Samsung Electro-Mechanics is investing KRW6.78 trillion (approx. US$5 billion) to expand FCBGA capacity in South Korea and Vietnam. The projects are backed by customer funding and medium- to long-term volume commitments, as demand for high-performance package substrates pushes Korean production lines toward high utilization.

Taiwan’s National Science and Technology Council (NSTC) has recently issued a call for proposals on “high-performance power conversion and system management technologies for next-generation AI data centers.” The aim is to help AI-related industries discover and develop usable technologies that can reduce AI’s impact on the power grid. The effort targets power consumption, the single biggest customer-side issue facing companies in AI chip design and manufacturing and AI server assembly.

China’s National Day holidays have driven a massive surge in long-distance electric vehicle (EV) travel. According to data from China’s National Energy Administration cited by The Paper, the 62,700 monitored highway charging facilities across the country completed 2.97 million EV charging sessions from October 1 to 3, a 48.41% increase compared to the same period in 2025. Total electricity delivered reached 71.62 million kWh, up roughly 49.39% year-over-year.