SpaceX is widely expected to pursue an initial public offering in mid to late 2026. In anticipation, investors have increasingly tied the company’s long-term growth story to the idea of orbital—or space-based—data centers, making the concept one of the most closely watched themes in capital markets.
Record-high precious metal prices upstream are tightening cost pressure across the passive components industry, but the impact on protection components has so far been contained. Thinking Electronic Industrial said silver prices have surged since 2025, yet supply-demand dynamics have limited immediate price pass-through, allowing product prices to stabilize after a prolonged period of decline.
AP Memory is expanding into AI servers and high-performance computing, with its S-SiCap roadmap delivering concrete progress. Fourth-generation discrete silicon capacitors are set to adopt embedded substrate packaging first, having already entered sample-based process validation, with phased mass production starting from 2026.
At the HAIC2025 Artificial Intelligence Innovation Conference in Kunshan on December 18, Dawning Information Industry Co. (Sugon) unveiled its scaleX 10,000-accelerator supercluster, marking the first physical debut of a domestically developed AI cluster at this scale.
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