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10.07.26 - 04:06
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China′s AI talent demand spreads into chips, rare earths, and new materials (Digitimes)
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China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh salary data show computer science and software engineering losing ground as strategic industries draw more talent, while hard tech majors gain pay advantages across the country....
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10.07.26 - 03:06
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Liteon Technology June revenue jumps 37% on AI server power demand (Digitimes)
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Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end server power supplies and battery backup units continued to fuel growth. The Taiwan-based electronics supplier said second-quarter revenue reached NT$52.74 billion, up 21.5% quarter-over-quarter and 30.5% year on year, while first-half revenue totaled NT$96.1 billion, a 25% increase from the same period in 2025....
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10.07.26 - 03:06
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Arbor posts record June sales as edge AI demand lifts first-half revenue (Digitimes)
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Taipei-based industrial PC maker Arbor reported record consolidated revenue in June 2026 and said demand for edge AI, smart manufacturing and industrial digital transformation continued to strengthen. The company also said the trend supported both quarterly and first-half performance, and it expects growth to continue in the second half as physical AI adoption expands....
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10.07.26 - 03:06
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China′s silicon-to-agent AI stack headlines WAIC 2026 in Shanghai (Digitimes)
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When the 2026 World Artificial Intelligence Conference (WAIC) opens on July 17, its exhibition halls will double as a statement: China now fields a domestic AI stack running from silicon to agentic devices, at a moment when US export controls are tightening around the country's access to the most advanced foreign chips and models....
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10.07.26 - 03:06
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BOE profit surges on LCD recovery and 8.6G OLED AI PC ramp (Digitimes)
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BOE Technology expects first-half 2026 net profit to rise sharply as China's largest display panel maker benefits from a stronger LCD cycle, higher-end AMOLED shipments, and the start of mass production at its 8.6-generation OLED line for medium-sized panels....
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10.07.26 - 03:06
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JPC Connectivity June revenue hits a new high on AI data center demand (Digitimes)
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AI data centers and faster interconnects are lifting demand for JPC Connectivity, with the cable and connector maker posting record June revenue and stronger quarterly results. The trend matters beyond Taiwan, as global cloud builders, server makers, and network operators continue to expand infrastructure for artificial intelligence....
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10.07.26 - 02:12
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Emerging: AI Sovereignty Isn′t "Self-Sufficiency" (Bloomberg)
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Could AI become the next geopolitical battleground? Bloomberg's Menaka Doshi asks Fractal Analytics Co-founder Srikanth Velamakanni why countries are rethinking AI sovereignty and why smart interdependence may matter more than self-sufficiency.
Bloomberg launches Emerging, a monthly podcast series hosted by Menaka Doshi and Haslinda Amin on the rising economies shaping the global future. In episode one, Menaka looks at India's AI challenge: how the world's most populous country can compete in a race dominated by the US and China. (Source: Bloomberg)...
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10.07.26 - 00:12
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Alger′s Crawford: ′Everything Is Moving So Fast′ With AI (Bloomberg)
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Ankur Crawford, Executive Vice President and Portfolio Manager at Alder, discusses the implications of Meta's AI strategy and its potential impact on the tech and cloud computing sectors. She speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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