AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia’s next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array units (FAU) and external laser sources (ELS).

Taiwan’s Executive Yuan has decided to draft a separate special bill to support drone development and procurement after the Legislative Yuan cut relevant items from the NT$1.25 trillion (approx. US$39 billion) special budget for national defense, with the Executive Yuan citing national security concerns and the need to build an autonomous industrial supply chain. The move comes as a delegation of lawmakers, led by Speaker Daniel K.Y. Han, returns from a visit to TSMC’s Arizona plant and meetings with US lawmakers, yet it remains unclear whether that trip will help win opposition support for the drone bill.

The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron’s stronger-than-expected quarterly results have drawn fresh attention from investors and the technology industry, while the broader supply picture remains tight.