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16.07.26 - 08:36
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ASML ist Europas heimlicher KI-Champion (BondGuide)
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Ohne ASML gäbe es viele moderne KI-Chips nicht. LFDE sieht den niederländischen Lithographiespezialisten als Europas Schlüsselunternehmen im globalen KI-Boom. Die Revolution der Künstlichen Intelligenz wird häufig mit Namen wie Nvidia, TSMC, Samsung oder SK Hynix verbunden. Nach Ansicht von Alexis Bienvenu, Fondsmanager bei LFDE, steht hinter diesen Branchengrößen jedoch ein Unternehmen, das für die gesamte […]...
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16.07.26 - 03:24
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Samsung, SK hynix race to make Gwangju memory hub operational within four years (Digitimes)
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Samsung Electronics and SK hynix are set to anchor a KRW800 trillion (US$532.4 billion) semiconductor cluster at the former Gwangju military airport site in South Korea. Industry experts describe the project as a race against time, with an ambitious target of bringing four fabrication plants online within four years. Whether land, power, water, talent, and supply-chain infrastructure can be developed in parallel has become a key concern for South Korea's semiconductor industry and global observers alike....
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16.07.26 - 03:24
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Samsung may scale back foldable storage upgrades as memory costs rise (Digitimes)
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Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South Korean company will likely cut its "free storage upgrade" offer from a full double-capacity boost to a subsidy covering only half the price gap between the 256GB and 512GB versions....
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15.07.26 - 20:15
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Alibaba′s Qwen AI Will Be Integrated Into Apple Phones In China Amid Push For Local Models (ZeroHedge)
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Alibaba's Qwen AI Will Be Integrated Into Apple Phones In China Amid Push For Local Models
Apple is starting to take cost-cutting (and Chinese supply chains) very seriously.
Just days after reports that the smartphone giant will use China's DRAM pioneer CXMT (which just priced its IPO) for local memory as a cheaper alternative source to ridiculously overpriced DRAM sourced from the memory cartel triad of Samsung, SK Hynix and Micron, this morning Reuters reported that BABA Qwen AI - much cheaper but just as efficient as most US frontier models - will be integrated into Apple Intelligence in China.
US-listed shares in of Alibaba rose 6% on Wednesday after the company confirmed to CNBC that the Qwen AI model will be integrated into Apple systems in China.
“Qwen will be integrated into Apple Intelligence experiences within iOS, iPadOS, macOS, and visionOS for users in China,” an Alibaba spokesperson told CNBC.
The Cyberspace Administration of China included Apple AI services on a list ...
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15.07.26 - 19:30
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The Trump Administration Presses for More Memory Plants in America: These 3 Stocks Could Be Winners (24/7 Wall St.)
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The Trump administration is pressuring foreign memory chipmakers to expand their U.S. footprint, framing memory as a strategic asset for the AI era. According to a Benzinga report, Commerce Secretary Howard Lutnick has publicly pressed Samsung and SK Hynix, saying they will have “no choice but to follow” Micron Technology's (NASDAQ:MU) domestic expansion, and adding ... The Trump Administration Presses for More Memory Plants in America: These 3 Stocks Could Be Winners...
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15.07.26 - 12:06
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Walden Robotics Launches with $300 Million to Put General-Purpose Robots to Work Today (Business Wire)
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Seed round co-led by Toyota and Deviation Capital values the full-stack Physical AI company at $1.1 billion, with participation from NVIDIA, Boeing, AE Ventures, Samsung Ventures, and other industry leaders.CAMBRIDGE, Mass.--(BUSINESS WIRE)--Walden Robotics, a full-stack Physical AI company building and deploying general-purpose robots that continuously learn and improve while performing real work, launched out of stealth with $300 million in funding. The round, which values the company at $1.1 billion, is co-led by Toyota (Toyota Motor Corp, Toyota Invention Partners, and Toyota Ventures) and Deviation Capital, with participation from NVIDIA, Boeing, AE Ventures, Samsung Ventures, Prologis Ventures, CoreWeave Ventures, and financial partners Calibrate Ventures, Colle Capital, Shine Capital, NextView Ventures, Squarepoint Capital, One Madison Group, KAS Venture Partners, and Menlo Ventures, among others.
Walden deploys robots into real production environments in manufacturing and logistics, doing useful w...
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