Recent concerns have emerged about semiconductor technology transfer following Trump’s victory in the 2024 presidential election, particularly given his previous statements about Taiwan’s semiconductor dominance. Taiwan’s Minister of Economic Affairs (MOEA), J.W. Kuo, has clarified that the US development of 2nm semiconductor technology depends on meeting specific market and resource requirements while emphasizing that Taiwan’s 2nm facilities in Kaohsiung are on track for production.

The Japanese government is preparing to provide over JPY10 trillion (approx. US$65 billion) in support for the semiconductor and AI industries by the fiscal year 2030 (April 2030 to March 2031). This plan includes an allocation of JPY6 trillion for subsidies aimed at R&D and production investments, while the remaining JPY4 trillion is expected to be financed through government-backed loans and other financial support.

The rapid evolution of AI computing demands and cooling innovations is reshaping data center infrastructure, with DIGITIMES Research analysts projecting a US$400 billion market for server cooling solutions and a fivefold expansion in the overall data center market by 2030.