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17.08.26 - 10:06
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Phison CEO sees years of NAND shortage, AI growth chance (Digitimes)
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Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND Flash supply tight for many years. He said 2027 capacity constraints will be even more severe than in 2026, leaving room for further price gains, though the pace of increases will gradually narrow....
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17.08.26 - 10:01
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Diversification Is Key to Riding Out AI Trade: BlackRock (Bloomberg)
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Helen Jewell, CIO of fundamental equities international at BlackRock, says that portfolio diversification is key to riding out the volatile artificial intelligence trade. "It's so important that portfolios are constructed utilizing other parts of the market," Jewell tells Bloomberg Television. "The UK, the European banks, the health care stocks. Not just being really focused on that one sector." (Source: Bloomberg)...
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17.08.26 - 09:06
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China′s self-driving push gains ground in Europe as Momenta, Pony.ai expand (SCMP)
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China's autonomous-driving ambitions are winning growing recognition in Europe, with Deutsche Bank raising its target price for Momenta following a key regulatory breakthrough, and Pony.ai expanding its European robotaxi roll-out alongside Uber Technologies.
In a research note released on Monday, Deutsche Bank analyst Bin Wang saw Momenta as the “No 1 independent autonomous-driving solution provider globally”, particularly in the urban “navigation on autopilot” (NOA) segment.
“Momenta's market......
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17.08.26 - 08:42
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AI chipmaker Biren projects up to 22-fold revenue surge amid China′s hi-tech boom (SCMP)
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Chinese artificial intelligence chipmaker Biren Technology projects that its first-half revenue could shoot up by up to 2,107 per cent amid the AI hardware boom, joining industry peers like Hygon Information Technology and Cambricon Technologies in reporting accelerating demand for home-grown chips.
The Shanghai-based graphics processing unit (GPU) maker, which debuted on the Hong Kong stock exchange in January, estimated revenue for the first six months of 2026 to reach between 1.15 billion......
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17.08.26 - 07:54
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Are Microsoft′s AI plans being held back by a shortage of chips? (The Guardian)
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Guardian investigation finds apparent discrepancy between what tech company has said about its AI capacity – and the number of advanced chips it has in operationThe chips are quite small and some can be held in the palm of a hand. They are fundamental to the development of artificial intelligence models – and the world's biggest technology companies need vast numbers of them to keep ahead.Microsoft is one of them. And, on paper, it seems to have a problem. A Guardian investigation has found an apparent discrepancy between what the company has said about its AI capacity – and the number of advanced AI chips it has in operation. Continue reading......
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