|
|
|
29.06.26 - 04:06
|
Potens expands into AI cooling and power markets, server revenue share hits double digits (Digitimes)
|
|
|
With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue from its server-related business has risen from 4.5% of total revenue in 2025 to 13.5%, a significant jump that reflects strong momentum in the segment. The company also remains optimistic about continued expansion in the AI, automotive, and motor control markets. Order transfers from Western manufacturers seeking to reduce reliance on China are also materializing....
|
|
|
|
|
|
|
29.06.26 - 04:06
|
Foxlink appoints Freddy Kuo president, targets AI factory transformation (Digitimes)
|
|
|
Cheng Uei Precision Industry (Foxlink) announced on June 24 that its board of directors has approved the appointment of Freddy Kuo as company president. Speaking publicly for the first time in his new capacity on June 26, Kuo outlined the group's artificial intelligence (AI) transformation strategy, saying the company will evolve from a traditional electronics manufacturing services (EMS) provider into an "AI factory," using smart manufacturing to redefine its global competitive position....
|
|
|
29.06.26 - 04:06
|
US AI restrictions face scrutiny as Chinese models gain ground (Digitimes)
|
|
|
Chinese artificial intelligence developer Zhipu AI, also known as Z.ai, is narrowing the performance gap with leading US AI companies in cybersecurity-focused models, underscoring intensifying technological competition as Washington tightens oversight of advanced AI systems....
|
|
|
29.06.26 - 04:06
|
Physical AI′s next hurdle is not walking, but grasping (Digitimes)
|
|
|
As Physical AI moves closer to commercial reality, its global impact may depend less on humanoid robots that can run or dance and more on their ability to safely grasp, lift, and manipulate objects. A Massachusetts Institute of Technology professor said the central challenge is touch, force, and real-world control, not simply bigger models or faster computing....
|
|
|
|
|
|
|
|
|
29.06.26 - 03:27
|
AI Demand, War, & Climate Pressure Push World Back To Nuclear (ZeroHedge)
|
|
|
AI Demand, War, & Climate Pressure Push World Back To Nuclear
Authored by Haley Zaremba via OilPrice.com,
The US and Canada each announced plans this week to build ten new nuclear reactors, the biggest coordinated nuclear push in North America in decades.
The moves come as the AI boom, the war in Iran, and broader geopolitical instability push energy security to the top of the policy agenda worldwide.
China added 34 gigawatts of nuclear capacity over the past decade to the US's one plant, and is on track to overtake both the US and France as the world's top nuclear producer.
Global energy markets are in turmoil as energy crises keep piling up. The energy-hungry AI boom, war in Iran, geopolitical instability, and climate pressures are creating a polycrisis for the global energy sector, and it's just getting started. To solve multiple overlapping crises, we will need multiple overlapping solutions.
An all-of-the-above solution to increasing energy security is therefore gaining fa...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
29.06.26 - 02:00
|
Commentary: Jack Ma′s rice-field message and Alibaba′s new AI confidence (Digitimes)
|
|
|
Jack Ma recently made a rare public appearance with senior executives from Alibaba and Ant Group at a rice-planting event outside Hangzhou. Although Alibaba chairman Joseph Tsai was absent, CEO Eddie Wu, chief scientist Jingren Zhou and Ant Group chairman Eric Jing were photographed planting rice seedlings alongside the company's founder....
|
|
|
29.06.26 - 02:00
|
LinkCom leans into AI networking and high-power power modules to drive growth (Digitimes)
|
|
|
LinkCom Manufacturing held its 2026 annual general meeting and said rapid AI adoption is driving demand for its magnetic components in high-speed networking, AI data-center power, silicon photonics power systems and LEO satellite ground receivers, and that the firm will pursue AI-related opportunities. The meeting outlined a medium- to long-term strategy focused on AI applications, high-power power modules and smart module solutions to convert technology into revenue growth....
|
|
|
29.06.26 - 02:00
|
Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators (Digitimes)
|
|
|
Qualcomm officially unveiled its Dragonfly data center platform at this week's annual investor day, laying out a four-pronged push into cloud AI that spans SerDes, PAM4 DSP, and other connectivity technologies gained through its Alphawave acquisition; ASICs; AI accelerators; and CPUs. The company also said its Modular acquisition added key assets for an AI software stack....
|
|
|
29.06.26 - 02:00
|
Taiwan electronics sector stays upbeat as AI demand lifts exports (Digitimes)
|
|
|
Taiwan's electronics-machinery sector is heading into the second half of 2026 with cautious optimism, as global demand for AI infrastructure, high-end semiconductors, and cloud services continues to support trade. The latest survey suggests the benefits are spreading through supply chains, with implications for manufacturers and consumers worldwide....
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
