Künstliche Intelligenz News

 

Vier KI-Systeme sollen je sechs Lieblingsaktien nennen. Welche Titel nominieren sie? Und wie erklären sie, dass ihre Antworten so ähnlich sind?...

LONDON (dpa-AFX) - Großbritanniens Außenministerin Yvette Cooper sieht die Menschheit in akuter Gefahr, wenn die unkalkulierbaren Risiken der rasanten KI-Entwicklung nicht schnellstmöglich eingedämmt werden. In einem Gastbeitrag für die Denkfabrik Chatham ......

Chinese artificial intelligence chipmaking champion Shanghai Biren Technology is raising HK$7 billion (US$892.5 million) to boost production of its graphics processing units (GPUs), joining a fierce domestic battle to capture Nvidia's market share in the country amid a global AI boom. The company, which went public in Hong Kong in January, announced that it would issue 153 million new shares at HK$46.2 each, representing a 9.9 per cent discount to the stock's closing price of HK$51.3 last......

SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang New Area, expanding advanced packaging capacity for high-performance computing, AI and data center chips....

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China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI investment, memory chip capacity growth, and import substitution combine to create one of the industry's strongest growth cycles in years....

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third quarter of 2026 from the prior quarter, according to ZDNet Korea, which cited industry sources....

As Moore's Law approaches its physical limits, simply shrinking semiconductor process nodes is no longer the sole path to improving chip performance....

The reported delay adds to concerns that Nvidia's breakneck annual release cadence is colliding with manufacturing limits....

Goldman Sachs has turned more bearish on the Japanese yen, arguing that the currency is likely to weaken further even with an intervention....

ByteDance Ltd. and Alibaba Group Holding Ltd. are pulling the plug on features that let users build and chat with AI companions, preparing for new Chinese regulations governing human interactions with artificial intelligence....

AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices....

Dutch semiconductor equipment startup Nearfield Instruments has completed a US$380 million Series D funding round, the largest-ever fundraising for a Dutch deep-tech company. The company is now targeting an initial public offering (IPO) in 2028....

A stronger macro backdrop and optimism ahead of the earnings season are adding to the appeal....

Nvidia Supplier Hon Hai Sales Beat As Continued AI Demand Offsets Consumer Electronics Decline Nvidia's server assembly partner Hon Hai Precision Industry reported a bigger-than-expected 40% jump in quarterly sales and said AI demand is growing further, according to Bloomberg.  Hon Hai's revenue grew to NT$2.51 trillion ($79 billion) in the three months to June, beating the average of analyst estimates of NT$2.37 trillion. Demand for AI-related products drove sales, compensating for a slight decline in demand from consumer electronics and computing products, where soaring memory prices have resulted in widespread demand destruction. Shipments of AI racks are expected to maintain their momentum in the current quarter, while demand for information and communications technology products is entering peak season, the company said in a statement Sunday quoted by Bloomberg. Overall operations are expected to grow both quarter-on-quarter and year-on-year. Hon Hai, also known as Foxconn, has establi...

Alibaba has instructed employees to stop using Anthropic's Claude Code for work and remove Claude models from company computers, according to respective sources cited by Yicai, The Information, and Reuters. The move comes after concerns emerged over features in Claude Code that developers said could identify whether users were located in China or affiliated with Chinese research labs....

Micron Technology has begun construction on an expansion of its existing semiconductor plant in Higashi-Hiroshima, western Japan, as part of a JPY1.5 trillion (approx. US$9.3 billion) investment aimed at increasing production of advanced memory chips, particularly high-bandwidth memory (HBM) used in artificial intelligence (AI) processors....

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Matt Hougan, CIO von Bitwise Asset Management, erwartet einen gedämpften nächsten Krypto-Aufschwung. Ein struktureller Wandel in der Investorennachfrage treibt diese Einschätzung....