AI data centers turn to high-voltage direct current as new power backbone

The global artificial intelligence (AI) boom is not only driving demand for AI servers and AI data center hardware construction but also pushing high-voltage direct current (HVDC) to become the future mainstream in power supply due to the AI sector’s massive energy consumption. This shift is accelerating investments from power grids, heavy electrical equipment, and power supply manufacturers, while the technical and capital barriers are expected to trigger a new round of market shakeouts.

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Taiwan’s government-built 12-inch fab to come online in 2028, integrating industry and academia capabilities

TSMC has donated several sets of used 12-inch chipmaking equipment to the government, which has had the Industrial Technology Research Institute (ITRI) under the Ministry of Economic Affairs (MOEA) and the Taiwan Semiconductor Research Institute (TSRI) under the National Institute of Applied Research (NIAR) receive them on its behalf. TSRI has selected a site on the campus of National Yang Ming Chiao Tung University (NYCU) to build a 12-inch wafer fab where proof-of-concept and pilot lines will be installed using the equipment. The facility is expected to officially commence operations in 2028.

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Energy and intelligence: a new benchmark in AI competition

AI giants are shifting the global competition in large language models (LLMs) away from benchmark dominance toward sustainability and real-world applicability, signaling a new phase in how artificial intelligence performance is measured. The move highlights rising concerns about energy use, environmental impact, and user experience as essential evaluation metrics.

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Chipmakers bet big on AI glasses as market momentum builds

Although the AI glasses market has yet to experience clear explosive growth, major system manufacturers, brands, and startups are continuously increasing their resources and development efforts for new products and solutions. Chipmakers share this high level of anticipation toward the technology trend, marking a stark contrast from their previous cautious stance regarding short-term mass adoption.

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Jorjin chairman: Chip and display breakthroughs fuel AI-AR symbiosis

AR glasses represent a revolution for displays that incorporate key technologies such as near-eye displays, microLED, and waveguides, with AI and AR now sharing a symbiotic existence and development, says Jorjin Technologies chairman Tom Liang. These technologies did not emerge overnight, and although Taiwanese companies possess the necessary expertise, they have usually worked independently in the past without proper integration.

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AI glasses need killer apps and local partnerships to drive adoption, says Samsung Taiwan exec

AI glasses have attracted the attention of many industry heavyweights, who see them as next-generation mobile devices that free users’ hands and extend smartphone applications. HTC has surpassed sales expectations with the Vive Eagle, the company’s first AI glasses. In addition, other key players such as Samsung Electronics, Google, and Meta are either preparing or have already launched new products.

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