BizLink expands optical interconnect push, sees uncertain CPO ramp timing
The artificial intelligence boom continues to drive demand for related hardware, particularly as server power delivery and high-speed data transmission requirements increase. Against this backdrop, BizLink has shifted its business mix toward high-performance computing and semiconductor applications, which now account for more than 50% of revenue, transforming the company from a traditional cable supplier into a provider of integrated power and high-speed connectivity solutions for AI data centers.
Samsung bets its HBM leverage can hold Nvidia’s LPU orders — but TSMC is pushing back
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?
LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand
The Taiwan startup that Qualcomm helped build the agentic OS for edge AI
China’s Horizon Robotics aims at Tesla with new self-driving platform
As competition in intelligent electric vehicles shifts from incremental feature upgrades to full system-level redesign, China’s Horizon Robotics is mounting an ambitious strategic push — one that places it in more direct competition with Tesla.
Taiwan’s industrial production surges on AI infrastructure demand
India’s solar growth faces policy tension between local manufacturing push and rapid capacity expansion
Chinese AI firms push into deployment, shift focus to inference at GITEX Asia
Chinese artificial intelligence companies are reshaping global AI deployment strategies, accelerating a shift toward inference-driven, commercially viable applications at GITEX Asia 2026.