In a surprising shift within Taiwan’s competitive mobile phone market, Samsung Electronics is anticipated to outpace Apple in monthly sales as early as June 2024. Industry insiders cite two key factors driving this change.

Japanese motor manufacturer Nidec is shifting its growth strategy to focus on cooling devices for Generative AI (GenAI) servers, anticipating this business will grow to an annual scale of JPY 1 trillion (US$6.4 billion) in the future.

To address the rising memory demand of the AI boom, Samsung is resuming the construction of its new Pyeongtaek plant 5 (P5), with construction beginning as early as the third quarter of 2024 and completion estimated by April 2027.

Amid the hype for liquid cooling in the server industry, Nidec Chaun-Choung Technology (CCI) chairman Junichi Nagai notes that the company will release liquid cooling solutions for servers according to plans from its parent company Nidec. In addition, mass production of the company’s 3D vapor chamber (VC) air cooling products, which have received certification from its customers, will begin in the latter half of 2024.