Shibaura Electronics announced on May 21, 2025, a shift in its stance regarding the competing tender offers (TOBs) from Japan’s MinebeaMitsumi and Taiwan-based Yageo for its shares. Originally, Shibaura Electronics had recommended that shareholders accept MinebeaMitsumi’s bid. However, the company has now revised its position from a clear endorsement to a neutral stance.

China’s Dawning Information Industry Company (Sugon) and Hygon Information Technology announced plans for a strategic merger on May 25 to consolidate the country’s computing power ecosystem. The proposed deal involves a share swap, with Hygon set to issue shares to all A-shareholders of Sugon. A simultaneous capital raise is also planned to support the integration. Both companies halted trading on May 26, with the suspension expected to last no more than ten trading days.

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.