BizLink’s early move to Malaysia highlights shifting dynamics in global supply chains

As businesses increasingly adopt an “Out of China” approach due to geopolitical pressures, BizLink Group’s strategic choice to establish operations in Malaysia early on offers insights into Southeast Asia’s evolving role in manufacturing. While many Taiwanese firms initially expanded into China, BizLink began with a modest three-person office in Malaysia. This decision has paid dividends as the country transitioned from a low-cost labor hub into a significant manufacturing center driven by the rise of AI, according to BizLink Group chairman Roger Liang.

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NAND shortages help Phison to enter US server supply chain

Severe NAND flash shortages driven by AI servers have emerged, but have become a growth opportunity for Phison Electronics. Company CEO K.S. Pua said that the shortage is enabling the company to enter the US server supply chain and the enterprise storage market. According to Pua, large server customers have proactively approached Phison to help secure supply, while NAND flash prices continue to trend upward. Consumer and channel markets are unable to bear the cost pressure, pushing the storage industry into a phase of structurally strong long-term demand.

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Solum Advanced Materials develops ultrathin stainless steel foil for all-solid-state batteries

South Korean materials company Solum Advanced Materials has created a 10-micron ultrathin stainless steel foil using its proprietary Equi-Speed Asymmetric Rolling (ESAR) technology. The foil is intended as an anode current collector in all-solid-state batteries and is undergoing sample evaluations with global battery and automotive manufacturers.

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AMI Labs in talks for EUR3 billion valuation in effort to challenge dominant AI models

AMI Labs, an AI startup founded by former Meta scientist Yann LeCun, is negotiating a funding round that could value the company at around EUR3 billion (approx. US$3.52 billion). The company, which focuses on developing “world models” as an alternative to large language models (LLMs), has attracted interest from multiple venture capital firms across Europe and the US.

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OpenAI and ServiceNow partner to embed AI models and agents into enterprise workflows

OpenAI and enterprise software firm ServiceNow have forged a partnership to integrate advanced AI models and agents into ServiceNow’s corporate workflows, enhancing capabilities in voice customer service, IT automation, and computer operations. The collaboration aims to streamline routine tasks and improve data access across legacy systems.

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SAS shifts SiC strategy with 12-inch wafers and AI glasses innovation

Facing intense price wars triggered by China’s rapid expansion in the global silicon carbide (SiC) wafer industry, Sino-American Silicon Products (SAS) chairwoman Doris Hsu has decisively reshaped the company’s resource allocation. She revealed that standard SiC wafer prices have plunged 60-70% within six months due to market turbulence. In response, SAS is withdrawing from the commoditized power segment for GlobalWafers’ SiC wafers and prioritizing three niche markets focused on high-barrier applications.

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