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10.11.26 - 06:12
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Australien nimmt KI-Entwickler stärker in die Pflicht (DPA-AFX)
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CANBERRA (dpa-AFX) - Australien verschärft die Sicherheitsvorschriften für Entwickler besonders leistungsfähiger Künstlicher Intelligenz. Damit reagiert die Regierung von Premierminister Anthony Albanese auf einen schwerwiegenden Vorfall im Juni. Albanese ......
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10.11.26 - 06:06
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Franklin Templeton′s Lye Sees Fed Pause as AI Outlays Cool (Bloomberg)
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Carol Lye, Portfolio Manager and Senior Research Analyst at Franklin Templeton, says moderating US inflation combined with a possible deceleration in artificial intelligence infrastructure spending could give the Fed reason to pause its rate-hike cycle. (Source: Bloomberg)...
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10.11.26 - 06:06
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Anthropic Prepares to Market IPO as Nvidia Scandal Stokes AI Jitters (Bloomberg)
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"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney and Hong Kong with Haidi Stroud-Watts and Annabelle Droulers, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)...
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10.11.26 - 06:06
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Taiwan′s GIS targets 800G/1.6T AI optics, with laser packaging ramp-up starting 4Q26 (Digitimes)
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GIS is shifting from touch displays to semiconductor optics, with laser packaging entering small-volume production in the fourth quarter of 2026 and full capacity expected by the second or third quarter of 2027. Chairman Hsien-ying Chou said production lines have been installed progressively since the second quarter, supported by incoming equipment and customer-supplied materials. Passive optical components and Micro LED applications are also part of the company's expansion....
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10.11.26 - 05:06
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Phison locks in 70% of its 2027 NAND supply as AI demand surges (Digitimes)
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Phison Electronics CEO Pua Khein-Seng expects AI demand to surge again after the Lunar New Year, tightening NAND Flash supplies and intensifying competition for high-capacity triple-level cell (TLC) and quad-level cell (QLC) products. The company has already secured more than 70% of its targeted 2027 supply....
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10.11.26 - 05:06
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Novatek faces AI infrastructure squeeze, pins growth ramp-up on new products (Digitimes)
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Novatek Microelectronics, a leading Taiwanese display driver IC (DDI) design house, hosted its quarterly earnings conference last week. Novatek President and Vice Chairman Steve Wang stated that third-quarter 2026 revenue reached the upper end of its guidance, propelled by seasonal stock-up demand from smartphone clients that drove strong shipment growth in small- and medium-sized DDIs. Small- and medium-sized DDIs accounted for 37% of total revenue during the quarter, while system-on-chip (SoC) revenue share declined from 52% in the second quarter to 46%. The quarter-over-quarter compression in gross margin reflected this product-mix shift, as well as the timing lag between rising input costs and product price adjustments....
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10.11.26 - 05:06
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Commentary: How will US midterms and Jensen Huang controversy reshape AI policy? (Digitimes)
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Recent developments, including the Democratic Party's strong showing in the US midterm elections and calls for Nvidia CEO Jensen Huang to brief Congress on national security matters, have stirred uncertainty over the future direction of AI policy and the AI chip market in the US. Huang has also drawn global media attention after addressing an alleged extramarital affair in an open letter....
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10.11.26 - 05:06
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Automotive architecture shifts to zonal control as AI cyber risks rise (Digitimes)
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Automotive electrical/electronic architecture (E/EA) continues to evolve—moving from early distributed control systems to today's mature domain-based architectures, and now ushering in the era of zonal control. However, as AI significantly amplifies attackers' capabilities, automotive cybersecurity is facing renewed scrutiny, with potential vulnerabilities between distinct functional zones emerging as a primary concern....
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10.11.26 - 05:06
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Rebellions calls for govt support to test AI chips in space (Digitimes)
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Space-based data centers could open a new market for low-power AI chips, but moving computing workloads into orbit presents challenges involving radiation, cooling, and hardware reliability. South Korean AI chip developer Rebellions is calling for government support to help companies establish a track record in space, while researchers recommend adapting existing processors rather than developing new chips from scratch....
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