Taiwan is riding high on the artificial intelligence (AI) wave, with AI capabilities now equating to national strength. However, the AI industry is notably power-hungry, raising concerns among many businesses about the adequacy of Taiwan’s electricity supply. From a corporate perspective, any electricity bottleneck would severely hinder Taiwan’s technological advantages.
Component manufacturers, such as Taiwan-based Cheng Uei Precision Industry (Foxlink), are evolving and upgrading their operations to encompass a broader range of products and industries, aiming to secure a foothold in emerging sectors. This is in response to rapid changes in the industrial environment and increasing market competition.
According to Bloomberg and Reuters, Indian electric two-wheeler (E2W) maker Ola Electric Mobility is set to launch its initial public offering (IPO). The company aims to raise up to INR61.46 billion (US$734 million) by selling shares at a price of INR72-76 each.
China is ramping up its efforts to produce High-Bandwidth Memory (HBM), crucial for advancing AI technology, as part of its supply chain indigenization strategy.
Following Trump’s controversial comments about Taiwan, US Commerce Secretary Gina Raimondo underscored the necessity of bolstering domestic chip manufacturing, warning against over-dependence on Taiwan.
Glass Core Substrate (GCS) is becoming a trend that major players in the semiconductor supply chain are avidly pursuing. LG Innotek is reportedly contacting material, components, and equipment partners to set up its GCS supply chain, and will collaborate with LG Display (LGD) for the endeavor.
On July 23, 2024, Infineon Technologies AG expanded its ongoing lawsuit in the U.S. District Court for the Northern District of California, adding claims against Innoscience (Zhuhai) Technology Company, Ltd., Innoscience America, Inc., and their affiliates.
Onsemi reported a decline in performance for the past quarter, attributing the downturn to short-term economic headwinds. Despite these challenges, the company remains confident in its leadership in the Silicon Carbide (SiC) market and is anticipating increased SiC adoption within the AI data center sector.