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06.04.26 - 05:00
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Semiconductor, AI talent race heats up as Taiwan tightens crackdown on alleged poaching (SCMP)
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China's hunt for semiconductor talent has intensified as Beijing aims to achieve artificial intelligence breakthroughs amid deepening tech rivalry with the US, but the plans have triggered fresh probes by Taiwanese authorities into talent poaching by mainland Chinese firms in what analysts describe as a “quiet tech war” over the human capital.
A total of 11 new mainland Chinese firms were put under investigation for allegedly poaching semiconductor and other hi-tech talent, according to Taiwan's......
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05.04.26 - 10:54
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Who is Xu Rui, the ex-ByteDance executive tapped by Meta to lead AI hardware? (SCMP)
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Facebook owner Meta Platforms has recruited a Chinese industry veteran with experience across artificial intelligence, humanoid robots and extended reality to lead a new hardware team in its superintelligence unit.
Xu Rui, a former product manager at Tencent Holdings and TikTok owner ByteDance, would lead a team developing AI devices separately from Meta's Reality Labs division, which was responsible for the company's popular smart glasses and virtual reality headsets, US outlet Business Insider......
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04.04.26 - 05:36
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Global banks carve out roles as semiconductor wealth redraws Taiwan′s finance map (SCMP)
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Taiwan's dominance in semiconductors is no longer just reshaping global technology supply chains – it is also redrawing the island's financial landscape, as international banks move to capture the wealth being created across the chip ecosystem.
From first-generation chip entrepreneurs setting up family offices to retail investors pouring money into exchange-traded funds (ETFs), the capital generated by Taiwan's technology boom is spreading across multiple layers of the economy.
Global lenders......
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03.04.26 - 20:06
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KI-Boom stockt: Fast die Hälfte der für 2026 geplanten US-Rechenzentren ist verspätet (Der Standard)
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Eigentlich sollten heuer in den USA neue KI-Rechenzentren mit einer Gesamtleistung von zwölf Gigawatt online gehen. Das Problem dabei: Gerade einmal ein Drittel davon ist derzeit überhaupt schon im Bau. Der Rest befindet sich noch in der Planungsphase, in der viele davon wohl noch abgesagt werden, weil die notwendigen Ressourcen oder andere Rahmenbedingungen einfach nicht gegeben sind... --- Auch wenn diese Entwicklung nicht komplett überraschend sein sollte, interessant sind aber die konkreten Gründe für die Verzögerung. Sind es doch derzeit nicht Stromversorgung, Kapital oder Grundstücke, die das größte Problem darstellen. Vielmehr sind es simple elektrische Komponenten wie Transformatoren, Akkus oder Schaltanlagen..
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03.04.26 - 17:36
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Services Sector Contraction In March Screams Q1 Stagflation (ZeroHedge)
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Services Sector Contraction In March Screams Q1 Stagflation
Following S&P Global's Manufacturing PMI's better than expected print higher (signaling resilience in the face of March's war in Iran), the data released this morning showed the US Services Sector experienced a contraction of activity at the end of the first quarter of 2026.
The headline S&P Global US Services PMI Business Activity Index recorded 49.8 in March, down from February's 51.7 and lower than the earlier 'flash' estimate of 51.1.
It was the first decline recorded in over three years amid the weakest rise in new work since April 2024.
“The PMI survey data show the US economy buckling under the strain of rising prices and intensifying uncertainty, as the war in the Middle East exacerbates existing concerns regarding other policy decisions in recent months, notably with respect to tariffs," said Chris Williamson, Chief Business Economist at S&P Global Market Intelligence
The service sector has slipped into contract...
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