Liquid cooling opportunities bring optimism for Walrus Pump in 2026

Raymond Huang, chairman of water pump leader Walrus Pump, stated that 2026 will see four main growth drivers: this includes the launch of the new Kaohsiung Luzhu Global Factory, industrial water pumps entering the supply chains of major US and Japanese machine tool makers, shipments of server-grade technology pumps, and the launch of newly developed submersible pumps. The company is very optimistic about its 2026 business outlook.

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Cheng Mei delivers first CoPoS equipment to ASE

Competing with leading players, Cheng Mei Instrument Technology recently delivered the first CoPoS measurement and inspection equipment to the ASE Group, aiming to break KLA Corporation’s near-monopoly in the equipment market. Cheng Mei Chairman Tony Tsai stated that in recent years, the company has been aggressively entering the advanced packaging field. He estimates that in 2025, measurement and inspection equipment in the semiconductor sector will account for roughly 60–70% of revenue, with 2026 expected to exceed 70%.

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Rapidus reportedly plans second Hokkaido fab for 1.4nm chips as funding gap widens, but company pushes back on timeline

Rapidus plans to begin construction on a second fabrication plant in Chitose, Hokkaido, in fiscal 2027 to produce 1.4nm and eventually 1nm chips, according to reports from Nikkei and Yomiuri Shimbun. The move underscores Japan’s push to return to the front of advanced logic manufacturing, even as Rapidus works to complete its 2nm process and secure the funding required to sustain its roadmap. However, the company has since denied this reported timeline.

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Samsung Display cautious on OLEDoS ramp as yields stay low

Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR market limit near-term demand, according to people familiar with the matter. Analysts say the supplier is choosing to refine its microdisplay technology while waiting for the market to reach a level that can support larger volumes.

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Gigastorage advances AI cooling, CGM medical devices, and green energy

At its investor conference on November 27, 2025, Gigastorage Corporation shared details regarding its strategic shift from its early photovoltaic (PV) business toward AI computing, cooling, and personal health micro-sensing. In the HPC and AI fields, Gigastorage has invested in direct forming technology (DFT). This technique leverages the high hardness of diamond abrasives to directly machine deep, tall two-dimensional fin structures onto heat-dissipating materials, improving thermal resistance performance by approximately 20%. It overcomes the technical bottlenecks of traditional cooling solutions, allowing fins to be directly integrated into GPU modules while precisely controlling the base thickness below 0.2mm, targeting top-tier applications such as HPC and vertical AI cooling.

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AOC 25G4KUR is launched in Europe with a 420Hz FHD 24.5-inch Fast IPS display

The AOC 25G4KUR is a cutting-edge e-sports monitor built around a 24.5-inch Fast IPS panel, offering Full HD resolution and an astonishing 420Hz refresh rate. Designed for competitive gaming, it delivers ultra-fast performance with a 0.3ms MPRT and a minimum 1ms GTG response time. The maximum 420Hz refresh rate is achieved through the DisplayPort 1.4 connection, while the two HDMI 2.0 ports…

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