STM, Onsemi tackle soaring AI data-center power demand with new SiC and GaN tech

As GPU counts in AI servers soar, rack power consumption has reached record highs, straining data-center energy systems. In response, major European and US power semiconductor makers, including STMicroelectronics (STM) and Onsemi, are rolling out advanced power-management technologies to enhance efficiency, reduce heat, and lower overall system costs.

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AI bubble concerns mount amid 2026 shipment uncertainty

AI-related products have become a key growth engine for Taiwan’s economy, being a major driver of Taiwan’s exports in 2024 and boosting investment in 2025. However, as companies continue to increase their AI investments by hundreds of billions or even trillions of US dollars annually, revenues have yet to rise proportionally. Experts recommend closely monitoring US CSP trends, as any reduction in procurement could directly impact Taiwan’s tech exports.

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Next-gen power systems aim to cool AI’s growing energy appetite

The rise of artificial intelligence has sharply increased the demand for computing power, making electricity consumption and grid bottlenecks a central concern for data centers. With power density per rack rising, traditional AC-based infrastructure faces limitations, prompting a search for more efficient energy solutions. High-voltage direct current (HVDC) architectures paired with solid-state transformers (SST) are emerging as leading options for next-generation power management, although commercialization faces significant hurdles.

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AIDC earns AS9110 certification for Brave Eagle maintenance

In a bid to fully integrate domestic aircraft manufacturing and logistics, Taiwanese aerospace company Aerospace Industrial Development Corporation (AIDC) announced on November 6 that its Brave Eagle project has passed the international AS9110 quality maintenance management system certification. This achievement marks AIDC’s recognition under global standards for both aircraft production and maintenance.

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Sinbon eyes strong growth with orders from AI, robotics, and smart transport sectors in 4Q26

Electronic components and solutions provider Sinbon Electronics has faced significant pressure on its growth momentum in 2025 amid global economic volatility and shifting US policies. The company’s green energy business, including the solar power segment, has declined sharply, halting a 15-year streak of revenue growth. However, Sinbon chairman Joseph Wang said that with new product lines and AI industry applications ramping up production, Sinbon expects to return to positive growth in 2026. A wave of major orders starting in the fourth quarter of 2026 is set to drive even stronger expansion in 2027.

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Taiwan firms remain committed to local investments despite expansions in US

US president Donald Trump predicts that within two years, the US will control 40-50% of the global chip market. He claims that major Taiwanese companies are establishing plants in the US because of his tariffs policy. Amid speculation that companies are fleeing Taiwan, Taiwanese government officials have repeatedly maintained that the makers are expanding overseas, demonstrating to the world their manufacturing capabilities.

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Foxconn builds digital health ecosystem through cross-industry integration

Foxconn is accelerating its digital health strategy by collaborating across medical systems, long-term care institutions, and other industries to create a seamless chain. The strategy will focus on connecting clinical care, long-term care, and home healthcare. Foxconn has signed memorandums of understanding with Nobel Medical Group and formed partnerships with Mackay Memorial Hospital and Shiangbao Longterm Care Group to pilot integrated smart long-term care models. It aims to drive industry convergence through evidence-based and scalable deployments, helping Taiwan establish a comprehensive digital health ecosystem spanning inpatient to outpatient settings.

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