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Latest news and trends for industry
22
Mar
Samsung union votes to strike, risking Nvidia HBM4 supply disruption
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Posted by
jeff
Samsung Electronics’ labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia’s next-generation AI accelerators.
22
Mar
Delta targets next-gen AI data centers with 800V DC power and liquid cooling solutions
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Posted by
jeff
At the Nvidia GTC 2026 conference, CEO Jensen Huang emphasized that power delivery and liquid cooling will become core elements requiring co-design. He said that future AI racks and AI factories must integrate power and thermal systems into a unified infrastructure framework.
22
Mar
Column: Drones redefine warfare, and the US wants to control who builds them
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Posted by
jeff
Drones are rapidly transforming modern warfare, offering relatively low-cost alternatives to traditional weapons while driving changes across defense supply chains. Small unmanned aerial vehicles (UAVs), often costing only a few thousand dollars, are now capable of striking targets hundreds of kilometers away, including armored vehicles, ships, and air defense systems.
22
Mar
MediaTek, Microsoft Research crack AOC power barrier with Micro LED, 50% reduction
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Posted by
jeff
A joint R&D team, including MediaTek, Microsoft Research, and other suppliers, has developed a next-generation active optical cable (AOC) based on miniaturized Micro LED light sources. The Active Micro LED Cable delivers copper-like reliability while significantly extending transmission distance.
22
Mar
SpaceX Starship delay opens door for returnable satellite ventures
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Posted by
jeff
Elon Musk recently acknowledged that the first flight of SpaceX’s Starship V3, originally scheduled for early 2026, has been delayed to April. The postponement highlights persistent technical hurdles for the rocket, which features the latest Raptor 3 engines and a suite of design improvements.
22
Mar
Chunghwa Precision Test breaks ground on new Taiwan plant to meet AI chip demand
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Posted by
jeff
Chunghwa Telecom-owned probe card manufacturer Chunghwa Precision Test (CHPT) broke ground on a new plant on March 20 at the Pingzhen Industrial Park in Taoyuan, signaling an aggressive expansion strategy aimed at capturing rising semiconductor testing demand driven by artificial intelligence.