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07.07.26 - 01:57
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The ‘first’ AI-run ransomware attack still needed a human (TechCrunch)
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An AI agent carried out the technical execution of a real-world ransomware attack for the first known time, but new details show a human still chose the victim, set up the infrastructure, and supplied stolen credentials — meaning it wasn't quite the fully autonomous cybercrime debut that last week's headlines suggested....
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07.07.26 - 01:48
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AI lifts high-voltage prices as bubble fears return (Digitimes)
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AI demand and capacity crowd-out effects are driving higher prices and volumes for high-voltage products, according to IC distributors, who say early pull-ins and price negotiations have become the market norm. But as concerns over an AI bubble resurface, some industry players warn that if a profitable AI business model does not emerge soon, the sector may not even make it to the ninth inning....
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07.07.26 - 01:48
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Sercomm posts record second-quarter revenue as AI boosts broadband demand (Digitimes)
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Sercomm reported record June 2026 revenue of NT$7.27 billion, up 12.2% from May and 70.8% from a year earlier, as AI-related network traffic and broadband infrastructure upgrades lifted demand. The telecom broadband equipment maker said the strong performance also pushed second-quarter and first-half revenue to all-time highs....
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07.07.26 - 01:48
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Chicony Electronics reports June revenue gain as AI PC demand builds (Digitimes)
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Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end PC shipments and stronger customer demand helped lift results even as the broader PC market remained under pressure....
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07.07.26 - 01:48
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Fulltech′s Thailand plant targets AI and satellite demand (Digitimes)
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Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion (approx. US$96.8 million) in total investment and that production capacity has already been fully booked by customers. The plant is scheduled to begin mass production in the third quarter of 2027....
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07.07.26 - 00:42
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Chip Stocks Rally in AI Trade Revival | The Close 7/6/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Morgan Stanley PWM Executive Director Katerina Simonetti, BlackRock Deputy CIO of Global Fixed Income Russ Brownback, Jefferies Equity Research Analyst David Chiaverini, Hamilton Lane Co-CEO Erik Hirsch, Wells Fargo Investment Institute Head of Global Investment Strategy Paul Christopher, Bokeh Capital Partners Founder & Chief Investment Officer Kim Forrest, US Chief Design Officer Joe Gebbia, Robinhood CEO Vlad Tenev, & Churchill Asset Management Vice Chairman & Chief Investment Strategist Randy Schwimmer. (Source: Bloomberg)...
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