India ramps up notebook manufacturing as global brands shift in response to rising tariffs on Chinese exports

India’s INR170 billion (approx. US$2 billion) Production Linked Incentive (PLI) scheme for IT hardware appears to be gathering pace as global notebook brands increasingly partner with Indian contract manufacturers to localize production as companies like Asus, MSI, HP, Lenovo, and Acer are now tapping into India’s growing electronics ecosystem to scale operations and meet localization norms.

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OCP targets 1MW racks to cut data center energy losses to 7%

The Open Compute Project Foundation (OCP) is spearheading a radical redesign of data center power architecture to support AI’s explosive growth, including the concept of “1 Megawatt racks” that could reduce energy losses from 40% to just 7%. This transformation would eventually move power supplies outside computing floors and potentially integrate on-site renewable energy generation, including small nuclear reactors, according to Chief Innovation Officer Cliff Grossner, Ph.D.

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China’s export control expands to South Korea, further escalating trade retaliation against US

China has expanded its export controls on rare earth minerals and magnets, intensifying its trade retaliation against the United States and threatening to disrupt key industries. The new restrictions affect seven rare earth elements and specialized magnets used in electric vehicles, wind turbines, and military aircraft—resources on which the US remains heavily dependent.

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LG Innotek unveils ‘Dream Factory’ to pioneer PC CPU ABF substrates and target server market expansion

LG Innotek inaugurated a new semiconductor substrate production facility on April 17 in Gumi, North Gyeongsang Province, South Korea. Named the “Dream Factory,” the facility is focused on producing Flip Chip Ball Grid Array (FC-BGA) substrates, a key component for connecting semiconductor chips to mainboards. These high-density substrates are indispensable for high-performance computing, artificial intelligence, servers, and autonomous vehicles, all sectors poised for robust growth.

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