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AI capacity crunch drives up consumer tech costs, deepening China's deflation
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Tesla AI server order puts Pegatron back alongside Asus, 18 years after split
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BYD plans four Europe factories as EU tariff pressure rises
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Charts: Two-thirds of Taiwan's chip equipment growth comes from testing AI chips
Semiconductor Engineering
Agentic AI Automates Design-Rule Repair While Preserving Layout Equivalence (Purdue University)
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EV battery demand is going global, yet material supply remains overwhelmingly Chinese
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