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Latest news and trends for industry
13
Nov
KTC 25M1 Pro is launched with a 600Hz FHD Fast TN display
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Posted by
jeff
13
Nov
Commentary: From industry definer to industry participant? Nvidia’s 2035 outlook in post-Jensen Huang Era
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Posted by
jeff
When Jensen Huang’s resignation took effect on November 12, most of the market’s attention turned to who would be Nvidia’s next CEO. However, a better starting point for judging what Nvidia will look like a decade from now is to ask the reverse question: had Huang stayed on, what kind of company would Nvidia have become by 2035? The gap between that original blueprint and the new reality is the true cost of his departure.
13
Nov
DEEPX tapes out AI chip on Samsung’s 2nm process
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Posted by
jeff
South Korean AI chip developer DEEPX has completed the tape-out of its next-generation DX-M2 processor using Samsung Electronics’ second-generation 2nm process, advancing plans to bring generative AI to robots and industrial equipment while reducing their reliance on cloud computing.
13
Nov
E Ink targets 2027 revenue from PTFE materials for AI data centers
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Posted by
jeff
E Ink Holdings is expanding into materials for AI data centers through a partnership with Taiflex Scientific. The electronic paper maker expects its first revenue from polytetrafluoroethylene (PTFE) materials in 2027, with production ramping up in 2028.
13
Nov
Mars Semiconductor posts slight revenue growth, expects eBMC orders in 2H27
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Posted by
jeff
Mars Semiconductor’s cumulative revenue for the first three quarters of 2026 edged up from the same period in 2025, while quarterly results rose steadily and EPS growth was significant, company Vice President and spokesperson Ho Tsung-ming said at an investor conference this week. Looking ahead to 2027, existing product lines are expected to grow slightly, while the company’s new edge server management chip (eBMC) line is expected to win customer approval in the second half, bringing orders into clearer view.
13
Nov
DIGITIMES Chairman urges Taiwan to become sovereign AI partner
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Posted by
jeff
Digitimes Chairman and CEO Colley Hwang said Taiwan should leverage its strengths in chip manufacturing, advanced packaging, and ICT hardware production to pursue sovereign AI opportunities outside the US and China. Speaking at the 2026 Avnet Ecosystem Technology Forum on November 13, Hwang said AI and semiconductors will remain major industries over the next 10 to 20 years.