
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How the AI ROI Gap Comes Down to Trust (Bloomberg)
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Companies investing in trustworthy AI practices are far more likely to see strong returns from the technology, according to new research from SAS. But trust remains a hurdle: 97% of users override AI recommendations at least some of the time, while employees are less likely to trust increasingly autonomous AI agents. Jay Upchurch, SAS Executive Vice President and Chief Information Officer, joins Bloomberg's Anna Edwards on Bloomberg Television. (Source: Bloomberg)...
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