AI boom sparks unprecedented energy crisis threatening industry growth, warns Schneider Electric executive

The rapid expansion of artificial intelligence (AI) is fueling an unprecedented energy crisis that could fundamentally constrain the industry’s growth, according to Pankaj Sharma, executive vice president for data centers at Schneider Electric. Speaking at Computex 2025, Sharma warned that AI data centers are rapidly approaching power consumption levels that dwarf traditional computing infrastructure, raising urgent questions about energy availability, environmental impact, and infrastructure readiness.

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Samsung sidelined as Nvidia leans on SK Hynix and leaves Micron in the dust

Samsung Electronics may clear Nvidia’s certification for its 12-layer HBM3E memory, but industry sources say the achievement is unlikely to yield short-term financial gains. SK Hynix, having secured early qualification, has already locked in most of the orders and controls the supply chain. Samsung is projected to pass Nvidia’s quality requirements by late 2025 following continued product refinements, but shipment volumes are expected to remain constrained.

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Touch panel maker GIS pivots to optics, biometrics, and auto tech, cut legacy reliance by 2029

Taiwan-based General Interface Solution (GIS) Holding Limited returned to profitability in 2024 and is refocusing its business strategy on three core sectors: optics, fingerprint recognition, and automotive electronics. These emerging segments are expected to drive more than 20% of revenue in 2025 and could account for half of the company’s top line by 2028–2029, as GIS navigates macroeconomic headwinds including tariff pressures and currency volatility.

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China’s export controls on advanced equipment disrupt global manufacturing expansion

As geopolitical tensions continue to reshape global supply chains, manufacturers expanding production overseas are facing fresh hurdles due to China’s tighter export controls on advanced equipment and materials. While the impact on production capacity remains limited for now, sources say these measures are causing delays in setting up new manufacturing lines abroad, prompting companies to turn to local suppliers for critical support.

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Zhen Ding eyes server market as Foxconn-Nvidia alliance signals new AI chapter

In a landmark announcement at Computex this week, Nvidia CEO Jensen Huang unveiled plans to partner with Foxconn in establishing Taiwan’s most advanced artificial intelligence (AI) supercomputing center — an “AI Factory” aimed at accelerating the island’s capabilities in AI research and application. Sources indicate that the first phase of the initiative will break ground in Kaohsiung.

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Synaptics sharpens edge AI focus with custom IP, Wi-Fi 7, next-gen MCUs

Synaptics is showcasing its edge AI and wireless connectivity advancements at Computex 2025, signaling a strategic shift beyond its legacy PC touchpad and fingerprint sensor offerings. The spotlight this year is on its broadened IoT portfolio, featuring edge AI processors and next-generation Wi-Fi solutions designed to power intelligent, responsive, and secure embedded applications.

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