AI infrastructure shift boosts BBU, fuel-cell, and SMR momentum
As AI compute hubs expand rapidly, data center power demand is rising fast. AI servers are being redesigned across cooling,…
TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production
TSMC, through its Japanese subsidiary Japan Advanced Semiconductor Manufacturing (JASM), has halted construction on its second wafer fabrication facility in…
Vietnam slaps new export curbs on rare earth
Vietnam’s parliament has approved sweeping amendments to its geology and minerals law that tighten state control over the country’s rare…
Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit
Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this…
Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers
Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified…
OpenAI secures major Disney investment as monetization pressure rises, launches GPT-5.2 to defend lead in intensifying AI race
OpenAI has received fresh backing from Disney as the AI developer faces pressure to strengthen monetization and expand commercial partnerships.…
Foxconn pumps US$509M into new Kaohsiung HQ
Foxconn signed a development agreement with the Kaohsiung city government on December 12 to advance the Y15 mixed-use project along…
Phison sets 3 supply strategies amid NAND shortage and wafer price surge
Cloud giants’ aggressive procurement of high-capacity enterprise SSDs has triggered a structural shortage and price surge in the NAND Flash…
Joinsoon Electronics Manufacturing sees growth from AI server cabling and high-speed transmission
Joinsoon Electronics Manufacturing, a manufacturer specializing in connectors and cable assemblies, reported progress in transforming its business model, driven by…
Qisda’s Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound
After two years of industry-wide inventory corrections, Taiwan’s networking sector is showing early signs of recovery, with Qisda Group subsidiaries…