E Ink Holdings has declared 2025 as its “year of large-size color electronic paper,” signaling a major push into the expanding market for large-format displays. However, a key part of this strategy—mass production via its new H5 production line—has been delayed by one quarter. Chairman Johnson Lee called the delay their “most painful issue,” noting that initial mass production originally slated for April is now postponed to June due to bottlenecks in the line.

Japan’s push to revive its semiconductor manufacturing is hitting speed bumps as major manufacturers expressed cautiousness over operation or expansion amid weak demand outside of AI.

Infineon Technologies and Nvidia announced a collaboration to develop 800-volt DC power architectures for artificial intelligence (AI) data centers, as the industry confronts exponential growth in energy consumption that threatens to outpace current infrastructure capabilities.