Commentary: Sodium batteries reset EV cost structure and supply chain balance

For more than a decade, lithium-ion batteries have defined the global power battery market, concentrating technology, capital and supply chains along a single trajectory. That model is now under pressure. Sharp swings in lithium carbonate prices have exposed structural vulnerabilities, forcing the industry to confront a long-ignored question: what happens when the core input cost is no longer predictable?

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LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand

Silicon photonics (SiPh) products continue to see strong demand, with optical communication epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer needs. The company plans to increase capital expenditure (capex) to NT$1.315 billion (US$41.7 million) in 2026 to prepare early for second-half 2027 demand, and aims to introduce semiconductor-grade equipment for processes involving substrates larger than 6 inches, targeting a new expansion phase starting in 2028.

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Taiwan’s industrial production surges on AI infrastructure demand

Data released by Taiwan’s Ministry of Economic Affairs (MOEA) on April 23 showed that major global cloud service providers continue to expand procurement of artificial intelligence (AI) hardware as countries worldwide build out AI infrastructure. As a result, industrial production of computer, electronic, and optical products — primarily AI servers — surged 146.32% in March 2026. Cumulatively, output from January to March rose 131.77% compared with the same period in 2025.

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India’s solar growth faces policy tension between local manufacturing push and rapid capacity expansion

India’s push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just as renewable deployment accelerates. Industry groups warn that the mismatch between solar cell production and demand could delay projects, even as the government accelerates its clean energy transition.

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ViewSonic WorkPro VG2456 receives EPEAT 2.0 certification

ViewSonic has announced that its WorkPro VG2456 monitor has been officially registered under the new EPEAT 2.0 criteria, marking the company as one of the earliest adopters of the Global Electronics Council’s updated sustainability standard. The certification reflects ViewSonic’s commitment to advancing next‑generation environmental practices across product design, manufacturing and supply chain…

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2026 LG Micro RGB evo TVs specifications and pricing for the U.S.

LG Electronics has unveiled U.S. pricing and availability for the LG Micro RGB evo, the company’s first flagship RGB television and a major new addition to its 2026 premium display lineup. Introduced earlier this year at CES 2026, the Micro RGB evo series marks LG’s entry into a new class of high‑precision RGB TVs, with pricing starting at $4,999.99 and pre‑orders now open on LG.com. The lineup…

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