Microsoft’s decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI computing power, despite the company maintaining its planned US$80 billion capital expenditure. The server supply chain reports no slowdown in orders from US cloud service providers, with demand remaining strong into 2025.
National Cheng Kung University’s Crystal Research Center officially launched on the 26th, becoming the only academic institution in Taiwan capable of growing large-scale silicon carbide (SiC) crystals at ultra-high temperatures exceeding 2300°C. The center is supported by prominent companies such as Largan Precision and Delta Electronics, which have provided significant financial and equipment backing to accelerate the acquisition of advanced technologies.
SmartSens Technology (Shanghai) Co., a top Chinese CMOS image sensor (CIS) manufacturer, announced on February 27 a long-term strategic partnership with Nexchip Semiconductor, a Hefei-based wafer foundry backed by Powerchip Semiconductor Manufacturing Corporation (PSMC).