Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030
Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030
03
Jul
03
Jul
Apple plans five iPhone launches to capture market share amid component shortages
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables’ production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
03
Jul
Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist
China’s memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.
03
Jul
China’s polarizer makers seek price hikes as material bottlenecks bite
Chinese polarizer film suppliers are seeking higher prices from panel makers after raw-material and logistics costs rose in the second quarter, exposing a weak point in China’s display-material supply chain.
03
Jul
Taiwan’s Turvo confirms full management authority, reaffirms robotics expansion plans
Following recent reports of significant management changes at Turvo International Co., Ltd, President Steven Tsai addressed investors ahead of the company’s earnings conference on July 2. He said representatives of the company’s major shareholder, ZENG HSING Industrial Co., Ltd, were not present, and therefore he could not comment on their behalf. While acknowledging that the major shareholder has the legal authority to make such decisions, Tsai said the matter should be handled in a manner acceptable to all parties in order to avoid unnecessary controversy and disruption.
03
Jul
Turn Cloud shifts to AI infrastructure
Turn Cloud Technology is accelerating its transformation from a solution as a service (SolaaS) provider into an AI infrastructure provider for physical spaces, as demand for digital transformation across real-world venues continues to rise. The company says its new Tomorrow Space (TSpace) architecture will anchor its next phase of growth.
03
Jul
China’s Z.ai ramps up AI rivalry with Anthropic, OpenAI via GLM-5.2
Chinese AI company Z.ai, also known as Zhipu AI, is escalating its challenge to US leaders Anthropic and OpenAI with the release of its open-weight GLM-5.2 model and a new AI coding assistant, underscoring China’s growing competitiveness in frontier AI.
03
Jul
South Korea bets on southwest semiconductor cluster, but key hurdles remain
South Korea on June 29 unveiled a large-scale investment plan for the country’s Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip demand, excessive industrial concentration in the Seoul capital area, and pressure for balanced regional development.
03
Jul
Medical demand, multimedia shipments drive Sonix recovery as drone strategy gains traction
With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company’s drone business has entered niche commercial and industrial applications, providing a stepping stone toward higher-end markets.
03
Jul
‘Switchblade’ drone maker AeroVironment deepens Taiwan supply chain ties
US drone maker AeroVironment has worked closely with Taiwan-based supply chain partners over the past three years, with the company noting that many of its product components are now co-developed and manufactured by both sides. Moreover, the defense tech company has also established a direct communication channel in Taiwan in recent years to support Taiwan’s national defense resilience program.