SK Hynix is reportedly converting part of its production line at its Icheon semiconductor plant in South Korea to manufacture high bandwidth memory (HBM) in response to rapidly increasing demand.

As the technological competition between China and the US intensifies, AI chips have become a crucial resource. The US government’s export ban on Nvidia’s high-end AI chips has prompted Chinese companies to seek alternative solutions, such as Huawei’s self-developed Ascend 910B AI chips. Concurrently, the Chinese government has urged domestic tech giants to increase their procurement of local AI chips.

Google’s latest environmental report reveals a significant increase in carbon emissions, primarily driven by the company’s efforts to integrate AI functionalities and expand data centers. This development raises concerns about Google’s ability to meet its 2030 net-zero emissions target.

Taiwan-based copper clad laminate (CCL) makers Elite Material, Iteq, and Taiwan Union Technology (TUC) are poised for a robust second half of the year, driven by growing demand for AI and ASIC servers, according to upstream supply chain sources.